KitScout

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Advisor Deadlines

MCP serverVerified domain · advisor-deadlines-mcp.agentbets.workers.devRemote● LiveFree to try

Q4 IRS deadline check for advisors: which clients an RMD, QCD or SEP date hits. Stateless.

Install

Remote server: your requests and data go to advisor-deadlines-mcp.agentbets.workers.dev. Claude Code: claude mcp add --transport http advisor-deadlines https://advisor-deadlines-mcp.agentbets.workers.dev/mcp · Claude app: Settings → Connectors → Add custom connector.

What it can do

The tools this server listed when we connected to it, in its own words.

  • list_deadlines — List the Q4 IRS deadlines still ahead (Oct 15 SEP contribution on extension and excess IRA contribution fix; Dec 31 RMD, Roth conversion, QC
  • check_clients — For each client, return which remaining Q4 deadlines hit them, why (e.g. 'age 74 with a Rollover IRA', 'on extension with a SEP IRA'), and w

KitScout test notes

Not tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.

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