Advisor Deadlines
Q4 IRS deadline check for advisors: which clients an RMD, QCD or SEP date hits. Stateless.
| Endpoint | https://advisor-deadlines-mcp.agentbets.workers.dev/mcp (streamable-http) |
|---|---|
| Registry version | 1.0.0 |
| Now | 2 tools · grade A (99) · pin ts_b6d5ae3c9f663db0639e5d325df338bd · protocol 2025-06-18 |
| First / last listed | 2026-10-27 02:13 UTC / 2026-10-27 02:13 UTC |
| Grade over time | 2026-10-27: A (99), 2 tools |
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Tools: list_deadlines check_clients
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, QCD), each with due date, who it applies to, days left and the IRS source. params: as_of |
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 whether an open item already covers it. Use initials or ids, not names; inputs are not stored. params: as_of, clients* |
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