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Advisor Deadlines

dev.workers.agentbets.advisor-deadlines-mcp/advisor-deadlines

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

This endpoint completed initialize and tools/list. No tool was called.

Rank
#1015
Score
82
Tool tokens
513
Tools
2

Tools

Token cost is the o200k count of the tools list JSON, including schemas, before any tool is called.

  • 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

  • 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,

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