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Advisor Deadlines

by advisor-deadlines-mcp.agentbets.workers.dev · remote · no sign-in to list tools · v1.0.0 · published by dev.workers.agentbets.advisor-deadlines-mcp

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

Changes · 1
CompareRegistry entry

2 tools: 1 change things and 1 only read.

Scanned Oct 21, 2026

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

claude mcp add --transport http advisor-deadlines https://advisor-deadlines-mcp.agentbets.workers.dev/mcp

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

2 tools

Changes things 1Claude Code: ask
  • check_clientsFor each client, return which remaining Q4 deadlines hit them, why (e.g.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • readOnlyHint: true
    • openWorldHint: false
    • destructiveHint: false
    • idempotentHint: true
Only reads 1Claude Code: allow
  • list_deadlinesList 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 t…No findings

    Why it is in this group

    • The name "list_deadlines" says "list": a word for reading.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • readOnlyHint: true
    • openWorldHint: false
    • destructiveHint: false
    • idempotentHint: true

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 1.0.0. Values in angle brackets are yours to fill in.

claude mcp add --transport http advisor-deadlines https://advisor-deadlines-mcp.agentbets.workers.dev/mcp

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__advisor-deadlines__list_deadlines"
    ],
    "ask": [
      "mcp__advisor-deadlines__check_clients"
    ],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as advisor-deadlines. Review it before you use it.