mcp-form5500

Form 5500 MCP — wraps the U.S. DOL/EBSA EFAST2 Form 5500 Search service

Part of Pipeworx — an MCP gateway connecting AI agents to 1573+ live data sources.

Tools

Tool	Description
form5500_search	Search U.S. Department of Labor Form 5500 / 5500-SF filings (employee benefit & pension plans, EFAST2) by plan sponsor name, employer EIN, plan name, state, and/or plan year. Returns matching filings with sponsor, plan name/number, participant counts, plan assets, plan type, and a link to the filing PDF. Provide at least one of sponsor, ein, plan_name, or state.
form5500_filing	Get Form 5500 filing detail from the DOL EFAST2 index. Pass ack_id for a single filing (sponsor, plan name/number, participant counts, begin/end-of-year plan assets, plan type, filing date, and full filing PDF URL). Pass ein instead to get a plan sponsor's full filing history (all Form 5500 filings for that EIN, newest first). Note: line-item detail such as Schedule C service providers is not in the search index — the returned pdf_url links to the complete filing.

Quick Start

Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):

{
  "mcpServers": {
    "form5500": {
      "url": "https://gateway.pipeworx.io/form5500/mcp"
    }
  }
}

What this endpoint actually serves

tools/list at https://gateway.pipeworx.io/form5500/mcp returns the tools in the table above plus the shared Pipeworx meta-tools — ask_pipeworx, discover_tools, search_within, remember/recall and the rest of the gateway-wide set. So the tool count you see is larger than this table: a single-pack endpoint currently lists roughly 30 shared tools alongside the pack's own. The connection's initialize response states its exact scope, and is the authoritative answer for a given day.

This is deliberate, not multiplexing by accident. The meta-tools are what let a scoped connection answer a question this pack does not cover — via ask_pipeworx, which routes across the whole catalog — without you adding a second MCP server. There is currently no way to mount a pack endpoint without them; if the extra schemas cost you more context than the routing is worth, connect to the full gateway once rather than to several pack endpoints.

Or connect to the full Pipeworx gateway to get every pack's tools listed directly, instead of just this one's:

{
  "mcpServers": {
    "pipeworx": {
      "url": "https://gateway.pipeworx.io/mcp"
    }
  }
}

Both URLs reach the same gateway and the same 1573+ data sources. The only difference is which pack's tools are listed directly; ask_pipeworx reaches all of them from either one.

Standalone (no gateway account)

This package also runs as a local stdio MCP server — no Pipeworx account, no gateway round-trip:

{
  "mcpServers": {
    "form5500": {
      "command": "npx",
      "args": ["-y", "@pipeworx/mcp-form5500"]
    }
  }
}

Or run it directly to confirm it starts:

npx -y @pipeworx/mcp-form5500

It speaks MCP over stdin/stdout and answers initialize/tools/list/tools/call for only this pack's tools — none of the shared meta-tools the gateway connection above adds. Same source, same tools, no ask_pipeworx routing.

Using with ask_pipeworx

Instead of calling tools directly, you can ask questions in plain English — this works on the pack endpoint above as well as on the full gateway:

ask_pipeworx({ question: "your question about Form5500 data" })

The gateway picks the right tool and fills the arguments automatically.

More

• Docs and guides
• pipeworx.io

License

MIT