Advisor Deadlines

dev.workers.agentbets.advisor-deadlines-mcpv1.0.0Updated Oct 11, 2026

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

VerifiedStreamable HTTPWeb executableFinance

Overview

AI-generated overview

A remote MCP endpoint that checks which advisory clients are hit by Q4 IRS deadlines such as RMD, QCD or SEP dates.

What it does
It exposes a deadline-checking capability for financial advisors: given a quarter, it reports which clients are affected by IRS dates such as required minimum distributions (RMD), qualified charitable distributions (QCD) or SEP deadlines. The service is described as stateless, so it holds no session data between calls. No individual tools are listed in the manifest.
When to use it
Use it when an assistant needs to flag upcoming Q4 IRS deadlines against a client list for advisory or tax-planning work. It is a narrow, single-purpose check rather than a general tax or client-management system.
Requirements
A remote MCP client that supports streamable HTTP, connecting to the provider's hosted endpoint. No packages, environment variables or headers are declared, and the manifest declares no authentication.
Before you install
The manifest declares no authentication, so consider what client or deadline data you send to a third-party hosted endpoint. Deadline output is informational and should be verified against official IRS guidance before acting for a client.

Installation

In SourceWeft

  1. Open Advisor Deadlines in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "advisor-deadlines": {
      "type": "http",
      "url": "https://advisor-deadlines-mcp.agentbets.workers.dev/mcp"
    }
  }
}

Tools

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Version history

1
  1. v1.0.0LatestOct 11, 2026