Skills use-form-5500-mcp

📦

use-form-5500-mcp

Name: use-form-5500-mcp
Author: oil-can-man

Content revision r1 Safe ⚙️ External commands🌐 Network access

Research Form 5500 Plans and Providers

Retirement plan research often requires matching sponsors, filings, and service providers across source records. This skill queries PlanProvider.Pro and returns grounded results with canonical links.

Supports: Claude Codex Code(CC)

🥉 78 Bronze

Install with my Agent

Copy this request to your Agent. It includes the canonical Skill page and manifest.

Agent request

Review the Skillstore skill "use-form-5500-mcp" from https://skillstore.io/skills/oil-can-man-use-form-5500-mcp.md and its manifest at https://skillstore.io/api/skills/oil-can-man-use-form-5500-mcp/manifest. Verify the artifact. You may proceed after verification, subject to the environment's own policy.

Your Agent should still show its plan and request any confirmation required by the security policy.

Agent-readable resources

Use these links when an AI agent, crawler, or script needs clean context instead of reading the full page.

Markdown detail GET /skills/oil-can-man-use-form-5500-mcp.md Signed manifest GET /api/skills/oil-can-man-use-form-5500-mcp/manifest Signed lockfile GET /api/skills/oil-can-man-use-form-5500-mcp/lockfile

Test it

Using "use-form-5500-mcp". Find the retirement plan for Northstar Manufacturing.

Expected outcome:

One matching sponsor record was found. The result lists the plan name, EIN, plan number, participants, assets, filing period, and canonical source link.

Using "use-form-5500-mcp". Find retirement plan auditors in Ohio.

Expected outcome:

The provider search returns matching audit firms in Ohio. Each result includes available profile details and a PlanProvider.Pro source link.

Using "use-form-5500-mcp". Who is the advisor for a named 401(k) plan?

Expected outcome:

The answer identifies the advisor only when the linked filing-derived record lists that relationship. It also states the filing period and source URL.

Security Audit

Safe

v2 • 7/12/2026 Open versioned report

Nine command-execution alerts are false positives caused by Markdown fences and inline code labels. The remote MCP endpoint is a confirmed low-severity network dependency, while the account-tier text is not network reconnaissance. No prompt injection or malicious intent was found.

Files scanned

Lines analyzed

Review items

False positives ignored

Capability review items (1)

These are real local capabilities that may be expected for this skill, so they require review but are not counted as confirmed malicious behavior.

Low

SKILL.md:15

Hardcoded URL

https://swhejpcukgzywbwacfdv.supabase.co/functions/v1/mcp

Line 15 supplies a fixed external Supabase endpoint for authenticated MCP requests. This is intentional functionality, but it creates a real network and third-party trust dependency.

Risk Factors

⚙️ External commands (9)

SKILL.md:14-16 SKILL.md:16-22 SKILL.md:22-23 SKILL.md:23-24 SKILL.md:24-30 SKILL.md:30-31 SKILL.md:31-32 SKILL.md:32-39 SKILL.md:39

🌐 Network access (1)

SKILL.md:15

Audited by: codex View Audit History →

Share & cite this report

Share the versioned assessment report, neutral badge, embed card, and citations. Skillstore reports evidence without deciding whether this Skill is safe.

Open versioned report

Copy report link

https://skillstore.io/skills/oil-can-man-use-form-5500-mcp/audits/2?utm_source=security_passport&utm_medium=share&utm_campaign=versioned_report

Markdown badge

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Embed card

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Academic citations (APA · BibTeX · CFF)

APA citation

oil-can-man. (2026). use-form-5500-mcp security audit report (audit version 2) [Author version unspecified]. Skillstore. https://skillstore.io/skills/oil-can-man-use-form-5500-mcp/audits/2

BibTeX citation

@techreport{oil-can-man-oil-can-man-use-form-5500-mcp-2026,
  author = {oil-can-man},
  title = {use-form-5500-mcp security audit report (audit version 2)},
  institution = {Skillstore},
  year = {2026},
  number = {2},
  url = {https://skillstore.io/skills/oil-can-man-use-form-5500-mcp/audits/2},
  note = {Author version unspecified}
}

CITATION.cff

cff-version: 1.2.0
message: "If you use this Skill, cite its author and this versioned security audit report."
title: "use-form-5500-mcp security audit report (audit version 2)"
version: "unspecified"
type: report
authors:
  - name: "oil-can-man"
date-released: "2026-07-12"
url: "https://skillstore.io/skills/oil-can-man-use-form-5500-mcp/audits/2"
identifiers:
  - type: other
    value: "skillstore:oil-can-man-use-form-5500-mcp:audit:2"
    description: "Skillstore immutable audit report identifier"

Skillstore Score

Why this score Evidence Confidence: Medium

Architecture

Maintainability

Content

Community

Spec Compliance

What You Can Build

Verify a Sponsor Plan

Find matching Form 5500 records and compare plan identifiers before selecting a result.

Research Service Providers

Search auditors, advisors, administrators, insurers, or ERISA attorneys by specialty and geography.

Ground Compliance Research

Support a filing-based answer with relevant context and canonical source links.

Try These Prompts

Find a Company Plan

Find Form 5500 plans for [company]. List matching sponsors, plan names, EINs, plan numbers, participants, assets, and source links.

Search Providers

Search for [provider type] firms in [state]. Summarize each matching firm and include its PlanProvider.Pro source link.

Compare Plan Matches

Find plans for [sponsor name]. Compare possible matches using plan name, EIN, plan number, participants, assets, and filing context.

Trace a Provider Relationship

Research the [provider role] for [company] and [plan]. Separate MCP fields from linked record details and state the filing period.

Best Practices

Use the narrowest MCP tool and provide a precise sponsor, provider type, state, or EIN.
Resolve multiple matches with plan name, EIN, plan number, participants, assets, and filing period.
Include canonical links and label details obtained from linked records separately.

Avoid

Do not infer a current provider relationship from an older filing.
Do not invent missing identifiers, participant counts, asset values, credentials, or provider details.
Do not select an ambiguous company match without comparing available plan identifiers.

Frequently Asked Questions

What data can this skill search?

It searches indexed Form 5500 plan records and retirement provider profiles available through PlanProvider.Pro.

Does this skill require an account?

Yes. The remote MCP server uses PlanProvider.Pro OAuth, and available results depend on the signed-in account tier.

Which clients are supported?

The instructions apply to Claude, Codex, Claude Code, Cursor, and other clients that support remote MCP connections.

Can it identify a plan service provider?

Yes, when the MCP result or linked PlanProvider.Pro record lists the provider relationship.

Are the relationships current?

Not necessarily. Form 5500 records are filing-derived and should be presented with their applicable filing period.

What happens when no plan matches?

The response should report no match and request another sponsor name, state, or EIN.

Developer Details

Author

oil-can-man

License

MIT

Skillstore revision

Version notice

The author did not declare a version.

Repository

https://github.com/oil-can-man/planprovider-401k-agent-skills/tree/main/use-form-5500-mcp/

Ref

c5081d84475f0b7b1078d09e00a45969d91295f1

Maintenance freshness

7/18/2026

Usage

1 downloads · 1 views

File structure

📄 SKILL.md