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io.github.lonniev/taxsort-mcp

io.github.lonniev/taxsort-mcp · v0.30.7

TaxSort — Tollbooth-monetized MCP server for personal tax transaction classification

MCPremoteno credentialsFinance

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Last check

Reachable, 88 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

A 95/100

What it does: 88 tools · 45 read, 43 write (incl. delete/pay)

Test call taxsort_service_status: worked (6,950 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +10
  • Read/write annotations: +5
  • Safe test call: +20
  • More than 80 tools: -5

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://taxsort-mcp.fastmcp.app/mcp

Tools

88 tools listed at last check
  • taxsort_check_balance Check a patron's credit balance at this operator. This is the patron's spending balance — credits purchased via Lightning for tool calls at this operator. For the operator's own balance at the Authority (needed to certify patron purchases), use authority_check_balance instead. Free — no credits re
  • taxsort_purchase_credits Buy credits via Bitcoin Lightning. Creates a Lightning invoice. Pay it with any Lightning wallet, then call check_payment to confirm. Proof of npub ownership is required so credits land in the correct ledger. Free — no credits required to call.
  • taxsort_check_payment Check the payment status of a Lightning invoice. Call after paying the invoice from purchase_credits. Free — no credits required. Proof of npub ownership is required to prevent credit-grant front-running by an observer of the invoice ID.
  • taxsort_restore_credits Credit a patron's ledger from a BTCPay-settled invoice. **RESTRICTED to the operator** — the operator owns the books and is the only party who can issue a manual credit grant. Patrons who believe they paid but never got credits must escalate to the operator's support, who then invokes this tool on
  • taxsort_account_statement Generate a patron's account statement at this operator. Returns the patron's purchase history, active credit tranches, per-tool usage breakdown, and recent daily usage logs. This is the patron's spending account — not the operator's Authority tax balance. Free — no credits consumed. Proof of npub
  • taxsort_account_statement_infographic Generate a visual SVG infographic of your account statement. Returns the same data as account_statement, rendered as a dark-themed SVG graphic with balance hero, metrics cards, health gauge, tranche table, and tool usage breakdown. Costs 1 api_sat per call. Proof is verified by ``debit_or_deny`` be
  • taxsort_report_issue File a field report about this service as a GitHub issue on the operator's repo. Found a tool's metadata or response wrong or confusing? Report it where the tool lives. The **author of record is your npub** — no npub / no proof, no issue — and it is stamped into the issue so the report is attribute
  • taxsort_service_status Check the health and configuration of this service. Free.
  • taxsort_request_echo Echo what the client sent with this request. Free. Reports the URL path and query, the headers, the cookies and the MCP request ``_meta``. Values are SHA-256 fingerprints, so nothing a client sends is repeated back; equal fingerprints mean equal values. Call it from two conversations and compare: a
  • taxsort_get_operator_onboarding_status Report this operator's configuration readiness. Shows which operator settings are configured, which are missing, and how to deliver each missing value. For patron-level credential status, use get_patron_onboarding_status instead. Free.
  • taxsort_get_patron_onboarding_status Report a patron's credential readiness for this operator. For set-once services (eXcalibur, TheBrain), shows which patron secrets are configured and which are missing. For dynamic/OAuth2 services (Schwab), reports that no patron credentials are needed. Free. Proof of npub ownership is required beca
  • taxsort_session_status Check operator readiness. Returns the operator lifecycle state and clear guidance on what to do next. Free. Lifecycle states: - ready: Vault AND pricing model verified on this call. Proceed with tool calls — this is the answer the moment the vault is up. - warming_up: Persistence could not be rea
  • taxsort_request_credential_channel Open a Secure Courier channel for credential delivery. This is the CREDENTIAL-DELIVERY flow — use it to hand over a service secret (API keys, tokens). To merely prove you control an npub (the usual answer to a ``proof_required`` error), use ``request_npub_proof`` instead. Note: dynamic/OAuth2 servi
  • taxsort_receive_credentials Pick up credentials from the Secure Courier. Completes the CREDENTIAL-DELIVERY flow (the ownership-proof counterpart is ``receive_npub_proof``). **Call this only after the user confirms they have replied.** Deterministic, one-shot retrieval: name the response you want with ``(sender_npub, service,
  • taxsort_forget_credentials Delete vaulted credentials for a specific service and npub. For operator credentials, pass the operator's own npub. For patron credentials, pass the patron's npub. Always requires proof of npub ownership — a deletion is as destructive as a write.
  • taxsort_update_patron_credential Add or update a single patron credential field. Merges into existing stored credentials without affecting other fields. Useful for setting an account identifier after OAuth, changing a default brain, etc. Free. Proof of npub ownership is required — this is a write to the patron's sensitive credenti
  • taxsort_update_operator_credential Add or update a single operator secret field. Merges into the operator's stored credentials without touching the others — the field-level counterpart to re-delivering the whole bundle over Secure Courier. Use it to rotate one secret (a reissued ``btcpay_api_key``, say) without restating the six you
  • taxsort_delete_patron_credential Remove a single patron credential field. Deletes one field from stored credentials without affecting other fields. Free. Proof of npub ownership is required — this is a write to the patron's sensitive credential vault.
  • taxsort_delete_operator_credential Remove a single operator secret field. Deletes one key from the operator's encrypted credential blob without touching the others — the field-level counterpart to ``forget_credentials``, which wipes the whole row. Use it to retire a leftover after an SDK cutover (a Prefect key after Modal, or a stor
  • taxsort_get_patron_credential_fields List stored patron credential field names (not values). Returns the names of fields stored for a patron, plus each field's ``delivered_at`` ISO-8601 timestamp when known (null for secrets vaulted before timestamps were recorded). Values are never exposed — use this to verify which fields are config
  • taxsort_request_npub_proof Request npub ownership proof from a patron via Nostr DM. This is the npub-OWNERSHIP-PROOF flow — use it when a call returns ``proof_required``. It proves the caller controls an npub; it does NOT deliver any service secret. To hand an operator its API keys or OAuth secrets, use ``request_credential_
  • taxsort_receive_npub_proof Receive npub ownership confirmation from a patron. Completes the npub-OWNERSHIP-PROOF flow (the credential-delivery counterpart is ``receive_credentials``). **Call this only after the user confirms they have replied.** Deterministic, one-shot retrieval: name the response with ``(patron_npub, dpop_
  • taxsort_check_proof_status Check whether a proof grant is still valid. Mirrors ``check_oauth_status`` for the npub-proof flow: a calling agent can ask "will my next paid call accept this dpop_token?" before burning credits on a guaranteed failure. Expiry is read from the grant itself; the only store consulted is the patron's
  • taxsort_oracle_how_to_join Get DPYC onboarding instructions from the Oracle. Free.
  • taxsort_oracle_get_tax_rate Get the current DPYC certification tax rate. Free.
  • taxsort_oracle_lookup_member Look up a DPYC community member by npub. Free.
  • taxsort_oracle_about Describe the DPYC ecosystem via the Oracle. Free.
  • taxsort_oracle_network_advisory Get active network advisories from the Oracle. Free.
  • taxsort_check_authority_balance Check this operator's tax balance at the Authority. Returns the sats available for certifying patron credit purchases. When this balance reaches zero, patron top-ups cannot be certified and the operator must call purchase_credits on the Authority. This is the operator's own funding — not a patron
  • taxsort_get_pricing_model Get the active pricing model for this operator. Free. If no model exists, self-initializes a scaffold with all registered tools at 0 sats. No economic data from code.
  • taxsort_set_pricing_model Set the active pricing model. RESTRICTED to operator. Requires a valid proof (Schnorr-signed kind-27235 event) proving the caller holds the operator's nsec.
  • taxsort_reset_pricing_model Erase all pricing models and restore a viable default. Deletes every stored model, then self-initializes a fresh one from the tool registry — all tools at 0 sats with proper UUIDs. Returns the new model. RESTRICTED to operator — requires proof (nsec-signed).
  • taxsort_request_adoption Ask a chosen Authority to adopt this operator (deferred courtship). RESTRICTED to the operator — requires proof the caller controls this operator's npub. Resolves the Authority's MCP endpoint from the community registry, mints an inline ownership proof with this operator's nsec, and delivers the re
  • taxsort_adoption_status Check this operator's adoption-request status at a chosen Authority. Free. Polls the Authority MCP-to-MCP for the status of this operator's request (pending / approved / rejected / provisioned).
  • taxsort_restore_neon_schema Prepare this operator's database schema again, ignoring the breadcrumb. Diagnostic / recovery tool for when Neon keeps answering 4xx and the operator suspects a table or grant is missing. Every statement is idempotent, so a clean re-run is harmless; the breadcrumb is rewritten at the end. Returns o
  • taxsort_list_canonical_identities Return canonical (tool_id, mcp_name, …) for every tool the wheel exposes. The authoritative source for any client (Studio, agents, FE) that needs to know how this MCP identifies its tools. Reconcile uses this output to UUID-join against the stored pricing model — no name-based UUID derivation, no g
  • taxsort_get_nostr_profile Read an npub's public Nostr profile (NIP-01 kind-0 metadata). Free, no proof — the data is already public on relays. Returns the latest metadata fields (name, display_name, about, picture, banner, nip05, website, lud16) or an empty profile if none is published.
  • taxsort_publish_nostr_profile Publish a CLIENT-SIGNED kind-0 profile to relays for an npub. The wheel never holds a patron nsec. The frontend signs the kind-0 metadata event with the patron's session key or a NIP-07 extension and passes the signed event (JSON) here; the wheel verifies the signature matches the npub, then relays
  • taxsort_check_price Preview the effective cost of a tool call. Shows the base cost and any constraint effects (discounts, free trials, surge pricing). Free — no credits required.
  • taxsort_list_constraint_types List all available constraint types and their parameter schemas. Returns the type, category, description, and parameter specs for every constraint that can be used in a pricing pipeline. Free — no credits required.
  • taxsort_mint_coupon Create a new operator-owned discount coupon. The coupon owns its binding: ``tool_ids`` names the tools it discounts, and re-pricing a tool never touches it. A coupon bound to no tool discounts nothing, however many patrons redeem it.
  • taxsort_list_coupons List every coupon this operator has minted (newest first). Each row carries the current ``times_redeemed`` counter — the Studio renders a progress bar from this against ``total_uses``. RESTRICTED to operator — requires proof.
  • taxsort_update_coupon Patch a coupon's editable fields. Pass only the fields you want to change. To set a cap to unlimited (NULL in the schema), pass ``clear_uses_per_patron=true`` or ``clear_total_uses=true``. Renaming the code is allowed — existing patron redemption rows survive (they key on coupon id). ``tool_ids``
  • taxsort_delete_coupon Delete a coupon. Cascades to all patron redemptions. Any chain step referencing the deleted coupon_id becomes a no-op (the constraint returns neutral on unknown ids) — the Studio surfaces orphan references as warnings. RESTRICTED to operator — requires proof.
  • taxsort_redeem_coupon Claim a coupon by its name (the code the operator shared). Looks up the operator's coupon by ``code``, validates the window and total cap, and records a per-patron redemption row. Subsequent paid tool calls on this MCP auto-apply the discount until ``uses_per_patron`` is exhausted. Free — no credi
  • taxsort_list_my_coupons List the coupons this patron has redeemed on this operator. Returns both active and exhausted redemptions with a per-row ``status`` (``active`` / ``window_closed`` / ``patron_limit`` / ``total_limit``). Free — requires proof of ``npub``.
  • taxsort_forget_coupon Remove a coupon from this patron's redemption list. Cosmetic only — the coupon itself still exists at the operator, and the patron can re-redeem the same code later while the window allows. Free — requires proof of ``npub``.
  • taxsort_notarize_ledger Build a Merkle tree of all patron balances and submit the root to Bitcoin via OpenTimestamps. Operator-only background task. Bitcoin confirmation takes 1-6 hours. Free — no credits required.
  • taxsort_get_notarization_proof Generate a Merkle inclusion proof that a patron's balance was included in a Bitcoin-notarized snapshot.
  • taxsort_list_notarizations List recent Bitcoin notarization records.
  • taxsort_verify_passphrase Verify a passphrase to unlock a timed-out session. Compares the passphrase against the hash stored when this npub was proven.
  • taxsort_create_session Create a new TaxSort session for a tax year.
  • taxsort_get_session Get session details and summary stats.
  • taxsort_list_sessions List all sessions owned by the current patron.
  • taxsort_import_csv Import a CSV file into a session. The bank format (Chase, US Bank, Schwab, SoFi, PayPal, Coinbase, a checkbook register, or generic) is detected from the header row. Rows already in the session are skipped. A checkbook register also writes its payee and category onto matching bank transactions (sam
  • taxsort_get_import_stats Get import statistics for a session.
  • taxsort_get_transactions Get transactions for a session with optional filters. Returns raw transactions LEFT JOINed with their classifications. Use unclassified_only=true to fetch pages of transactions needing classification by the FE. Use date_from/date_to for date range queries.
  • taxsort_get_transactions_paged Server-side filtered, grouped, sorted, paginated transactions. group_sort controls the order of groups (A-Z vs Z-A). sort_col + sort_dir control row order within each group. When group_by='none', only sort_col + sort_dir apply.
  • taxsort_save_classifications Bulk write classifications from the FE. A transaction that already has a classification has it replaced. classifications is a JSON array of objects, each with: - id: raw_transaction_id - category, subcategory (required) - confidence, reason, merchant, description_override (optional) - clas
  • taxsort_delete_classification Remove a classification, reverting the transaction to unclassified.
  • taxsort_clear_transactions Delete all transactions and classifications for a session, so CSVs can be re-imported.
  • taxsort_delete_account_transactions Delete all transactions and classifications for a specific imported account.
  • taxsort_reset_classifications Delete all classifications but keep the imported transactions.
  • taxsort_get_amount_neighbors Fetch transactions with the same amount within ±days of a date. Used by the classifier to detect duplicates from overlapping CSV imports.
  • taxsort_get_accounts List all accounts in this session with their types and transaction counts.
  • taxsort_set_account_type Set an account's type: bank (checking/savings), card (credit/debit), investment, or loan.
  • taxsort_get_summary Get a grouped spending summary for tax reporting. Expenses are money out (negative amounts) and income is money in, in dollars.
  • taxsort_get_rules Get all classification rules for the current patron.
  • taxsort_save_rule Create a classification rule. Provide description_pattern (regex matched case-insensitively against the transaction description), category, and subcategory. Optionally add amount_operator (lt, lte, gt, gte, eq, neq) and amount_value to filter by amount. When the compound constraint matches, categor
  • taxsort_delete_rule Delete a classification rule by ID.
  • taxsort_apply_rules Apply your classification rules to the transactions in a session. Each transaction takes the first matching rule (global and session-scoped, in rule-id order); its classification is written, replacing any it already had.
  • taxsort_count_rule_matches Count how many transactions match a rule pattern (live preview).
  • taxsort_get_custom_categories Get custom categories defined by this user.
  • taxsort_save_custom_category Add a custom category/subcategory (e.g. Personal / Auto Gas).
  • taxsort_delete_custom_category Delete a custom category.
  • taxsort_create_share_token Create a share token so another user can access this session.
  • taxsort_load_share_token Load a shared session via a share token.
  • taxsort_get_github_token Get the GitHub token for creating issues in the taxsort-mcp repo.
  • taxsort_get_anthropic_key Get the Anthropic API key for FE-driven classification.
  • taxsort_report_api_usage Report Anthropic API usage from FE classification for cost tracking. Each call records one more usage row.
  • taxsort_get_api_usage_stats Get aggregated API usage statistics for cost analysis.
  • taxsort_create_feedback_issue Create a GitHub issue for bug reports, feature requests, or feedback. The issue opens in the taxsort-mcp GitHub repo, prefixed "[Feedback]". Without an operator GitHub token, a prefilled new-issue link is returned instead.
  • taxsort_list_feedback_issues List feedback issues submitted by this patron.
  • taxsort_session_heartbeat Presence heartbeat. Returns who else is active in this session. Records you as active now; anyone seen in the last 60 seconds counts.
  • taxsort_ask_advisor Ask the Financial Advisor about using TaxSort. The question goes to Anthropic's Claude with a summary of the session's classified totals.
  • taxsort_ask_tax_researcher Ask the Tax Code Researcher about IRS provisions. The question goes to Anthropic's Claude with a summary of the session's classified totals.
  • taxsort_request_unlock Request a session unlock after timeout. Sends the patron a Nostr DM asking them to reply "Approve Unlock", and starts a fresh unlock challenge.
  • taxsort_check_unlock Check if the unlock response is valid. A valid response spends the challenge and unlocks the patron's session.

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