io.github.lonniev/taxsort-mcp
io.github.lonniev/taxsort-mcpTaxSort — Tollbooth-monetized MCP server for personal tax transaction classification
Tools · 87
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 Author…
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 correc…
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-run…
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 the…
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 spen…
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 …
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…
Check the health and configuration of this service. Free.
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_pat…
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 (Sc…
Check operator readiness. Returns the operator lifecycle state and clear guidance on what to do next. Free. Lifecycle states: - ready: Operator is warm and fully operational — vault AND pricing mod…
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 a…
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 re…
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 owner…
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,…
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 Cou…
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 sensitiv…
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 t…
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 bef…
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 deli…
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 …
Check whether a previously-cached dpop_token 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 bu…
Get DPYC onboarding instructions from the Oracle. Free.
Get the current DPYC certification tax rate. Free.
Look up a DPYC community member by npub. Free.
Describe the DPYC ecosystem via the Oracle. Free.
Get active network advisories from the Oracle. Free.
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 opera…
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.
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.
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 mo…
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 th…
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).
Re-run ``ensure_schema()`` on every NeonVault this operator uses. Diagnostic / recovery tool for the case where the Neon HTTP SQL API is returning persistent 4xx errors and the operator suspects the …
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 …
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, ni…
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…
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.
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 cr…
Create a new operator-owned discount coupon.
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 …
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…
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 ref…
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 too…
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`…
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 — r…
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.
Generate a Merkle inclusion proof that a patron's balance was included in a Bitcoin-notarized snapshot.
List recent Bitcoin notarization records.
Verify a passphrase to unlock a timed-out session.
Create a new TaxSort session for a tax year.
Get session details and summary stats.
List all sessions owned by the current patron.
Import a CSV file into a session. Content is the raw CSV text. Optional account_name overrides the filename-derived account.
Get import statistics for a session.
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…
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', onl…
Bulk write classifications from the FE. classifications is a JSON array of objects, each with: - id: raw_transaction_id - category, subcategory (required) - confidence, reason, merchant, descri…
Remove a classification, reverting the transaction to unclassified.
Delete all transactions and classifications for a session, so CSVs can be re-imported.
Delete all transactions and classifications for a specific imported account.
Delete all classifications but keep the imported transactions.
Fetch transactions with the same amount within ±days of a date. Used by the classifier to detect duplicates from overlapping CSV imports.
List all accounts in this session with their types and transaction counts.
Set an account's type: bank (checking/savings), card (credit/debit), investment, or loan.
Get a grouped spending summary for tax reporting.
Get all classification rules for the current patron.
Create a classification rule. Provide description_pattern (regex matched case-insensitively against the transaction description), category, and subcategory. Optionally add amount_operator (lt, lte, g…
Delete a classification rule by ID.
Apply rules to unclassified transactions in a session.
Count how many transactions match a rule pattern (live preview).
Get custom categories defined by this user.
Add a custom category/subcategory (e.g. Personal / Auto Gas).
Delete a custom category.
Create a share token so another user can access this session.
Load a shared session via a share token.
Get the GitHub token for creating issues in the taxsort-mcp repo.
Get the Anthropic API key for FE-driven classification.
Report Anthropic API usage from FE classification for cost tracking.
Get aggregated API usage statistics for cost analysis.
Create a GitHub issue for bug reports, feature requests, or feedback.
List feedback issues submitted by this patron.
Presence heartbeat. Returns who else is active in this session.
Ask the Financial Advisor about using TaxSort.
Ask the Tax Code Researcher about IRS provisions.
Request a session unlock after timeout.
Check if the unlock response is valid.
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How to use
Add to your Claude Desktop / Cursor / Cline MCP config:
{
"mcpServers": {
"io.github.lonniev/taxsort-mcp": {
"url": "https://taxsort-mcp.fastmcp.app/mcp",
"transport": "streamable-http"
}
}
}