Taxsort MCP Server

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Taxsort MCP is answering right now. Last checked 10 min ago. It exposes 87 tools. Last commit 14 Sep 2026.

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

Uptime history 47 days of history · worst day 99%

47 days agonow

100.0%

Uptime 24h

91 of 91 checks

Tools

read from the server

944 ms

Response time

average over 24h

Stars

last commit 14 Sep 2026

What changed 55

Every tool that appeared, vanished or quietly changed what it asks for. Recorded since 8 August 2026. No other catalogue keeps this.

30 Aug 26 tool descriptions were rewritten taxsort_account_statement, taxsort_account_statement_infographic, taxsort_check_balance and 23 more

30 Aug 26 tools changed the parameters they ask for taxsort_account_statement, taxsort_account_statement_infographic, taxsort_check_balance and 23 more

30 Aug a tool changed version

17 Aug a tool appeared taxsort_delete_operator_credential

8 Aug a tool appeared taxsort_update_operator_credential

Nothing serious here today

Today is the operative word: we check Taxsort MCP every 15 minutes and re-read its code on every release. Watch it and you find out the day that stops being true.

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 10 min ago.

Claude Code Claude Desktop Codex Cursor VS Code

run in your terminal

claude mcp add taxsort-mcp --transport http https://taxsort-mcp.fastmcp.app/mcp

~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "taxsort-mcp": {
      "url": "https://taxsort-mcp.fastmcp.app/mcp"
    }
  }
}

~/.codex/config.toml

[mcp_servers.taxsort-mcp]
url = "https://taxsort-mcp.fastmcp.app/mcp"

.cursor/mcp.json

{
  "mcpServers": {
    "taxsort-mcp": {
      "url": "https://taxsort-mcp.fastmcp.app/mcp"
    }
  }
}

.vscode/mcp.json

{
  "mcpServers": {
    "taxsort-mcp": {
      "url": "https://taxsort-mcp.fastmcp.app/mcp"
    }
  }
}

Available tools 87

Read directly from the server with tools/list, grouped by what they act on. If a tool disappears, we record the date.

taxsort

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 ownership is required to prevent statement-scraping of arbitrary patrons.

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`` before any cost is incurred.

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_apply_rules

Apply rules to unclassified transactions in a session.

taxsort_ask_advisor

Ask the Financial Advisor about using TaxSort.

taxsort_ask_tax_researcher

Ask the Tax Code Researcher about IRS provisions.

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 balance. Free.

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 required. Proof of npub ownership is required to prevent anyone-with-the-registry from enumerating balances.

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_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_check_proof_status

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 burning credits on a guaranteed failure. Free, no side effects — does not evict the cache or touch relays.

taxsort_check_unlock

Check if the unlock response is valid.

taxsort_clear_transactions

Delete all transactions and classifications for a session, so CSVs can be re-imported.

taxsort_count_rule_matches

Count how many transactions match a rule pattern (live preview).

taxsort_create_feedback_issue

Create a GitHub issue for bug reports, feature requests, or feedback.

taxsort_create_session

Create a new TaxSort session for a tax year.

taxsort_create_share_token

Create a share token so another user can access this session.

taxsort_delete_account_transactions

Delete all transactions and classifications for a specific imported account.

taxsort_delete_classification

Remove a classification, reverting the transaction to unclassified.

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_delete_custom_category

Delete a custom category.

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 stored but untemplated orphan like ``anthropic_api_key``) without taking the operator down for a full re-delivery. Stored-but-untemplated fields are first-class: the delete is keyed on what is vaulted, not on what the current template declares. Idempotent — already-absent fields report ``removed: false`` without rewriting the vault. RESTRICTED to the operator — requires proof (nsec-signed kind-27235 or a cached dpop_token phrase); patron proofs are rejected. A deletion is as destructive as a write.

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_rule

Delete a classification rule by ID.

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_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_get_accounts

List all accounts in this session with their types and transaction counts.

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_anthropic_key

Get the Anthropic API key for FE-driven classification.

taxsort_get_api_usage_stats

Get aggregated API usage statistics for cost analysis.

taxsort_get_custom_categories

Get custom categories defined by this user.

taxsort_get_github_token

Get the GitHub token for creating issues in the taxsort-mcp repo.

taxsort_get_import_stats

Get import statistics for a session.

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_get_notarization_proof

Generate a Merkle inclusion proof that a patron's balance was included in a Bitcoin-notarized snapshot.

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_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 configured and how old each one is. Free. Proof of npub ownership is required: the list of configured fields is itself sensitive (reveals which integrations a patron has set up).

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 because credential presence is sensitive information about the patron's setup.

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_get_rules

Get all classification rules for the current patron.

taxsort_get_session

Get session details and summary stats.

taxsort_get_summary

Get a grouped spending summary for tax reporting.

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_import_csv

Import a CSV file into a session. Content is the raw CSV text. Optional account_name overrides the filename-derived account.

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 guessing. Includes both ToolIdentity-seeded tools and any UUID recorded by ``@paid_tool`` that is missing from the registry. The latter appear with ``registered: false`` (and in the top-level ``unregistered`` array) so Reconcile can flag deploy drift instead of silently reporting clean when a live tool was never seeded (#174). If the operator renames a function or rebrands a slug, the mcp_name in this output changes but tool_id stays. That's the whole point of the canonical-UUID design. Also diffs the live FastMCP wire surface against the registry. Tools exposed on the wire but absent from the registry appear in ``unregistered`` so Reconcile can flag deploy drift instead of silently under-reporting (issue #175). Free, no side effects.

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_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_list_feedback_issues

List feedback issues submitted by this patron.

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_list_notarizations

List recent Bitcoin notarization records.

taxsort_list_sessions

List all sessions owned by the current patron.

taxsort_load_share_token

Load a shared session via a share token.

taxsort_mint_coupon

Create a new operator-owned discount coupon.

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_oracle_about

Describe the DPYC ecosystem via the Oracle. Free.

taxsort_oracle_get_tax_rate

Get the current DPYC certification tax rate. Free.

taxsort_oracle_how_to_join

Get DPYC onboarding instructions from the Oracle. Free.

taxsort_oracle_lookup_member

Look up a DPYC community member by npub. Free.

taxsort_oracle_network_advisory

Get active network advisories from the Oracle. Free.

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 it to public relays. The signature is the authorization — no proof token, no key custody. Free.

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_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, dpop_token)`` and the tool drains ONLY the rendezvous relay that channel was pinned to. Every popped DM with the wrong session phrase is deleted and its sender is NACK'd; the first DM with the matching phrase is accepted (ACK'd) and the scan stops. If none match, the queue is drained and a ``courier_not_found`` result is returned. Do NOT poll, loop, or retry. If a credential_card (ncred1...) is provided, it is redeemed directly without any relay access (dpop_token not required for that path). On success, the payment processor client is reinitialized from the new credentials — no server restart needed.

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_token)`` — the ``dpop_token`` being the value returned by ``request_npub_proof``. The tool drains ONLY the pinned rendezvous relay that challenge was published on, stopping at the DM whose phrase matches. Mismatched DMs are deleted and NACK'd (without revealing the expected phrase). If called before the user replies, their message will never be found. Do NOT poll, loop, or retry. The signed DM itself proves npub ownership (the patron's nsec signed it). On success, returns the ``dpop_token`` — the same token. The calling application MUST remember it and pass it as the ``dpop_token`` parameter on every subsequent paid tool call. The proof (a hash of the token) is stored in the vault keyed by that hash — the MCP never stores the raw token itself. Free.

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 credits required. Requires proof of ``npub``. Idempotent: redeeming the same code twice returns the existing redemption.

taxsort_report_api_usage

Report Anthropic API usage from FE classification for cost tracking.

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 attributed to you, not the operator. Costs a small fee (a free write to an issue tracker would be abused). The report is PUBLIC and goes to the maintainers' normal triage; nothing is verified here. Returns the filed issue's repo, number, and url. If this operator has not enabled field reports, returns an "issue reporting not configured" situation and you are not charged.

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 request MCP-to-MCP. The Authority records it as pending; its owner approves on their own time. Poll ``adoption_status`` for progress; the operator flips to ``ready`` once the Authority provisions it.

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 services (e.g. Schwab) need NO couriered secret — check ``service_status`` first. Sends a welcome DM with a credential template. The recipient must read the DM in their Nostr client, fill in the fields, and reply manually. **This is a human-in-the-loop flow.** After calling this tool, STOP and tell the user what to do. Wait for the user to confirm they have replied before calling ``receive_credentials``. Do NOT poll or retry — each ``receive_credentials`` call destructively drains the relay mailbox.

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_channel`` instead. Sends a challenge DM that the patron must sign and reply to using their Nostr client. **This is a human-in-the-loop flow.** After calling this tool, STOP and tell the user to check their Nostr client and reply to the challenge. Wait for the user to confirm they have replied before calling ``receive_npub_proof``. Do NOT poll or retry — each ``receive_npub_proof`` call destructively drains the relay mailbox. **Returns** a ``dpop_token`` — the demonstrated-proof-of-possession token that the calling application MUST remember and pass as the ``dpop_token`` parameter on every subsequent paid tool call. The MCP does not retain this value across restarts. **Lifecycle:** The cached proof expires after the patron's chosen duration. When it expires, call ``request_npub_proof`` again for a fresh challenge, then wait for the user, then call ``receive_npub_proof``. Free.

taxsort_request_unlock

Request a session unlock after timeout.

taxsort_reset_classifications

Delete all classifications but keep the imported transactions.

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_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 their behalf. Use cases: cold-start vault races during check_payment, ncred delivery hiccups, patrons closing Top-Off sheets before settle, any infrastructure incident that left an invoice settled at BTCPay but uncredited on the operator's ledger. Idempotent — if the invoice is already credited (in the patron's ``credited_invoices``), returns success with credits_granted=0.

taxsort_restore_neon_schema

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 schema isn't there or grants are wrong. Idempotent — uses ``CREATE TABLE IF NOT EXISTS`` so a successful re-run is harmless. Returns the per-step result. If any step raises, surfaces the Neon error message inline (0.31.0 reads the SQL error body that earlier wheels swallowed behind ``raise_for_status``). RESTRICTED to operator — requires proof (nsec-signed).

taxsort_save_classifications

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, description_override (optional) - classified_by: 'ai' | 'rule' | 'manual' (default 'ai')

taxsort_save_custom_category

Add a custom category/subcategory (e.g. Personal / Auto Gas).

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, category, subcategory, and optionally description (new_description) are written.

taxsort_service_status

Check the health and configuration of this service. Free.

taxsort_session_heartbeat

Presence heartbeat. Returns who else is active in this session.

taxsort_session_status

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 model verified. Proceed with tool calls. - warming_up: Operator is initializing (cold start). Try a tool call — it will warm up on demand. - misconfigured: Persistence rejected a query with a permanent SQL error (permission denied, missing relation). Paid tools will fail until the operator repairs the database — retrying does not help. - quota_exceeded: The persistence provider (Neon) answered HTTP 402 — the operator's database has exhausted its compute/storage quota, so the books are locked for billing. Paid tools fail; retrying does NOT help. The operator's Authority must restore capacity (upgrade the plan or wait for the quota reset). Free tools remain available. - not_registered: Operator has no Authority relationship yet. Call register_operator first. - no_identity: Operator nsec is not configured. Deployment issue.

taxsort_set_account_type

Set an account's type: bank (checking/savings), card (credit/debit), investment, or loan.

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_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). RESTRICTED to operator — requires proof.

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 did not change, where any field omitted from a courier reply is destroyed. The value is never echoed back. RESTRICTED to the operator — requires proof (nsec-signed kind-27235 or a cached dpop_token phrase); patron proofs are rejected.

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 credential vault.

taxsort_verify_passphrase

Verify a passphrase to unlock a timed-out session.

Endpoints

URL	Transport	State	Latency	Checked
https://taxsort-mcp.fastmcp.app/mcp	streamable-http	answering	457 ms	10 min ago

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Taxsort MCP — questions

Answers built from our own checks of this server.

What can Taxsort MCP do?

It exposes 87 tools, read directly from the server on our last check. Among them: taxsort_account_statement, taxsort_account_statement_infographic, taxsort_adoption_status, taxsort_apply_rules, taxsort_ask_advisor, taxsort_ask_tax_researcher and 81 more. The full list with descriptions is on this page — we take it from the server itself via tools/list, not from a README. How MCP servers expose tools in the first place →

Is Taxsort MCP working right now?

We send a real MCP handshake every 15 minutes. Over the last 24 hours 91 of 91 checks got a reply (100.0%), average response time 944 ms. The bar chart above shows every period we have measured.

How do I connect Taxsort MCP?

Copy the ready config from this page — we generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each with the file path that client actually reads. It is a remote server, so there is nothing to install — the client connects to the address.

Does Taxsort MCP need an API key?

No. Taxsort MCP completed a full MCP handshake with us as an anonymous client and listed its tools without asking for anything. All 87 of them are readable on this page. This is what we observed, not what the docs claim.

How fast is Taxsort MCP?

It answers our handshake in 944 ms on average, which is faster than 10% of all working MCP servers we measure. That is on the slow side — worth knowing if the tool sits inside an interactive loop. The comparison comes from our own checks across the whole registry, every 15 minutes.

Is Taxsort MCP open source?

Yes — it is published under the Apache-2.0 licence, written in TypeScript, 0 stars on GitHub and 1 open issue. The source link is on this page, so you can read exactly what it does with your data before you connect it.