Terminal Tax MCP Server

Checks the taxpayer's completed draft packet for a federal return and, when it passes, holds it as an unsigned draft and returns the link to the filing page; otherwise returns a list of problems to correct. This call files nothing and sends nothing to the IRS: the taxpayer reviews, signs and files on the filing page. Inputs: the filing session's continuationHandle, completedReturnPacketJson (the whole packet as one JSON string, in this server's packet schema) and packetSchemaSha256 (that schema's digest); other arguments are refused by name. The tax year is return.taxYear=2025 inside the packet. The packet carries the facts the taxpayer stated in this chat and the figures printed on documents the taxpayer gave in it; a fact the taxpayer has not stated is left out rather than written as no, none or 0, and a required fact that is left out comes back as a blocker asking for the taxpayer's answer. Output: status filing_session_ready with a filingSessionUrl when the packet is accepted; the taxpayer opens that link to give permission, review the return and sign it. Otherwise, blockers (each with a path, a rule and a plain detail) and no link; that packet is not kept, and the same handle accepts a corrected packet. Nothing is filed or charged through a link that expires or is left unfinished, and the same packet sent again with a new filing session's handle returns a fresh link. An accepted packet is held until the taxpayer gives permission on the filing page; declining there, or expiry, erases it. Federal returns: no state, territory or local return is filed. The return has no taxpayer identity fields: the taxpayer's own details go in the packet's separate, required agentIdentity section, which the filing page shows for the taxpayer to confirm. Business identifiers printed on each source form, such as an employer's or payer's name and EIN, are packet fields.

Starts a filing session for a US federal individual income tax return when the taxpayer asks to file. Input: none. Output: a continuationHandle that identifies this filing session in later calls, and packetRules, the packet rules as text. This call receives no tax facts and creates no return and no link; the filing link comes with an accepted packet. A new filing session is also how a fresh link replaces one that expired or was left unfinished, through which nothing was filed or charged: the same packet sent on the new handle returns the new link. Covered returns: one original tax year 2025 US federal individual income tax return (Form 1040 or 1040-SR, and some Form 1040-SS and Form 1040-NR situations), with no state or local return. The packet rules this call returns list each covered and refused situation.

Takes the filing session's continuationHandle. Returns the packet schema a completed return packet is checked against (the packet holds no Social Security number, ITIN or PIN: the taxpayer types those on the filing page): requestPacketSchema=true returns the schema digest (packetSchemaSha256, sent with the completed packet), an outline whose larger parts are named sections, the section list and the packetStarterTemplates list; packetSchemaSection=<name> returns one section and packetStarterTemplate=<id> one complete starter packet, in which each taxpayer-specific value is the placeholder REPLACE_WITH_TAXPAYER_VALUE, refused by path until replaced, with its askTheTaxpayer messages (the questions for the taxpayer) and each preset answer listed in presets with how it is settled. Read-only: no tax facts are sent here and no return is written. The tax year is return.taxYear=2025 inside the packet, not a tool argument; any other argument is refused by name.