Irs Taxpayer Mcp

by dma9527

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Irs Taxpayer Mcp.

Details

Author: dma9527
Downloads: 107
Categories: Other

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below

Plugin Name Irs Taxpayer Mcp

Command (node, npx, python, etc.)

Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

From the repository

{
  "mcpServers": {
    "irs-taxpayer": {
      "command": "npx",
      "args": [
        "-y",
        "irs-taxpayer-mcp"
      ]
    }
  }
}

`calculate_federal_tax`

Calculate federal income tax for an individual taxpayer. Supports TY2024 and TY2025. Includes bracket breakdown, effective/marginal rates, SE tax, NIIT, Additional Medicare Tax, QBI deduction, capital gains, and child tax credit. All calculations run locally — no data is sent to any server.

`get_tax_brackets`

Get federal income tax brackets and standard deduction for a given tax year and filing status.

`compare_filing_statuses`

Compare tax liability across different filing statuses for the same income. Helps determine the most advantageous filing status.

`estimate_quarterly_tax`

Calculate estimated quarterly tax payments (Form 1040-ES) for self-employed or other taxpayers who need to make estimated payments.

`calculate_total_tax`

Calculate combined federal + state tax for a complete picture of total tax liability. Returns federal breakdown, state tax, and combined totals in one call.

`calculate_w4_withholding`

Calculate recommended W-4 withholding settings. Estimates per-paycheck federal tax and provides step-by-step W-4 form recommendations.

`list_deductions`

List available tax deductions with eligibility rules and limits. Covers both above-the-line and itemized deductions.

`standard_vs_itemized`

Compare standard deduction vs itemized deductions to determine which is more beneficial.

`get_tax_deadlines`

Get important IRS tax deadlines and due dates for a given tax year.

`check_refund_status`

Provide instructions on how to check IRS refund status. This tool does NOT access your IRS account — it provides the official links and requirements.

`get_irs_form_info`

Get information about common IRS tax forms — what they are, who needs them, and where to find them.

`list_tax_credits`

List available federal tax credits with eligibility, amounts, and phase-out rules. Covers family, education, energy, retirement, healthcare, and income-based credits.

`check_credit_eligibility`

Check which tax credits you may be eligible for based on your situation.

`get_retirement_accounts`

Get details on retirement account types — contribution limits, tax treatment, income limits, and tips.

`get_retirement_strategy`

Get detailed info on tax-advantaged retirement strategies like Backdoor Roth, Mega Backdoor Roth, Roth Conversion Ladder, Tax Loss/Gain Harvesting.

`calculate_eitc`

Calculate the exact Earned Income Tax Credit (EITC) amount. The EITC is one of the largest refundable credits for low-to-moderate income workers.

`get_state_tax_info`

Get state income tax information — rates, brackets, and key details for any US state.

`estimate_state_tax`

Estimate state income tax for a given income and state. Simplified calculation using state brackets.

`compare_state_taxes`

Compare state income tax across multiple states for the same income. Useful for relocation decisions.

`list_no_income_tax_states`

List all US states with no state income tax.

`get_tax_planning_tips`

Get personalized year-end tax optimization strategies based on your income, deductions, and situation. Suggests actions to reduce tax liability before year-end.

`compare_tax_years`

Compare tax liability across different tax years for the same income. Shows how bracket changes and inflation adjustments affect your tax.

`estimate_self_employment_tax`

Detailed self-employment tax breakdown including Schedule C profit, SE tax, QBI deduction, and recommended quarterly payments.

`analyze_mortgage_tax_benefit`

Analyze the tax benefit of mortgage interest deduction and property taxes. Compares itemizing with mortgage vs taking the standard deduction.

`analyze_education_tax_benefits`

Compare education tax benefits: AOTC vs Lifetime Learning Credit, student loan interest deduction, and 529 plan advantages.

`compare_mfj_vs_mfs`

Compare Married Filing Jointly (MFJ) vs Married Filing Separately (MFS). Shows tax difference and lists all MFS restrictions that may affect your situation.

`calculate_obbb_deductions`

Calculate all OBBB (One Big Beautiful Bill) new deductions for TY2025+: tips income deduction, overtime pay deduction, senior bonus deduction, and auto loan interest deduction. Shows which deductions you qualify for and the total tax savings.

`what_changed_between_tax_years`

Show all differences between two tax years — bracket changes, deduction limits, credit amounts, SALT cap, CTC, and new OBBB provisions. Great for understanding how tax law changes affect you.

`generate_full_tax_report`

Generate a full tax estimate report combining federal tax, state tax, FICA, all credits and deductions into one summary. Like a TurboTax final page.

`process_1099_income`

Process multiple 1099 forms and calculate the tax impact of each income type. Handles 1099-NEC (freelance), 1099-INT (interest), 1099-DIV (dividends), 1099-B (investments), 1099-MISC.

`get_personalized_tax_calendar`

Generate a personalized tax calendar based on your situation. Shows deadlines for filing, estimated payments, extensions, and key actions.

`analyze_paycheck`

Analyze a paycheck to verify withholding accuracy. Input your pay stub numbers and see if your employer is withholding the right amount.

`simulate_tax_scenario`

What-if tax scenario simulator. Compare your current situation against a hypothetical change: income change, relocation, Roth conversion, filing status change, etc. Shows the exact tax impact of the change.

`assess_audit_risk`

Evaluate your IRS audit risk based on your tax return profile. Identifies red flags, scores your risk level, and provides tips to reduce audit exposure.

`get_tax_document_checklist`

Generate a personalized checklist of tax documents you need to gather for filing. Based on your income sources, deductions, and life events.

`optimize_capital_gains`

Analyze investment lots and suggest which to sell to minimize tax. Considers long-term vs short-term, 0% bracket space, loss harvesting, and wash sale rules.

`plan_retirement_withdrawals`

Plan tax-efficient retirement withdrawals. Determines optimal order to draw from Traditional IRA, Roth IRA, and taxable accounts to minimize lifetime tax.

`plan_multi_year_taxes`

Create a 3-5 year tax projection and strategy. Models income changes, Roth conversions, retirement contributions, and bracket management across multiple years.

`analyze_relocation_taxes`

In-depth relocation tax analysis comparing two states. Includes state income tax, effective combined rate, local taxes, and multi-year savings projection.

`run_tax_health_check`

One-click tax health check. Analyzes your full financial picture and outputs a report with actionable findings: missed credits, withholding accuracy, deduction optimization, audit risk, retirement savings gaps, and year-end planning tips.

`lookup_tax_rule`

Look up IRS tax rules, definitions, and common questions. Covers filing rules, income types, deduction rules, credit eligibility, stock options, wash sales, and more.

`get_form_filing_guide`

Step-by-step guide for filling out a specific IRS form or schedule. Explains each section, what data you need, and common mistakes to avoid.

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "irs taxpayer mcp": {
            "irs-taxpayer": {
                "command": "npx",
                "args": [
                    "-y",
                    "irs-taxpayer-mcp"
                ]
            }
        }
    }
}

McpServers

{
    "irs-taxpayer": {
        "command": "npx",
        "args": [
            "-y",
            "irs-taxpayer-mcp"
        ]
    }
}

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About

Details

Jump to

Setting up with Highlight

From the repository

calculate_federal_tax

get_tax_brackets

compare_filing_statuses

estimate_quarterly_tax

calculate_total_tax

calculate_w4_withholding

list_deductions

standard_vs_itemized

get_tax_deadlines

check_refund_status

get_irs_form_info

list_tax_credits

check_credit_eligibility

get_retirement_accounts

get_retirement_strategy

calculate_eitc

get_state_tax_info

estimate_state_tax

compare_state_taxes

list_no_income_tax_states

get_tax_planning_tips

compare_tax_years

estimate_self_employment_tax

analyze_mortgage_tax_benefit

analyze_education_tax_benefits

compare_mfj_vs_mfs

calculate_obbb_deductions

what_changed_between_tax_years

generate_full_tax_report

process_1099_income

get_personalized_tax_calendar

analyze_paycheck

simulate_tax_scenario

assess_audit_risk

get_tax_document_checklist

optimize_capital_gains

plan_retirement_withdrawals

plan_multi_year_taxes

analyze_relocation_taxes

run_tax_health_check

lookup_tax_rule

get_form_filing_guide

Claude Desktop / Cursor

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`calculate_federal_tax`

`get_tax_brackets`

`compare_filing_statuses`

`estimate_quarterly_tax`

`calculate_total_tax`

`calculate_w4_withholding`

`list_deductions`

`standard_vs_itemized`

`get_tax_deadlines`

`check_refund_status`

`get_irs_form_info`

`list_tax_credits`

`check_credit_eligibility`

`get_retirement_accounts`

`get_retirement_strategy`

`calculate_eitc`

`get_state_tax_info`

`estimate_state_tax`

`compare_state_taxes`

`list_no_income_tax_states`

`get_tax_planning_tips`

`compare_tax_years`

`estimate_self_employment_tax`

`analyze_mortgage_tax_benefit`

`analyze_education_tax_benefits`

`compare_mfj_vs_mfs`

`calculate_obbb_deductions`

`what_changed_between_tax_years`

`generate_full_tax_report`

`process_1099_income`

`get_personalized_tax_calendar`

`analyze_paycheck`

`simulate_tax_scenario`

`assess_audit_risk`

`get_tax_document_checklist`

`optimize_capital_gains`

`plan_retirement_withdrawals`

`plan_multi_year_taxes`

`analyze_relocation_taxes`

`run_tax_health_check`

`lookup_tax_rule`

`get_form_filing_guide`