Taxsort Mcp

io.github.lonniev由 GitHub 账号 lonniev 发布v0.31.0更新于 Nov 4, 2026

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

已验证Streamable HTTP可网页运行金融数据与分析AI 与机器学习

概览

AI 生成的概览

远程 MCP 服务器，可导入银行 CSV 账单、把交易归类到美国 IRS 税务类别，并生成 Schedule A/C 汇总。

可以做什么
  • 创建、列出并查看按年度划分的税务会话，支持在线心跳与超时解锁
  • 导入银行 CSV 账单，查看导入统计、账户列表与账户类型
  • 筛选、分页、分组和排序交易；保存、删除或重置分类，并查找金额相近的疑似重复交易
  • 管理基于描述模式的分类规则（可带金额条件）与自定义类别
  • 按 IRS 行项目、类别、月份或账户生成支出汇总
  • 通过令牌共享会话，咨询内置的财务顾问与税法研究员，并跟踪 API 用量或提交反馈工单
适用场景
适合美国个人纳税人或报税人员，希望让助手把银行、信用卡、投资和加密账户的交易自动归入 IRS Schedule A 与 C 类别并汇总成税务报表，而不必在表格里逐条手工分类。
运行要求
通过 Streamable HTTP 连接的远程端点，需 OAuth 登录；身份为 Nostr npub，通过 NIP-98 签名或经 npub 证明工具获得的 OAuth 授权来验证。付费调用需预先充值的 Lightning 余额。终端用户无需本地安装或环境变量。
安装前请注意
涉及敏感财务数据：来自银行、信用卡、投资和加密账户的完整交易记录，按 npub 隔离。调用通过 Lightning 小额支付计费，会消耗余额。多个工具会删除数据（clear_transactions、delete_account_transactions、reset_classifications、delete_rule、delete_custom_category）。共享令牌可让他人访问会话。部分工具会返回已存储的凭据，如 Anthropic API 密钥和 GitHub 令牌；反馈工具可创建 GitHub issue。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Taxsort Mcp，将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储，绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.github.lonniev%2Ftaxsort-mcp/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

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

README

taxsort-mcp

MCP server for personal tax transaction classification (US Schedule A & C). Built on FastMCP, monetized via Tollbooth DPYC™ Lightning micropayments.

Don't Pester Your Customer™ (DPYC™) — API monetization for Entrepreneurial Bitcoin Advocates

Inspired by The Phantom Tollbooth by Norton Juster, illustrated by Jules Feiffer (1961).

What It Does

Import bank CSV exports (SoFi, Chase, Schwab, US Bank, PayPal, Coinbase), classify transactions into IRS tax categories using Claude AI, review and override classifications, generate tax summaries grouped by IRS line item, and track API usage costs.

Tools

Domain tools take the patron's npub and nothing else for identity: the connection proves it, either by signing each request with the npub's key (NIP-98) or as an OAuth holder connection that earned a grant through request_npub_proof / receive_npub_proof. The patron chooses the grant's lifetime, up to 30 days.

Sessions

ToolDescription
create_sessionCreate a tax session for a year
list_sessionsList your sessions
get_sessionSession details + stats
session_heartbeatPresence heartbeat; returns who else is active in the session

Verification & Unlock

ToolDescription
request_npub_proofStart npub verification via Secure Courier DM; returns a nonce (standard tool)
receive_npub_proofComplete npub verification with that nonce; the connection then holds the npub (standard tool)
verify_passphraseVerify a passphrase to unlock a timed-out session
request_unlockRequest a session unlock after timeout
check_unlockCheck if the unlock response is valid

Import

ToolDescription
import_csvImport CSV — idempotent, preserves user edits
get_import_statsImport sources, date ranges, ambiguous counts

Transactions

ToolDescription
get_transactionsFilter by category, month, account, date range, search, unclassified-only
get_transactions_pagedServer-side filtered, grouped, sorted, paginated transactions
save_classificationsBulk write classifications from the FE (JSON array)
delete_classificationRemove a single classification, reverting to unclassified
clear_transactionsDelete all transactions and classifications for a session
delete_account_transactionsDelete all transactions for a specific imported account
reset_classificationsDelete all classifications but keep the imported transactions
get_amount_neighborsFetch transactions with the same amount within ±N days (duplicate detection)

Accounts

ToolDescription
get_accountsList all accounts in a session with types and transaction counts
set_account_typeSet an account's type: bank, card, investment, or loan

Summaries

ToolDescription
get_summaryGrouped spending totals by IRS line, category, month, account

Rules

ToolDescription
get_rulesGet patron's classification rules
save_ruleCreate a description-pattern + optional amount-filter → subcategory rule
delete_ruleDelete a rule by ID
apply_rulesRe-apply all rules to unclassified transactions
count_rule_matchesLive preview of how many transactions match a rule pattern

Custom Categories

ToolDescription
get_custom_categoriesGet custom categories defined by this user
save_custom_categoryAdd a custom category/subcategory
delete_custom_categoryDelete a custom category

Sharing

ToolDescription
create_share_tokenGenerate a token to share session with spouse
load_share_tokenLoad a shared session via token

AI Advisors

ToolDescription
ask_advisorAsk the Financial Advisor about using TaxSort
ask_tax_researcherAsk the Tax Code Researcher about IRS provisions

API Usage & Feedback

ToolDescription
report_api_usageReport Anthropic API usage from FE classification for cost tracking
get_api_usage_statsGet aggregated API usage statistics for cost analysis
get_anthropic_keyGet the Anthropic API key for FE-driven classification
get_github_tokenGet the GitHub token for creating feedback issues
create_feedback_issueCreate a GitHub issue for bug reports, feature requests, or feedback
list_feedback_issuesList feedback issues submitted by this patron

Standard DPYC™ (from tollbooth-dpyc wheel)

register_standard_tools() mounts the wheel's full set, including session_status, check_balance, account_statement, purchase_credits, check_payment, check_price, service_status, request_credential_channel, receive_credentials, forget_credentials, request_npub_proof, receive_npub_proof, check_proof_status, held_identities, the pricing-model and coupon tools, request_adoption, report_issue, and the delegated oracle_* tools. See the tollbooth-dpyc README for the list.

Server-Side Pagination

get_transactions_paged performs filtering, grouping, sorting, and pagination entirely on the server. This is more efficient than fetching all transactions and processing client-side.

  • group_by: none, category, subcategory, account, month
  • group_sort: asc or desc (controls group ordering)
  • sort_col + sort_dir: row ordering within each group
  • page + page_size: zero-indexed pagination

Amount Filter Expressions

Rules (save_rule, count_rule_matches) support compound filters with amount_operator and amount_value:

OperatorMeaning
ltLess than (<-95 matches debits over $95)
lteLess than or equal
gtGreater than (gte 50 matches amounts $50+)
gteGreater than or equal
eqExact match (!33 style negation not supported — use neq)
neqNot equal

Examples: <-95 (debits exceeding $95), [0..10) (range via two rules), gte 50.

Dual Classification

  • save_classifications — bulk write from the frontend. Accepts a JSON array of {id, category, subcategory, ...} objects. Used during AI classification and manual review.
  • delete_classification — single revert. Removes one classification, returning the transaction to unclassified state.

Architecture

  • Pure MCP — no custom REST endpoints. Horizon exposes Streamable HTTP (JSON-RPC 2.0)
  • Web app — frontend/ (React + Vite on Cloudflare Pages, https://taxsort-app.pages.dev) calls the same MCP tools
  • One env var — TOLLBOOTH_NOSTR_OPERATOR_NSEC. Neon database provisioned automatically by Authority. BTCPay, the Anthropic API key and an optional GitHub token (for feedback issues) delivered via Secure Courier
  • Per-npub isolation — each patron's transactions, rules, and sessions are keyed by their Nostr public key
  • NeonVault — all persistence via Neon's HTTP SQL API (httpx, no asyncpg)
  • Tollbooth DPYC™ — pre-funded Lightning balances, Authority-certified purchases, constraint-driven pricing

Getting Started

bash
pip install -e ".[dev]"export TOLLBOOTH_NOSTR_OPERATOR_NSEC=nsec1...python server.py

The domain schema is created automatically the first time the vault is used.

Operator Onboarding

  1. Generate a Nostr keypair, set TOLLBOOTH_NOSTR_OPERATOR_NSEC
  2. Deploy to Horizon
  3. Get adopted by an Authority: call request_adoption(authority_npub=..., service_url=...) on your own MCP, signed with your operator nsec; the Authority's owner approves it
  4. Deliver credentials via Secure Courier (request_credential_channel(sender_npub=<operator npub>, service=...) returns a nonce; reply to the DM, then receive_credentials(sender_npub=..., service=..., nonce=...)):
    json
    {  "btcpay_host": "https://btcpay.example.com",  "btcpay_api_key": "...",  "btcpay_store_id": "...",  "anthropic_api_key": "sk-ant-...",  "github_token": "(optional) token that can open issues for feedback"}

DPYC™ Social Contract

Part of the DPYC™ Social Contract — a network of monetized MCP services where AI agents pay for what they use via Bitcoin Lightning.

Other Operators in the Network

RepoWhat it does
tollbooth-dpycShared Python SDK — vault, auth, pricing, Lightning, Nostr identity
dpyc-communityGovernance registry — membership, advisories, threat model
dpyc-oracleCommunity concierge — free onboarding and member lookup
tollbooth-authorityCertification backbone — Schnorr-signed certificates
tollbooth-sampleSample Operator (canonical template) — weather stats reference
tollbooth-pricing-studioiOS pricing-model editor / operator console
cypher-mcpMonetized graph answers — named Cypher templates over Neo4j/AuraDB
schwab-mcpCharles Schwab brokerage data — positions, quotes, options, orders
thebrain-mcpTheBrain knowledge graph — thoughts, links, attachments
excalibur-mcpX (Twitter) posting — social media automation with OAuth2
optionality-mcpOptions-trading practice game
goodearth-mcpRegion-scoped climate analytics for small farms
beesknees-mcpThe Bee's Knees — a multiplayer race to the queen
roastify-mcpRoastify coffee catalog and packaging artwork
ChartRemotely-mcpPuts a security on a desktop chart remotely
tollbooth-webShared browser SDK for operator front ends
tollbooth-oauth2-collectorOAuth2 callback handler — advocate service
tollbooth-shortlinksURL shortener utility

License

Apache License 2.0. Copyright 2026 Lonnie VanZandt.

来源：README.md，提交 fe796cd

工具

0
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版本历史

2
  1. v0.31.0最新Oct 21, 2026
  2. v0.30.7Sep 16, 2026

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