Taxsort Mcp

io.github.lonniev由 GitHub 帳號 lonniev 發布v0.31.0更新於 Nov 4, 2026

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

已驗證Streamable HTTP可網頁執行金融資料與分析AI 與機器學習

概覽

AI 產生的概覽

遠端 MCP 伺服器，可匯入銀行 CSV 帳單、把交易歸類到美國 IRS 稅務類別，並產生 Schedule A/C 彙總。

可以做什麼
  • 建立、列出並檢視依年度劃分的稅務工作階段，支援在線心跳與逾時解鎖
  • 匯入銀行 CSV 帳單，檢視匯入統計、帳戶清單與帳戶類型
  • 篩選、分頁、分組與排序交易；儲存、刪除或重設分類，並找出金額相近的可疑重複交易
  • 管理以描述樣式為基礎的分類規則（可加金額條件）與自訂類別
  • 依 IRS 行項目、類別、月份或帳戶產生支出彙總
  • 以權杖分享工作階段，諮詢內建的財務顧問與稅法研究員，並追蹤 API 用量或提交意見回饋單
適用情境
適合美國個人納稅人或報稅人員，想讓助理把銀行、信用卡、投資與加密貨幣帳戶的交易自動歸入 IRS Schedule A 與 C 類別並彙整成稅務報表，而不必在試算表中逐筆手動分類。
執行需求
透過 Streamable HTTP 連線的遠端端點，需 OAuth 登入；身分為 Nostr npub，透過 NIP-98 簽章或經 npub 證明工具取得的 OAuth 授權來驗證。付費呼叫需預先儲值的 Lightning 餘額。終端使用者不需本機安裝或環境變數。
安裝前請注意
涉及敏感財務資料：來自銀行、信用卡、投資與加密貨幣帳戶的完整交易紀錄，依 npub 隔離。呼叫以 Lightning 小額支付計費，會消耗餘額。多個工具會刪除資料（clear_transactions、delete_account_transactions、reset_classifications、delete_rule、delete_custom_category）。分享權杖可讓他人存取工作階段。部分工具會回傳已儲存的憑證，例如 Anthropic API 金鑰與 GitHub 權杖；意見回饋工具可建立 GitHub issue。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Taxsort Mcp，將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存，絕不會在公開頁面上展示。
  3. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.lonniev%2Ftaxsort-mcp/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。

{
  "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.

來源：README.md，提交 fe796cd

工具

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版本歷史

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

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