Look up and compare sourced U.S. state income, estate, and inheritance tax reference data with field-level citations and verification receipts. Estimate state income tax when required inputs are substantiated, compare jurisdictions, and inspect dataset versions and coverage. Missing, uncited, unverified, pending-final, and not-applicable values remain distinct and are never silently treated as zero. All seven tools are read-only, require no account or API key, and provide reference information—not tax or legal advice.
Protocol
MCP 2025-11-25
Server version
1.5.0
Supports
Tools
Resources
Overall score
B
Overall quality score: 77 out of 10077/100
Server metadata
4 of 8 fields50/1005 / 10 pts
Identity, discovery, and usage metadata advertised during the MCP handshake.
Pinned U.S. state income, retirement-income, estate, inheritance tax, Medicaid-planning, and federal Roth transaction publications. Treat null, uncited, undated, pending-final, and not-applicable as distinct states; never convert them to zero. Retirement-income queries require one exact income type and never infer from a neighboring category. Roth transaction treatment is available for tax year 2026 only, separates federal taxability from Form 1099-R reporting, labels caller-provided inputs, preserves missing facts, verifies exact local TTA file and canonical digests, and never calculates final liability. Use get_reference_data_status for local dataset bindings, evidence age, and fail-closed future domains; evidence age is not proof that law remains current. Use dataset_info, retirement_income_dataset_info, estate_dataset_info, or medicaid_planning_dataset_info for dataset coverage and versions. compute_state_tax and analyze_state_tax_scenario cover state income tax only and run only when required rate inputs are substantiated. Scenario taxableIncome means caller-provided state taxable income after deductions and exclusions; planningContext is preserved as provenance but excluded from liability math. analyze_estate_tax_scenario computes only attorney-reviewed, primary-receipted schedules from exact caller-provided jurisdiction rate-table coordinates after applicable exclusions, deductions, exemptions, and excluded transfers; it never derives those coordinates from gross estate or gross inheritance, and unsupported credit, gifting, relationship, and deduction questions fail closed. Medicaid-planning tools are context-only, preserve every field status and source receipt unchanged, and fail closed when a requested evaluation date precedes publication or a cited fact's effective date. get_state_tax_history, get_state_retirement_income_history, and retirement-income treatments are context-only and never supply calculator inputs. Historical datasets are served only after
Protocol
Pass100/10020 / 20 pts
Connection, authentication, and protocol compatibility.
The title clearly communicates the tool’s action and subject. Keep it concise.
Description72/100
Inspect local immutable dataset bindings, evidence age, calculation eligibility, and fail-closed future-domain availability without fetching the network.
Describe the returned information so the agent knows whether it will answer the request.
Inputs0/100
0 of 2 inputs have descriptions. Add descriptions to the missing inputs, including where to obtain IDs and how to supply values.
domains
Not provided
Missing description. Explain what this value means and how to supply it.
evaluationDate
Not provided
Missing description. Explain what this value means and how to supply it.
Annotations75/100
Declare idempotentHint based on the tool’s actual behavior.
The title clearly communicates the tool’s action and subject. Keep it concise.
Description59/100
Compare pinned estate and inheritance tax profiles across up to ten jurisdictions. The dataset receipt appears once at the top level. An entry (applicability or a field) without supportingSources is supported only by its own source. A jurisdiction-level source cites applicability and every field in that jurisdiction.
Describe the returned information so the agent knows whether it will answer the request.
Inputs0/100
0 of 2 inputs have descriptions. Add descriptions to the missing inputs, including where to obtain IDs and how to supply values.
jurisdictions
Not provided
Missing description. Explain what this value means and how to supply it.
year
Not provided
Missing description. Explain what this value means and how to supply it.
Annotations75/100
Declare idempotentHint based on the tool’s actual behavior.
No output schema is declared. Add one for structured results so clients can interpret returned fields.
Not declared
Original tool metadata
{
"name": "compare_estate_tax",
"title": "Compare Estate Tax",
"description": "Compare pinned estate and inheritance tax profiles across up to ten jurisdictions. The dataset receipt appears once at the top level. An entry (applicability or a field) without supportingSources is supported only by its own source. A jurisdiction-level source cites applicability and every field in that jurisdiction.",
"inputSchema": {
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"required": [
"jurisdictions"
],
"properties": {
"year": {
"type": "integer",
"maximum": 2026,
"minimum": 2026
},
"jurisdictions": {
"type": "array",
"items": {
"type": "string",
"maxLength": 2,
"minLength": 2
},
"maxItems": 10,
"minItems": 1
}
},
"additionalProperties": false
},
"annotations": {
"title": "Compare Estate Tax",
"readOnlyHint": true,
"openWorldHint": false,
"destructiveHint": false
}
}
The title clearly communicates the tool’s action and subject. Keep it concise.
Description50/100
Apply only attorney-reviewed, primary-receipted estate or inheritance schedules to exact caller-provided jurisdiction rate-table coordinates after applicable exclusions, deductions, and exemptions; gross inputs and unsupported regimes fail closed.
Resolve contradictions between the description, input schema, and annotations.
Inputs100/100
This tool declares no inputs, so argument descriptions are not needed.
No input fields.
Annotations75/100
Declare idempotentHint based on the tool’s actual behavior.
The title clearly communicates the tool’s action and subject. Keep it concise.
Description82/100
Return one exact income-type treatment only when its local binding and source category pass; pending, null, or cross-category records fail closed, while audited sources without a published date remain explicitly undated.
Describe the returned information so the agent knows whether it will answer the request.
Inputs0/100
0 of 3 inputs have descriptions. Add descriptions to the missing inputs, including where to obtain IDs and how to supply values.
state
Not provided
Missing description. Explain what this value means and how to supply it.
incomeType
Not provided
Missing description. Explain what this value means and how to supply it.
datasetVersion
Not provided
Missing description. Explain what this value means and how to supply it.
Annotations75/100
Declare idempotentHint based on the tool’s actual behavior.
The title clearly communicates the tool’s action and subject. Keep it concise.
Description77/100
Compare any earlier-to-later pair in the reviewed v1-v4 lineage for one state and exact income type with version and source provenance; unavailable sides stay explicitly unavailable.
Describe the returned information so the agent knows whether it will answer the request.
Inputs0/100
0 of 4 inputs have descriptions. Add descriptions to the missing inputs, including where to obtain IDs and how to supply values.
state
Not provided
Missing description. Explain what this value means and how to supply it.
incomeType
Not provided
Missing description. Explain what this value means and how to supply it.
fromVersion
Not provided
Missing description. Explain what this value means and how to supply it.
toVersion
Not provided
Missing description. Explain what this value means and how to supply it.
Annotations75/100
Declare idempotentHint based on the tool’s actual behavior.
The title clearly communicates the tool’s action and subject. Keep it concise.
Description91/100
Return a bounded, chronological v1-v4 publication history for one state and exact income type, including digest-bound points and adjacent changes; unavailable points remain null and the result cannot drive liability calculations.
The description explains the capability, when to use it, and what to expect.
Inputs0/100
0 of 4 inputs have descriptions. Add descriptions to the missing inputs, including where to obtain IDs and how to supply values.
state
Not provided
Missing description. Explain what this value means and how to supply it.
incomeType
Not provided
Missing description. Explain what this value means and how to supply it.
fromVersion
Not provided
Missing description. Explain what this value means and how to supply it.
toVersion
Not provided
Missing description. Explain what this value means and how to supply it.
Annotations75/100
Declare idempotentHint based on the tool’s actual behavior.
The title clearly communicates the tool’s action and subject. Keep it concise.
Description90/100
Compare one exact retirement-income category across two to ten states from one digest-bound publication; unavailable treatments remain null and the result never ranks states or calculates liability.
The description explains the capability, when to use it, and what to expect.
Inputs0/100
0 of 3 inputs have descriptions. Add descriptions to the missing inputs, including where to obtain IDs and how to supply values.
states
Not provided
Missing description. Explain what this value means and how to supply it.
incomeType
Not provided
Missing description. Explain what this value means and how to supply it.
datasetVersion
Not provided
Missing description. Explain what this value means and how to supply it.
Annotations75/100
Declare idempotentHint based on the tool’s actual behavior.
The title clearly communicates the tool’s action and subject. Keep it concise.
Description86/100
Classify one 2026 federal Roth transfer, rollover, conversion, or distribution from the exact digest-bound TTA publication, with separate taxability and Form 1099-R treatment, exact IRS receipts, and fail-closed missing facts; does not calculate final tax liability.
The description explains the capability, when to use it, and what to expect.
Inputs8/100
1 of 10 inputs have descriptions. Add descriptions to the missing inputs, including where to obtain IDs and how to supply values.
transactionType
Not provided
Missing description. Explain what this value means and how to supply it.
taxYear
Not provided
Missing description. Explain what this value means and how to supply it.
birthDate
Not provided
Missing description. Explain what this value means and how to supply it.
distributionDate
Not provided
Missing description. Explain what this value means and how to supply it.
firstRothIraContributionYear
Not provided
Missing description. Explain what this value means and how to supply it.
qualificationEvent
Caller-selected qualifying event. qualified_first_home is an affirmative attestation that the statutory buyer, qualified-acquisition-cost, and timing requirements are satisfied; the tool separately checks the supplied amount and lifetime-cap facts.
Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.
payerKnowsFiveYearSatisfied
Not provided
Missing description. Explain what this value means and how to supply it.
qualifiedFirstHomeAmount
Not provided
Missing description. Explain what this value means and how to supply it.
distributionGrossAmount
Not provided
Missing description. Explain what this value means and how to supply it.
priorQualifiedFirstHomeDistributions
Not provided
Missing description. Explain what this value means and how to supply it.
Annotations75/100
Declare idempotentHint based on the tool’s actual behavior.
The title clearly communicates the tool’s action and subject. Keep it concise.
Description88/100
Compare two to eight independently resolved 2026 Roth transaction scenarios, highlighting federal taxability and reporting differences without ranking, recommendations, or liability calculations.
The description explains the capability, when to use it, and what to expect.
Inputs7/100
1 of 11 inputs have descriptions. Add descriptions to the missing inputs, including where to obtain IDs and how to supply values.
scenarios › items › scenarioId
Not provided
Missing description. Explain what this value means and how to supply it.
scenarios › items › transaction › transactionType
Not provided
Missing description. Explain what this value means and how to supply it.
scenarios › items › transaction › taxYear
Not provided
Missing description. Explain what this value means and how to supply it.
scenarios › items › transaction › birthDate
Not provided
Missing description. Explain what this value means and how to supply it.
Caller-selected qualifying event. qualified_first_home is an affirmative attestation that the statutory buyer, qualified-acquisition-cost, and timing requirements are satisfied; the tool separately checks the supplied amount and lifetime-cap facts.
Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.
The title clearly communicates the tool’s action and subject. Keep it concise.
Description79/100
Prepare a complete, five-section, source-receipted state-relocation analysis inline and return a jurisdiction-only AdvisorWorld forge link; creates no server-side record.
Describe the returned information so the agent knows whether it will answer the request.
Inputs0/100
0 of 5 inputs have descriptions. Add descriptions to the missing inputs, including where to obtain IDs and how to supply values.
fromState
Not provided
Missing description. Explain what this value means and how to supply it.
toState
Not provided
Missing description. Explain what this value means and how to supply it.
filingStatus
Not provided
Missing description. Explain what this value means and how to supply it.
incomeBand › minimum
Not provided
Missing description. Explain what this value means and how to supply it.
incomeBand › maximum
Not provided
Missing description. Explain what this value means and how to supply it.
Annotations75/100
Declare idempotentHint based on the tool’s actual behavior.
A few tasks worth trying with this server, chosen from its reviewed tools. These have not been run.
01Analyze State Tax ScenarioCompare up to ten jurisdictions with deterministic bracket traces, effective rates, assumptions, and exact dataset/source receipts.
02Get state tax profileReturn the pinned state income tax profile with receipts and per-field verification status.
03Compute State TaxCompute tax from the shared exclusive-floor bracket engine when required inputs are substantiated.
04Estate Dataset InfoReturn the estate dataset version, as-of range, and computed coverage counts.
05Compare StatesCompare state tax results for up to ten states, surfacing receipts and pending-final flags.
Want to run these tasks against your MCP server with us?
advisorworld-reference-data setup, tools, quality score, publishing readiness, and alternatives.
How do I add advisorworld-reference-data to Claude, ChatGPT, or Cursor?
Add advisorworld-reference-data to Claude, ChatGPT, or Cursor by connecting its remote MCP URL in each client's MCP settings. In Claude, add a custom connector. In ChatGPT, add an MCP app. In Cursor, add an MCP server under Settings. The MCP URL is https://api.advisorworld.com/mcp.
Is advisorworld-reference-data MCP ready for ChatGPT and Claude?
As of October 5, 2026, advisorworld-reference-data scores 96/100 on Manufact's MCP publishing checklist. The scan meets ChatGPT publishing checks and meets Claude publishing checks. Passing these checks does not guarantee marketplace approval.
How clear is advisorworld-reference-data's MCP tool documentation?
As of October 5, 2026, advisorworld-reference-data scores 58/100 in Manufact's review of tool titles, descriptions, input and output schemas, and behavior annotations. The review covers 23 of 23 discovered tools. The quality score measures documentation clarity; runtime behavior and marketplace readiness require separate checks.
What tools does the advisorworld-reference-data MCP server provide?
advisorworld-reference-data provides these MCP tools: compare_estate_tax, compare_states, compute_state_tax, dataset_info, estate_dataset_info, get_estate_tax_profile, and get_state_tax_profile.
What are the best alternatives to advisorworld-reference-data?
As of October 20, 2026, alternatives to advisorworld-reference-data in financial-services on the Manufact MCP leaderboard include Contract-Factory — Sociétés & SIREN, Coverage Cat Insurance, Kavara Kirk, Perps Pulse, and CeylonCharts.
Does advisorworld-reference-data MCP require authentication?
advisorworld-reference-data does not require authentication. It is a public MCP endpoint you can connect without logging in.
How can advisorworld-reference-data improve its MCP documentation?
compute_state_tax is the lowest-scoring reviewed tool at 44/100. 0 of 5 inputs have descriptions. Add descriptions to the missing inputs, including where to obtain IDs and how to supply values. Open its review for feedback and a copyable fix prompt, then rerun the documentation review after updating your tool metadata.
Who develops advisorworld-reference-data?
advisorworld-reference-data is developed by AdvisorWorld.com. It is listed as community on the Claude connector directory.
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