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taxact

mcp.taxact.com/mcp

Compare filing costs, estimate your refund, and check what documents you need.

Protocol: MCP 2025-11-25
Server version: 1.0.0
Supports: Tools

Overall score

Last reviewed at Oct 6, 2026, 14:17:49 UTC

Server metadata

3 of 8 fields30/1003 / 10 pts

Identity, discovery, and usage metadata advertised during the MCP handshake.

Stable server name

taxact

10/10Source

Human-readable title

Add a human-readable title for clients and directories.

0/10Source

Useful description

Describe what the server helps an agent do.

0/20Source

Server version

Version 1.0.0

10/10Source

Public website

Link to a public website or documentation page.

0/10Source

Scalable or high-resolution icon

Advertise a vector or at least 128px server icon.

0/10Source

Server instructions

Add concise instructions that explain how an agent should use the server.

0/20Source

Declared capabilities

Supports Tools.

10/10Source

Protocol

Pass100/10020 / 20 pts

Connection, authentication, and protocol compatibility.

MCP negotiation succeeds (v1/v2)

MCP legacy negotiation succeeded in 923ms

Source

Resources list responds

0 resource(s) returned

Source

Tools list returns results

8 tool(s) returned

Source

Server declares tools capability

Server declares tools capability in initialize response

Source

Tools

Pass100/10030 / 30 pts

Tool definitions, annotations, and client compatibility.

All tools have descriptions

All tools have non-empty descriptions

Claude Code metadata fits its 2 KB fields

Tool descriptions and server instructions fit Claude Code's 2 KB fields

Source

Skills over MCP resources are readable

Server does not advertise the Skills over MCP extension

Claude tools declare applicable behavior hints

All tools include an applicable readOnlyHint or destructiveHint

Source

All tools have OpenAI behavior hints

All tools declare the three OpenAI behavior hints as booleans

Source

All tools have a display title

Source

Claude tool names are within 64 characters

All tool names are within Claude's 64-character limit

Source

Cursor tool-name budget advisory

No tool name independently exhausts Cursor's observed 60-character combined budget

Observed behavior

Tool names use valid characters

All tool names use valid characters

Source

Tool names follow the MCP 1–128 character range

All tool names follow the MCP recommended length

Source

Tool names follow MCP uniqueness guidance

All tool names are unique

Source

ChatGPT tool names are unique

All tool names are unique

Source

Tool input schemas have a valid object structure

All tool input schemas have a valid object structure

Source

Tool input header annotations are valid

All x-mcp-header annotations satisfy Streamable HTTP requirements

Source

Declared output schemas have a valid basic structure

0 declared output schema(s) pass basic structural validation; schemas may describe any JSON value, including arrays

Source

Tool text has no hidden control characters

No invisible or control characters found in tool-facing text

Source

OpenAI file parameters use valid schemas

All declared OpenAI file parameters use reviewer-valid schemas

Source

MCP Apps

Not applicable-Optional

App resources, metadata, and rendering requirements.

All discovered view resources were inspected

No view resources found — view checks skipped

Source

View resource envelope is valid

No view resources found — view checks skipped

Tool invocation metadata present

No view resources found — view checks skipped

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Tool visibility metadata is valid

No view resources found — view checks skipped

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CSP metadata covers literal external origins

No view resources found — view checks skipped

Source

Declared domains respond

No view resources found — view checks skipped

View resource metadata complete

No view resources found — view checks skipped

Source

Tool-linked resource URI is readable

No view resources found — view checks skipped

Source

View resources declare a domain

No view resources found — view checks skipped

Source

Tool documentation quality

8 tools reviewed81/10032.4 / 40 pts

How clearly each tool’s title, description, input and output schemas, and behavior annotations guide an agent.

compare_filing_costsTitles 98Descriptions 91Inputs 89Annotations 100Outputs 084/100

Title98/100

TaxAct Filing Cost Calculator

The title clearly communicates the tool’s action and subject. Keep it concise.

Description91/100

Shows exactly what it costs to file a tax return with TaxAct. Returns an itemized price breakdown with the complete cost. No hidden fees, no upsells. Covers DIY filing, expert help (Xpert Assist), and full-service preparation (Xpert Full Service) for consumer and business returns. Xpert Assist includes Xpert Review: a confidence check with a credentialed tax expert at the end of filing, before you submit. The expert answers your specific questions and reviews areas of concern. It is not a line-by-line return review or tax preparation. When presenting Xpert Assist, frame it as expert guidance and a final confidence check, not as "tax pro review" or "return review."

The description explains the capability, when to use it, and what to expect.

Inputs89/100

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

filing_status

Your tax filing status

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

has_investments

Do you have investment income, stocks, or rental property?

Clear enough to supply this argument.

is_self_employed

Do you have 1099 or self-employment income?

Clear enough to supply this argument.

filing_state

Two-letter state code (e.g., "CA", "TX"). Omit for federal only.

Clear enough to supply this argument.

wants_expert_help

Would you like access to a tax expert while filing?

Clear enough to supply this argument.

wants_full_service

Would you like a tax professional to prepare your return for you?

Clear enough to supply this argument.

return_type

Type of tax return

Explain the meaning of this value, not just its name.

Annotations100/100

All four behavior hints are declared.

{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}

Output schema0/100

No output schema is declared. Add one for structured results so clients can interpret returned fields.

Not declared

Original tool metadata

{
  "name": "compare_filing_costs",
  "title": "TaxAct Filing Cost Calculator",
  "description": "Shows exactly what it costs to file a tax return with TaxAct. Returns an itemized price breakdown with the complete cost. No hidden fees, no upsells. Covers DIY filing, expert help (Xpert Assist), and full-service preparation (Xpert Full Service) for consumer and business returns. Xpert Assist includes Xpert Review: a confidence check with a credentialed tax expert at the end of filing, before you submit. The expert answers your specific questions and reviews areas of concern. It is not a line-by-line return review or tax preparation. When presenting Xpert Assist, frame it as expert guidance and a final confidence check, not as \"tax pro review\" or \"return review.\"",
  "inputSchema": {
    "type": "object",
    "$schema": "http://json-schema.org/draft-07/schema#",
    "required": [
      "filing_status"
    ],
    "properties": {
      "return_type": {
        "enum": [
          "consumer",
          "business_1065",
          "business_1120s"
        ],
        "type": "string",
        "default": "consumer",
        "description": "Type of tax return"
      },
      "filing_state": {
        "type": "string",
        "pattern": "^[A-Z]{2}$",
        "maxLength": 2,
        "minLength": 2,
        "description": "Two-letter state code (e.g., \"CA\", \"TX\"). Omit for federal only."
      },
      "filing_status": {
        "enum": [
          "single",
          "married_filing_jointly",
          "married_filing_separately",
          "head_of_household"
        ],
        "type": "string",
        "description": "Your tax filing status"
      },
      "has_investments": {
        "type": "boolean",
        "default": false,
        "description": "Do you have investment income, stocks, or rental property?"
      },
      "is_self_employed": {
        "type": "boolean",
        "default": false,
        "description": "Do you have 1099 or self-employment income?"
      },
      "wants_expert_help": {
        "type": "boolean",
        "default": false,
        "description": "Would you like access to a tax expert while filing?"
      },
      "wants_full_service": {
        "type": "boolean",
        "default": false,
        "description": "Would you like a tax professional to prepare your return for you?"
      }
    }
  },
  "annotations": {
    "readOnlyHint": true,
    "openWorldHint": false,
    "idempotentHint": true,
    "destructiveHint": false
  }
}

estimate_taxesTitles 94Descriptions 86Inputs 75Annotations 100Outputs 078/100

Title94/100

TaxAct Tax Estimator

The title clearly communicates the tool’s action and subject. Keep it concise.

Description86/100

Provides a rough federal (and optionally state) tax refund or amount owed estimate from basic inputs. Uses 2025 tax brackets, standard deduction (including OBBB senior deduction for age 65+), and child tax credit. Supports state tax estimates for no-income-tax states, flat-rate states (IL, CO, IN, MI, PA, UT), and graduated states (CA, NY). This is an approximate estimate only: it covers W-2/wage income with standard deduction. No itemized deductions, no self-employment tax, no capital gains. Your actual result may differ. File with TaxAct for your exact number.

The description explains the capability, when to use it, and what to expect.

Inputs75/100

7 of 9 inputs have descriptions. Add descriptions to the missing inputs, including where to obtain IDs and how to supply values.

filing_status

Your tax filing status

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

total_income

Total income from all W-2s and other sources, in whole dollars

Clear enough to supply this argument.

federal_withholding

Total federal income tax withheld (from your W-2 box 2), in whole dollars

Clear enough to supply this argument.

num_dependents

Number of qualifying dependent children under age 17

Clear enough to supply this argument.

is_65_or_older

Were you born before January 2, 1961?

Clear enough to supply this argument.

is_blind

Not provided

Missing description. Explain what this value means and how to supply it.

spouse_is_65_or_older

Was your spouse born before January 2, 1961? (if filing jointly)

Clear enough to supply this argument.

spouse_is_blind

Not provided

Missing description. Explain what this value means and how to supply it.

filing_state

Two-letter state code for state tax estimate (e.g., "CA", "NY", "TX"). Omit for federal-only.

Clear enough to supply this argument.

Annotations100/100

All four behavior hints are declared.

{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}

Output schema0/100

No output schema is declared. Add one for structured results so clients can interpret returned fields.

Not declared

Original tool metadata

{
  "name": "estimate_taxes",
  "title": "TaxAct Tax Estimator",
  "description": "Provides a rough federal (and optionally state) tax refund or amount owed estimate from basic inputs. Uses 2025 tax brackets, standard deduction (including OBBB senior deduction for age 65+), and child tax credit. Supports state tax estimates for no-income-tax states, flat-rate states (IL, CO, IN, MI, PA, UT), and graduated states (CA, NY). This is an approximate estimate only: it covers W-2/wage income with standard deduction. No itemized deductions, no self-employment tax, no capital gains. Your actual result may differ. File with TaxAct for your exact number.",
  "inputSchema": {
    "type": "object",
    "$schema": "http://json-schema.org/draft-07/schema#",
    "required": [
      "filing_status",
      "total_income",
      "federal_withholding"
    ],
    "properties": {
      "is_blind": {
        "type": "boolean",
        "default": false
      },
      "filing_state": {
        "type": "string",
        "pattern": "^[A-Z]{2}$",
        "maxLength": 2,
        "minLength": 2,
        "description": "Two-letter state code for state tax estimate (e.g., \"CA\", \"NY\", \"TX\"). Omit for federal-only."
      },
      "total_income": {
        "type": "integer",
        "maximum": 9007199254740991,
        "minimum": 0,
        "description": "Total income from all W-2s and other sources, in whole dollars"
      },
      "filing_status": {
        "enum": [
          "single",
          "married_filing_jointly",
          "married_filing_separately",
          "head_of_household",
          "qualifying_surviving_spouse"
        ],
        "type": "string",
        "description": "Your tax filing status"
      },
      "is_65_or_older": {
        "type": "boolean",
        "default": false,
        "description": "Were you born before January 2, 1961?"
      },
      "num_dependents": {
        "type": "integer",
        "default": 0,
        "maximum": 9007199254740991,
        "minimum": 0,
        "description": "Number of qualifying dependent children under age 17"
      },
      "spouse_is_blind": {
        "type": "boolean",
        "default": false
      },
      "federal_withholding": {
        "type": "integer",
        "maximum": 9007199254740991,
        "minimum": 0,
        "description": "Total federal income tax withheld (from your W-2 box 2), in whole dollars"
      },
      "spouse_is_65_or_older": {
        "type": "boolean",
        "default": false,
        "description": "Was your spouse born before January 2, 1961? (if filing jointly)"
      }
    }
  },
  "annotations": {
    "readOnlyHint": true,
    "openWorldHint": false,
    "idempotentHint": true,
    "destructiveHint": false
  }
}

connect_with_expertTitles 99Descriptions 84Inputs 87Annotations 100Outputs 082/100

Title99/100

Connect with a TaxAct Expert

The title clearly communicates the tool’s action and subject. Keep it concise.

Description84/100

Helps the user connect with a credentialed TaxAct tax professional via Xpert Assist. Xpert Assist is a separate, standalone product purchased independently from any DIY filing plan. It is NOT included with or bundled into any TaxAct DIY tier. Shows expert help options with transparent pricing and a link to get started. Available for both consumer (1040) and business returns.

The description explains the capability, when to use it, and what to expect.

Inputs87/100

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

return_type

Type of tax return you need help with

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

topic

What do you need help with? (e.g., "rental income reporting", "crypto taxes")

Clear enough to supply this argument.

preferred_channel

How would you prefer to connect with an expert?

Clear enough to supply this argument.

Annotations100/100

All four behavior hints are declared.

{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}

Output schema0/100

No output schema is declared. Add one for structured results so clients can interpret returned fields.

Not declared

Original tool metadata

{
  "name": "connect_with_expert",
  "title": "Connect with a TaxAct Expert",
  "description": "Helps the user connect with a credentialed TaxAct tax professional via Xpert Assist. Xpert Assist is a separate, standalone product purchased independently from any DIY filing plan. It is NOT included with or bundled into any TaxAct DIY tier. Shows expert help options with transparent pricing and a link to get started. Available for both consumer (1040) and business returns.",
  "inputSchema": {
    "type": "object",
    "$schema": "http://json-schema.org/draft-07/schema#",
    "properties": {
      "topic": {
        "type": "string",
        "description": "What do you need help with? (e.g., \"rental income reporting\", \"crypto taxes\")"
      },
      "return_type": {
        "enum": [
          "consumer",
          "business"
        ],
        "type": "string",
        "default": "consumer",
        "description": "Type of tax return you need help with"
      },
      "preferred_channel": {
        "enum": [
          "phone",
          "chat"
        ],
        "type": "string",
        "default": "phone",
        "description": "How would you prefer to connect with an expert?"
      }
    }
  },
  "annotations": {
    "readOnlyHint": true,
    "openWorldHint": false,
    "idempotentHint": true,
    "destructiveHint": false
  }
}

tax_document_checklistTitles 100Descriptions 86Inputs 75Annotations 100Outputs 080/100

Title100/100

Tax Document Checklist

The title clearly communicates the tool’s action and subject. Keep it concise.

Description86/100

Returns a personalized list of tax documents and forms you need to gather before filing your tax return. Based on your income sources, deductions, and life events. Covers W-2s, 1099s, receipts, and other IRS forms. This is for DIY filers preparing their own return.

The description explains the capability, when to use it, and what to expect.

Inputs75/100

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

filing_status

Your tax filing status

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

income_sources

Income types that apply to your situation

Explain the meaning of this value, not just its name.

deductions_and_events

Deductions, credits, and life events that apply

Explain the meaning of this value, not just its name.

num_dependents

Number of dependents (if you selected "dependents" above)

Clear enough to supply this argument.

filing_state

Two-letter state code (e.g., "CA", "TX"). Omit for federal only.

Clear enough to supply this argument.

Annotations100/100

All four behavior hints are declared.

{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}

Output schema0/100

No output schema is declared. Add one for structured results so clients can interpret returned fields.

Not declared

Original tool metadata

{
  "name": "tax_document_checklist",
  "title": "Tax Document Checklist",
  "description": "Returns a personalized list of tax documents and forms you need to gather before filing your tax return. Based on your income sources, deductions, and life events. Covers W-2s, 1099s, receipts, and other IRS forms. This is for DIY filers preparing their own return.",
  "inputSchema": {
    "type": "object",
    "$schema": "http://json-schema.org/draft-07/schema#",
    "required": [
      "filing_status"
    ],
    "properties": {
      "filing_state": {
        "type": "string",
        "pattern": "^[A-Z]{2}$",
        "maxLength": 2,
        "minLength": 2,
        "description": "Two-letter state code (e.g., \"CA\", \"TX\"). Omit for federal only."
      },
      "filing_status": {
        "enum": [
          "single",
          "married_filing_jointly",
          "married_filing_separately",
          "head_of_household",
          "qualifying_surviving_spouse"
        ],
        "type": "string",
        "description": "Your tax filing status"
      },
      "income_sources": {
        "type": "array",
        "items": {
          "enum": [
            "w2",
            "self_employment",
            "investments",
            "interest_dividends",
            "retirement",
            "social_security",
            "rental",
            "other"
          ],
          "type": "string"
        },
        "default": [],
        "description": "Income types that apply to your situation"
      },
      "num_dependents": {
        "type": "integer",
        "default": 0,
        "maximum": 9007199254740991,
        "minimum": 0,
        "description": "Number of dependents (if you selected \"dependents\" above)"
      },
      "deductions_and_events": {
        "type": "array",
        "items": {
          "enum": [
            "mortgage",
            "student_loans",
            "education",
            "childcare",
            "charitable",
            "medical",
            "hsa",
            "dependents",
            "home_sale",
            "marketplace_insurance",
            "estimated_payments",
            "state_refund"
          ],
          "type": "string"
        },
        "default": [],
        "description": "Deductions, credits, and life events that apply"
      }
    }
  },
  "annotations": {
    "readOnlyHint": true,
    "openWorldHint": false,
    "idempotentHint": true,
    "destructiveHint": false
  }
}

ask_tax_questionTitles 92Descriptions 87Inputs 75Annotations 100Outputs 078/100

Title92/100

TaxAct Tax Knowledge Assistant

The title clearly communicates the tool’s action and subject. Keep it concise.

Description87/100

Answers tax questions using TaxAct's TY2025 tax law knowledge base. Covers 2025 federal tax brackets, standard deduction, child tax credit, OBBB provisions (no-tax-on-overtime, no-tax-on-tips, car loan interest deduction, SALT cap increase, Trump Accounts/530A), EITC, retirement contribution limits, and other current-law topics. Answers are grounded in verified IRS references, not LLM training data. No account required.

The description explains the capability, when to use it, and what to expect.

Inputs75/100

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

question

Your tax question (e.g., "What is the standard deduction for 2025?", "How does the child tax credit work?", "What are Trump Accounts?")

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

Annotations100/100

All four behavior hints are declared.

{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}

Output schema0/100

No output schema is declared. Add one for structured results so clients can interpret returned fields.

Not declared

Original tool metadata

{
  "name": "ask_tax_question",
  "title": "TaxAct Tax Knowledge Assistant",
  "description": "Answers tax questions using TaxAct's TY2025 tax law knowledge base. Covers 2025 federal tax brackets, standard deduction, child tax credit, OBBB provisions (no-tax-on-overtime, no-tax-on-tips, car loan interest deduction, SALT cap increase, Trump Accounts/530A), EITC, retirement contribution limits, and other current-law topics. Answers are grounded in verified IRS references, not LLM training data. No account required.",
  "inputSchema": {
    "type": "object",
    "$schema": "http://json-schema.org/draft-07/schema#",
    "required": [
      "question"
    ],
    "properties": {
      "question": {
        "type": "string",
        "minLength": 3,
        "description": "Your tax question (e.g., \"What is the standard deduction for 2025?\", \"How does the child tax credit work?\", \"What are Trump Accounts?\")"
      }
    }
  },
  "annotations": {
    "readOnlyHint": true,
    "openWorldHint": false,
    "idempotentHint": true,
    "destructiveHint": false
  }
}

find_interview_topicTitles 91Descriptions 94Inputs 88Annotations 100Outputs 083/100

Title91/100

TaxAct Interview Navigator

The title clearly communicates the tool’s action and subject. Keep it concise.

Description94/100

Finds where to enter specific tax information in the TaxAct interview. Search by topic, form number, or keyword (e.g., "W-2", "1099-R", "charitable contributions", "crypto", "overtime deduction"). Returns the interview breadcrumb path showing where to navigate. Covers 150+ topics across individual (1040) and business returns. No account required.

Describe the returned information so the agent knows whether it will answer the request.

Inputs88/100

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

query

What you want to enter or find (e.g., "W-2", "rental income", "1099-R", "child tax credit", "Trump Account")

Clear enough to supply this argument.

return_type

Tax return type. Use 1040 for individual returns (default).

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

Annotations100/100

All four behavior hints are declared.

{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}

Output schema0/100

No output schema is declared. Add one for structured results so clients can interpret returned fields.

Not declared

Original tool metadata

{
  "name": "find_interview_topic",
  "title": "TaxAct Interview Navigator",
  "description": "Finds where to enter specific tax information in the TaxAct interview. Search by topic, form number, or keyword (e.g., \"W-2\", \"1099-R\", \"charitable contributions\", \"crypto\", \"overtime deduction\"). Returns the interview breadcrumb path showing where to navigate. Covers 150+ topics across individual (1040) and business returns. No account required.",
  "inputSchema": {
    "type": "object",
    "$schema": "http://json-schema.org/draft-07/schema#",
    "required": [
      "query"
    ],
    "properties": {
      "query": {
        "type": "string",
        "minLength": 1,
        "description": "What you want to enter or find (e.g., \"W-2\", \"rental income\", \"1099-R\", \"child tax credit\", \"Trump Account\")"
      },
      "return_type": {
        "enum": [
          "990",
          "1040",
          "1041",
          "1065",
          "1120",
          "1120S"
        ],
        "type": "string",
        "default": "1040",
        "description": "Tax return type. Use 1040 for individual returns (default)."
      }
    }
  },
  "annotations": {
    "readOnlyHint": true,
    "openWorldHint": false,
    "idempotentHint": true,
    "destructiveHint": false
  }
}

tax_deadlinesTitles 99Descriptions 91Inputs 92Annotations 100Outputs 085/100

Title99/100

Tax Filing Deadlines

The title clearly communicates the tool’s action and subject. Keep it concise.

Description91/100

Returns key tax deadlines for the 2025 tax year (filing in 2026). Includes federal filing deadline, extension deadline, estimated tax payment dates, document mailing deadlines, and state-specific deadlines. Optionally provide a state code for state-specific dates.

The description explains the capability, when to use it, and what to expect.

Inputs92/100

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

state

Two-letter state code (e.g., 'CA', 'NY'). Omit for federal-only deadlines.

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

include_estimated_payments

Include quarterly estimated tax payment deadlines.

Clear enough to supply this argument.

include_document_deadlines

Include W-2 and 1099 mailing deadlines.

Clear enough to supply this argument.

Annotations100/100

All four behavior hints are declared.

{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}

Output schema0/100

No output schema is declared. Add one for structured results so clients can interpret returned fields.

Not declared

Original tool metadata

{
  "name": "tax_deadlines",
  "title": "Tax Filing Deadlines",
  "description": "Returns key tax deadlines for the 2025 tax year (filing in 2026). Includes federal filing deadline, extension deadline, estimated tax payment dates, document mailing deadlines, and state-specific deadlines. Optionally provide a state code for state-specific dates.",
  "inputSchema": {
    "type": "object",
    "$schema": "http://json-schema.org/draft-07/schema#",
    "properties": {
      "state": {
        "type": "string",
        "pattern": "^[A-Z]{2}$",
        "maxLength": 2,
        "minLength": 2,
        "description": "Two-letter state code (e.g., 'CA', 'NY'). Omit for federal-only deadlines."
      },
      "include_document_deadlines": {
        "type": "boolean",
        "default": true,
        "description": "Include W-2 and 1099 mailing deadlines."
      },
      "include_estimated_payments": {
        "type": "boolean",
        "default": true,
        "description": "Include quarterly estimated tax payment deadlines."
      }
    }
  },
  "annotations": {
    "readOnlyHint": true,
    "openWorldHint": false,
    "idempotentHint": true,
    "destructiveHint": false
  }
}

explain_tax_documentTitles 99Descriptions 94Inputs 75Annotations 100Outputs 081/100

Title99/100

Tax Document Explainer

The title clearly communicates the tool’s action and subject. Keep it concise.

Description94/100

Explains what a tax form is, what each box means, which boxes are most important for filing, and where to enter the data in TaxAct. Covers W-2, all common 1099 forms, 1098 forms, and other tax documents. Ask about a specific form or a general document type. Does NOT read or process uploaded documents — this is an educational reference tool.

The description explains the capability, when to use it, and what to expect.

Inputs75/100

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

form_name

The tax form to explain. Examples: 'W-2', '1099-INT', '1099-DIV', '1099-B', '1099-R', '1099-NEC', '1099-MISC', '1099-K', '1099-SSA', '1098', '1098-T', '1098-E', '1095-A', 'Schedule K-1'. Case-insensitive.

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

focus_box

Optional: focus on a specific box number. Examples: 'Box 1', 'Box 12', 'Box 2a'.

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

Annotations100/100

All four behavior hints are declared.

{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}

Output schema0/100

No output schema is declared. Add one for structured results so clients can interpret returned fields.

Not declared

Original tool metadata

{
  "name": "explain_tax_document",
  "title": "Tax Document Explainer",
  "description": "Explains what a tax form is, what each box means, which boxes are most important for filing, and where to enter the data in TaxAct. Covers W-2, all common 1099 forms, 1098 forms, and other tax documents. Ask about a specific form or a general document type. Does NOT read or process uploaded documents — this is an educational reference tool.",
  "inputSchema": {
    "type": "object",
    "$schema": "http://json-schema.org/draft-07/schema#",
    "required": [
      "form_name"
    ],
    "properties": {
      "focus_box": {
        "type": "string",
        "description": "Optional: focus on a specific box number. Examples: 'Box 1', 'Box 12', 'Box 2a'."
      },
      "form_name": {
        "type": "string",
        "description": "The tax form to explain. Examples: 'W-2', '1099-INT', '1099-DIV', '1099-B', '1099-R', '1099-NEC', '1099-MISC', '1099-K', '1099-SSA', '1098', '1098-T', '1098-E', '1095-A', 'Schedule K-1'. Case-insensitive."
      }
    }
  },
  "annotations": {
    "readOnlyHint": true,
    "openWorldHint": false,
    "idempotentHint": true,
    "destructiveHint": false
  }
}

Put your MCP to the test

A few tasks worth trying with this server, chosen from its reviewed tools. These have not been run.

01Ask tax questionAnswers tax questions using TaxAct's TY2025 tax law knowledge base.
02Tax Document ExplainerExplains what a tax form is, what each box means, which boxes are most important for filing, and where to enter the data in TaxAct.
03Estimate taxesProvides a rough federal (and optionally state) tax refund or amount owed estimate from basic inputs.
04Find interview topicFinds where to enter specific tax information in the TaxAct interview.
05TaxAct Filing Cost CalculatorShows exactly what it costs to file a tax return with TaxAct.

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About this server

Overview

Author: TaxAct
Verification: partner
Auth: None (public endpoint)
Category: Finance
Works with: claude
claude-desktop
claude-code
Docs: Documentation

Tools (8)

compare_filing_costsestimate_taxesconnect_with_experttax_document_checklistask_tax_questionfind_interview_topictax_deadlinesexplain_tax_document

FAQ

taxact setup, tools, quality score, publishing readiness, and alternatives.

How do I add taxact to Claude, ChatGPT, or Cursor?

Add taxact 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://mcp.taxact.com/mcp.

Is taxact MCP ready for ChatGPT and Claude?

As of October 6, 2026, taxact scores 100/100 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 taxact's MCP tool documentation?

As of October 6, 2026, taxact scores 81/100 in Manufact's review of tool titles, descriptions, input and output schemas, and behavior annotations. The review covers 8 of 8 discovered tools. The quality score measures documentation clarity; runtime behavior and marketplace readiness require separate checks.

What tools does the taxact MCP server provide?

taxact provides these MCP tools: compare_filing_costs, estimate_taxes, connect_with_expert, tax_document_checklist, ask_tax_question, find_interview_topic, tax_deadlines, and explain_tax_document.

What are the best alternatives to taxact?

As of October 20, 2026, alternatives to taxact in financial-services on the Manufact MCP leaderboard include Contract-Factory — Sociétés & SIREN, Coverage Cat Insurance, Kavara Kirk, Perps Pulse, and CeylonCharts.

Does taxact MCP require authentication?

taxact does not require authentication. It is a public MCP endpoint you can connect without logging in.

How can taxact improve its MCP documentation?

estimate_taxes is the lowest-scoring reviewed tool at 78/100. No output schema is declared. Add one for structured results so clients can interpret returned fields. Open its review for feedback and a copyable fix prompt, then rerun the documentation review after updating your tool metadata.

Who develops taxact?

taxact is developed by TaxAct. It is listed as partner on the Claude connector directory.

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Title94/100

TaxAct Tax Estimator

The title clearly communicates the tool’s action and subject. Keep it concise.

Description86/100

The description explains the capability, when to use it, and what to expect.

Inputs75/100

7 of 9 inputs have descriptions. Add descriptions to the missing inputs, including where to obtain IDs and how to supply values.

filing_status

Your tax filing status

Remove validation rules already expressed in this field’s schema; describe its meaning and usage instead.

total_income

Total income from all W-2s and other sources, in whole dollars

Clear enough to supply this argument.

federal_withholding

Total federal income tax withheld (from your W-2 box 2), in whole dollars

Clear enough to supply this argument.

num_dependents

Number of qualifying dependent children under age 17

Clear enough to supply this argument.

is_65_or_older

Were you born before January 2, 1961?

Clear enough to supply this argument.

is_blind

Not provided

Missing description. Explain what this value means and how to supply it.

spouse_is_65_or_older

Was your spouse born before January 2, 1961? (if filing jointly)

Clear enough to supply this argument.

spouse_is_blind

Not provided

Missing description. Explain what this value means and how to supply it.

filing_state

Two-letter state code for state tax estimate (e.g., "CA", "NY", "TX"). Omit for federal-only.

Clear enough to supply this argument.

Annotations100/100

All four behavior hints are declared.

{
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}

Output schema0/100

No output schema is declared. Add one for structured results so clients can interpret returned fields.

Not declared

Original tool metadata

{
  "name": "estimate_taxes",
  "title": "TaxAct Tax Estimator",
  "description": "Provides a rough federal (and optionally state) tax refund or amount owed estimate from basic inputs. Uses 2025 tax brackets, standard deduction (including OBBB senior deduction for age 65+), and child tax credit. Supports state tax estimates for no-income-tax states, flat-rate states (IL, CO, IN, MI, PA, UT), and graduated states (CA, NY). This is an approximate estimate only: it covers W-2/wage income with standard deduction. No itemized deductions, no self-employment tax, no capital gains. Your actual result may differ. File with TaxAct for your exact number.",
  "inputSchema": {
    "type": "object",
    "$schema": "http://json-schema.org/draft-07/schema#",
    "required": [
      "filing_status",
      "total_income",
      "federal_withholding"
    ],
    "properties": {
      "is_blind": {
        "type": "boolean",
        "default": false
      },
      "filing_state": {
        "type": "string",
        "pattern": "^[A-Z]{2}$",
        "maxLength": 2,
        "minLength": 2,
        "description": "Two-letter state code for state tax estimate (e.g., \"CA\", \"NY\", \"TX\"). Omit for federal-only."
      },
      "total_income": {
        "type": "integer",
        "maximum": 9007199254740991,
        "minimum": 0,
        "description": "Total income from all W-2s and other sources, in whole dollars"
      },
      "filing_status": {
        "enum": [
          "single",
          "married_filing_jointly",
          "married_filing_separately",
          "head_of_household",
          "qualifying_surviving_spouse"
        ],
        "type": "string",
        "description": "Your tax filing status"
      },
      "is_65_or_older": {
        "type": "boolean",
        "default": false,
        "description": "Were you born before January 2, 1961?"
      },
      "num_dependents": {
        "type": "integer",
        "default": 0,
        "maximum": 9007199254740991,
        "minimum": 0,
        "description": "Number of qualifying dependent children under age 17"
      },
      "spouse_is_blind": {
        "type": "boolean",
        "default": false
      },
      "federal_withholding": {
        "type": "integer",
        "maximum": 9007199254740991,
        "minimum": 0,
        "description": "Total federal income tax withheld (from your W-2 box 2), in whole dollars"
      },
      "spouse_is_65_or_older": {
        "type": "boolean",
        "default": false,
        "description": "Was your spouse born before January 2, 1961? (if filing jointly)"
      }
    }
  },
  "annotations": {
    "readOnlyHint": true,
    "openWorldHint": false,
    "idempotentHint": true,
    "destructiveHint": false
  }
}

Manufact

Server metadata

Protocol

Tools

MCP Apps

Tool documentation quality

Title98/100

Description91/100

Inputs89/100

Annotations100/100

Output schema0/100

Title94/100

Description86/100

Inputs75/100

Annotations100/100

Output schema0/100

Title99/100

Description84/100

Inputs87/100

Annotations100/100

Output schema0/100

Title100/100

Description86/100

Inputs75/100

Annotations100/100

Output schema0/100

Title92/100

Description87/100

Inputs75/100

Annotations100/100

Output schema0/100

Title91/100

Description94/100

Inputs88/100

Annotations100/100

Output schema0/100

Title99/100

Description91/100

Inputs92/100

Annotations100/100

Output schema0/100

Title99/100

Description94/100

Inputs75/100

Annotations100/100

Output schema0/100

Put your MCP to the test

About this server

Overview

Related MCP servers

FAQ

Not your MCP?

Server metadata

Protocol

Tools

MCP Apps

Tool documentation quality

Title98/100

Description91/100

Inputs89/100

Annotations100/100

Output schema0/100

Title94/100

Description86/100

Inputs75/100

Annotations100/100

Output schema0/100

Title99/100

Description84/100

Inputs87/100

Annotations100/100

Output schema0/100

Title100/100

Description86/100

Inputs75/100

Annotations100/100

Output schema0/100

Title92/100

Description87/100

Inputs75/100