MCP serverio.github.lonniev/taxsort-mcp

Generate a patron's account statement at this operator. Returns the patron's purchase history, active credit tranches, per-tool usage breakdown, and recent daily usage logs. This

Generate a visual SVG infographic of your account statement. Returns the same data as account_statement, rendered as a dark-themed SVG graphic with balance hero, metrics cards, he

Check this operator's adoption-request status at a chosen Authority. Free. Polls the Authority MCP-to-MCP for the status of this operator's request (pending / approved / rejected

Apply rules to unclassified transactions in a session.

Ask the Financial Advisor about using TaxSort.

Ask the Tax Code Researcher about IRS provisions.

Check this operator's tax balance at the Authority. Returns the sats available for certifying patron credit purchases. When this balance reaches zero, patron top-ups cannot be cer

Check a patron's credit balance at this operator. This is the patron's spending balance — credits purchased via Lightning for tool calls at this operator. For the operator's own b

Check the payment status of a Lightning invoice. Call after paying the invoice from purchase_credits. Free — no credits required. Proof of npub ownership is required to prevent cr

Preview the effective cost of a tool call. Shows the base cost and any constraint effects (discounts, free trials, surge pricing). Free — no credits required.

Check whether a proof grant is still valid. Mirrors ``check_oauth_status`` for the npub-proof flow: a calling agent can ask "will my next paid call accept this dpop_token?" before

Check if the unlock response is valid.

Delete all transactions and classifications for a session, so CSVs can be re-imported.

Count how many transactions match a rule pattern (live preview).

Create a GitHub issue for bug reports, feature requests, or feedback.

Create a new TaxSort session for a tax year.

Create a share token so another user can access this session.

Delete all transactions and classifications for a specific imported account.

Remove a classification, reverting the transaction to unclassified.

Delete a coupon. Cascades to all patron redemptions. Any chain step referencing the deleted coupon_id becomes a no-op (the constraint returns neutral on unknown ids) — the Studio

Delete a custom category.

Remove a single operator secret field. Deletes one key from the operator's encrypted credential blob without touching the others — the field-level counterpart to ``forget_credenti

Remove a single patron credential field. Deletes one field from stored credentials without affecting other fields. Free. Proof of npub ownership is required — this is a write to t

Delete a classification rule by ID.

Remove a coupon from this patron's redemption list. Cosmetic only — the coupon itself still exists at the operator, and the patron can re-redeem the same code later while the wind

Delete vaulted credentials for a specific service and npub. For operator credentials, pass the operator's own npub. For patron credentials, pass the patron's npub. Always requires

List all accounts in this session with their types and transaction counts.

Fetch transactions with the same amount within ±days of a date. Used by the classifier to detect duplicates from overlapping CSV imports.

Get the Anthropic API key for FE-driven classification.

Get aggregated API usage statistics for cost analysis.

Get custom categories defined by this user.

Get the GitHub token for creating issues in the taxsort-mcp repo.

Get import statistics for a session.

Read an npub's public Nostr profile (NIP-01 kind-0 metadata). Free, no proof — the data is already public on relays. Returns the latest metadata fields (name, display_name, about,

Generate a Merkle inclusion proof that a patron's balance was included in a Bitcoin-notarized snapshot.

Report this operator's configuration readiness. Shows which operator settings are configured, which are missing, and how to deliver each missing value. For patron-level credential

List stored patron credential field names (not values). Returns the names of fields stored for a patron, plus each field's ``delivered_at`` ISO-8601 timestamp when known (null for

Report a patron's credential readiness for this operator. For set-once services (eXcalibur, TheBrain), shows which patron secrets are configured and which are missing. For dynamic

Get the active pricing model for this operator. Free. If no model exists, self-initializes a scaffold with all registered tools at 0 sats. No economic data from code.

Get all classification rules for the current patron.

Get session details and summary stats.

Get a grouped spending summary for tax reporting.

Get transactions for a session with optional filters. Returns raw transactions LEFT JOINed with their classifications. Use unclassified_only=true to fetch pages of transactions ne

Server-side filtered, grouped, sorted, paginated transactions. group_sort controls the order of groups (A-Z vs Z-A). sort_col + sort_dir control row order within each group. When

Import a CSV file into a session. Content is the raw CSV text. Optional account_name overrides the filename-derived account.

Return canonical (tool_id, mcp_name, …) for every tool the wheel exposes. The authoritative source for any client (Studio, agents, FE) that needs to know how this MCP identifies i

List all available constraint types and their parameter schemas. Returns the type, category, description, and parameter specs for every constraint that can be used in a pricing pi

List every coupon this operator has minted (newest first). Each row carries the current ``times_redeemed`` counter — the Studio renders a progress bar from this against ``total_us

List feedback issues submitted by this patron.

List the coupons this patron has redeemed on this operator. Returns both active and exhausted redemptions with a per-row ``status`` (``active`` / ``window_closed`` / ``patron_limi

List recent Bitcoin notarization records.

List all sessions owned by the current patron.

Load a shared session via a share token.

Create a new operator-owned discount coupon.

Build a Merkle tree of all patron balances and submit the root to Bitcoin via OpenTimestamps. Operator-only background task. Bitcoin confirmation takes 1-6 hours. Free — no credit

Describe the DPYC ecosystem via the Oracle. Free.

Get the current DPYC certification tax rate. Free.

Get DPYC onboarding instructions from the Oracle. Free.

Look up a DPYC community member by npub. Free.

Get active network advisories from the Oracle. Free.

Publish a CLIENT-SIGNED kind-0 profile to relays for an npub. The wheel never holds a patron nsec. The frontend signs the kind-0 metadata event with the patron's session key or a

Buy credits via Bitcoin Lightning. Creates a Lightning invoice. Pay it with any Lightning wallet, then call check_payment to confirm. Proof of npub ownership is required so credit

Pick up credentials from the Secure Courier. Completes the CREDENTIAL-DELIVERY flow (the ownership-proof counterpart is ``receive_npub_proof``). **Call this only after the user c

Receive npub ownership confirmation from a patron. Completes the npub-OWNERSHIP-PROOF flow (the credential-delivery counterpart is ``receive_credentials``). **Call this only afte

Claim a coupon by its name (the code the operator shared). Looks up the operator's coupon by ``code``, validates the window and total cap, and records a per-patron redemption row.

Report Anthropic API usage from FE classification for cost tracking.

File a field report about this service as a GitHub issue on the operator's repo. Found a tool's metadata or response wrong or confusing? Report it where the tool lives. The **auth

Ask a chosen Authority to adopt this operator (deferred courtship). RESTRICTED to the operator — requires proof the caller controls this operator's npub. Resolves the Authority's

Open a Secure Courier channel for credential delivery. This is the CREDENTIAL-DELIVERY flow — use it to hand over a service secret (API keys, tokens). To merely prove you control

Request npub ownership proof from a patron via Nostr DM. This is the npub-OWNERSHIP-PROOF flow — use it when a call returns ``proof_required``. It proves the caller controls an np

Request a session unlock after timeout.

Delete all classifications but keep the imported transactions.

Erase all pricing models and restore a viable default. Deletes every stored model, then self-initializes a fresh one from the tool registry — all tools at 0 sats with proper UUIDs

Credit a patron's ledger from a BTCPay-settled invoice. **RESTRICTED to the operator** — the operator owns the books and is the only party who can issue a manual credit grant. Pat

Prepare this operator's database schema again, ignoring the breadcrumb. Diagnostic / recovery tool for when Neon keeps answering 4xx and the operator suspects a table or grant is

Bulk write classifications from the FE. classifications is a JSON array of objects, each with: - id: raw_transaction_id - category, subcategory (required) - confidence, reas

Add a custom category/subcategory (e.g. Personal / Auto Gas).

Create a classification rule. Provide description_pattern (regex matched case-insensitively against the transaction description), category, and subcategory. Optionally add amount_

Check the health and configuration of this service. Free.

Presence heartbeat. Returns who else is active in this session.

Check operator readiness. Returns the operator lifecycle state and clear guidance on what to do next. Free. Lifecycle states: - ready: Vault AND pricing model verified on this cal

Set an account's type: bank (checking/savings), card (credit/debit), investment, or loan.

Set the active pricing model. RESTRICTED to operator. Requires a valid proof (Schnorr-signed kind-27235 event) proving the caller holds the operator's nsec.

Patch a coupon's editable fields. Pass only the fields you want to change. To set a cap to unlimited (NULL in the schema), pass ``clear_uses_per_patron=true`` or ``clear_total_us

Add or update a single operator secret field. Merges into the operator's stored credentials without touching the others — the field-level counterpart to re-delivering the whole bu

Add or update a single patron credential field. Merges into existing stored credentials without affecting other fields. Useful for setting an account identifier after OAuth, chang

Verify a passphrase to unlock a timed-out session.