Name: taxsort-mcp
Author: lonniev

Tools observed via MCP handshake

taxsort_check_balance — 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
taxsort_purchase_credits — 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 i
taxsort_check_payment — 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 re
taxsort_restore_credits — 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 manu
taxsort_account_statement — Generate a patron's account statement at this operator. Returns the patron's purchase history, active credit tranches, per-tool usage breakdown, and recent dai
taxsort_account_statement_infographic — 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 her
taxsort_report_issue — 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 to
taxsort_service_status — Check the health and configuration of this service. Free.
taxsort_get_operator_onboarding_status — Report this operator's configuration readiness. Shows which operator settings are configured, which are missing, and how to deliver each missing value. For pat
taxsort_get_patron_onboarding_status — Report a patron's credential readiness for this operator. For set-once services (eXcalibur, TheBrain), shows which patron secrets are configured and which are
taxsort_session_status — Check operator readiness. Returns the operator lifecycle state and clear guidance on what to do next. Free. Lifecycle states: - ready: Vault AND pricing model
taxsort_request_credential_channel — 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 merel
taxsort_receive_credentials — Pick up credentials from the Secure Courier. Completes the CREDENTIAL-DELIVERY flow (the ownership-proof counterpart is ``receive_npub_proof``). **Call this o
taxsort_forget_credentials — 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 n
taxsort_update_patron_credential — Add or update a single patron credential field. Merges into existing stored credentials without affecting other fields. Useful for setting an account identifie
taxsort_update_operator_credential — 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-del
taxsort_delete_patron_credential — Remove a single patron credential field. Deletes one field from stored credentials without affecting other fields. Free. Proof of npub ownership is required —
taxsort_delete_operator_credential — Remove a single operator secret field. Deletes one key from the operator's encrypted credential blob without touching the others — the field-level counterpart
taxsort_get_patron_credential_fields — 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
taxsort_request_npub_proof — 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 c
taxsort_receive_npub_proof — Receive npub ownership confirmation from a patron. Completes the npub-OWNERSHIP-PROOF flow (the credential-delivery counterpart is ``receive_credentials``). *
taxsort_check_proof_status — 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
taxsort_oracle_how_to_join — Get DPYC onboarding instructions from the Oracle. Free.
taxsort_oracle_get_tax_rate — Get the current DPYC certification tax rate. Free.
taxsort_oracle_lookup_member — Look up a DPYC community member by npub. Free.
taxsort_oracle_about — Describe the DPYC ecosystem via the Oracle. Free.
taxsort_oracle_network_advisory — Get active network advisories from the Oracle. Free.
taxsort_check_authority_balance — Check this operator's tax balance at the Authority. Returns the sats available for certifying patron credit purchases. When this balance reaches zero, patron t
taxsort_get_pricing_model — 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 fr
taxsort_set_pricing_model — 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.
taxsort_reset_pricing_model — 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 sa
taxsort_request_adoption — Ask a chosen Authority to adopt this operator (deferred courtship). RESTRICTED to the operator — requires proof the caller controls this operator's npub. Resol
taxsort_adoption_status — 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 /
taxsort_restore_neon_schema — Prepare this operator's database schema again, ignoring the breadcrumb. Diagnostic / recovery tool for when Neon keeps answering 4xx and the operator suspects
taxsort_list_canonical_identities — 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 t
taxsort_get_nostr_profile — 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,
taxsort_publish_nostr_profile — 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
taxsort_check_price — 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.
taxsort_list_constraint_types — List all available constraint types and their parameter schemas. Returns the type, category, description, and parameter specs for every constraint that can be
taxsort_mint_coupon — Create a new operator-owned discount coupon. The coupon owns its binding: ``tool_ids`` names the tools it discounts, and re-pricing a tool never touches it. A
taxsort_list_coupons — List every coupon this operator has minted (newest first). Each row carries the current ``times_redeemed`` counter — the Studio renders a progress bar from thi
taxsort_update_coupon — 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``
taxsort_delete_coupon — 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 unkno
taxsort_redeem_coupon — 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-pa
taxsort_list_my_coupons — List the coupons this patron has redeemed on this operator. Returns both active and exhausted redemptions with a per-row ``status`` (``active`` / ``window_clos
taxsort_forget_coupon — 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
taxsort_notarize_ledger — 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 hou
taxsort_get_notarization_proof — Generate a Merkle inclusion proof that a patron's balance was included in a Bitcoin-notarized snapshot.
taxsort_list_notarizations — List recent Bitcoin notarization records.
taxsort_verify_passphrase — Verify a passphrase to unlock a timed-out session.
taxsort_create_session — Create a new TaxSort session for a tax year.
taxsort_get_session — Get session details and summary stats.
taxsort_list_sessions — List all sessions owned by the current patron.
taxsort_import_csv — Import a CSV file into a session. Content is the raw CSV text. Optional account_name overrides the filename-derived account.
taxsort_get_import_stats — Get import statistics for a session.
taxsort_get_transactions — Get transactions for a session with optional filters. Returns raw transactions LEFT JOINed with their classifications. Use unclassified_only=true to fetch page
taxsort_get_transactions_paged — 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 with
taxsort_save_classifications — Bulk write classifications from the FE. classifications is a JSON array of objects, each with: - id: raw_transaction_id - category, subcategory (required)
taxsort_delete_classification — Remove a classification, reverting the transaction to unclassified.
taxsort_clear_transactions — Delete all transactions and classifications for a session, so CSVs can be re-imported.
taxsort_delete_account_transactions — Delete all transactions and classifications for a specific imported account.
taxsort_reset_classifications — Delete all classifications but keep the imported transactions.
taxsort_get_amount_neighbors — Fetch transactions with the same amount within ±days of a date. Used by the classifier to detect duplicates from overlapping CSV imports.
taxsort_get_accounts — List all accounts in this session with their types and transaction counts.
taxsort_set_account_type — Set an account's type: bank (checking/savings), card (credit/debit), investment, or loan.
taxsort_get_summary — Get a grouped spending summary for tax reporting.
taxsort_get_rules — Get all classification rules for the current patron.
taxsort_save_rule — Create a classification rule. Provide description_pattern (regex matched case-insensitively against the transaction description), category, and subcategory. Op
taxsort_delete_rule — Delete a classification rule by ID.
taxsort_apply_rules — Apply rules to unclassified transactions in a session.
taxsort_count_rule_matches — Count how many transactions match a rule pattern (live preview).
taxsort_get_custom_categories — Get custom categories defined by this user.
taxsort_save_custom_category — Add a custom category/subcategory (e.g. Personal / Auto Gas).
taxsort_delete_custom_category — Delete a custom category.
taxsort_create_share_token — Create a share token so another user can access this session.
taxsort_load_share_token — Load a shared session via a share token.
taxsort_get_github_token — Get the GitHub token for creating issues in the taxsort-mcp repo.
taxsort_get_anthropic_key — Get the Anthropic API key for FE-driven classification.
taxsort_report_api_usage — Report Anthropic API usage from FE classification for cost tracking.
taxsort_get_api_usage_stats — Get aggregated API usage statistics for cost analysis.
taxsort_create_feedback_issue — Create a GitHub issue for bug reports, feature requests, or feedback.
taxsort_list_feedback_issues — List feedback issues submitted by this patron.
taxsort_session_heartbeat — Presence heartbeat. Returns who else is active in this session.
taxsort_ask_advisor — Ask the Financial Advisor about using TaxSort.
taxsort_ask_tax_researcher — Ask the Tax Code Researcher about IRS provisions.
taxsort_request_unlock — Request a session unlock after timeout.
taxsort_check_unlock — Check if the unlock response is valid.

when	check	result	http	latency	detail
40 min ago	mcp initialize	ok	200	504 ms	server taxsort-mcp 3.4.7 · protocol 2025-06-18 · 87 tools
8 h ago	mcp initialize	ok	200	541 ms	server taxsort-mcp 3.4.7 · protocol 2025-06-18 · 87 tools
15 h ago	mcp initialize	ok	200	522 ms	server taxsort-mcp 3.4.7 · protocol 2025-06-18 · 87 tools
22 h ago	mcp initialize	ok	200	352 ms	server taxsort-mcp 3.4.7 · protocol 2025-06-18 · 87 tools
28 h ago	mcp initialize	ok	200	370 ms	server taxsort-mcp 3.4.7 · protocol 2025-06-18 · 87 tools
35 h ago	mcp initialize	ok	200	396 ms	server taxsort-mcp 3.4.7 · protocol 2025-06-18 · 87 tools
2 d ago	mcp initialize	ok	200	338 ms	server taxsort-mcp 3.4.7 · protocol 2025-06-18 · 87 tools
2 d ago	mcp initialize	ok	200	340 ms	server taxsort-mcp 3.4.7 · protocol 2025-06-18 · 87 tools
2 d ago	mcp initialize	ok	200	497 ms	server taxsort-mcp 3.4.7 · protocol 2025-06-18 · 87 tools
3 d ago	mcp initialize	ok	200	330 ms	server taxsort-mcp 3.4.7 · protocol 2025-06-18 · 87 tools

taxsort-mcp

This record is unclaimed

Evidence

What the publisher says

Capabilities

Where this record came from