Every change Wellknown observed on this MCP server, newest first, with what it was before and what it became. Tool-surface changes carry the definition diff. Nothing here is edited after the fact.
Changed the definition of "estimate_federal_tax"
⟨31 unchanged words⟩ are given, the safe-harbor quarterly estimated payment. Also answers 'how much more can I earn, withdraw from a 401(k) or convert to a Roth IRA before the next bracket': the room left in the current bracket, the room before qualified dividends / long-term gains lose the 0% rate, and the tax on a planned extra amount. Uses the standard deduction (with the age-65+ addition) unless larger itemized deductions are given; the 2025–2028 $6,000 senior deduction with phase-out; qualified dividends and long-term gains at 0%/15%/20%; child tax credit with phase-out; Social Security wage ⟨5 unchanged words⟩ Federal only: no state tax, AMT,capital-gain ratesNIIT, QBI deduction, IRMAA or other credits.
⟨77 unchanged words⟩ "minimum":0,"type":"number"},"planned_extra_income":{"description":"What-if: extra ordinary income being considered for the year (401(k) or IRA withdrawal, Roth conversion, bonus), USD, NOT included in total_income. Returns the tax it adds and the marginal rate after.","maximum":10000000000,"minimum":0,"type":"number"},"prior_year_agi":{"description":"Last year's adjusted gross ⟨33 unchanged words⟩ "minimum":0,"type":"number"},"qualified_dividends_and_long_term_gains":{"default":0,"description":"Qualified dividends (1099-DIV box 1b) plus net long-term capital gains, USD. Part of total_income; taxed at 0%/15%/20% stacked on top of ordinary income.","maximum":10000000000,"minimum":0,"type":"number"},"qualifying_children":{"default":0,"description":"Children ⟨44 unchanged words⟩ or 2026.","maximum":2100,"minimum":2000,"type":"integer"},"taxpayers_age_65_or_older":{"default":0,"description":"Taxpayers on the return who are 65 or older by year end (0, 1 or 2): adds the age-65+ standard deduction and the $6,000 senior deduction (2025–2028).","maximum":2,"minimum":0,"type":"integer"},"total_income":{" ⟨58 unchanged words⟩
Certificate recorded, valid to 2027-01-15
Authorization not required
Added "estimate_inheritance_step_up" (5 tools before, 6 now)
Estimate the basis step-up on inherited stocks and funds — For U.S.-listed stocks, ETFs, mutual funds or crypto held at someone's death (directly, in an estate or in a revocable living trust), estimates the value on the date of death from public market prices, the IRC §1014 step-up in cost basis and the capital-gains tax the heirs avoid (15%–23.8%), plus the dates that matter: the §2032 alternate valuation date, the Form 706 due date and the last day for a portability election (Rev. Proc. 2022-32). Valuation follows Treas. Reg. §20.2031-2(b) (mean of high and low, weekend and no-trade days weighted) and §20.2031-8(b) for funds. Up to 25 holdings. An …
Unknown → Live
First tool surface recorded: 5 tools (server version 1.0.0)
https://my.yz-cpa.com/mcp (mcp_streamable_http) — from mcp_registry, with the record
Showing the latest 7 events. The API returns up to 500 and filters by kind: ?kind=tool_surface_changed