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com.taxact/taxact-mcp

REMOTE · MCP.TAXACT.COM · SCANNED AUG 3

Tax filing guidance, cost comparison, document checklists, and refund estimates by TaxAct.

Available components

+8 this week 75 Trust /100
Trust breakdown (6 categories)

How this component scores in each security and reliability category. Every signal is checked automatically against the live server, and we only credit what we can confirm. How we score →

Endpoint Security83
Transport & Reachability100
Schema Quality & AI Usability65
  • AI-judged instruction clarity (excellent).Pass
  • Context-footprint check failed: tool/resource definitions use about 1553 tokens (~194/item across 8 items; 8 tools + 0 resources), over budget; trim descriptions and params. See how to fix → Fail
  • Usage-examples check failed: none of the tools include examples. See how to fix → Fail
Stability & Change Management27
  • Stability observed for 8 of 30 days with no destabilising changes; credit accrues until the full window elapses.Partial
Tool Coverage98
  • 100% of tools have a non-trivial description (not blank, and not just the tool's name).Pass
  • 94% of tool parameters carry a description.Partial
Capabilities100
  • Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.Pass
Install

Add this component to your MCP client. Where a client-specific snippet is available, pick your client below and copy it straight into your config; otherwise use the connection detail shown.

remote · mcp.taxact.com

# add to Claude Code
claude mcp add --transport http com-taxact-taxact-mcp https://mcp.taxact.com/mcp
# ~/.codex/config.toml
[mcp_servers.com-taxact-taxact-mcp]
url = "https://mcp.taxact.com/mcp"
// opencode.json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "com-taxact-taxact-mcp": {
      "type": "remote",
      "url": "https://mcp.taxact.com/mcp",
      "enabled": true
    }
  }
}
# add to OpenClaw
openclaw mcp add com-taxact-taxact-mcp --url https://mcp.taxact.com/mcp --transport streamable-http
# ~/.hermes/config.yaml
mcp_servers:
  com-taxact-taxact-mcp:
    url: "https://mcp.taxact.com/mcp"
// mcp.json
{
  "mcpServers": {
    "com-taxact-taxact-mcp": {
      "type": "http",
      "url": "https://mcp.taxact.com/mcp"
    }
  }
}

The mcpServers block is a cross-client convention. Remote transports vary, so check your client's docs.

Changelog

Every change we have recorded for this component, newest first. Security-relevant changes are always shown. ▲ marks a change for the better, ▼ a change for the worse; unmarked changes are neutral.

  • 3 Aug 26 +1

    No change was recorded against any check on this day. Stability & Change Management went from 23 to 27. That category is still filling its 30-day observation window: 7 days of observed history at the previous scan, 8 at this one. The score rises as the window fills, whether or not the server changes.

  • 31 Jul 26 +5
    • We updated how we score, so this day's move reflects our rubric, not a change to the server See what changed → functional
  • 30 Jul 26 0
    • We updated how we score, so this day's move reflects our rubric, not a change to the server See what changed → functional
  • 29 Jul 26 +1

    No change was recorded against any check on this day. Stability & Change Management went from 7 to 10. That category is still filling its 30-day observation window: 2 days of observed history at the previous scan, 3 at this one. The score rises as the window fills, whether or not the server changes.

  • 28 Jul 26 +1

    No change was recorded against any check on this day. Stability & Change Management went from 3 to 7. That category is still filling its 30-day observation window: 1 days of observed history at the previous scan, 2 at this one. The score rises as the window fills, whether or not the server changes.

  • 27 Jul 26 0
    • We updated how we score, so this day's move reflects our rubric, not a change to the server See what changed → functional
  • 26 Jul 26 67

    First indexed and scored.

Diagnostics

Diagnostic detail from the automated scan of this channel: what the scanner observed at each step, so you can see exactly where a check passed or failed. It is informational only and never changes the trust score.

Captured 3 Aug 2026 · Probed https://mcp.taxact.com/mcp

TLS valid

Negotiated TLS 1.3 with TLS_AES_128_GCM_SHA256 .

Subject Issuer Valid from Valid until Key Signature Serial
CN=*.TaxAct.com,O=TaxAct\, Inc.,L=Coppell,ST=Texas,C=US CN=DigiCert Global G2 TLS RSA SHA256 2020 CA1,O=DigiCert Inc,C=US 22 Sept 2025 15 Oct 2026 RSA 2048 SHA256-RSA 5f7c6f3825c1766440bdf62adfcf9cb
SANs: *.TaxAct.com, TaxAct.com
CN=DigiCert Global G2 TLS RSA SHA256 2020 CA1,O=DigiCert Inc,C=US (CA) CN=DigiCert Global Root G2,OU=www.digicert.com,O=DigiCert Inc,C=US 30 Mar 2021 29 Mar 2031 RSA 2048 SHA256-RSA cf5bd062b5602f47ab8502c23ccf066
DNSSEC secure

Validation of mcp.taxact.com. Secure

Zone DS Keys Algorithms Outcome
. trust_anchor 20326, 38696 8, 8 Verified
com. present 19718 13 Verified
taxact.com. present 21969 13 Verified
mcp.taxact.com. Verified address RRset verified with the apex keys
Authentication No authorisation required

The endpoint answered without asking for a token. Anyone who knows the URL can reach it.

Result No authorisation required
HTTP status 200
Header Value
strict-transport-security max-age=31536000; includeSubDomains
content-security-policy default-src * 'unsafe-eval' 'unsafe-inline' data: filesystem: about: blob: ws: wss:
x-content-type-options nosniff
x-frame-options Deny
Transports 2 probes
Transport URL Outcome Status Location
streamable-http https://mcp.taxact.com/mcp Verified 200
http (plaintext) http://mcp.taxact.com/mcp HTTPS enforced
MCP tools — 8 exposed · ~1,553 tokens

The tools this component advertises to a client, with an estimated token cost for each. Expand a tool to see its parameters and schema. The per-tool counts are indicative and are not scored directly; the schema's total context footprint is one signal in Schema Quality & AI Usability.

Tool Tokens
ask_tax_question ~142

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.

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

No output schema declared.

No examples provided.

compare_filing_costs ~286

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."

NameTypeReqDescription
filing_statestringTwo-letter state code (e.g., "CA", "TX"). Omit for federal only.
filing_statusstringyesYour tax filing status
has_investmentsbooleanDo you have investment income, stocks, or rental property?
is_self_employedbooleanDo you have 1099 or self-employment income?
return_typestringType of tax return
wants_expert_helpbooleanWould you like access to a tax expert while filing?
wants_full_servicebooleanWould you like a tax professional to prepare your return for you?

No output schema declared.

No examples provided.

connect_with_expert ~144

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.

NameTypeReqDescription
preferred_channelstringHow would you prefer to connect with an expert?
return_typestringType of tax return you need help with
topicstringWhat do you need help with? (e.g., "rental income reporting", "crypto taxes")

No output schema declared.

No examples provided.

estimate_taxes ~323

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.

NameTypeReqDescription
federal_withholdingintegeryesTotal federal income tax withheld (from your W-2 box 2), in whole dollars
filing_statestringTwo-letter state code for state tax estimate (e.g., "CA", "NY", "TX"). Omit for federal-only.
filing_statusstringyesYour tax filing status
is_65_or_olderbooleanWere you born before January 2, 1961?
is_blindboolean
num_dependentsintegerNumber of qualifying dependent children under age 17
spouse_is_65_or_olderbooleanWas your spouse born before January 2, 1961? (if filing jointly)
spouse_is_blindboolean
total_incomeintegeryesTotal income from all W-2s and other sources, in whole dollars

No output schema declared.

No examples provided.

explain_tax_document ~217

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.

NameTypeReqDescription
focus_boxstringOptional: focus on a specific box number. Examples: 'Box 1', 'Box 12', 'Box 2a'.
form_namestringyesThe 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-insensi…

No output schema declared.

No examples provided.

find_interview_topic ~150

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.

NameTypeReqDescription
querystringyesWhat you want to enter or find (e.g., "W-2", "rental income", "1099-R", "child tax credit", "Trump Account")
return_typestringTax return type. Use 1040 for individual returns (default).

No output schema declared.

No examples provided.

tax_deadlines ~125

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.

NameTypeReqDescription
include_document_deadlinesbooleanInclude W-2 and 1099 mailing deadlines.
include_estimated_paymentsbooleanInclude quarterly estimated tax payment deadlines.
statestringTwo-letter state code (e.g., 'CA', 'NY'). Omit for federal-only deadlines.

No output schema declared.

No examples provided.

tax_document_checklist ~166

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.

NameTypeReqDescription
deductions_and_eventsarrayDeductions, credits, and life events that apply
filing_statestringTwo-letter state code (e.g., "CA", "TX"). Omit for federal only.
filing_statusstringyesYour tax filing status
income_sourcesarrayIncome types that apply to your situation
num_dependentsintegerNumber of dependents (if you selected "dependents" above)

No output schema declared.

No examples provided.