io.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 is the patron's spending account — not the operator's Authority tax balance. Free — no credits consumed. Proof of npub ownership is required to prevent statement-scraping of arbitrary patrons.

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, health gauge, tranche table, and tool usage breakdown. Costs 1 api_sat per call. Proof is verified by ``debit_or_deny`` before any cost is incurred.

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 / provisioned).

Apply your classification rules to the transactions in a session. Each transaction takes the first matching rule (global and session-scoped, in rule-id order); its classification is written, replacing any it already had.

Ask the Financial Advisor about using TaxSort. The question goes to Anthropic's Claude with a summary of the session's classified totals.

Ask the Tax Code Researcher about IRS provisions. The question goes to Anthropic's Claude with a summary of the session's classified totals.

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 certified and the operator must call purchase_credits on the Authority. This is the operator's own funding — not a patron balance. Free.

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 balance at the Authority (needed to certify patron purchases), use authority_check_balance instead. Free — no credits required. Proof of npub ownership is required to prevent anyone-with-the-registry from enumerating balances.

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 credit-grant front-running by an observer of the invoice ID.

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 burning credits on a guaranteed failure. Expiry is read from the grant itself; the only store consulted is the patron's revocation watermark. Free, no side effects — touches no relay.

Check if the unlock response is valid. A valid response spends the challenge and unlocks the patron's session.

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. The issue opens in the taxsort-mcp GitHub repo, prefixed "[Feedback]". Without an operator GitHub token, a prefilled new-issue link is returned instead.

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 surfaces orphan references as warnings. RESTRICTED to operator — requires proof.

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_credentials``, which wipes the whole row. Use it to retire a leftover after an SDK cutover (a Prefect key after Modal, or a stored but untemplated orphan like ``anthropic_api_key``) without taking the operator down for a full re-delivery. Stored-but-untemplated fields are first-class: the delete is keyed on what is vaulted, not on what the current template declares. Idempotent — already-absent fields report ``removed: false`` without rewriting the vault. RESTRICTED to the operator — requires the operator's proof (a kind-27235 event or a proof grant); patron proofs are rejected. A deletion is as destructive as a write.

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 the patron's sensitive credential vault.

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 window allows. Free — requires proof of ``npub``.

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 proof of npub ownership — a deletion is as destructive as a write.

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, picture, banner, nip05, website, lud16) or an empty profile if none is published.

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 status, use get_patron_onboarding_status instead. Free.

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 secrets vaulted before timestamps were recorded). Values are never exposed — use this to verify which fields are configured and how old each one is. Free. Proof of npub ownership is required: the list of configured fields is itself sensitive (reveals which integrations a patron has set up).

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/OAuth2 services (Schwab), reports that no patron credentials are needed. Free. Proof of npub ownership is required because credential presence is sensitive information about the patron's setup.

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. Expenses are money out (negative amounts) and income is money in, in dollars.

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 needing classification by the FE. Use date_from/date_to for date range queries.

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 group_by='none', only sort_col + sort_dir apply.

Import a CSV file into a session. The bank format (Chase, US Bank, Schwab, SoFi, PayPal, Coinbase, a checkbook register, or generic) is detected from the header row. Rows already in the session are skipped. A checkbook register also writes its payee and category onto matching bank transactions (same amount, within one day).

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 its tools. Reconcile uses this output to UUID-join against the stored pricing model — no name-based UUID derivation, no guessing. Includes both ToolIdentity-seeded tools and any UUID recorded by ``@paid_tool`` that is missing from the registry. The latter appear with ``registered: false`` (and in the top-level ``unregistered`` array) so Reconcile can flag deploy drift instead of silently reporting clean when a live tool was never seeded (#174). If the operator renames a function or rebrands a slug, the mcp_name in this output changes but tool_id stays. That's the whole point of the canonical-UUID design. Also diffs the live FastMCP wire surface against the registry. Tools exposed on the wire but absent from the registry appear in ``unregistered`` so Reconcile can flag deploy drift instead of silently under-reporting (issue #175). Free, no side effects.

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 pipeline. Free — no credits required.

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_uses``. RESTRICTED to operator — requires proof.

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_limit`` / ``total_limit``). Free — requires proof of ``npub``.