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. Args: npub: The patron's Nostr public key (npub1...). dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase. days: Number of days of daily usage history to include (default 30).

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. Args: npub: The Nostr public key (npub1...) whose statement to render. dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase. days: Number of days of daily usage history to include (default 30).

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 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 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. Args: npub: The Nostr public key (npub1...) whose balance to check. dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase.

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. Args: invoice_id: The invoice ID returned by purchase_credits. npub: The Nostr public key (npub1...) that purchased the invoice. dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase.

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. Args: tool_id: Either the tool's UUID (from the pricing model) or a bare capability string (e.g. ``"deal_scenario"``). FE callers usually have the capability name; this resolves both so the FE doesn't need to derive UUIDs locally. tool_kwargs: Optional JSON object with tool call parameters for ad valorem / categorical-multiplier pricing preview (e.g. '{"amount_sats": 5000}' or '{"difficulty": "sovereign", "mode": "live"}').

Check whether a previously-cached dpop_token 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. Free, no side effects — does not evict the cache or touch relays. Args: patron_npub: Required. The patron's npub (npub1...). dpop_token: Required. The dpop_token phrase returned by ``request_npub_proof`` / ``receive_npub_proof``.

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

Delete a custom category.

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. Args: npub: The patron's Nostr public key (npub1...). dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase. field: The credential field name to remove.

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. Args: service: The credential service to forget. npub: The Nostr public key (npub1...) whose credentials to forget. dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase. Free.

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. Args: notarization_id: The notarization record ID. npub: The patron's Nostr public key (npub1...).

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). Args: npub: The patron's Nostr public key (npub1...). dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase.

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. Args: patron_npub: The patron's Nostr public key (npub1...). dpop_token: A kind-27235 Nostr event signed by patron_npub for this tool.

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 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. 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 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``.

List recent Bitcoin notarization records. Args: limit: Maximum records to return (default 20). status: Optional filter (e.g., 'submitted', 'confirmed').