# io.github.lonniev/taxsort-mcp (remote · taxsort-mcp.fastmcp.app)

TaxSort — Tollbooth-monetized MCP server for personal tax transaction classification

- Trust score: 58/100 (low)
- Change this week: +3
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-08-04

## Components

- remote · `taxsort-mcp.fastmcp.app`: 58/100 (this document), [markdown](https://verifymcp.io/servers/lonniev-taxsort-mcp/taxsort-mcp.md), [page](https://verifymcp.io/servers/lonniev-taxsort-mcp/taxsort-mcp)

## Channel facts

- Endpoint: `https://taxsort-mcp.fastmcp.app/mcp`
- Transports: `streamable-http`
- Auth: `none`
- Version: `0.30.0`

## Trust breakdown

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. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-08-04.

- **Endpoint Security**: 57/100
  - The endpoint's TLS certificate is valid, in date, and uses a strong key.
  - Authorisation not fully verified: no authorisation is required to call this server, and 85 tool(s) never declared a destructiveHint. The MCP spec treats an absent hint as destructive by default, so we cannot call this surface safe.
  - HTTPS is enforced; there's no plaintext access path.
  - HSTS check failed: the Strict-Transport-Security header is absent.
  - DNSSEC check failed: this domain isn't protected by DNSSEC.
- **Transport & Reachability**: 100/100
  - Verified streamable-http transport via a live MCP handshake.
- **Schema Quality & AI Usability**: 42/100
  - AI-judged instruction clarity (fair).
  - Context-footprint check failed: tool/resource definitions use about 11148 tokens (~131/item across 85 items; 85 tools + 0 resources), over budget; trim descriptions and params.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 30/100
  - Stability observed for 9 of 30 days with no destabilising changes; credit accrues until the full window elapses.
- **Tool Coverage**: 75/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 14% of tool parameters carry a description.
  - Structured output schemas are declared (100% of tools); any adoption earns full credit.
- **Capabilities**: 100/100
  - Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.

## Install

### Claude

```bash
claude mcp add --transport http lonniev-taxsort-mcp https://taxsort-mcp.fastmcp.app/mcp
```

### Codex

```toml
[mcp_servers.lonniev-taxsort-mcp]
url = "https://taxsort-mcp.fastmcp.app/mcp"
```

### opencode

```json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "lonniev-taxsort-mcp": {
      "type": "remote",
      "url": "https://taxsort-mcp.fastmcp.app/mcp",
      "enabled": true
    }
  }
}
```

### OpenClaw

```bash
openclaw mcp add lonniev-taxsort-mcp --url https://taxsort-mcp.fastmcp.app/mcp --transport streamable-http
```

### Hermes

```yaml
mcp_servers:
  lonniev-taxsort-mcp:
    url: "https://taxsort-mcp.fastmcp.app/mcp"
```

### Other

```json
{
  "mcpServers": {
    "lonniev-taxsort-mcp": {
      "type": "http",
      "url": "https://taxsort-mcp.fastmcp.app/mcp"
    }
  }
}
```

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

## Changelog

Every change recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-08-03 (score 58, +1)

- [security] Tool “taxsort_list_canonical_identities” rewrote its description, which is the text the model reads

### 2026-08-01 (score 57, +1)

No change was recorded against any check on this day. Stability & Change Management went from 17 to 20. That category is still filling its 30-day observation window: 5 days of observed history at the previous scan, 6 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-07-31 (score 56, 0)

- [functional] We updated how we score, so this day's move reflects our rubric, not a change to the server

### 2026-07-30 (score 56, +1)

No change was recorded against any check on this day. Stability & Change Management went from 10 to 13. That category is still filling its 30-day observation window: 3 days of observed history at the previous scan, 4 at this one. The score rises as the window fills, whether or not the server changes.

### 2026-07-28 (score 55, +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.

### 2026-07-27 (score 54, +1)

- [functional] We updated how we score, so this day's move reflects our rubric, not a change to the server

### 2026-07-26 (score 53)

First indexed and scored.

## MCP tools (85)

### `taxsort_check_balance` (~226 tokens)

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.

Input parameters:

- `dpop_token` (string, required)
- `npub` (string, required)

### `taxsort_purchase_credits` (~222 tokens)

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 is
required so credits land in the correct ledger.

Free — no credits required to call.

Args:
    npub: The Nostr public key (npub1...) the credits will fund.
    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.
    amount_sats: Satoshis to purchase (default 1000).

Input parameters:

- `amount_sats` (integer)
- `dpop_token` (string, required)
- `npub` (string, required)

### `taxsort_check_payment` (~217 tokens)

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.

Input parameters:

- `dpop_token` (string, required)
- `invoice_id` (string, required)
- `npub` (string, required)

### `taxsort_restore_credits` (~254 tokens)

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 manual credit grant. Patrons who
believe they paid but never got credits must escalate to the
operator's support, who then invokes this tool on their behalf.

Use cases: cold-start vault races during check_payment, ncred
delivery hiccups, patrons closing Top-Off sheets before settle,
any infrastructure incident that left an invoice settled at BTCPay
but uncredited on the operator's ledger.

Idempotent — if the invoice is already credited (in the patron's
\``credited_invoices``), returns success with credits_granted=0.

Args:
    invoice_id: The BTCPay invoice ID to verify and credit.
    patron_npub: The patron's npub whose ledger receives the grant.
    dpop_token: A kind-27235 Nostr event signed by the OPERATOR's nsec
        for this tool. Patron proofs are rejected.

Input parameters:

- `dpop_token` (string, required)
- `invoice_id` (string, required)
- `patron_npub` (string, required)

### `taxsort_account_statement` (~244 tokens)

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).

Input parameters:

- `days` (integer)
- `dpop_token` (string, required)
- `npub` (string, required)

### `taxsort_account_statement_infographic` (~244 tokens)

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).

Input parameters:

- `days` (integer)
- `dpop_token` (string, required)
- `npub` (string, required)

### `taxsort_report_issue` (~380 tokens)

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 tool
lives. The **author of record is your npub** — no npub / no proof, no issue — and it
is stamped into the issue so the report is attributed to you, not the operator. Costs
a small fee (a free write to an issue tracker would be abused). The report is PUBLIC
and goes to the maintainers' normal triage; nothing is verified here.

Returns the filed issue's repo, number, and url. If this operator has not enabled
field reports, returns an "issue reporting not configured" situation and you are not
charged.

Args:
    npub: Your Nostr public key (npub1...); the report's author of record.
    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.
    title: One-line summary of the problem.
    body: The details — which tool, what was wrong, what you expected.
    tool_name: Optional: the specific tool the report is about
        (e.g. "schwab_get_option_chain").

Input parameters:

- `body` (string, required)
- `dpop_token` (string, required)
- `npub` (string, required)
- `title` (string, required)
- `tool_name` (string)

### `taxsort_service_status` (~21 tokens)

Check the health and configuration of this service. Free.

### `taxsort_get_operator_onboarding_status` (~57 tokens)

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.

### `taxsort_get_patron_onboarding_status` (~152 tokens)

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.

Input parameters:

- `dpop_token` (string, required)
- `patron_npub` (string, required)

### `taxsort_session_status` (~298 tokens)

Check operator readiness. Returns the operator lifecycle
state and clear guidance on what to do next. Free.

Lifecycle states:
\- ready: Operator is warm and fully operational — vault AND pricing
  model verified. Proceed with tool calls.
\- warming_up: Operator is initializing (cold start). Try a tool call — it will warm up on demand.
\- misconfigured: Persistence rejected a query with a permanent SQL
  error (permission denied, missing relation). Paid tools will fail
  until the operator repairs the database — retrying does not help.
\- quota_exceeded: The persistence provider (Neon) answered HTTP 402 —
  the operator's database has exhausted its compute/storage quota, so
  the books are locked for billing. Paid tools fail; retrying does NOT
  help. The operator's Authority must restore capacity (upgrade the
  plan or wait for the quota reset). Free tools remain available.
\- not_registered: Operator has no Authority relationship yet. Call register_operator first.
\- no_identity: Operator nsec is not configured. Deployment issue.

Args:
    patron_npub: Optional. If supplied, the response includes an
        ``upstream_oauth`` block with the patron's stored OAuth
        token expiry (runtime-derived from vault state) so a
        client can refresh proactively rather than reactively
        after a stale-token failure.

Input parameters:

- `patron_npub` (string)

### `taxsort_request_credential_channel` (~266 tokens)

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 merely prove you control an npub (the
usual answer to a ``proof_required`` error), use ``request_npub_proof``
instead. Note: dynamic/OAuth2 services (e.g. Schwab) need NO couriered
secret — check ``service_status`` first.

Sends a welcome DM with a credential template. The recipient
must read the DM in their Nostr client, fill in the fields,
and reply manually. **This is a human-in-the-loop flow.**

After calling this tool, STOP and tell the user what to do.
Wait for the user to confirm they have replied before calling
\``receive_credentials``. Do NOT poll or retry — each
\``receive_credentials`` call destructively drains the relay
mailbox.

Args:
    sender_npub: Required. The npub to send the template to.
    service: Required. The credential service name (e.g.,
        from get_operator_onboarding_status or get_patron_onboarding_status).
Free.

Input parameters:

- `sender_npub` (string)
- `service` (string)

### `taxsort_receive_credentials` (~352 tokens)

Pick up credentials from the Secure Courier.

Completes the CREDENTIAL-DELIVERY flow (the ownership-proof
counterpart is ``receive_npub_proof``).

\**Call this only after the user confirms they have replied.**
Deterministic, one-shot retrieval: name the response you want with
\``(sender_npub, service, dpop_token)`` and the tool drains ONLY the
rendezvous relay that channel was pinned to. Every popped DM with the
wrong session phrase is deleted and its sender is NACK'd; the first DM
with the matching phrase is accepted (ACK'd) and the scan stops. If
none match, the queue is drained and a ``courier_not_found`` result is
returned. Do NOT poll, loop, or retry.

If a credential_card (ncred1...) is provided, it is redeemed directly
without any relay access (dpop_token not required for that path). On
success, the payment processor client is reinitialized from the new
credentials — no server restart needed.

Args:
    sender_npub: Required. The npub that sent the credentials.
    service: Required. The credential service name (must match
        the service used in request_credential_channel).
    dpop_token: Required. The session phrase returned by
        request_credential_channel for this exact channel.
    credential_card: Optional. An ncred1... card to redeem directly
        (bypasses the relay drain; dpop_token not needed).
Free.

Input parameters:

- `credential_card` (string)
- `dpop_token` (string)
- `sender_npub` (string)
- `service` (string)

### `taxsort_forget_credentials` (~219 tokens)

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.

Input parameters:

- `dpop_token` (string, required)
- `npub` (string, required)
- `service` (string, required)

### `taxsort_update_patron_credential` (~243 tokens)

Add or update a single patron credential field.

Merges into existing stored credentials without affecting
other fields. Useful for setting an account identifier
after OAuth, changing a default brain, etc. 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 set.
    value: The value to store.

Input parameters:

- `dpop_token` (string, required)
- `field` (string, required)
- `npub` (string, required)
- `value` (string, required)

### `taxsort_delete_patron_credential` (~206 tokens)

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.

Input parameters:

- `dpop_token` (string, required)
- `field` (string, required)
- `npub` (string, required)

### `taxsort_get_patron_credential_fields` (~251 tokens)

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.

Input parameters:

- `dpop_token` (string, required)
- `npub` (string, required)

### `taxsort_request_npub_proof` (~513 tokens)

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 caller controls an npub; it does
NOT deliver any service secret. To hand an operator its API keys or
OAuth secrets, use ``request_credential_channel`` instead.

Sends a challenge DM that the patron must sign and reply to
using their Nostr client. **This is a human-in-the-loop flow.**

After calling this tool, STOP and tell the user to check their
Nostr client and reply to the challenge. Wait for the user to
confirm they have replied before calling ``receive_npub_proof``.
Do NOT poll or retry — each ``receive_npub_proof`` call
destructively drains the relay mailbox.

\**Returns** a ``dpop_token`` — the demonstrated-proof-of-possession
token that the calling application MUST remember and pass as the
\``dpop_token`` parameter on every subsequent paid tool call. The MCP
does not retain this value across restarts.

\**Lifecycle:** The cached proof expires after the patron's
chosen duration. When it expires, call ``request_npub_proof``
again for a fresh challenge, then wait for the user, then
call ``receive_npub_proof``.

Free.

Args:
    patron_npub: Required. The patron's npub to request proof from.
    reason: Optional. A human-readable purpose for the request
        ("I'm working on your request XYZ and need the Operator to do
        ABC for you"). Signed into the provenance attestation and shown
        in the DM, so the recipient sees *why* they are being asked —
        especially useful when the signer is unknown to them.
    verify_at: Optional. A free-form statement of WHERE you (the
        initiating agent) already showed this proof's one-time code to
        the user — a URL, or "your Claude.ai conversation", "the Grok
        session". The OAuth 2.0 Device Grant ``verification_uri``,
        generalized: the user approves only if the code in the DM matches
        the one you displayed there, so an uns…

Input parameters:

- `patron_npub` (string)
- `reason` (string)
- `verify_at` (string)

### `taxsort_receive_npub_proof` (~324 tokens)

Receive npub ownership confirmation from a patron.

Completes the npub-OWNERSHIP-PROOF flow (the credential-delivery
counterpart is ``receive_credentials``).

\**Call this only after the user confirms they have replied.**
Deterministic, one-shot retrieval: name the response with
\``(patron_npub, dpop_token)`` — the ``dpop_token`` being the value
returned by ``request_npub_proof``. The tool drains ONLY the pinned
rendezvous relay that challenge was published on, stopping at the DM
whose phrase matches. Mismatched DMs are deleted and NACK'd (without
revealing the expected phrase). If called before the user replies,
their message will never be found. Do NOT poll, loop, or retry.

The signed DM itself proves npub ownership (the patron's nsec
signed it). On success, returns the ``dpop_token`` — the same
token. The calling application MUST remember it and pass it as the
\``dpop_token`` parameter on every subsequent paid tool call. The
proof (a hash of the token) is stored in the vault keyed by that
hash — the MCP never stores the raw token itself. Free.

Args:
    patron_npub: Required. The patron's npub to receive proof from.
    dpop_token: Required. The dpop_token returned by request_npub_proof.

Input parameters:

- `dpop_token` (string)
- `patron_npub` (string)

### `taxsort_check_proof_status` (~153 tokens)

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``.

Input parameters:

- `dpop_token` (string)
- `patron_npub` (string)

### `taxsort_oracle_how_to_join` (~25 tokens)

Get DPYC onboarding instructions from the Oracle. Free.

### `taxsort_oracle_get_tax_rate` (~24 tokens)

Get the current DPYC certification tax rate. Free.

### `taxsort_oracle_lookup_member` (~33 tokens)

Look up a DPYC community member by npub. Free.

Input parameters:

- `npub` (string, required)

### `taxsort_oracle_about` (~22 tokens)

Describe the DPYC ecosystem via the Oracle. Free.

### `taxsort_oracle_network_advisory` (~25 tokens)

Get active network advisories from the Oracle. Free.

### `taxsort_check_authority_balance` (~73 tokens)

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.

### `taxsort_get_pricing_model` (~51 tokens)

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.

### `taxsort_set_pricing_model` (~68 tokens)

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.

Input parameters:

- `dpop_token` (string)
- `model_json` (string, required)

### `taxsort_reset_pricing_model` (~81 tokens)

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 sats with proper UUIDs.
Returns the new model.

RESTRICTED to operator — requires proof (nsec-signed).

Input parameters:

- `dpop_token` (string)

### `taxsort_request_adoption` (~216 tokens)

Ask a chosen Authority to adopt this operator (deferred courtship).

RESTRICTED to the operator — requires proof the caller controls this
operator's npub. Resolves the Authority's MCP endpoint from the
community registry, mints an inline ownership proof with this
operator's nsec, and delivers the request MCP-to-MCP. The Authority
records it as pending; its owner approves on their own time. Poll
\``adoption_status`` for progress; the operator flips to ``ready``
once the Authority provisions it.

Args:
    authority_npub: npub of the Authority to request adoption from.
    dpop_token: operator-npub ownership proof (inline kind-27235 or cached token).
    service_url: this operator's MCP endpoint (advertised to the Authority).
    note: optional message for the Authority owner.

Input parameters:

- `authority_npub` (string, required)
- `dpop_token` (string)
- `note` (string)
- `service_url` (string)

### `taxsort_adoption_status` (~70 tokens)

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).

Input parameters:

- `authority_npub` (string, required)
- `dpop_token` (string)

### `taxsort_restore_neon_schema` (~148 tokens)

Re-run ``ensure_schema()`` on every NeonVault this operator uses.

Diagnostic / recovery tool for the case where the Neon HTTP SQL API
is returning persistent 4xx errors and the operator suspects the
schema isn't there or grants are wrong. Idempotent — uses
\``CREATE TABLE IF NOT EXISTS`` so a successful re-run is harmless.

Returns the per-step result. If any step raises, surfaces the Neon
error message inline (0.31.0 reads the SQL error body that earlier
wheels swallowed behind ``raise_for_status``).

RESTRICTED to operator — requires proof (nsec-signed).

Input parameters:

- `dpop_token` (string)

### `taxsort_list_canonical_identities` (~250 tokens)

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.

### `taxsort_get_nostr_profile` (~88 tokens)

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.

Input parameters:

- `npub` (string)

### `taxsort_publish_nostr_profile` (~162 tokens)

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's session key or a NIP-07 extension and
passes the signed event (JSON) here; the wheel verifies the signature
matches the npub, then relays it to public relays. The signature is the
authorization — no proof token, no key custody. Free.

Args:
    npub: The patron's Nostr public key the event must be signed by.
    signed_event: A JSON-encoded, client-signed kind-0 event.

Input parameters:

- `npub` (string)
- `signed_event` (string)

### `taxsort_check_price` (~197 tokens)

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"}').

Input parameters:

- `dpop_token` (string)
- `npub` (string)
- `tool_id` (string, required)
- `tool_kwargs` (string)

### `taxsort_list_constraint_types` (~51 tokens)

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.

### `taxsort_mint_coupon` (~221 tokens)

Create a new operator-owned discount coupon.

Args:
    name: The catchy code patrons type to redeem
        (operator-scoped uniqueness).
    discount_percent: Percentage off the base price (0-100).
    valid_from: ISO-8601 datetime when the coupon becomes active.
    valid_until: ISO-8601 datetime when the coupon expires.
    uses_per_patron: How many tool calls one patron can claim the
        discount on (default 1; pass null/None for unlimited
        within the window).
    total_uses: Aggregate cap across all patrons (default None =
        unlimited).

Returns the new coupon row. RESTRICTED to operator — requires
proof (nsec-signed kind-27235 or cached dpop_token token).

Input parameters:

- `discount_percent` (number, required)
- `dpop_token` (string)
- `name` (string, required)
- `total_uses`
- `uses_per_patron`
- `valid_from` (string, required)
- `valid_until` (string, required)

### `taxsort_list_coupons` (~71 tokens)

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.

Input parameters:

- `dpop_token` (string)

### `taxsort_update_coupon` (~167 tokens)

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``
or ``clear_total_uses=true``.  Renaming the code is allowed —
existing patron redemption rows survive (they key on coupon id).

RESTRICTED to operator — requires proof.

Input parameters:

- `clear_total_uses` (boolean)
- `clear_uses_per_patron` (boolean)
- `coupon_id` (string, required)
- `discount_percent`
- `dpop_token` (string)
- `name`
- `total_uses`
- `uses_per_patron`
- `valid_from`
- `valid_until`

### `taxsort_delete_coupon` (~82 tokens)

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.

Input parameters:

- `coupon_id` (string, required)
- `dpop_token` (string)

### `taxsort_redeem_coupon` (~134 tokens)

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-patron redemption row.
Subsequent paid tool calls on this MCP auto-apply the discount
until ``uses_per_patron`` is exhausted.

Free — no credits required.  Requires proof of ``npub``.
Idempotent: redeeming the same code twice returns the existing
redemption.

Input parameters:

- `code` (string, required)
- `dpop_token` (string)
- `npub` (string, required)

### `taxsort_list_my_coupons` (~89 tokens)

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``.

Input parameters:

- `dpop_token` (string)
- `npub` (string, required)

### `taxsort_forget_coupon` (~88 tokens)

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``.

Input parameters:

- `coupon_id` (string, required)
- `dpop_token` (string)
- `npub` (string, required)

### `taxsort_notarize_ledger` (~54 tokens)

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 hours.
Free — no credits required.

### `taxsort_get_notarization_proof` (~83 tokens)

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...).

Input parameters:

- `notarization_id` (string, required)
- `npub` (string, required)

### `taxsort_list_notarizations` (~62 tokens)

List recent Bitcoin notarization records.

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

Input parameters:

- `limit` (integer)
- `status` (string)

### `taxsort_verify_passphrase` (~62 tokens)

Verify a passphrase to unlock a timed-out session.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `passphrase` (string, required)

### `taxsort_create_session` (~68 tokens)

Create a new TaxSort session for a tax year.

Input parameters:

- `dpop_token` (string)
- `label` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `tax_year` (integer)

### `taxsort_get_session` (~57 tokens)

Get session details and summary stats.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string, required)

### `taxsort_list_sessions` (~51 tokens)

List all sessions owned by the current patron.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.

### `taxsort_import_csv` (~96 tokens)

Import a CSV file into a session. Content is the raw CSV text. Optional account_name overrides the filename-derived account.

Input parameters:

- `account_name` (string)
- `content` (string, required)
- `dpop_token` (string)
- `filename` (string, required)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string, required)

### `taxsort_get_import_stats` (~58 tokens)

Get import statistics for a session.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string, required)

### `taxsort_get_transactions` (~171 tokens)

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.

Input parameters:

- `account` (string)
- `category` (string)
- `date_from` (string)
- `date_to` (string)
- `dpop_token` (string)
- `limit` (integer)
- `month` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `offset` (integer)
- `search` (string)
- `session_id` (string, required)
- `subcategory` (string)
- `unclassified_only` (boolean)

### `taxsort_get_transactions_paged` (~204 tokens)

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.

Input parameters:

- `account` (string)
- `category` (string)
- `classified_only` (boolean)
- `dpop_token` (string)
- `group_by` (string)
- `group_sort` (string)
- `month` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `page` (integer)
- `page_size` (integer)
- `search` (string)
- `session_id` (string, required)
- `sort_col` (string)
- `sort_dir` (string)
- `subcategory` (string)
- `unclassified_only` (boolean)

### `taxsort_save_classifications` (~128 tokens)

Bulk write classifications from the FE.

classifications is a JSON array of objects, each with:
  \- id: raw_transaction_id
  \- category, subcategory (required)
  \- confidence, reason, merchant, description_override (optional)
  \- classified_by: 'ai' | 'rule' | 'manual' (default 'ai')

Input parameters:

- `classifications` (string)
- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string, required)

### `taxsort_delete_classification` (~70 tokens)

Remove a classification, reverting the transaction to unclassified.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string, required)
- `transaction_id` (string, required)

### `taxsort_clear_transactions` (~68 tokens)

Delete all transactions and classifications for a session, so CSVs can be re-imported.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string, required)

### `taxsort_delete_account_transactions` (~69 tokens)

Delete all transactions and classifications for a specific imported account.

Input parameters:

- `account` (string, required)
- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string, required)

### `taxsort_reset_classifications` (~60 tokens)

Delete all classifications but keep the imported transactions.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string, required)

### `taxsort_get_amount_neighbors` (~105 tokens)

Fetch transactions with the same amount within ±days of a date. Used by the classifier to detect duplicates from overlapping CSV imports.

Input parameters:

- `amount` (number, required)
- `date` (string, required)
- `days` (integer)
- `dpop_token` (string)
- `exclude_id` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string, required)

### `taxsort_get_accounts` (~63 tokens)

List all accounts in this session with their types and transaction counts.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string, required)

### `taxsort_set_account_type` (~90 tokens)

Set an account's type: bank (checking/savings), card (credit/debit), investment, or loan.

Input parameters:

- `account_name` (string, required)
- `account_type` (string, required)
- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string, required)

### `taxsort_get_summary` (~81 tokens)

Get a grouped spending summary for tax reporting.

Input parameters:

- `dpop_token` (string)
- `group_by` (string)
- `month` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `scope` (string)
- `session_id` (string, required)

### `taxsort_get_rules` (~59 tokens)

Get all classification rules for the current patron.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string)

### `taxsort_save_rule` (~174 tokens)

Create a classification rule.

Provide description_pattern (regex matched case-insensitively against
the transaction description), category, and subcategory. Optionally add
amount_operator (lt, lte, gt, gte, eq, neq) and amount_value to filter
by amount. When the compound constraint matches, category, subcategory,
and optionally description (new_description) are written.

Input parameters:

- `amount_operator` (string)
- `amount_value`
- `category` (string, required)
- `description_pattern` (string, required)
- `dpop_token` (string)
- `new_description` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string)
- `subcategory` (string, required)

### `taxsort_delete_rule` (~57 tokens)

Delete a classification rule by ID.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `rule_id` (integer, required)

### `taxsort_apply_rules` (~60 tokens)

Apply rules to unclassified transactions in a session.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string, required)

### `taxsort_count_rule_matches` (~85 tokens)

Count how many transactions match a rule pattern (live preview).

Input parameters:

- `amount_operator` (string)
- `amount_value`
- `description_pattern` (string, required)
- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string, required)

### `taxsort_get_custom_categories` (~51 tokens)

Get custom categories defined by this user.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.

### `taxsort_save_custom_category` (~73 tokens)

Add a custom category/subcategory (e.g. Personal / Auto Gas).

Input parameters:

- `category` (string, required)
- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `subcategory` (string, required)

### `taxsort_delete_custom_category` (~56 tokens)

Delete a custom category.

Input parameters:

- `category_id` (integer, required)
- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.

### `taxsort_create_share_token` (~71 tokens)

Create a share token so another user can access this session.

Input parameters:

- `dpop_token` (string)
- `expires_days` (integer)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string, required)

### `taxsort_load_share_token` (~60 tokens)

Load a shared session via a share token.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `share_token` (string, required)

### `taxsort_get_github_token` (~60 tokens)

Get the GitHub token for creating issues in the taxsort-mcp repo.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.

### `taxsort_get_anthropic_key` (~56 tokens)

Get the Anthropic API key for FE-driven classification.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.

### `taxsort_report_api_usage` (~93 tokens)

Report Anthropic API usage from FE classification for cost tracking.

Input parameters:

- `calls` (integer, required)
- `dpop_token` (string)
- `input_tokens` (integer, required)
- `model` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `output_tokens` (integer, required)
- `session_id` (string, required)

### `taxsort_get_api_usage_stats` (~61 tokens)

Get aggregated API usage statistics for cost analysis.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string)

### `taxsort_create_feedback_issue` (~86 tokens)

Create a GitHub issue for bug reports, feature requests, or feedback.

Input parameters:

- `body` (string)
- `category` (string)
- `contact` (string)
- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `title` (string, required)

### `taxsort_list_feedback_issues` (~52 tokens)

List feedback issues submitted by this patron.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.

### `taxsort_session_heartbeat` (~63 tokens)

Presence heartbeat. Returns who else is active in this session.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `session_id` (string, required)

### `taxsort_ask_advisor` (~75 tokens)

Ask the Financial Advisor about using TaxSort.

Input parameters:

- `dpop_token` (string)
- `history` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `question` (string, required)
- `session_id` (string)

### `taxsort_ask_tax_researcher` (~78 tokens)

Ask the Tax Code Researcher about IRS provisions.

Input parameters:

- `dpop_token` (string)
- `history` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `question` (string, required)
- `session_id` (string)

### `taxsort_request_unlock` (~49 tokens)

Request a session unlock after timeout.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.

### `taxsort_check_unlock` (~57 tokens)

Check if the unlock response is valid.

Input parameters:

- `dpop_token` (string)
- `npub` (string): Required. Your Nostr public key (npub1...) for credit billing.
- `response` (string, required)

## Diagnostics

Captured diagnostic sections: TLS, DNSSEC, Authorisation, Transports. The full working is on the page: https://verifymcp.io/servers/lonniev-taxsort-mcp/taxsort-mcp#diagnostics

## Score history

- 2026-08-04: 58
- 2026-08-03: 58
- 2026-08-02: 57
- 2026-08-01: 57
- 2026-07-31: 56
- 2026-07-30: 56
- 2026-07-29: 55
- 2026-07-28: 55
- 2026-07-27: 54
- 2026-07-26: 53

## Links

- Remote endpoint: https://taxsort-mcp.fastmcp.app/mcp
- Repository: https://github.com/lonniev/taxsort-mcp
- Changelog RSS feed: https://verifymcp.io/servers/lonniev-taxsort-mcp/taxsort-mcp/changelog.xml
- Changelog JSON feed: https://verifymcp.io/servers/lonniev-taxsort-mcp/taxsort-mcp/changelog.json
- HTML version of this page: https://verifymcp.io/servers/lonniev-taxsort-mcp/taxsort-mcp