mcpField
T
taxformatter

taxformatter

Local
github.com/Sean-BravoFinance
Repository

About taxformatter

TaxFormatter parses crypto exchange exports and bank statement PDFs into normalized, tax-ready transactions. It serves developers and AI agents through an API, SDKs, and an MCP server, and also offers a consumer dashboard.

Key features

  1. 01Parse crypto CSVs and bank statement PDFs
  2. 02Normalize transactions into structured output
  3. 03Support JSON and CSV plus tax export formats
  4. 04Provide AI-generated file insights
  5. 05Offer REST API and Node.js and Python SDKs

Use cases

  1. 01Prepare exchange exports for tax software
  2. 02Extract transactions from bank statement PDFs
  3. 03Let an AI agent parse financial files
  4. 04Integrate transaction parsing into an application

MCP support

The MCP server exposes tools to parse crypto CSVs and bank statement PDFs and to list supported sources and output formats. MCP-compatible agents can use it with a TaxFormatter API key.

Configuration

Local server config is the same for every client. Copy it into your client’s MCP config file.

mcp.json · Universal config
{
  "mcpServers": {
    "sean-bravo-taxformatter": {
      "command": "npx",
      "args": [
        "-y",
        "@taxformatter/mcp-server"
      ],
      "env": {
        "TAXFORMATTER_API_KEY": "<TAXFORMATTER_API_KEY>"
      }
    }
  }
}
Run commandnpx -y @taxformatter/mcp-server
Environment variables to set
TAXFORMATTER_API_KEYSecretYour TaxFormatter API key (starts with tf_live_). Get one free at taxformatter.com/dashboard/developer

Local servers need a runtime on your machine (e.g. Node.js 18+). Config file locations differ by client; see your client’s docs.

Packages
npm@taxformatter/mcp-server0.1.2

Tools

3

Saved tool list · updated 2w ago

ParameterTypeRequiredDescription
exchangestringNoExchange name (e.g., "coinbase", "binance"). Auto-detected if omitted.
file_pathstringYesAbsolute or relative path to the CSV file
output_formatenumNoOutput format (default: koinly)koinly | turbotax | coinledger | zenledger

Details

The maintainer has not added details yet. Check the README in the repository.

Comments

Markdown supported

New to MCP?

From what the protocol is to installing your first server, these answers cover most first questions.

An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.