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TaxAct MCP server

Which servers in the official MCP registry are TaxAct's own, whether they answer, and what they offer. A program checked each of these, nobody copied them from a product page.

read 2026-10-15

← Back to TaxAct

Whose server it is
  • Registry namecom.taxact/taxact-mcpverified in the MCP registry

The registry name sits under taxact.com. The registry only lets a publisher use that namespace after proving control of the domain through DNS or HTTP.

When we asked itchecked 2026-10-15
  • Stateanswerschecked 2026-10-15
  • Tools8
  • Server calls itselftaxact
  • Server version1.0.0
  • Protocol version2025-06-18

On 2026-10-15 the server answered initialize and tools/list without a sign-in. First answer in 113 ms.

Should an agent connect itSkip it
  • Its tools do none of the product's use cases we checked: file a return with only W-2 or unemployment income; have a tax expert prepare and file the return; photograph tax documents to start a return on a phone.

Said by rules from the measurements above. The likely first call is a model's pick from the tool list; read its description before relying on it.

Measured dailydaily checks: 8, the first on 2026-10-19
  • INITE MCP score70 of 100answers 100 · does the job 0 · definitions 98 · context 100
  • What an agent can do with it0 of 3 use cases
  • Answered100% of days8 of 8 daily checks
  • Median first answer125 ms
  • Space in an agent's context≈ 2,421 tokensthe definitions of all its tools (8), which an agent carries on every turn
  • Tool definitionsA · 98 of 100
  • Typed results0 of 8 toolsdeclared outputSchema: results come typed, read once
  • Parameters without a description: in 1 of 8

What an agent can do with it

  • cannot · file a return with only W-2 or unemployment income
  • cannot · have a tax expert prepare and file the return
  • cannot · photograph tax documents to start a return on a phone

Each of the product's use cases, put to Jev against this server's tool list: can an agent do it with these tools?

Worth a look

None of the five warning signs in these definitions.

A program checks the server once a day: initialize and tools/list, no model. Tokens are the definitions' length at about four characters a token. The grade averages six checks of every tool's name, description, schema and annotations; it says how well the tools are described, not whether they work. The score weighs what was measured and nothing else: answering (30%), doing the product's job (25%), definitions (20%), context (10%) and use (15%). A part that was not measured is left out, and a hidden instruction caps the score at 40. The state of vendors' MCP servers: method and numbers →

Tools it offers8 tools · read 2026-10-15
  • compare_filing_costs

    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…

  • estimate_taxes

    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…

  • connect_with_expert

    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…

  • tax_document_checklist

    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…

  • ask_tax_question

    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…

  • find_interview_topic

    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…

  • tax_deadlines

    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…

  • explain_tax_document

    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…

How to connect

Add the server to your MCP client config. Claude Desktop, Cursor and most other clients read this shape:

{
  "mcpServers": {
    "taxact-mcp": {
      "type": "http",
      "url": "https://mcp.taxact.com/mcp"
    }
  }
}

Add it

Claude Code, in a terminal

claude mcp add --transport http taxact https://mcp.taxact.com/mcp

Add to CursorAdd to VS Code

claude.ai, ChatGPT and other clients: add https://mcp.taxact.com/mcp as a custom connector in the settings.

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.