Irs Taxpayer MCP Server

The most thorough open-source tax assistant for US individual taxpayers - powered by Model Context Protocol. Its 39 documented tools cover tax, calculate, compare, analyze. It runs locally over stdio via the published package.

People connecting this server to Claude, Cursor, VS Code, or another MCP client. The project is written in TypeScript.

VERIFIED ACTIVE

LAST COMMIT 2026-02-24 · ★ 11 · #528 OF 848 MAINTAINED OTHER · VERIFIED 2026-08-25

MIT · TypeScript servers · how we verify → /methodology

01 · Install Irs Taxpayer

Claude Code

claude mcp add dma9527-irs-taxpayer-mcp -- npx -y irs-taxpayer-mcp

Claude Desktop / Cursor / VS Code - add to config

{
  "mcpServers": {
    "dma9527-irs-taxpayer-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "irs-taxpayer-mcp"
      ]
    }
  }
}

Same JSON for Cursor. For VS Code, rename the top-level key from `mcpServers` to `servers`.

Using another client? Same JSON, different key

Claude Desktop · mcpServers

Cursor · mcpServers

VS Code · servers

Windsurf · mcpServers

Zed · context_servers

Cline · mcpServers

Roo Code · mcpServers

Continue · mcpServers

LibreChat · mcpServers

Gemini CLI · mcpServers

Codex CLI · mcp_servers

Full setup guides: every client.

02 · Evidence

Security posture

What to check before giving this server access to your agent - from the registry, GitHub, and our own probes. We don't score safety; we show what's verifiable.

runs as local process (stdio) - runs on your machine with your user's permissions

license MIT - declared in the repository

npm package irs-taxpayer-mcp - unscoped; check the name against the project README before installing

registry namespace io.github.dma9527 is GitHub-verified and matches the repo owner

03 · What Irs Taxpayer can do

Prose above is summarized from the project's README and registry record - no invented capabilities.

What you can build

With this server connected, an agent can browse all deductions with eligibility rules, limits, and forms, compare standard vs itemized with year-specific SALT cap ($10K for TY2024, $40K for TY2025), compare multiple states side-by-side (great for relocation decisions), and calculate all 4 new OBBB deductions: tips, overtime, senior bonus, auto loan interest.

Capability map

Tools grouped from the project's README - what Irs Taxpayer lets an agent do.

Tax

17 tools - e.g. Tax brackets and standard deduction by filing status and year; Estimated quarterly payments (1040-ES) with safe harbor guidance; 20+ federal credits: CTC, EITC, AOTC, EV, solar, saver's credit, and more

get_tax_brackets · estimate_quarterly_tax · list_tax_credits · get_tax_planning_tips · compare_tax_years · estimate_self_employment_tax…

Calculate

5 tools - e.g. Full federal tax with bracket breakdown, AMT, NIIT (3.8%), Additional Medicare Tax (0.9%), QBI deduction, SE tax, capital gains, CTC; Combined federal + state tax in one call, with take-home pay and…

calculate_federal_tax · calculate_total_tax · calculate_w4_withholding · calculate_eitc · calculate_obbb_deductions

Compare

3 tools - e.g. Side-by-side comparison of all 4 filing statuses for the same income; Compare multiple states side-by-side (great for relocation decisions); MFJ vs MFS comparison with tax diff and all MFS restriction…

compare_filing_statuses · compare_state_taxes · compare_mfj_vs_mfs

Retirement

3 tools - e.g. IRA, Roth, 401k, SEP, Solo 401k, HSA, 529 - limits, tax treatment, tips; Backdoor Roth, Mega Backdoor, Roth Conversion Ladder, Tax Loss/Gain Harvesting; Optimal withdrawal order…

get_retirement_accounts · get_retirement_strategy · plan_retirement_withdrawals

read & search

2 tools - e.g. Browse all deductions with eligibility rules, limits, and forms; Info about 14 common IRS forms (1040, W-2, 1099s, Schedules, etc.)

list_deductions · get_irs_form_info

Check

2 tools - e.g. Quick screening based on your income, family, and situation; How to check your refund (guidance only - no IRS account access)

check_credit_eligibility · check_refund_status

Analyze

2 tools - e.g. Verify paycheck withholding accuracy, project annual tax, suggest W-4 adjustments; In-depth state relocation analysis with multi-year savings and SALT impact

analyze_paycheck · analyze_relocation_taxes

Standard

1 tool - e.g. Compare standard vs itemized with year-specific SALT cap ($10K for TY2024, $40K for TY2025)

standard_vs_itemized

04 · Who maintains Irs Taxpayer

irs-taxpayer is maintained by dma9527. It's the only MCP server we track from this author; the repo dates to Feb 2026.

05 · Facts

category
other - ranked #528 of 848 actively-maintained other servers as of 2026-08-25.
registry
io.github.dma9527/irs-taxpayer (active, first published 2026-02-24)
packages
npm:irs-taxpayer-mcp

06 · Irs Taxpayer FAQ

Is Irs Taxpayer still maintained?

Yes - as of 2026-08-25, its last commit was 2026-02-24. We re-verify nightly.

What can Irs Taxpayer do?

With this server connected, an agent can browse all deductions with eligibility rules, limits, and forms, compare standard vs itemized with year-specific SALT cap ($10K for TY2024, $40K for TY2025), compare multiple states side-by-side (great for relocation decisions), and calculate all 4 new OBBB deductions: tips, overtime, senior bonus, auto loan interest.

How do I install Irs Taxpayer?

Run `npx -y irs-taxpayer-mcp`. You can also paste the ready-made client config above.

Does Irs Taxpayer run locally?

Yes - it's a stdio server: it runs on your machine (via npx) with your user's permissions. Your data stays local unless the server itself calls external APIs.

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