MCP.Market

Taxformatter MCP server

by Sean-Bravo·io.github.Sean-Bravo/taxformatter·v0.1.2
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Parse crypto CSVs and bank PDFs into clean transaction data for Koinly, TurboTax, CoinLedger.

B83/100grade B
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Safety scan
B83/100

full report

Adoption
Growing

0 stars35 downloads/wk

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If you have run it, two minutes of your experience saves the next person an afternoon.

Taxformatter tools (3)

write = sends, deletes, buys or posts

Read from the package source without running it. The installed server may list more.

  • list_supported_sources

    List all supported crypto exchanges and banks that can be parsed by TaxFormatter.

  • parse_bank_statement

    Parse a bank statement PDF (Chase, Mercury, Navy Federal, etc.) and extract transactions as structured data. Auto-detects the bank.

  • parse_crypto_csv

    Parse a crypto exchange CSV file (Coinbase, Binance, Kraken, etc.) and convert to a tax software format (Koinly, TurboTax, CoinLedger, ZenLedger). Auto-detects the exchange if not specified.

Public scan report

scanner v0.1.9 · 2026-09-27 · same rubric, same numbers if you re-run it

no findings
  • Code scan10 source files scanned25/25
  • –Live reliabilityno gateway calls yet and no remote to proben/a
  • –Tool poisoningtools not inspected (local package is not executed); not countedn/a
  • Auth qualitystatic API keys via environment variables6/15
  • Maintenancelast push 2 days ago15/15
  • Maintainer identityregistry namespace matches repository owner; GitHub account older than a year8/10
Overall 83/100. Components that don't apply are left out of the denominator. Any critical finding is an F.RubricAppeal a findingJSON

How Taxformatter compares

Against every graded Finance MCP server, from our own scans and uptime checks. Updated after each scan run.

Safety score
83/100
higher than 75% of 1,761 Finance servers
Tools
3
the typical Finance server has 8
Tools that change things
0%
typical: 0%. Fewer write tools means less an agent can break
Downloads a week
35
more than 27% of 421 Finance servers with a package

What its tools let an agent do: 3 read

Install Taxformatter in Claude Code, Cursor or VS Code

Runs npx -y @taxformatter/mcp-server on your machine. Read the scan report first; the gateway never runs local packages.

claude mcp add taxformatter -- npx -y @taxformatter/mcp-server
Add to Cursor

What the publisher says

From the Taxformatter repository's README, as published. We do not edit it. Read it on GitHub

📊 TaxFormatter

Crypto CSVs and bank statement PDFs, parsed into tax-ready data.

REST API · MCP Server · Node SDK · Python SDK · Consumer Dashboard

🚀 What It Does

TaxFormatter turns messy financial exports into structured, tax-ready data — for humans and for AI agents.

Drop a CSV from Coinbase, a ZIP from Kraken, a .tar.gz from Binance, or a PDF statement from Chase, and get back a clean, normalized transaction set you can pipe into Koinly, TurboTax, CoinLedger, ZenLedger — or straight into your own software.

Exchange CSV                        Clean, normalized
   Bank PDF              →             transactions (JSON / CSV)
   XLSX / ZIP / TAR.GZ                 + AI-generated insights

✨ Features

🔌 Developer REST API

Ship a crypto-tax or bank-ingestion feature into your product in an afternoon.

  • POST /v1/parse — upload a CSV or PDF, get structured JSON back
  • GET /v1/sources — list every supported exchange, bank, and output format
  • GET /v1/usage — monthly quota, RPM limit, current consumption
  • GET /v1/health — liveness probe
  • Auth: X-API-Key header with tflive keys (SHA-256 hashed at rest)
  • Host: https://api.taxformatter.com

🤖 MCP Server for AI Agents

Give Claude, Cursor, Windsurf, or any MCP-compatible agent the ability to parse crypto and bank data directly.

npx @taxformatter/mcp-server

📦 Official SDKs

  • Node.js → @taxformatter/sdk — promise-based, fully typed
  • Python → taxformatter — idiomatic, type-hinted

🏦 14 Exchanges · 7+ Banks · 4 Tax Software Formats

Exchanges: Coinbase · Kraken · Gemini · Binance · Robinhood · Crypto.com · PayPal · Cash App · Venmo · KuCoin · Bybit · FTX · Bitfinex · OKX

Banks: Chase · Mercury · Navy Federal · Bank of America · Wells Fargo · Citi · Capital One

Export formats: Koinly · TurboTax (Form 8949) · CoinLedger · ZenLedger

🧠 Tiered AI Insights

Every parsed file comes back with actionable analysis — scaled to your plan.

🖥️ Consumer Dashboard

Not a developer? The web app at taxformatter.com is a full drag-and-drop experience with real-time job status, exchange auto-detection, transformation previews, and one-click downloads.

🏗️ Tech Stack

Shortened. The full README is on GitHub.

Nothing above is checked by us. What we check is on the safety report.

Taxformatter: common questions

Is Taxformatter MCP server safe?
Mostly: it is graded B (83/100). Read the Taxformatter safety report
How do I install Taxformatter?
It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.
Does Taxformatter need an API key?
Yes. The registry entry asks for TAXFORMATTER_API_KEY.
Is Taxformatter maintained?
The last commit was 40 days ago (2026-09-25). The latest release is v0.1.2.
What can I use instead of Taxformatter?
Servers from other publishers that do the same job: BankMCP™ MCP server, Blockrun MCP server and Yolfi Payments MCP server.
How does Taxformatter compare with other Finance MCP servers?
safety score 83/100 (higher than 75% of 1,761 Finance servers); tools 3 (the typical Finance server has 8); tools that change things 0% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.

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