io.github.lonniev/taxsort-mcp

Check this operator's adoption-request status at a chosen Authority.Free. Polls the Authority MCP-to-MCP for the status of this operator'srequest (pending / approved / rejected / provisioned).

Apply rules to unclassified transactions in a session.

Ask the Financial Advisor about using TaxSort.

Ask the Tax Code Researcher about IRS provisions.

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 certifiedand the operator must call purchase_credits on the Authority.This is the operator's own funding — not a patron balance. Free.

Check a patron's credit balance at this operator.This is the patron's spending balance — credits purchased viaLightning for tool calls at this operator. For the operator'sown balance at the Authority (needed to certify patron purchases),use authority_check_balance instead.Free — no credits required. Proof of npub ownership is requiredto prevent anyone-with-the-registry from enumerating balances.Args: npub: The Nostr public key (npub1...) whose balance to check. dpop_token: A kind-27235 Nostr eve…

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 requiredto prevent credit-grant front-running by an observer of theinvoice ID.Args: invoice_id: The invoice ID returned by purchase_credits. npub: The Nostr public key (npub1...) that purchased the invoice. dpop_token: A kind-27235 Nostr event signed by npub for this tool.

Preview the effective cost of a tool call.Shows the base cost and any constraint effects (discounts, freetrials, 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 previ…

Check whether a previously-cached dpop_token is still valid.Mirrors ``check_oauth_status`` for the npub-proof flow: a callingagent 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``.

Check if the unlock response is valid.

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

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

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

Create a new TaxSort session for a tax year.

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

Delete all transactions and classifications for a specific imported account.

Remove a classification, reverting the transaction to unclassified.

Delete a coupon. Cascades to all patron redemptions.Any chain step referencing the deleted coupon_id becomes ano-op (the constraint returns neutral on unknown ids) — theStudio surfaces orphan references as warnings.RESTRICTED to operator — requires proof.

Delete a custom category.

Remove a single patron credential field.Deletes one field from stored credentials without affectingother 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: A kind-27235 Nostr event signed by npub for this tool. field: The credential field name to remove.

Delete a classification rule by ID.

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 thewindow allows. Free — requires proof of ``npub``.

Delete vaulted credentials for a specific service and npub.For operator credentials, pass the operator's own npub. For patroncredentials, pass the patron's npub. Always requires proof ofnpub 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: A kind-27235 Nostr event signed by npub for this tool.Free.

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

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

Get the Anthropic API key for FE-driven classification.

Get aggregated API usage statistics for cost analysis.

Get custom categories defined by this user.

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

Get import statistics for a session.

Read an npub's public Nostr profile (NIP-01 kind-0 metadata).Free, no proof — the data is already public on relays. Returns thelatest metadata fields (name, display_name, about, picture, banner,nip05, website, lud16) or an empty profile if none is published.

Generate a Merkle inclusion proof that a patron's balance wasincluded in a Bitcoin-notarized snapshot.Args: notarization_id: The notarization record ID. npub: The patron's Nostr public key (npub1...).

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 credentialstatus, use get_patron_onboarding_status instead. Free.

List stored patron credential field names (not values).Returns the names of fields stored for a patron. Valuesare never exposed — use this to verify which fields areconfigured. Free. Proof of npub ownership is required: thelist of configured fields is itself sensitive (revealswhich integrations a patron has set up).Args: npub: The patron's Nostr public key (npub1...). dpop_token: A kind-27235 Nostr event signed by npub for this tool.

Report a patron's credential readiness for this operator.For set-once services (eXcalibur, TheBrain), shows which patronsecrets are configured and which are missing. For dynamic/OAuth2services (Schwab), reports that no patron credentials are needed.Free. Proof of npub ownership is required because credentialpresence 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 too…

Get the active pricing model for this operator. Free.If no model exists, self-initializes a scaffold with allregistered tools at 0 sats. No economic data from code.

Get all classification rules for the current patron.

Get session details and summary stats.

Get a grouped spending summary for tax reporting.

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 needingclassification by the FE. Use date_from/date_to for date range queries.

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.

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

Return canonical (tool_id, mcp_name, …) for every registered tool.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 storedpricing model — no name-based UUID derivation, no guessing.If the operator renames a function or rebrands a slug, themcp_name in this output changes but tool_id stays. That's thewhole point of the canonical-UUID design.Free, no side effects.

List all available constraint types and their parameter schemas.Returns the type, category, description, and parameter specs forevery constraint that can be used in a pricing pipeline.Free — no credits required.

List every coupon this operator has minted (newest first).Each row carries the current ``times_redeemed`` counter — theStudio renders a progress bar from this against ``total_uses``.RESTRICTED to operator — requires proof.

List feedback issues submitted by this patron.

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``.

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

List all sessions owned by the current patron.

Load a shared session via a share token.

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 = unli…

Build a Merkle tree of all patron balances and submit the rootto Bitcoin via OpenTimestamps.Operator-only background task. Bitcoin confirmation takes 1-6 hours.Free — no credits required.

Describe the DPYC ecosystem via the Oracle. Free.

Get the current DPYC certification tax rate. Free.

Get DPYC onboarding instructions from the Oracle. Free.

Look up a DPYC community member by npub. Free.

Get active network advisories from the Oracle. Free.

Publish a CLIENT-SIGNED kind-0 profile to relays for an npub.The wheel never holds a patron nsec. The frontend signs the kind-0metadata event with the patron's session key or a NIP-07 extension andpasses the signed event (JSON) here; the wheel verifies the signaturematches the npub, then relays it to public relays. The signature is theauthorization — 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-si…

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 isrequired 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: A kind-27235 Nostr event signed by npub for this tool. amount_sats: Satoshis to purchase (default 1000).

Pick up credentials from the Secure Courier.Completes the CREDENTIAL-DELIVERY flow (the ownership-proofcounterpart 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 therendezvous relay that channel was pinned to. Every popped DM with thewrong session phrase is deleted and its sender is NACK'd; the first DMwith the matching phrase …

Receive npub ownership confirmation from a patron.Completes the npub-OWNERSHIP-PROOF flow (the credential-deliverycounterpart 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 valuereturned by ``request_npub_proof``. The tool drains ONLY the pinnedrendezvous relay that challenge was published on, stopping at the DMwhose phrase matches. Misma…

Claim a coupon by its name (the code the operator shared).Looks up the operator's coupon by ``code``, validates the windowand total cap, and records a per-patron redemption row.Subsequent paid tool calls on this MCP auto-apply the discountuntil ``uses_per_patron`` is exhausted.Free — no credits required. Requires proof of ``npub``.Idempotent: redeeming the same code twice returns the existingredemption.

Report Anthropic API usage from FE classification for cost tracking.

Ask a chosen Authority to adopt this operator (deferred courtship).RESTRICTED to the operator — requires proof the caller controls thisoperator's npub. Resolves the Authority's MCP endpoint from thecommunity registry, mints an inline ownership proof with thisoperator's nsec, and delivers the request MCP-to-MCP. The Authorityrecords 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: autho…

Open a Secure Courier channel for credential delivery.This is the CREDENTIAL-DELIVERY flow — use it to hand over a servicesecret (API keys, tokens). To merely prove you control an npub (theusual answer to a ``proof_required`` error), use ``request_npub_proof``instead. Note: dynamic/OAuth2 services (e.g. Schwab) need NO courieredsecret — check ``service_status`` first.Sends a welcome DM with a credential template. The recipientmust read the DM in their Nostr client, fill in the fields,and reply m…

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 doesNOT deliver any service secret. To hand an operator its API keys orOAuth secrets, use ``request_credential_channel`` instead.Sends a challenge DM that the patron must sign and reply tousing their Nostr client. **This is a human-in-the-loop flow.**After calling this tool, STOP and tell the user to check theirNos…

Request a session unlock after timeout.

Delete all classifications but keep the imported transactions.

Erase all pricing models and restore a viable default.Deletes every stored model, then self-initializes a fresh onefrom the tool registry — all tools at 0 sats with proper UUIDs.Returns the new model.RESTRICTED to operator — requires proof (nsec-signed).

Credit a patron's ledger from a BTCPay-settled invoice.**RESTRICTED to the operator** — the operator owns the books and isthe only party who can issue a manual credit grant. Patrons whobelieve they paid but never got credits must escalate to theoperator's support, who then invokes this tool on their behalf.Use cases: cold-start vault races during check_payment, ncreddelivery hiccups, patrons closing Top-Off sheets before settle,any infrastructure incident that left an invoice settled at BTCPaybu…

Re-run ``ensure_schema()`` on every NeonVault this operator uses.Diagnostic / recovery tool for the case where the Neon HTTP SQL APIis returning persistent 4xx errors and the operator suspects theschema 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 Neonerror message inline (0.31.0 reads the SQL error body that earlierwheels swallowed behind ``raise_for_status``).RES…

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')

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

Create a classification rule.Provide description_pattern (regex matched case-insensitively againstthe transaction description), category, and subcategory. Optionally addamount_operator (lt, lte, gt, gte, eq, neq) and amount_value to filterby amount. When the compound constraint matches, category, subcategory,and optionally description (new_description) are written.

Check the health and configuration of this service. Free.

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

Check operator readiness. Returns the operator lifecyclestate 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…

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

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.

Patch a coupon's editable fields.Pass only the fields you want to change. To set a cap tounlimited (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.

Add or update a single patron credential field.Merges into existing stored credentials without affectingother fields. Useful for setting an account identifierafter OAuth, changing a default brain, etc. Free. Proof ofnpub ownership is required — this is a write to the patron'ssensitive credential vault.Args: npub: The patron's Nostr public key (npub1...). dpop_token: A kind-27235 Nostr event signed by npub for this tool. field: The credential field name to set. value: The value to store.

Verify a passphrase to unlock a timed-out session.