Taxsort MCP

Official84 tools

by lonniev · TypeScript

TaxSort — Tollbooth-monetized MCP server for personal tax transaction classification

TaxSort — Tollbooth-monetized MCP server for personal tax transaction classification.

🛠️ Key Features

TaxSort MCP server for personal tax transaction classification
Tollbooth-monetized model context protocol server
Focused on file-ready classification and routing metadata

🚀 Use Cases

Classify personal tax transactions within financial tooling
Integrate MCP for automated tax-related decisioning
Route transaction data to downstream processors based on classification

⚡ Developer Benefits

Clear, self-contained server name and purpose
Descriptive readme excerpt supports quick onboarding
Grounded by a compact, model-context-focused design

⚠️ Limitations

Limited descriptive data available in source material
No detailed API surface or endpoints provided in the excerpt
May require additional repository materials to implement end-to-end workflows

Captured live from the server via tools/list.

taxsort_check_balance

Check a patron's credit balance at this operator. This is the patron's spending balance — credits purchased via Lightning for tool calls at this operator. For the operator's own balance at the Authority (needed to certify patron purchases), use authority_check_balance instead. Free — no credits required. Proof of npub ownership is required to 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 event signed by npub for this tool.

Parameters2

npub	string	required
dpop_token	string	required

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "type": "string"
    },
    "dpop_token": {
      "type": "string"
    }
  },
  "required": [
    "npub",
    "dpop_token"
  ],
  "additionalProperties": false
}

taxsort_purchase_credits

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 is required 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).

Parameters3

npub	string	required
dpop_token	string	required
amount_sats	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "type": "string"
    },
    "dpop_token": {
      "type": "string"
    },
    "amount_sats": {
      "default": 1000,
      "type": "integer"
    }
  },
  "required": [
    "npub",
    "dpop_token"
  ],
  "additionalProperties": false
}

taxsort_check_payment

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 required to prevent credit-grant front-running by an observer of the invoice 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.

Parameters3

invoice_id	string	required
npub	string	required
dpop_token	string	required

Raw schema

{
  "type": "object",
  "properties": {
    "invoice_id": {
      "type": "string"
    },
    "npub": {
      "type": "string"
    },
    "dpop_token": {
      "type": "string"
    }
  },
  "required": [
    "invoice_id",
    "npub",
    "dpop_token"
  ],
  "additionalProperties": false
}

taxsort_restore_credits

Credit a patron's ledger from a BTCPay-settled invoice. **RESTRICTED to the operator** — the operator owns the books and is the only party who can issue a manual credit grant. Patrons who believe they paid but never got credits must escalate to the operator's support, who then invokes this tool on their behalf. Use cases: cold-start vault races during check_payment, ncred delivery hiccups, patrons closing Top-Off sheets before settle, any infrastructure incident that left an invoice settled at BTCPay but uncredited on the operator's ledger. Idempotent — if the invoice is already credited (in the patron's ``credited_invoices``), returns success with credits_granted=0. Args: invoice_id: The BTCPay invoice ID to verify and credit. patron_npub: The patron's npub whose ledger receives the grant. dpop_token: A kind-27235 Nostr event signed by the OPERATOR's nsec for this tool. Patron proofs are rejected.

Parameters3

invoice_id	string	required
patron_npub	string	required
dpop_token	string	required

Raw schema

{
  "type": "object",
  "properties": {
    "invoice_id": {
      "type": "string"
    },
    "patron_npub": {
      "type": "string"
    },
    "dpop_token": {
      "type": "string"
    }
  },
  "required": [
    "invoice_id",
    "patron_npub",
    "dpop_token"
  ],
  "additionalProperties": false
}

taxsort_account_statement

Generate a patron's account statement at this operator. Returns the patron's purchase history, active credit tranches, per-tool usage breakdown, and recent daily usage logs. This is the patron's spending account — not the operator's Authority tax balance. Free — no credits consumed. Proof of npub ownership is required to prevent statement-scraping of arbitrary patrons. Args: npub: The patron's Nostr public key (npub1...). dpop_token: A kind-27235 Nostr event signed by npub for this tool. days: Number of days of daily usage history to include (default 30).

Parameters3

npub	string	required
dpop_token	string	required
days	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "type": "string"
    },
    "dpop_token": {
      "type": "string"
    },
    "days": {
      "default": 30,
      "type": "integer"
    }
  },
  "required": [
    "npub",
    "dpop_token"
  ],
  "additionalProperties": false
}

taxsort_account_statement_infographic

Generate a visual SVG infographic of your account statement. Returns the same data as account_statement, rendered as a dark-themed SVG graphic with balance hero, metrics cards, health gauge, tranche table, and tool usage breakdown. Costs 1 api_sat per call. Proof is verified by ``debit_or_deny`` before any cost is incurred. Args: npub: The Nostr public key (npub1...) whose statement to render. dpop_token: A kind-27235 Nostr event signed by npub for this tool. days: Number of days of daily usage history to include (default 30).

Parameters3

npub	string	required
dpop_token	string	required
days	integer	optional

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "type": "string"
    },
    "dpop_token": {
      "type": "string"
    },
    "days": {
      "default": 30,
      "type": "integer"
    }
  },
  "required": [
    "npub",
    "dpop_token"
  ],
  "additionalProperties": false
}

taxsort_service_status

Check the health and configuration of this service. Free.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

taxsort_get_operator_onboarding_status

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 credential status, use get_patron_onboarding_status instead. Free.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

taxsort_get_patron_onboarding_status

Report a patron's credential readiness for this operator. For set-once services (eXcalibur, TheBrain), shows which patron secrets are configured and which are missing. For dynamic/OAuth2 services (Schwab), reports that no patron credentials are needed. Free. Proof of npub ownership is required because credential presence 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 tool.

Parameters2

patron_npub	string	required
dpop_token	string	required

Raw schema

{
  "type": "object",
  "properties": {
    "patron_npub": {
      "type": "string"
    },
    "dpop_token": {
      "type": "string"
    }
  },
  "required": [
    "patron_npub",
    "dpop_token"
  ],
  "additionalProperties": false
}

taxsort_session_status

Check operator readiness. Returns the operator lifecycle state 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 — retrying does not help. - not_registered: Operator has no Authority relationship yet. Call register_operator first. - no_identity: Operator nsec is not configured. Deployment issue. Args: patron_npub: Optional. If supplied, the response includes an ``upstream_oauth`` block with the patron's stored OAuth token expiry (runtime-derived from vault state) so a client can refresh proactively rather than reactively after a stale-token failure.

Parameters1

patron_npub

string

optional

Raw schema

{
  "type": "object",
  "properties": {
    "patron_npub": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_request_credential_channel

Open a Secure Courier channel for credential delivery. This is the CREDENTIAL-DELIVERY flow — use it to hand over a service secret (API keys, tokens). To merely prove you control an npub (the usual answer to a ``proof_required`` error), use ``request_npub_proof`` instead. Note: dynamic/OAuth2 services (e.g. Schwab) need NO couriered secret — check ``service_status`` first. Sends a welcome DM with a credential template. The recipient must read the DM in their Nostr client, fill in the fields, and reply manually. **This is a human-in-the-loop flow.** After calling this tool, STOP and tell the user what to do. Wait for the user to confirm they have replied before calling ``receive_credentials``. Do NOT poll or retry — each ``receive_credentials`` call destructively drains the relay mailbox. Args: sender_npub: Required. The npub to send the template to. service: Required. The credential service name (e.g., from get_operator_onboarding_status or get_patron_onboarding_status). Free.

Parameters2

sender_npub	string	optional
service	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "sender_npub": {
      "default": "",
      "type": "string"
    },
    "service": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_receive_credentials

Pick up credentials from the Secure Courier. Completes the CREDENTIAL-DELIVERY flow (the ownership-proof counterpart 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 the rendezvous relay that channel was pinned to. Every popped DM with the wrong session phrase is deleted and its sender is NACK'd; the first DM with the matching phrase is accepted (ACK'd) and the scan stops. If none match, the queue is drained and a ``courier_not_found`` result is returned. Do NOT poll, loop, or retry. If a credential_card (ncred1...) is provided, it is redeemed directly without any relay access (dpop_token not required for that path). On success, the payment processor client is reinitialized from the new credentials — no server restart needed. Args: sender_npub: Required. The npub that sent the credentials. service: Required. The credential service name (must match the service used in request_credential_channel). dpop_token: Required. The session phrase returned by request_credential_channel for this exact channel. credential_card: Optional. An ncred1... card to redeem directly (bypasses the relay drain; dpop_token not needed). Free.

Parameters4

sender_npub	string	optional
service	string	optional
dpop_token	string	optional
credential_card	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "sender_npub": {
      "default": "",
      "type": "string"
    },
    "service": {
      "default": "",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    },
    "credential_card": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_forget_credentials

Delete vaulted credentials for a specific service and npub. For operator credentials, pass the operator's own npub. For patron credentials, pass the patron's npub. Always requires proof of npub 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.

Parameters3

service	string	required
npub	string	required
dpop_token	string	required

Raw schema

{
  "type": "object",
  "properties": {
    "service": {
      "type": "string"
    },
    "npub": {
      "type": "string"
    },
    "dpop_token": {
      "type": "string"
    }
  },
  "required": [
    "service",
    "npub",
    "dpop_token"
  ],
  "additionalProperties": false
}

taxsort_update_patron_credential

Add or update a single patron credential field. Merges into existing stored credentials without affecting other fields. Useful for setting an account identifier after OAuth, changing a default brain, etc. 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 set. value: The value to store.

Parameters4

npub	string	required
dpop_token	string	required
field	string	required
value	string	required

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "type": "string"
    },
    "dpop_token": {
      "type": "string"
    },
    "field": {
      "type": "string"
    },
    "value": {
      "type": "string"
    }
  },
  "required": [
    "npub",
    "dpop_token",
    "field",
    "value"
  ],
  "additionalProperties": false
}

taxsort_delete_patron_credential

Remove a single patron credential field. Deletes one field from stored credentials without affecting other 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.

Parameters3

npub	string	required
dpop_token	string	required
field	string	required

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "type": "string"
    },
    "dpop_token": {
      "type": "string"
    },
    "field": {
      "type": "string"
    }
  },
  "required": [
    "npub",
    "dpop_token",
    "field"
  ],
  "additionalProperties": false
}

taxsort_get_patron_credential_fields

List stored patron credential field names (not values). Returns the names of fields stored for a patron. Values are never exposed — use this to verify which fields are configured. Free. Proof of npub ownership is required: the list of configured fields is itself sensitive (reveals which 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.

Parameters2

npub	string	required
dpop_token	string	required

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "type": "string"
    },
    "dpop_token": {
      "type": "string"
    }
  },
  "required": [
    "npub",
    "dpop_token"
  ],
  "additionalProperties": false
}

taxsort_request_npub_proof

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 does NOT deliver any service secret. To hand an operator its API keys or OAuth secrets, use ``request_credential_channel`` instead. Sends a challenge DM that the patron must sign and reply to using their Nostr client. **This is a human-in-the-loop flow.** After calling this tool, STOP and tell the user to check their Nostr client and reply to the challenge. Wait for the user to confirm they have replied before calling ``receive_npub_proof``. Do NOT poll or retry — each ``receive_npub_proof`` call destructively drains the relay mailbox. **Returns** a ``dpop_token`` — the demonstrated-proof-of-possession token that the calling application MUST remember and pass as the ``dpop_token`` parameter on every subsequent paid tool call. The MCP does not retain this value across restarts. **Lifecycle:** The cached proof expires after the patron's chosen duration. When it expires, call ``request_npub_proof`` again for a fresh challenge, then wait for the user, then call ``receive_npub_proof``. Free. Args: patron_npub: Required. The patron's npub to request proof from.

Parameters1

patron_npub

string

optional

Raw schema

{
  "type": "object",
  "properties": {
    "patron_npub": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_receive_npub_proof

Receive npub ownership confirmation from a patron. Completes the npub-OWNERSHIP-PROOF flow (the credential-delivery counterpart 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 value returned by ``request_npub_proof``. The tool drains ONLY the pinned rendezvous relay that challenge was published on, stopping at the DM whose phrase matches. Mismatched DMs are deleted and NACK'd (without revealing the expected phrase). If called before the user replies, their message will never be found. Do NOT poll, loop, or retry. The signed DM itself proves npub ownership (the patron's nsec signed it). On success, returns the ``dpop_token`` — the same token. The calling application MUST remember it and pass it as the ``dpop_token`` parameter on every subsequent paid tool call. The proof (a hash of the token) is stored in the vault keyed by that hash — the MCP never stores the raw token itself. Free. Args: patron_npub: Required. The patron's npub to receive proof from. dpop_token: Required. The dpop_token returned by request_npub_proof.

Parameters2

patron_npub	string	optional
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "patron_npub": {
      "default": "",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_check_proof_status

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

Parameters2

patron_npub	string	optional
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "patron_npub": {
      "default": "",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_oracle_how_to_join

Get DPYC onboarding instructions from the Oracle. Free.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

taxsort_oracle_get_tax_rate

Get the current DPYC certification tax rate. Free.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

taxsort_oracle_lookup_member

Look up a DPYC community member by npub. Free.

Parameters1

npub

string

required

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "type": "string"
    }
  },
  "required": [
    "npub"
  ],
  "additionalProperties": false
}

taxsort_oracle_about

Describe the DPYC ecosystem via the Oracle. Free.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

taxsort_oracle_network_advisory

Get active network advisories from the Oracle. Free.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

taxsort_check_authority_balance

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

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

taxsort_get_pricing_model

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

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

taxsort_set_pricing_model

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.

Parameters2

model_json	string	required
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "model_json": {
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "model_json"
  ],
  "additionalProperties": false
}

taxsort_reset_pricing_model

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

Parameters1

dpop_token

string

optional

Raw schema

{
  "type": "object",
  "properties": {
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_request_adoption

Ask a chosen Authority to adopt this operator (deferred courtship). RESTRICTED to the operator — requires proof the caller controls this operator's npub. Resolves the Authority's MCP endpoint from the community registry, mints an inline ownership proof with this operator's nsec, and delivers the request MCP-to-MCP. The Authority records 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: authority_npub: npub of the Authority to request adoption from. dpop_token: operator-npub ownership proof (inline kind-27235 or cached token). service_url: this operator's MCP endpoint (advertised to the Authority). note: optional message for the Authority owner.

Parameters4

authority_npub	string	required
dpop_token	string	optional
service_url	string	optional
note	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "authority_npub": {
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    },
    "service_url": {
      "default": "",
      "type": "string"
    },
    "note": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "authority_npub"
  ],
  "additionalProperties": false
}

taxsort_adoption_status

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

Parameters2

authority_npub	string	required
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "authority_npub": {
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "authority_npub"
  ],
  "additionalProperties": false
}

taxsort_restore_neon_schema

Re-run ``ensure_schema()`` on every NeonVault this operator uses. Diagnostic / recovery tool for the case where the Neon HTTP SQL API is returning persistent 4xx errors and the operator suspects the schema 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 Neon error message inline (0.31.0 reads the SQL error body that earlier wheels swallowed behind ``raise_for_status``). RESTRICTED to operator — requires proof (nsec-signed).

Parameters1

dpop_token

string

optional

Raw schema

{
  "type": "object",
  "properties": {
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_list_canonical_identities

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 stored pricing model — no name-based UUID derivation, no guessing. If the operator renames a function or rebrands a slug, the mcp_name in this output changes but tool_id stays. That's the whole point of the canonical-UUID design. Free, no side effects.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

taxsort_get_nostr_profile

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

Parameters1

npub

string

optional

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_publish_nostr_profile

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

Parameters2

npub	string	optional
signed_event	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "default": "",
      "type": "string"
    },
    "signed_event": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_check_price

Preview the effective cost of a tool call. Shows the base cost and any constraint effects (discounts, free trials, 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 preview (e.g. '{"amount_sats": 5000}' or '{"difficulty": "sovereign", "mode": "live"}').

Parameters4

tool_id	string	required
npub	string	optional
dpop_token	string	optional
tool_kwargs	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "tool_id": {
      "type": "string"
    },
    "npub": {
      "default": "",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    },
    "tool_kwargs": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "tool_id"
  ],
  "additionalProperties": false
}

taxsort_list_constraint_types

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

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

taxsort_mint_coupon

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 = unlimited). Returns the new coupon row. RESTRICTED to operator — requires proof (nsec-signed kind-27235 or cached dpop_token token).

Parameters7

name	string	required
discount_percent	number	required
valid_from	string	required
valid_until	string	required
uses_per_patron	any	optional
total_uses	any	optional
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string"
    },
    "discount_percent": {
      "type": "number"
    },
    "valid_from": {
      "type": "string"
    },
    "valid_until": {
      "type": "string"
    },
    "uses_per_patron": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "default": 1
    },
    "total_uses": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "name",
    "discount_percent",
    "valid_from",
    "valid_until"
  ],
  "additionalProperties": false
}

taxsort_list_coupons

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

Parameters1

dpop_token

string

optional

Raw schema

{
  "type": "object",
  "properties": {
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_update_coupon

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

Parameters10

coupon_id	string	required
name	any	optional
discount_percent	any	optional
valid_from	any	optional
valid_until	any	optional
uses_per_patron	any	optional
total_uses	any	optional
clear_uses_per_patron	boolean	optional
clear_total_uses	boolean	optional
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "coupon_id": {
      "type": "string"
    },
    "name": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    },
    "discount_percent": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    },
    "valid_from": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    },
    "valid_until": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    },
    "uses_per_patron": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    },
    "total_uses": {
      "anyOf": [
        {
          "type": "integer"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    },
    "clear_uses_per_patron": {
      "default": false,
      "type": "boolean"
    },
    "clear_total_uses": {
      "default": false,
      "type": "boolean"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "coupon_id"
  ],
  "additionalProperties": false
}

taxsort_delete_coupon

Delete a coupon. Cascades to all patron redemptions. Any chain step referencing the deleted coupon_id becomes a no-op (the constraint returns neutral on unknown ids) — the Studio surfaces orphan references as warnings. RESTRICTED to operator — requires proof.

Parameters2

coupon_id	string	required
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "coupon_id": {
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "coupon_id"
  ],
  "additionalProperties": false
}

taxsort_redeem_coupon

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

Parameters3

npub	string	required
code	string	required
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "type": "string"
    },
    "code": {
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "npub",
    "code"
  ],
  "additionalProperties": false
}

taxsort_list_my_coupons

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``.

Parameters2

npub	string	required
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "npub"
  ],
  "additionalProperties": false
}

taxsort_forget_coupon

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 the window allows. Free — requires proof of ``npub``.

Parameters3

npub	string	required
coupon_id	string	required
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "type": "string"
    },
    "coupon_id": {
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "npub",
    "coupon_id"
  ],
  "additionalProperties": false
}

taxsort_notarize_ledger

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

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "additionalProperties": false
}

taxsort_get_notarization_proof

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

Parameters2

notarization_id	string	required
npub	string	required

Raw schema

{
  "type": "object",
  "properties": {
    "notarization_id": {
      "type": "string"
    },
    "npub": {
      "type": "string"
    }
  },
  "required": [
    "notarization_id",
    "npub"
  ],
  "additionalProperties": false
}

taxsort_list_notarizations

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

Parameters2

limit	integer	optional
status	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "limit": {
      "default": 20,
      "type": "integer"
    },
    "status": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_verify_passphrase

Verify a passphrase to unlock a timed-out session.

Parameters3

passphrase	string	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "passphrase": {
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "passphrase"
  ],
  "additionalProperties": false
}

taxsort_create_session

Create a new TaxSort session for a tax year.

Parameters4

label	string	optional
tax_year	integer	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "label": {
      "default": "",
      "type": "string"
    },
    "tax_year": {
      "default": 0,
      "type": "integer"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_get_session

Get session details and summary stats.

Parameters3

session_id	string	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id"
  ],
  "additionalProperties": false
}

taxsort_list_sessions

List all sessions owned by the current patron.

Parameters2

npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_import_csv

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

Parameters6

session_id	string	required
content	string	required
filename	string	required
account_name	string	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "content": {
      "type": "string"
    },
    "filename": {
      "type": "string"
    },
    "account_name": {
      "default": "",
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id",
    "content",
    "filename"
  ],
  "additionalProperties": false
}

taxsort_get_import_stats

Get import statistics for a session.

Parameters3

session_id	string	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id"
  ],
  "additionalProperties": false
}

taxsort_get_transactions

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

Parameters13

session_id	string	required
category	string	optional
subcategory	string	optional
month	string	optional
search	string	optional
account	string	optional
date_from	string	optional
date_to	string	optional
unclassified_only	boolean	optional
limit	integer	optional
offset	integer	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "category": {
      "default": "",
      "type": "string"
    },
    "subcategory": {
      "default": "",
      "type": "string"
    },
    "month": {
      "default": "",
      "type": "string"
    },
    "search": {
      "default": "",
      "type": "string"
    },
    "account": {
      "default": "",
      "type": "string"
    },
    "date_from": {
      "default": "",
      "type": "string"
    },
    "date_to": {
      "default": "",
      "type": "string"
    },
    "unclassified_only": {
      "default": false,
      "type": "boolean"
    },
    "limit": {
      "default": 200,
      "type": "integer"
    },
    "offset": {
      "default": 0,
      "type": "integer"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id"
  ],
  "additionalProperties": false
}

taxsort_get_transactions_paged

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.

Parameters16

session_id	string	required
category	string	optional
subcategory	string	optional
month	string	optional
search	string	optional
account	string	optional
unclassified_only	boolean	optional
classified_only	boolean	optional
group_by	string	optional
group_sort	string	optional
sort_col	string	optional
sort_dir	string	optional
page	integer	optional
page_size	integer	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "category": {
      "default": "",
      "type": "string"
    },
    "subcategory": {
      "default": "",
      "type": "string"
    },
    "month": {
      "default": "",
      "type": "string"
    },
    "search": {
      "default": "",
      "type": "string"
    },
    "account": {
      "default": "",
      "type": "string"
    },
    "unclassified_only": {
      "default": false,
      "type": "boolean"
    },
    "classified_only": {
      "default": false,
      "type": "boolean"
    },
    "group_by": {
      "default": "none",
      "type": "string"
    },
    "group_sort": {
      "default": "asc",
      "type": "string"
    },
    "sort_col": {
      "default": "date",
      "type": "string"
    },
    "sort_dir": {
      "default": "asc",
      "type": "string"
    },
    "page": {
      "default": 0,
      "type": "integer"
    },
    "page_size": {
      "default": 200,
      "type": "integer"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id"
  ],
  "additionalProperties": false
}

taxsort_save_classifications

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')

Parameters4

session_id	string	required
classifications	string	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "classifications": {
      "default": "[]",
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id"
  ],
  "additionalProperties": false
}

taxsort_delete_classification

Remove a classification, reverting the transaction to unclassified.

Parameters4

session_id	string	required
transaction_id	string	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "transaction_id": {
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id",
    "transaction_id"
  ],
  "additionalProperties": false
}

taxsort_clear_transactions

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

Parameters3

session_id	string	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id"
  ],
  "additionalProperties": false
}

taxsort_delete_account_transactions

Delete all transactions and classifications for a specific imported account.

Parameters4

session_id	string	required
account	string	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "account": {
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id",
    "account"
  ],
  "additionalProperties": false
}

taxsort_reset_classifications

Delete all classifications but keep the imported transactions.

Parameters3

session_id	string	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id"
  ],
  "additionalProperties": false
}

taxsort_get_amount_neighbors

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

Parameters7

session_id	string	required
amount	number	required
date	string	required
days	integer	optional
exclude_id	string	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "amount": {
      "type": "number"
    },
    "date": {
      "type": "string"
    },
    "days": {
      "default": 14,
      "type": "integer"
    },
    "exclude_id": {
      "default": "",
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id",
    "amount",
    "date"
  ],
  "additionalProperties": false
}

taxsort_get_accounts

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

Parameters3

session_id	string	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id"
  ],
  "additionalProperties": false
}

taxsort_set_account_type

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

Parameters5

session_id	string	required
account_name	string	required
account_type	string	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "account_name": {
      "type": "string"
    },
    "account_type": {
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id",
    "account_name",
    "account_type"
  ],
  "additionalProperties": false
}

taxsort_get_summary

Get a grouped spending summary for tax reporting.

Parameters6

session_id	string	required
group_by	string	optional
scope	string	optional
month	string	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "group_by": {
      "default": "taxline",
      "type": "string"
    },
    "scope": {
      "default": "tax",
      "type": "string"
    },
    "month": {
      "default": "",
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id"
  ],
  "additionalProperties": false
}

taxsort_get_rules

Get all classification rules for the current patron.

Parameters3

session_id	string	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "default": "",
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_save_rule

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

Parameters9

description_pattern	string	required
category	string	required
subcategory	string	required
new_description	string	optional
amount_operator	string	optional
amount_value	any	optional
session_id	string	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "description_pattern": {
      "type": "string"
    },
    "category": {
      "type": "string"
    },
    "subcategory": {
      "type": "string"
    },
    "new_description": {
      "default": "",
      "type": "string"
    },
    "amount_operator": {
      "default": "",
      "type": "string"
    },
    "amount_value": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    },
    "session_id": {
      "default": "",
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "description_pattern",
    "category",
    "subcategory"
  ],
  "additionalProperties": false
}

taxsort_delete_rule

Delete a classification rule by ID.

Parameters3

rule_id	integer	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "rule_id": {
      "type": "integer"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "rule_id"
  ],
  "additionalProperties": false
}

taxsort_apply_rules

Apply rules to unclassified transactions in a session.

Parameters3

session_id	string	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id"
  ],
  "additionalProperties": false
}

taxsort_count_rule_matches

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

Parameters6

session_id	string	required
description_pattern	string	required
amount_operator	string	optional
amount_value	any	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "description_pattern": {
      "type": "string"
    },
    "amount_operator": {
      "default": "",
      "type": "string"
    },
    "amount_value": {
      "anyOf": [
        {
          "type": "number"
        },
        {
          "type": "null"
        }
      ],
      "default": null
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id",
    "description_pattern"
  ],
  "additionalProperties": false
}

taxsort_get_custom_categories

Get custom categories defined by this user.

Parameters2

npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_save_custom_category

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

Parameters4

category	string	required
subcategory	string	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "category": {
      "type": "string"
    },
    "subcategory": {
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "category",
    "subcategory"
  ],
  "additionalProperties": false
}

taxsort_delete_custom_category

Delete a custom category.

Parameters3

category_id	integer	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "category_id": {
      "type": "integer"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "category_id"
  ],
  "additionalProperties": false
}

taxsort_create_share_token

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

Parameters4

session_id	string	required
expires_days	integer	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "expires_days": {
      "default": 30,
      "type": "integer"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id"
  ],
  "additionalProperties": false
}

taxsort_load_share_token

Load a shared session via a share token.

Parameters3

share_token	string	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "share_token": {
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "share_token"
  ],
  "additionalProperties": false
}

taxsort_get_github_token

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

Parameters2

npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_get_anthropic_key

Get the Anthropic API key for FE-driven classification.

Parameters2

npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_report_api_usage

Report Anthropic API usage from FE classification for cost tracking.

Parameters7

session_id	string	required
calls	integer	required
input_tokens	integer	required
output_tokens	integer	required
model	string	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "calls": {
      "type": "integer"
    },
    "input_tokens": {
      "type": "integer"
    },
    "output_tokens": {
      "type": "integer"
    },
    "model": {
      "default": "",
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id",
    "calls",
    "input_tokens",
    "output_tokens"
  ],
  "additionalProperties": false
}

taxsort_get_api_usage_stats

Get aggregated API usage statistics for cost analysis.

Parameters3

session_id	string	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "default": "",
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_create_feedback_issue

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

Parameters6

title	string	required
body	string	optional
category	string	optional
contact	string	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "title": {
      "type": "string"
    },
    "body": {
      "default": "",
      "type": "string"
    },
    "category": {
      "default": "feedback",
      "type": "string"
    },
    "contact": {
      "default": "",
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "title"
  ],
  "additionalProperties": false
}

taxsort_list_feedback_issues

List feedback issues submitted by this patron.

Parameters2

npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_session_heartbeat

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

Parameters3

session_id	string	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "session_id": {
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "session_id"
  ],
  "additionalProperties": false
}

taxsort_ask_advisor

Ask the Financial Advisor about using TaxSort.

Parameters5

question	string	required
session_id	string	optional
history	string	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "question": {
      "type": "string"
    },
    "session_id": {
      "default": "",
      "type": "string"
    },
    "history": {
      "default": "",
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "question"
  ],
  "additionalProperties": false
}

taxsort_ask_tax_researcher

Ask the Tax Code Researcher about IRS provisions.

Parameters5

question	string	required
session_id	string	optional
history	string	optional
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "question": {
      "type": "string"
    },
    "session_id": {
      "default": "",
      "type": "string"
    },
    "history": {
      "default": "",
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "question"
  ],
  "additionalProperties": false
}

taxsort_request_unlock

Request a session unlock after timeout.

Parameters2

npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "additionalProperties": false
}

taxsort_check_unlock

Check if the unlock response is valid.

Parameters3

response	string	required
npub	string	optional	Required. Your Nostr public key (npub1...) for credit billing.
dpop_token	string	optional

Raw schema

{
  "type": "object",
  "properties": {
    "response": {
      "type": "string"
    },
    "npub": {
      "default": "",
      "description": "Required. Your Nostr public key (npub1...) for credit billing.",
      "type": "string"
    },
    "dpop_token": {
      "default": "",
      "type": "string"
    }
  },
  "required": [
    "response"
  ],
  "additionalProperties": false
}

README.md9 KBView on GitHub

taxsort-mcp

MCP server for personal tax transaction classification (US Schedule A & C). Built on FastMCP, monetized via Tollbooth DPYC™ Lightning micropayments.

Don't Pester Your Customer™ (DPYC™) — API monetization for Entrepreneurial Bitcoin Advocates

Inspired by The Phantom Tollbooth by Norton Juster, illustrated by Jules Feiffer (1961).

What It Does

Import bank CSV exports (SoFi, Chase, Schwab, US Bank, PayPal, Coinbase), classify transactions into IRS tax categories using Claude AI, review and override classifications, generate tax summaries grouped by IRS line item, and track API usage costs.

Tools

All domain tools take proof: str for DPYC authentication.

Sessions

Tool	Description
`create_session`	Create a tax session for a year
`list_sessions`	List your sessions
`get_session`	Session details + stats
`session_heartbeat`	Presence heartbeat; returns who else is active in the session

Verification & Unlock

Tool	Description
`verify_npub`	Start npub verification via Secure Courier DM
`check_verification`	Check if npub verification completed
`verify_passphrase`	Verify a passphrase to unlock a timed-out session
`request_unlock`	Request a session unlock after timeout
`check_unlock`	Check if the unlock response is valid

Import

Tool	Description
`import_csv`	Import CSV — idempotent, preserves user edits
`get_import_stats`	Import sources, date ranges, ambiguous counts

Transactions

Tool	Description
`get_transactions`	Filter by category, month, account, date range, search, unclassified-only
`get_transactions_paged`	Server-side filtered, grouped, sorted, paginated transactions
`save_classifications`	Bulk write classifications from the FE (JSON array)
`delete_classification`	Remove a single classification, reverting to unclassified
`clear_transactions`	Delete all transactions and classifications for a session
`delete_account_transactions`	Delete all transactions for a specific imported account
`reset_classifications`	Delete all classifications but keep the imported transactions
`get_amount_neighbors`	Fetch transactions with the same amount within ±N days (duplicate detection)

Accounts

Tool	Description
`get_accounts`	List all accounts in a session with types and transaction counts
`set_account_type`	Set an account's type: bank, card, investment, or loan

Summaries

Tool	Description
`get_summary`	Grouped spending totals by IRS line, category, month, account

Rules

Tool	Description
`get_rules`	Get patron's classification rules
`save_rule`	Create a description-pattern + optional amount-filter → subcategory rule
`delete_rule`	Delete a rule by ID
`apply_rules`	Re-apply all rules to unclassified transactions
`count_rule_matches`	Live preview of how many transactions match a rule pattern

Custom Categories

Tool	Description
`get_custom_categories`	Get custom categories defined by this user
`save_custom_category`	Add a custom category/subcategory
`delete_custom_category`	Delete a custom category

Tool	Description
`create_share_token`	Generate a token to share session with spouse
`load_share_token`	Load a shared session via token

AI Advisors

Tool	Description
`ask_advisor`	Ask the Financial Advisor about using TaxSort
`ask_tax_researcher`	Ask the Tax Code Researcher about IRS provisions

API Usage & Feedback

Tool	Description
`report_api_usage`	Report Anthropic API usage from FE classification for cost tracking
`get_api_usage_stats`	Get aggregated API usage statistics for cost analysis
`get_anthropic_key`	Get the Anthropic API key for FE-driven classification
`get_github_token`	Get the GitHub token for creating feedback issues
`create_feedback_issue`	Create a GitHub issue for bug reports, feature requests, or feedback
`list_feedback_issues`	List feedback issues submitted by this patron

Standard DPYC™ (from tollbooth-dpyc wheel)

check_balance, purchase_credits, check_payment, check_price, service_status, request_credential_channel, receive_credentials, forget_credentials, how_to_join, about, lookup_member, network_advisory, get_tax_rate

Server-Side Pagination

get_transactions_paged performs filtering, grouping, sorting, and pagination entirely on the server. This is more efficient than fetching all transactions and processing client-side.

group_by: none, category, subcategory, account, month
group_sort: asc or desc (controls group ordering)
sort_col + sort_dir: row ordering within each group
page + page_size: zero-indexed pagination

Amount Filter Expressions

Rules (save_rule, count_rule_matches) support compound filters with amount_operator and amount_value:

Operator	Meaning
`lt`	Less than (`<-95` matches debits over $95)
`lte`	Less than or equal
`gt`	Greater than (`gte 50` matches amounts $50+)
`gte`	Greater than or equal
`eq`	Exact match (`!33` style negation not supported — use `neq`)
`neq`	Not equal

Examples: <-95 (debits exceeding $95), [0..10) (range via two rules), gte 50.

Dual Classification

save_classifications — bulk write from the frontend. Accepts a JSON array of {id, category, subcategory, ...} objects. Used during AI classification and manual review.
delete_classification — single revert. Removes one classification, returning the transaction to unclassified state.

Architecture

Pure MCP — no custom REST endpoints. Horizon exposes Streamable HTTP (JSON-RPC 2.0)
One env var — TOLLBOOTH_NOSTR_OPERATOR_NSEC. Neon database provisioned automatically by Authority. BTCPay and Anthropic API key delivered via Secure Courier
Per-npub isolation — each patron's transactions, rules, and sessions are keyed by their Nostr public key
NeonVault — all persistence via Neon's HTTP SQL API (httpx, no asyncpg)
Tollbooth DPYC™ — pre-funded Lightning balances, Authority-certified purchases, constraint-driven pricing

Getting Started

bash

pip install -e ".[dev]"
export TOLLBOOTH_NOSTR_OPERATOR_NSEC=nsec1...
python server.py

Schema migration runs automatically on startup.

Operator Onboarding

Generate a Nostr keypair, set TOLLBOOTH_NOSTR_OPERATOR_NSEC
Deploy to Horizon (FastMCP Cloud)
Register with Authority: register_operator(npub=..., service_url=...)

Deliver credentials via Secure Courier:

json

{
  "btcpay_host": "https://btcpay.example.com",
  "btcpay_api_key": "...",
  "btcpay_store_id": "...",
  "anthropic_api_key": "sk-ant-..."
}

Part of the DPYC™ Social Contract — a network of monetized MCP services where AI agents pay for what they use via Bitcoin Lightning.

Other Operators in the Network

Repo	What it does
tollbooth-dpyc	Shared Python SDK — vault, auth, pricing, Lightning, Nostr identity
dpyc-community	Governance registry — membership, advisories, threat model
dpyc-oracle	Community concierge — free onboarding and member lookup
tollbooth-authority	Certification backbone — Schnorr-signed certificates
tollbooth-sample	Sample Operator (canonical template) — weather stats reference
tollbooth-pricing-studio	iOS pricing-model editor / operator console
cypher-mcp	Monetized graph answers — named Cypher templates over Neo4j/AuraDB
schwab-mcp	Charles Schwab brokerage data — positions, quotes, options, orders
thebrain-mcp	TheBrain knowledge graph — thoughts, links, attachments
excalibur-mcp	X (Twitter) posting — social media automation with OAuth2
optionality-mcp	Options analytics — brokerage-data operator
tollbooth-oauth2-collector	OAuth2 callback handler — advocate service
tollbooth-shortlinks	URL shortener utility

License

Install

Tools (84)

taxsort_check_balancetaxsort_purchase_creditstaxsort_check_paymenttaxsort_restore_creditstaxsort_account_statementtaxsort_account_statement_infographictaxsort_service_statustaxsort_get_operator_onboarding_status

Remote endpoint

Streamable HTTP

Hosted server - connect over the network, no local install.

url

https://taxsort-mcp.fastmcp.app/mcp

Add to VS Code Add to Cursor

claude_desktop_config.json

json

{
  "mcpServers": {
    "taxsort-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://taxsort-mcp.fastmcp.app/mcp"
      ]
    }
  }
}

Desktop config is stdio-only; this bridges via mcp-remote. Native remote: Settings > Connectors.