Irs Taxpayer MCP Server - install, status & alternatives [2026]

01 · Install Irs Taxpayer

Claude Code

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

Claude Desktop / Cursor / VS Code - add to config

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

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

Using another client? Same JSON, different key

Claude Desktop · mcpServers

Cursor · mcpServers

VS Code · servers

Windsurf · mcpServers

Zed · context_servers

Cline · mcpServers

Roo Code · mcpServers

Continue · mcpServers

LibreChat · mcpServers

Gemini CLI · mcpServers

Codex CLI · mcp_servers

Full setup guides: every client.

02 · Evidence

Security posture

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

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

license MIT - declared in the repository

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

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

03 · What Irs Taxpayer can do

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

What you can build

With this server connected, an agent can browse all deductions with eligibility rules, limits, and forms, compare standard vs itemized with year-specific SALT cap ($10K for TY2024, $40K for TY2025), compare states only when every requested calculation is supported, and calculate all 4 new OBBB deductions: tips, overtime, senior bonus, auto loan interest.

Capability map

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

Tax

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

get_tax_brackets · estimate_quarterly_tax · list_tax_credits · generate_tax_plan · get_tax_planning_tips · compare_tax_years…

Calculate

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

calculate_federal_tax · calculate_total_tax · calculate_w4_withholding · calculate_eitc · calculate_obbb_deductions

Compare

3 tools - e.g. Side-by-side comparison of all 4 filing statuses for the same income; Compare states only when every requested calculation is supported; MFJ vs MFS comparison with tax diff and all MFS restriction warnings

compare_filing_statuses · compare_state_taxes · compare_mfj_vs_mfs

Retirement

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

get_retirement_accounts · get_retirement_strategy · plan_retirement_withdrawals

read & search

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

list_deductions · get_irs_form_info

Check

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

check_credit_eligibility · check_refund_status

Analyze

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

analyze_paycheck · analyze_relocation_taxes

Standard

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

standard_vs_itemized

Latest releases

v1.0.2 · 2026-09-08

v1.0.1 · 2026-09-04

v0.6.0 · 2026-09-04

Highlights · Corrects planning-grade federal tax calculations across SALT, NIIT, Schedule 8812, capital losses, QBI, AMT, Social Security benefits, retirement distributions, and education credits. · Adds official…

04 · Who maintains Irs Taxpayer

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

05 · Facts

repository: github.com/dma9527/irs-taxpayer-mcp
category: other - ranked #154 of 945 actively-maintained other servers as of 2026-09-18.
release cadence: 3 releases in the last 90 days (latest 2026-09-08)
registry: io.github.dma9527/irs-taxpayer (active, first published 2026-02-24 · 4 versions)
packages: npm:irs-taxpayer-mcp

06 · Irs Taxpayer FAQ

Is Irs Taxpayer still maintained?

Yes - as of 2026-09-18, its last commit was 2026-09-08 and it shipped 3 releases in the last 90 days. We re-verify nightly.

What can Irs Taxpayer do?

With this server connected, an agent can browse all deductions with eligibility rules, limits, and forms, compare standard vs itemized with year-specific SALT cap ($10K for TY2024, $40K for TY2025), compare states only when every requested calculation is supported, and calculate all 4 new OBBB deductions: tips, overtime, senior bonus, auto loan interest.

How do I install Irs Taxpayer?

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

Does Irs Taxpayer run locally?

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

07 · Alternatives to Irs Taxpayer

Alternatives to Irs Taxpayer

Maintained other servers if Irs Taxpayer isn't the fit.

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