BoomTax MCP Server

Query your BoomTax tax filing data from any AI assistant that supports the Model Context Protocol — Claude, Cursor, Windsurf, VS Code Copilot, and more.

Tools

| Tool | Description | |------|-------------| | list_filings | List filings with filters (tax year, form type, status) | | get_filing_details | Filing detail with payer summary and e-file status | | get_filing_summary | Aggregate counts by status and form type | | list_filing_forms | List forms in a filing | | get_form | Form metadata (type, status, dates) | | get_efile_status | E-file request/response timeline | | get_efile_errors | E-file errors with codes and messages | | list_payers | List payers across filings | | get_payer | Payer details for a filing | | list_filing_types | All supported filing types and e-file availability |

All tools are read-only. TINs are always masked (last 4 digits only).

Prerequisites

Your BoomTax account must have API access enabled. Contact [email protected] to request access.

Setup

Option A: Remote (recommended)

Connect directly to BoomTax — no install required. Requires a BoomTax API token.

Option B: Local (npx)

npx @boomtax/mcp-server

Requires environment variables:

• BOOMTAX_API_USERNAME — your BoomTax email
• BOOMTAX_API_PASSWORD — your BoomTax password
• BOOMTAX_API_URL — (optional) defaults to https://api.boomtax.com

Configuration by AI Client

Claude Desktop

Remote:

{
  "mcpServers": {
    "boomtax": {
      "url": "https://api.boomtax.com/mcp"
    }
  }
}

Local:

{
  "mcpServers": {
    "boomtax": {
      "command": "npx",
      "args": ["@boomtax/mcp-server"],
      "env": {
        "BOOMTAX_API_URL": "https://api.boomtax.com",
        "BOOMTAX_API_USERNAME": "[email protected]",
        "BOOMTAX_API_PASSWORD": "your-password"
      }
    }
  }
}

Claude Code (CLI)

claude mcp add boomtax --transport http https://api.boomtax.com/mcp

Or local:

claude mcp add boomtax -- npx @boomtax/mcp-server

Cursor

Add to Cursor Settings > MCP Servers:

Remote:

{
  "mcpServers": {
    "boomtax": {
      "url": "https://api.boomtax.com/mcp"
    }
  }
}

Local:

{
  "mcpServers": {
    "boomtax": {
      "command": "npx",
      "args": ["@boomtax/mcp-server"],
      "env": {
        "BOOMTAX_API_URL": "https://api.boomtax.com",
        "BOOMTAX_API_USERNAME": "[email protected]",
        "BOOMTAX_API_PASSWORD": "your-password"
      }
    }
  }
}

Windsurf

Add to ~/.codeium/windsurf/mcp_config.json:

{
  "mcpServers": {
    "boomtax": {
      "command": "npx",
      "args": ["@boomtax/mcp-server"],
      "env": {
        "BOOMTAX_API_URL": "https://api.boomtax.com",
        "BOOMTAX_API_USERNAME": "[email protected]",
        "BOOMTAX_API_PASSWORD": "your-password"
      }
    }
  }
}

VS Code (GitHub Copilot)

Add to .vscode/mcp.json in your project:

{
  "servers": {
    "boomtax": {
      "command": "npx",
      "args": ["@boomtax/mcp-server"],
      "env": {
        "BOOMTAX_API_URL": "https://api.boomtax.com",
        "BOOMTAX_API_USERNAME": "${input:boomtaxUsername}",
        "BOOMTAX_API_PASSWORD": "${input:boomtaxPassword}"
      }
    }
  },
  "inputs": [
    {
      "id": "boomtaxUsername",
      "type": "promptString",
      "description": "BoomTax API username (email)",
      "password": false
    },
    {
      "id": "boomtaxPassword",
      "type": "promptString",
      "description": "BoomTax API password",
      "password": true
    }
  ]
}

Example Prompts

Once connected, try asking your AI assistant:

• "What filings do I have for tax year 2025?"
• "Show me a summary of all my filings"
• "What's the e-file status of my W-2 filing?"
• "Are there any e-file errors on my 1099-NEC filing?"
• "List all my payers"
• "What filing types does BoomTax support?"

Security

• All data access is scoped to your authenticated account
• TINs/SSNs are always masked (last 4 digits only)
• All tools are read-only — no data can be modified
• The local server authenticates via the same JWT tokens as the REST API
• API access requires explicit opt-in on your BoomTax account

License

Proprietary. Copyright BoomTax.