@cantax-fyi/tax-mcp

MCP (Model Context Protocol) server for Can Tax. Lets Claude Code and other MCP-compatible AI assistants read and write your Canadian tax data directly via natural language.

Tools (26 total)

Tax Years

| Tool | Description | |------|-------------| | list_tax_years | List all tax years, newest first | | create_tax_year | Create a new tax year (2000–2100) | | delete_tax_year | Delete a tax year and all its data (income, expenses, investments, receipts, rentals) |

Business Income

| Tool | Description | |------|-------------| | list_income | List income entries, optionally filter by sourceType (RENTAL, INTERNET_BUSINESS, STRIPE) | | create_income | Add a single income entry | | delete_income | Delete a single income entry by ID | | bulk_import_income | Batch-import multiple income entries |

Business Expenses

| Tool | Description | |------|-------------| | list_expenses | List expense entries, optionally filter by category | | create_expense | Add a single expense entry | | delete_expense | Delete a single expense entry by ID | | bulk_import_expenses | Batch-import multiple expense entries |

Investments

| Tool | Description | |------|-------------| | list_investments | List RRSP/TFSA contributions, optionally filter by accountType | | create_investment | Record a new RRSP or TFSA contribution | | delete_investment | Delete a single investment contribution by ID |

Rental Properties

| Tool | Description | |------|-------------| | list_rental_properties | List all rental properties for a tax year | | create_rental_property | Add a new rental property | | delete_rental_property | Delete a rental property and all its income/expenses | | list_rental_income | List income entries for a property | | add_rental_income | Record rental income for a property | | delete_rental_income | Delete a single rental income entry | | list_rental_expenses | List expenses for a property, optionally filter by category | | add_rental_expense | Record a rental expense for a property | | delete_rental_expense | Delete a single rental expense entry |

Receipts

| Tool | Description | |------|-------------| | list_receipts | List receipts, optionally filter by status (PENDING, EXTRACTED, VERIFIED, etc.) | | get_receipt | Get a single receipt by ID |

Reports

| Tool | Description | |------|-------------| | get_tax_summary | Full tax summary: income, expenses, rental, investments, estimated federal tax |

Prerequisites

• A Can Tax account at cantax.fyi

Setup

1. Generate an API key

Log in → Settings → MCP API Keys → Generate key. Copy the key — it's shown only once.

2. Configure your MCP client

Option A — Streamable HTTP (recommended)

Supported by Claude Code and any client with native streamable-http support. No local install required.

{
  "mcpServers": {
    "cantax-fyi": {
      "type": "streamable-http",
      "url": "https://tax-mcp-371544889573.us-central1.run.app/mcp",
      "headers": {
        "x-api-key": "<YOUR_MCP_API_KEY>"
      }
    }
  }
}

Option B — stdio proxy via npx (fallback)

For clients that only support command-based (stdio) MCP servers. Requires Node.js 22+. The @cantax-fyi/tax-mcp package acts as a local stdio↔HTTP proxy that forwards requests to the same Cloud Run server.

Pass the key via --apiKey flag or CANTAX_API_KEY environment variable (recommended — keeps the key out of config files):

{
  "mcpServers": {
    "cantax-fyi": {
      "command": "npx",
      "args": ["@cantax-fyi/tax-mcp"],
      "env": {
        "CANTAX_API_KEY": "<YOUR_MCP_API_KEY>"
      }
    }
  }
}

Or with the flag directly:

{
  "mcpServers": {
    "cantax-fyi": {
      "command": "npx",
      "args": ["@cantax-fyi/tax-mcp", "--apiKey", "<YOUR_MCP_API_KEY>"]
    }
  }
}

Note: If Claude Desktop picks up an older Node.js version, use "command": "/bin/bash" with "args": ["-lc", "npx @cantax-fyi/tax-mcp"] so your shell profile (and nvm) loads the correct version.

3. Restart your MCP client

Run /mcp in Claude Code — you should see cantax-fyi listed with 26 tools.

Revoking a key

Settings → MCP API Keys → Revoke next to the key. The server immediately rejects that key.

Usage Examples

Once connected, talk to Claude naturally:

Add a $1,200 USD Stripe income entry for 2024-03-15, exchange rate 1.36

Import these expenses for tax year <id>:
- GCP hosting, $45.00 CAD, 2024-01-01
- Phone, $80.00 CAD, 2024-01-05

Show me a tax summary for 2024

List all PENDING receipts for tax year <id>

Supported Enums

Income source types: RENTAL INTERNET_BUSINESS STRIPE

Expense categories: EMAIL GCP NAMECHEAP PHONE INTERNET ADS HOSTING SOFTWARE OTHER

Rental expense categories: WATER PROPERTY_TAX INSURANCE MORTGAGE LAWYER RENOVATION HYDRO OTHER

Investment account types: RRSP TFSA

Receipt statuses: PENDING PROCESSING EXTRACTED VERIFIED FAILED

Currencies: CAD USD