@taxformatter/mcp-server

MCP server for parsing crypto exchange CSVs and bank statement PDFs via the TaxFormatter API.

Setup

1. Get an API key at taxformatter.com/dashboard/developer

2. Add to your MCP config:

Claude Code (~/.claude/mcp.json):

{
  "mcpServers": {
    "taxformatter": {
      "command": "npx",
      "args": ["@taxformatter/mcp-server"],
      "env": {
        "TAXFORMATTER_API_KEY": "tf_live_your_key_here"
      }
    }
  }
}

Cursor (.cursor/mcp.json):

{
  "mcpServers": {
    "taxformatter": {
      "command": "npx",
      "args": ["@taxformatter/mcp-server"],
      "env": {
        "TAXFORMATTER_API_KEY": "tf_live_your_key_here"
      }
    }
  }
}

Configuration

| Env var | Description | Default | |---------|-------------|---------| | TAXFORMATTER_API_KEY | Your API key (required) | — | | TAXFORMATTER_API_URL | API base URL | https://api.taxformatter.com |

Tools

parse_crypto_csv

Parse a crypto exchange CSV and convert to tax software format.

• file_path (required): Path to the CSV file
• exchange (optional): Exchange name — auto-detected if omitted
• output_format (optional): koinly | turbotax | coinledger | zenledger

parse_bank_statement

Parse a bank statement PDF and extract transactions.

• file_path (required): Path to the PDF file
• bank (optional): Bank name — auto-detected if omitted

list_supported_sources

List all supported crypto exchanges and banks.

Programmatic Usage

import { TaxFormatterClient, TaxFormatterError } from '@taxformatter/mcp-server';

const client = new TaxFormatterClient('tf_live_xxx', {
  baseUrl: 'https://api.taxformatter.com', // optional
  timeout: 30_000, // optional, ms
});

// Parse a file
const result = await client.parse(fileBuffer, 'coinbase_2025.csv', {
  output_format: 'turbotax',
});

// List sources
const sources = await client.listSources();

// Get usage
const usage = await client.getUsage();

Error Handling

import { TaxFormatterError } from '@taxformatter/mcp-server';

try {
  await client.parse(buffer, 'file.csv');
} catch (err) {
  if (err instanceof TaxFormatterError) {
    console.error(err.code);       // e.g. "rate_limited"
    console.error(err.statusCode); // e.g. 429
    console.error(err.suggestion); // e.g. "Upgrade your tier..."
  }
}

Supported Sources

Crypto Exchanges: Coinbase, Binance, Kraken, Gemini, Robinhood, Crypto.com, PayPal, Cash App, Venmo, KuCoin, Bybit, FTX, Bitfinex, OKX

Banks: Chase, Mercury, Navy Federal, Bank of America, Wells Fargo, Citi, Capital One

License

MIT