Parse crypto CSVs and bank PDFs into clean transaction data for Koinly, TurboTax, CoinLedger.
Config is the same across clients — only the file and path differ.
{
"mcpServers": {
"io-github-sean-bravo-taxformatter": {
"command": "<see-readme>",
"args": []
}
}
}Are you the author?
Add this badge to your README to show your security score and help users find safe servers.
Parse crypto CSVs and bank PDFs into clean transaction data for Koinly, TurboTax, CoinLedger.
No automated test available for this server. Check the GitHub README for setup instructions.
Five weighted categories — click any category to see the underlying evidence.
No known CVEs.
No package registry to scan.
This server is missing a description. Tools and install config are also missing.If you've used it, help the community.
Add informationBe the first to review
Have you used this server?
Share your experience — it helps other developers decide.
Sign in to write a review.
Others in finance
Real-time financial market data: stocks, forex, crypto, commodities, and economic indicators
A Model Context Protocol (MCP) server that provides AI assistants with direct access to the Spreedly payments API. Enables LLMs to manage gateways, process transactions, tokenize payment methods, and more, through structured, validated tool calls.
MCP server for InsightSentry financial data API - market data, options, screeners, and more
A Model Context Protocol server allows Clients to interact with Xero
MCP Security Weekly
Get CVE alerts and security updates for io.github.Sean-Bravo/taxformatter and similar servers.
Start a conversation
Ask a question, share a tip, or report an issue.
Sign in to join the discussion.
REST API · MCP Server · Node SDK · Python SDK · Consumer Dashboard
TaxFormatter turns messy financial exports into structured, tax-ready data — for humans and for AI agents.
Drop a CSV from Coinbase, a ZIP from Kraken, a .tar.gz from Binance, or a PDF statement from Chase, and get back a clean, normalized transaction set you can pipe into Koinly, TurboTax, CoinLedger, ZenLedger — or straight into your own software.
Exchange CSV Clean, normalized
Bank PDF → transactions (JSON / CSV)
XLSX / ZIP / TAR.GZ + AI-generated insights
Ship a crypto-tax or bank-ingestion feature into your product in an afternoon.
POST /v1/parse — upload a CSV or PDF, get structured JSON backGET /v1/sources — list every supported exchange, bank, and output formatGET /v1/usage — monthly quota, RPM limit, current consumptionGET /v1/health — liveness probeX-API-Key header with tf_live_* keys (SHA-256 hashed at rest)https://api.taxformatter.comGive Claude, Cursor, Windsurf, or any MCP-compatible agent the ability to parse crypto and bank data directly.
npx @taxformatter/mcp-server
| Tool | What it does |
|---|---|
parse_crypto_csv | Auto-detects the exchange, returns normalized transactions |
parse_bank_statement | Extracts transactions from bank statement PDFs |
list_supported_sources | Queries every supported source + output format |
@taxformatter/sdk — promise-based, fully typedtaxformatter — idiomatic, type-hintedExchanges: Coinbase · Kraken · Gemini · Binance · 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
Export formats: Koinly · TurboTax (Form 8949) · CoinLedger · ZenLedger
Every parsed file comes back with actionable analysis — scaled to your plan.
| Tier | Model | Output |
|---|---|---|
| Free / Starter | Gemini 2.5 Flash | Quick stats + basic flagging |
| Growth | Claude Sonnet 4.6 | Balanced analysis, breakdowns |
| Business | Claude Opus 4.7 | Deep analysis + tax suggestions |
Not a developer? The web app at taxformatter.com is a full drag-and-drop experience with real-time job status, exchange auto-detection, transformation previews, and one-click downloads.
| Layer | Technology |
|---|---|
| Frontend | Next.js 16 · React 19 · TypeScript · Tailwind v4 |
| Auth | NextAuth (Google OAuth + email/password + 2FA) |
| Database | Neon (serverless PostgreSQL) |
| Storage | AWS S3 (presigned URLs) |
| Queue | AWS SQS + DLQ |
| Compute | AWS Lambda × 4 (scanner, processor, webhook, api) |
| Edge | AWS API Gateway + WAF + CloudFront |
| Payments | Stripe (consumer + developer tiers) |
| AWS SES / Nodemailer | |
| Monitoring | Sentry + CloudWatch |
| IaC | Terraform |