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": {
"taxformatter": {
"env": {
"TAXFORMATTER_API_KEY": "tf_live_..."
},
"args": [
"@taxformatter/mcp-server"
],
"command": "npx"
}
}
}Are you the author?
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REST API · MCP Server · Node SDK · Python SDK · Consumer Dashboard
Run this in your terminal to verify the server starts. Then let us know if it worked — your result helps other developers.
npx -y '@taxformatter/mcp-server' 2>&1 | head -1 && echo "✓ Server started successfully"
After testing, let us know if it worked:
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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 |