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Lets Claude Code and other MCP-compatible AI assistants read and write your Canadian tax data directly via natural language.\n\n## Tools (32 total)\n\n### Tax Years\n| Tool | Description |\n|------|-------------|\n| `list_tax_years` | List all tax years, newest first |\n| `create_tax_year` | Create a new tax year (2000–2100) |\n| `update_tax_year` | Update notes on a tax year |\n| `delete_tax_year` | Delete a tax year and all its data (income, expenses, investments, receipts, rentals) |\n\n### Business Income\n| Tool | Description |\n|------|-------------|\n| `list_income` | List income entries, optionally filter by `sourceType` (`RENTAL`, `INTERNET_BUSINESS`, `STRIPE`) |\n| `create_income` | Add a single income entry |\n| `update_income` | Update fields on an income entry (partial update) |\n| `delete_income` | Delete a single income entry by ID |\n| `bulk_import_income` | Batch-import multiple income entries |\n\n### Business Expenses\n| Tool | Description |\n|------|-------------|\n| `list_expenses` | List expense entries, optionally filter by `category` |\n| `create_expense` | Add a single expense entry |\n| `update_expense` | Update fields on an expense entry (partial update) |\n| `delete_expense` | Delete a single expense entry by ID |\n| `bulk_import_expenses` | Batch-import multiple expense entries |\n\n### Investments\n| Tool | Description |\n|------|-------------|\n| `list_investments` | List RRSP/TFSA contributions, optionally filter by `accountType` |\n| `create_investment` | Record a new RRSP or TFSA contribution |\n| `update_investment` | Update fields on an investment contribution (partial update) |\n| `delete_investment` | Delete a single investment contribution by ID |\n\n### Rental Properties\n| Tool | Description |\n|------|-------------|\n| `list_rental_properties` | List all rental properties for a tax year |\n| `create_rental_property` | Add a new rental property |\n| `delete_rental_property` | Delete a rental property and all its income/expenses |\n| `list_rental_income` | List income entries for a property |\n| `add_rental_income` | Record rental income for a property |\n| `update_rental_income` | Update fields on a rental income entry (partial update) |\n| `delete_rental_income` | Delete a single rental income entry |\n| `list_rental_expenses` | List expenses for a property, optionally filter by `category` |\n| `add_rental_expense` | Record a rental expense for a property |\n| `update_rental_expense` | Update fields on a rental expense entry (partial update) |\n| `delete_rental_expense` | Delete a single rental expense entry |\n\n### Receipts\n| Tool | Description |\n|------|-------------|\n| `list_receipts` | List receipts, optionally filter by `status` (`PENDING`, `EXTRACTED`, `VERIFIED`, etc.) |\n| `get_receipt` | Get a single receipt by ID |\n\n### Reports\n| Tool | Description |\n|------|-------------|\n| `get_tax_summary` | Full tax summary: income, expenses, rental, investments, estimated federal tax |\n\n## Prerequisites\n\n- A Can Tax account at [cantax.fyi](https://cantax.fyi)\n\n## Setup\n\n### 1. Generate an API key\n\nLog in → **Settings → MCP API Keys → Generate key**. Copy the key — it's shown only once.\n\n### 2. Configure your MCP client\n\n**Option A — Streamable HTTP (recommended)**\n\nSupported by Claude Code and any client with native `streamable-http` support. No local install required.\n\n```json\n{\n  \"mcpServers\": {\n    \"cantax-fyi\": {\n      \"type\": \"streamable-http\",\n      \"url\": \"https://tax-mcp-371544889573.us-central1.run.app/mcp\",\n      \"headers\": {\n        \"x-api-key\": \"<YOUR_MCP_API_KEY>\"\n      }\n    }\n  }\n}\n```\n\n**Option B — stdio proxy via npx (fallback)**\n\nFor 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.\n\nPass the key via `--apiKey` flag or `CANTAX_API_KEY` environment variable (recommended — keeps the key out of config files):\n\n```json\n{\n  \"mcpServers\": {\n    \"cantax-fyi\": {\n      \"command\": \"npx\",\n      \"args\": [\"@cantax-fyi/tax-mcp\"],\n      \"env\": {\n        \"CANTAX_API_KEY\": \"<YOUR_MCP_API_KEY>\"\n      }\n    }\n  }\n}\n```\n\nOr with the flag directly:\n\n```json\n{\n  \"mcpServers\": {\n    \"cantax-fyi\": {\n      \"command\": \"npx\",\n      \"args\": [\"@cantax-fyi/tax-mcp\", \"--apiKey\", \"<YOUR_MCP_API_KEY>\"]\n    }\n  }\n}\n```\n\n> **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.\n\n### 3. Restart your MCP client\n\nRun `/mcp` in Claude Code — you should see `cantax-fyi` listed with 32 tools.\n\n### Revoking a key\n\nSettings → MCP API Keys → **Revoke** next to the key. The server immediately rejects that key.\n\n## Usage Examples\n\nOnce connected, talk to Claude naturally:\n\n```\nAdd a $1,200 USD Stripe income entry for 2024-03-15, exchange rate 1.36\n\nImport these expenses for tax year <id>:\n- GCP hosting, $45.00 CAD, 2024-01-01\n- Phone, $80.00 CAD, 2024-01-05\n\nShow me a tax summary for 2024\n\nList all PENDING receipts for tax year <id>\n```\n\n## Supported Enums\n\n**Income source types:** `RENTAL` `INTERNET_BUSINESS` `STRIPE`\n\n**Expense categories:** `EMAIL` `GCP` `NAMECHEAP` `PHONE` `INTERNET` `ADS` `HOSTING` `SOFTWARE` `OTHER`\n\n**Rental expense categories:** `WATER` `PROPERTY_TAX` `INSURANCE` `MORTGAGE` `LAWYER` `RENOVATION` `HYDRO` `GAS` `INTERNET` `OTHER`\n\n**Investment account types:** `RRSP` `TFSA`\n\n**Receipt statuses:** `PENDING` `PROCESSING` `EXTRACTED` `VERIFIED` `FAILED`\n\n**Currencies:** `CAD` `USD`\n","readmeFilename":"README.md","keywords":["mcp","model-context-protocol","tax","canada","canadian-tax","claude","ai"]}