get_tax_summary

MCP tool from Freetaxusa MCP by schwarztim

Get return overview: refund/owed, AGI, filing status, completed sections.

How to use it

Project documentation lists get_tax_summary for the Freetaxusa MCP MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), then check which tools your installed version makes available. Tool availability can depend on configuration and credentials. A server handshake does not verify this tool’s behavior. See the full listing for setup details.

Install Freetaxusa MCP

$node /path/to/freetaxusa-mcp/dist/index.js
FULL FREETAXUSA MCP LISTING

Other tools in Freetaxusa MCP (14)

authenticate

Log in. With Hermes configured, the session is brokered (no credentials needed). Otherwise pass email/password — used once, never stored.

file_extension

File Form 4868 for an automatic 6-month extension.

fill_1099_income

Enter 1099 income (INT, DIV, MISC, NEC, R, G, SSA).

fill_deductions

Enter standard or itemized deductions.

fill_filing_status

Set filing status (single, married joint, head of household, etc.).

fill_taxpayer_info

Fill name, SSN, DOB, occupation, and address.

fill_w2_income

Enter W-2 wage and withholding data.

get_form_status

Get which sections are complete, incomplete, or have errors.

get_refund_estimate

Get current federal and state refund or amount owed.

get_session_status

Check if session is active, which tax year and section is loaded.

navigate_section

Jump to a section by name ("income", "deductions") or SID number.

read_current_page

Read all form fields and their current values on the active page.

review_return

Run error check and get review results before filing.

save_and_continue

Submit the current page and advance to the next.