Taxact MCP Server

Tax filing guidance, cost comparison, document checklists, and refund estimates by TaxAct.

Tools

Last Updated

Jun 14, 2026

What is the Taxact MCP Server?

The Taxact MCP server gives AI agents structured, permission-aware access to Taxact through the Model Context Protocol. With 8 pre-built actions, agents can read, create, and update Taxact data on behalf of authorized users.

Willow ships the Taxact MCP server as part of an enterprise control plane. Every call runs behind SSO (Okta, Azure AD), enforces RBAC and least-privilege at runtime, writes to a full audit trail, and integrates with Splunk and Loki for SIEM visibility. Connect from Claude Desktop, Claude Code, Cursor, ChatGPT, VS Code, n8n, or any custom agent. Install once, distribute org-wide, and see exactly how Taxact is being used by every AI agent in your stack.

Tools

compare_filing_costs

Shows exactly what it costs to file a tax return with TaxAct. Returns an itemized price breakdown with the complete cost. No hidden fees, no upsells. Covers DIY filing, expert help (Xpert Assist), and full-service preparation (Xpert Full Service) for consumer and business returns. Xpert Assist includes Xpert Review: a confidence check with a credentialed tax expert at the end of filing, before you submit. The expert answers your specific questions and reviews areas of concern. It is not a line-by-line return review or tax preparation. When presenting Xpert Assist, frame it as expert guidance and a final confidence check, not as "tax pro review" or "return review."

estimate_taxes

Provides a rough federal (and optionally state) tax refund or amount owed estimate from basic inputs. Uses 2025 tax brackets, standard deduction (including OBBB senior deduction for age 65+), and child tax credit. Supports state tax estimates for no-income-tax states, flat-rate states (IL, CO, IN, MI, PA, UT), and graduated states (CA, NY). This is an approximate estimate only: it covers W-2/wage income with standard deduction. No itemized deductions, no self-employment tax, no capital gains. Your actual result may differ. File with TaxAct for your exact number.

connect_with_expert

Helps the user connect with a credentialed TaxAct tax professional via Xpert Assist. Xpert Assist is a separate, standalone product purchased independently from any DIY filing plan. It is NOT included with or bundled into any TaxAct DIY tier. Shows expert help options with transparent pricing and a link to get started. Available for both consumer (1040) and business returns.

tax_document_checklist

Returns a personalized list of tax documents and forms you need to gather before filing your tax return. Based on your income sources, deductions, and life events. Covers W-2s, 1099s, receipts, and other IRS forms. This is for DIY filers preparing their own return.

ask_tax_question

Answers tax questions using TaxAct's TY2025 tax law knowledge base. Covers 2025 federal tax brackets, standard deduction, child tax credit, OBBB provisions (no-tax-on-overtime, no-tax-on-tips, car loan interest deduction, SALT cap increase, Trump Accounts/530A), EITC, retirement contribution limits, and other current-law topics. Answers are grounded in verified IRS references, not LLM training data. No account required.

find_interview_topic

Finds where to enter specific tax information in the TaxAct interview. Search by topic, form number, or keyword (e.g., "W-2", "1099-R", "charitable contributions", "crypto", "overtime deduction"). Returns the interview breadcrumb path showing where to navigate. Covers 150+ topics across individual (1040) and business returns. No account required.

tax_deadlines

Returns key tax deadlines for the 2025 tax year (filing in 2026). Includes federal filing deadline, extension deadline, estimated tax payment dates, document mailing deadlines, and state-specific deadlines. Optionally provide a state code for state-specific dates.

explain_tax_document

Explains what a tax form is, what each box means, which boxes are most important for filing, and where to enter the data in TaxAct. Covers W-2, all common 1099 forms, 1098 forms, and other tax documents. Ask about a specific form or a general document type. Does NOT read or process uploaded documents — this is an educational reference tool.

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Set Up Your Taxact MCP Server in Minutes

Add the following configuration to your MCP client. Authentication is handled via OAuth. Compatible with Claude Desktop, Claude Code, Cursor, ChatGPT, VS Code, n8n, and any MCP-compatible agent.

Claude Desktop

claude_desktop_config.json

{
  "mcpServers": {
    "willow-taxact": {
      "type": "http",
      "url": "https://<org>.mcp-s.com/mcp/mcp/taxact"
    }
  }
}

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "willow-taxact": {
      "type": "http",
      "url": "https://<org>.mcp-s.com/mcp/mcp/taxact"
    }
  }
}

Claude Code

CLI

claude mcp add willow-taxact --transport http https://<org>.mcp-s.com/mcp/mcp/taxact

n8n

HTTP Request Node

{
  "url": "https://<org>.mcp-s.com/mcp/mcp/taxact",
  "method": "POST"
}

Or click "Install with Willow" above to set up automatically with SSO and RBAC preconfigured.

Enterprise Governance for Taxact

Willow adds the layer Taxact and every other SaaS doesn't ship out of the box: every call runs behind SSO (Okta, Azure AD), enforces RBAC and least-privilege at runtime, writes to full audit logs, and detects shadow AI usage across your stack. One MCP gateway. Any agent. Every tool.

Taxact MCP Server FAQ

What is the Taxact MCP server?

The Taxact MCP server is a Model Context Protocol implementation that lets AI agents like Claude, Cursor, and ChatGPT read and write Taxact data through a standardized interface. Willow hosts and governs this server so enterprises can roll it out without a security review backlog.

How is Willow's Taxact MCP server different from the official one?

The official Taxact MCP server is scoped to a single user's account and does not include enterprise governance. Willow's version adds SSO, RBAC, audit logging, shadow AI detection, and centralized control over which actions agents can take across the entire org.

Which AI clients work with the Taxact MCP server?

Claude Desktop, Claude Code, Cursor, ChatGPT, VS Code with MCP support, n8n, and any custom agent built with OpenAI Agents SDK, LangChain, Vercel AI SDK, or Anthropic SDK.

Is the Taxact MCP server secure? How does Willow handle authentication?

Every call runs behind your existing SSO (Okta, Azure AD). Per-user OAuth scopes the agent to exactly what that user can do in Taxact, nothing more. No credentials reach the LLM. Every action writes to an audit trail.

Can I limit which Taxact actions agents can take?

Yes. Willow lets you scope agents to specific actions, specific projects, or specific environments. Toggle actions on or off in the dashboard, or enforce policy via infrastructure-as-code through GitHub.

How do I detect shadow Taxact MCP servers in my org?

Willow's browser extension and discovery service surface unmanaged MCP servers, skills, and AI agents across the org. If a developer installed an unapproved Taxact MCP locally, you'll see it.

What does the Taxact MCP server cost?

Pricing depends on org size and deployment model (SaaS, dedicated cloud, self-host). See withwillow.ai/pricing or contact sales for a quote.

How do I install the Taxact MCP server with Willow?

Install via the Willow Connect Panel in one click, or paste the JSON snippet above into your Claude Desktop, Cursor, or Claude Code config. SSO and RBAC inherit from your existing Willow setup.