Tax Reference MCP

The AdvisorWorld Tax Reference MCP gives compatible AI clients read-only access to pinned U.S. state income, estate, and inheritance tax reference data. Every response preserves source receipts and verification status so an unknown or uncited figure is never silently treated as zero. Connect Add this public Streamable HTTP endpoint to Codex, ChatGPT, Claude, or another MCP client: https://api.advisorworld.com/mcp No account, API key, or client financial data is required. Available tools get state tax profile: sourced state income-tax fields and status receipts compute state tax: state income-tax calculation when required inputs are substantiated compare states: comparison for up to ten states dataset info: state income-tax version, coverage, and methodology get estate tax profile: estate and inheritance-tax fields with receipts compare estate tax: comparison for up to ten jurisdictions estate dataset info: estate dataset version and coverage Example prompts Compare the sourced state income-tax treatment of Florida, New York, and Texas. Estimate state income tax on $180,000 of taxable income in Colorado and show every receipt. Compare estate and inheritance-tax rules in Maryland, New Jersey, and Pennsylvania. Show the dataset versions, publication dates, and any unverified or uncited coverage. Truth and safety rules The server distinguishes cited, uncited, unverified, pending-final, and not-applicable values. Calculations fail closed when required rate inputs are not substantiated. It does not fetch caller-provided URLs, write data, or make changes to any account. Important: This is reference data, not tax or legal advice. Tax laws change and individual facts matter. Verify current law and consult a qualified tax or legal professional before acting. Policies and support Review the Privacy Policy and Terms of Service. For connection or data questions, contact support@advisorworld.com.