How do I use Tax Client Intake & Appointment Optimization MCP Server?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Tax Client Intake & Appointment Optimization MCP Server Start my tax intake process and generate a personalized document checklist." That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

Tax Client Intake & Appointment Optimization MCP Server

An intelligent MCP (Model Context Protocol) server for tax professionals that streamlines client intake, automates document collection, and optimizes appointment scheduling.

🎯 Problem Solved

40% of clients arrive unprepared, wasting valuable tax professional time. This solution provides:

Pre-appointment intelligent assistant - Conversational intake collects all info before appointment
Auto-generated personalized document checklists - Based on client's specific tax situation
Smart reminders - "Don't forget your 1099-NEC from Uber"
Intelligent routing - Routes to right tax pro based on complexity

Impact: 30-min appointments → 15-min, 2x throughput

🚀 Features

1. Conversational Intake

Step-by-step guided intake process
Collects personal info, filing status, dependents, income types, deductions
Identifies special situations (crypto, foreign accounts, rental properties)
Progress tracking and session management

2. Smart Document Checklist

Automatically generates personalized document lists
Based on income types (W-2, 1099-NEC, investments, crypto)
Tracks collected vs pending documents
Includes specific sources (e.g., "Download from Uber driver dashboard")

3. Intelligent Reminders

Personalized reminder messages
Context-aware: "Don't forget your 1099-NEC from Uber"
Multi-channel support (email/SMS)
Appointment reminders at 24h and 1h before

4. Tax Professional Routing

Complexity scoring (0-100 scale)
Matches clients to specialists based on:
- Complexity level (simple, moderate, complex, expert)
- Required specializations (crypto, foreign income, real estate, etc.)
- Tax pro availability and ratings
Alternative recommendations

5. Appointment Optimization

Dynamic duration based on complexity and intake completion
Time savings tracking (e.g., "Save 15 minutes with completed intake")
Automatic reminder scheduling

📦 Installation

cd tax-intake-mcp npm install npm run build

🔧 Configuration

For Claude Desktop

Add to your claude_desktop_config.json:

{ "mcpServers": { "tax-intake": { "command": "node", "args": ["C:/Projects/ChatGPT APPS/tax-intake-mcp/dist/index.js"] } } }

For Other MCP Clients

The server uses stdio transport. Run with:

node dist/index.js

🛠️ Available Tools

Intake Tools

Tool	Description
`start_intake`	Start a new client intake session
`process_intake_response`	Process client's answer during intake
`get_intake_progress`	Check intake completion status
`get_client_summary`	Get complete client information

Document Checklist Tools

Tool	Description
`generate_document_checklist`	Create personalized document list
`get_document_checklist`	Retrieve current checklist
`mark_document_collected`	Mark document as received
`get_pending_documents`	List outstanding documents

Reminder Tools

Tool	Description
`create_document_reminders`	Create personalized reminders
`get_client_reminders`	View all reminders
`send_reminder`	Send a specific reminder

Routing Tools

Tool	Description
`calculate_complexity`	Get complexity score (0-100)
`route_to_tax_pro`	Auto-assign best tax professional
`get_tax_pro_recommendations`	Get recommended tax pros
`create_appointment`	Schedule an appointment
`get_appointment_estimate`	Get time estimate & savings

Utility Tools

Tool	Description
`list_tax_professionals`	View all available tax pros
`get_client`	Get client profile

📝 Example Workflow

1. Start Client Intake

User: I need to prepare for my tax appointment Assistant: [Calls start_intake] Assistant: Welcome! I'll help you prepare for your tax appointment. Let's start with your name...

2. Complete Intake Questions

User: John Smith Assistant: [Calls process_intake_response] Assistant: Nice to meet you, John! What's your email address? ...

3. Generate Document Checklist

Assistant: [Calls generate_document_checklist] Assistant: Based on your situation, here's your personalized document checklist: - ✅ Government-issued Photo ID - ⬜ W-2 Forms from employers - ⬜ 1099-NEC from Uber - ⬜ Cryptocurrency transaction records ...

4. Create Reminders

Assistant: [Calls create_document_reminders] Assistant: I've created reminders for you: - "Hi John! 👋 Don't forget your 1099-NEC from Uber..."

5. Route to Tax Professional

Assistant: [Calls route_to_tax_pro] Assistant: Based on your complexity (moderate with crypto), I've matched you with Michael Chen who specializes in cryptocurrency and investments. ⭐⭐⭐⭐⭐

🏗️ Architecture

tax-intake-mcp/ ├── src/ │ ├── index.ts # MCP Server entry point │ ├── types/ │ │ └── client.ts # TypeScript interfaces │ ├── database/ │ │ └── index.ts # In-memory database │ └── services/ │ ├── intake.ts # Intake conversation logic │ ├── checklist.ts # Document checklist generator │ ├── reminders.ts # Reminder system │ └── routing.ts # Tax pro matching & routing ├── package.json ├── tsconfig.json └── README.md

🔮 Future Enhancements

Persistent database (PostgreSQL/MongoDB)
Email/SMS integration (SendGrid, Twilio)
Calendar integration (Google Calendar, Outlook)
Document upload and OCR
Multi-language support
Analytics dashboard
Client portal

📊 Complexity Scoring

Level	Score Range	Description
Simple	0-20	W-2 only, standard deductions
Moderate	21-50	Multiple income sources, itemized deductions
Complex	51-80	Business income, rental properties
Expert	81-100	Foreign accounts, crypto, audit representation

🤝 Tax Professional Specializations

Individual Returns
Self-Employment
Small Business
Investments
Real Estate
Cryptocurrency
Foreign Income
Estate Planning
Audit Representation

📄 License

MIT License

This server cannot be installed

-

security - not tested

F

license - not found

-

quality - not tested

How are these scores calculated?

Resources

GitHub Repository

Need Help?

Report Issue

Related Servers

Tax Client Intake & Appointment Optimization MCP Server

Tax Client Intake & Appointment Optimization MCP Server

🎯 Problem Solved

🚀 Features

1. Conversational Intake

2. Smart Document Checklist

3. Intelligent Reminders

4. Tax Professional Routing

5. Appointment Optimization

📦 Installation

🔧 Configuration

For Claude Desktop

For Other MCP Clients

🛠️ Available Tools

Intake Tools

Document Checklist Tools

Reminder Tools

Routing Tools

Utility Tools

📝 Example Workflow

1. Start Client Intake

2. Complete Intake Questions

3. Generate Document Checklist

4. Create Reminders

5. Route to Tax Professional

🏗️ Architecture

🔮 Future Enhancements

📊 Complexity Scoring

🤝 Tax Professional Specializations

📄 License

Resources

New MCP Servers

Latest Blog Posts

MCP directory API