Excel Finance MCP

Instructions

Implementation Reference

• src/python/tax_calculations.py:400-471 (handler)

  The core handler function implementing business_tax_summary. Computes comprehensive tax summary including depreciation, net income, and entity-type specific taxes (Sole Prop, C-Corp, S-Corp). Called by the TypeScript bridge.
  def business_tax_summary(self, entity_id: str, tax_year: int, financial_data: Dict) -> Dict: """Generate comprehensive business tax summary""" entity = self.entities.get(entity_id) if not entity: return {'error': 'Entity not found'} revenue = financial_data.get('revenue', 0) expenses = financial_data.get('expenses', 0) # Calculate depreciation total_depreciation = 0 asset_depreciation = [] for asset_id, asset in self.assets.items(): if asset.placed_in_service_date.year <= tax_year: dep_info = self.calculate_depreciation_deduction(asset_id, tax_year) if 'annual_deduction' in dep_info: total_depreciation += dep_info['annual_deduction'] asset_depreciation.append(dep_info) # Net income calculation net_income = revenue - expenses - total_depreciation # Tax calculations based on entity type tax_calculation = {} if entity.entity_type == TaxEntityType.SOLE_PROPRIETORSHIP: # Schedule C income se_tax_info = self.calculate_self_employment_tax(net_income) adjusted_income = net_income - se_tax_info['deductible_portion'] income_tax_info = self.calculate_federal_income_tax(adjusted_income) tax_calculation = { 'schedule_c_income': round(net_income, 2), 'se_tax': se_tax_info, 'income_tax': income_tax_info, 'total_federal_tax': round(se_tax_info['total_se_tax'] + income_tax_info['total_tax'], 2) } elif entity.entity_type == TaxEntityType.C_CORP: # Corporate tax rate (21% flat rate for 2024) corporate_tax = net_income * 0.21 tax_calculation = { 'taxable_income': round(net_income, 2), 'corporate_tax_rate': '21%', 'corporate_tax': round(corporate_tax, 2), 'after_tax_income': round(net_income - corporate_tax, 2) } elif entity.entity_type == TaxEntityType.S_CORP: # Pass-through entity tax_calculation = { 'pass_through_income': round(net_income, 2), 'note': 'Income passes through to owners - no entity-level tax' } return { 'entity': entity.name, 'entity_type': entity.entity_type.value, 'tax_year': tax_year, 'financial_summary': { 'revenue': revenue, 'expenses': expenses, 'depreciation': round(total_depreciation, 2), 'net_income': round(net_income, 2) }, 'depreciation_detail': asset_depreciation, 'tax_calculation': tax_calculation }
• src/tools/tax-tools.ts:265-299 (registration)

  Registers the business_tax_summary tool in the MCP tools array, including description, input schema validation, and handler that invokes the Python implementation via pythonBridge.
  { name: "business_tax_summary", description: "Generate comprehensive business tax summary", inputSchema: { type: "object", properties: { entityId: { type: "string" }, taxYear: { type: "number" }, financialData: { type: "object", properties: { revenue: { type: "number" }, expenses: { type: "number" } }, required: ["revenue", "expenses"] } }, required: ["entityId", "taxYear", "financialData"] }, handler: async (args: any): Promise<ToolResult> => { try { const result = await pythonBridge.callPythonFunction({ module: 'tax_calculations', function: 'TaxCalculator.business_tax_summary', args: [args.entityId, args.taxYear, args.financialData] }); return result; } catch (error) { return { success: false, error: error instanceof Error ? error.message : String(error) }; } } },
• src/tools/tax-tools.ts:268-282 (schema)

  Input schema defining parameters for business_tax_summary: entityId (string), taxYear (number), financialData object with required revenue and expenses (numbers). Ensures validation before calling Python.
  inputSchema: { type: "object", properties: { entityId: { type: "string" }, taxYear: { type: "number" }, financialData: { type: "object", properties: { revenue: { type: "number" }, expenses: { type: "number" } }, required: ["revenue", "expenses"] } }, required: ["entityId", "taxYear", "financialData"]