Excel Finance MCP

Instructions

Implementation Reference

• src/python/tax_calculations.py:79-116 (handler)

  Core implementation of federal income tax calculation using progressive brackets for different filing statuses.
  def calculate_federal_income_tax(self, taxable_income: float, filing_status: str = 'single') -> Dict[str, float]: """Calculate federal income tax""" if filing_status == 'married_filing_jointly': brackets = self.federal_brackets_mfj else: brackets = self.federal_brackets_single tax_owed = 0 tax_calculation_detail = [] remaining_income = taxable_income prev_threshold = 0 for threshold, rate in brackets: if remaining_income <= 0: break taxable_at_rate = min(remaining_income, threshold - prev_threshold) tax_at_rate = taxable_at_rate * rate tax_owed += tax_at_rate if taxable_at_rate > 0: tax_calculation_detail.append({ 'income_range': f"${prev_threshold:,.0f} - ${min(threshold, prev_threshold + remaining_income):,.0f}", 'rate': f"{rate * 100:.1f}%", 'taxable_income': taxable_at_rate, 'tax': tax_at_rate }) remaining_income -= taxable_at_rate prev_threshold = threshold return { 'taxable_income': taxable_income, 'total_tax': round(tax_owed, 2), 'effective_rate': round(tax_owed / taxable_income * 100, 2) if taxable_income > 0 else 0, 'marginal_rate': round(next(rate for threshold, rate in brackets if taxable_income <= threshold) * 100, 2), 'calculation_detail': tax_calculation_detail }
• src/tools/tax-tools.ts:7-37 (registration)

  MCP tool registration including name, description, input schema, and handler that proxies to Python TaxCalculator.calculate_federal_income_tax.
  { name: "calculate_federal_income_tax", description: "Calculate federal income tax based on taxable income and filing status", inputSchema: { type: "object", properties: { taxableIncome: { type: "number" }, filingStatus: { type: "string", enum: ["single", "married_filing_jointly", "married_filing_separately", "head_of_household"], default: "single" } }, required: ["taxableIncome"] }, handler: async (args: any): Promise<ToolResult> => { try { const result = await pythonBridge.callPythonFunction({ module: 'tax_calculations', function: 'TaxCalculator.calculate_federal_income_tax', args: [args.taxableIncome, args.filingStatus || 'single'] }); return result; } catch (error) { return { success: false, error: error instanceof Error ? error.message : String(error) }; } } },
• src/tools/tax-tools.ts:10-21 (schema)

  Input schema defining taxableIncome (required number) and optional filingStatus enum.
  inputSchema: { type: "object", properties: { taxableIncome: { type: "number" }, filingStatus: { type: "string", enum: ["single", "married_filing_jointly", "married_filing_separately", "head_of_household"], default: "single" } }, required: ["taxableIncome"] },
• src/python/tax_calculations.py:51-69 (helper)

  2024 federal income tax brackets for single and married filing jointly, used by the calculator.
  self.federal_brackets_single = [ (11000, 0.10), (44725, 0.12), (95375, 0.22), (182050, 0.24), (231250, 0.32), (578125, 0.35), (float('inf'), 0.37) ] self.federal_brackets_mfj = [ (22000, 0.10), (89450, 0.12), (190750, 0.22), (364200, 0.24), (462500, 0.32), (693750, 0.35), (float('inf'), 0.37) ]