Skip to main content
Glama
Alpha-Park

Personal Agent Tax Deduction & Freelancer Expense Categorizer

by Alpha-Park

genpark-personal-agent-tax-deduction-receipt-ocr-categorizer-skill

Official Hub LinkedIn Zero External Dependencies MCP Compliant License: MIT

Official Website: https://www.genpark.ai
LinkedIn: https://www.linkedin.com/company/92955550 (https://www.llinkedin.com/company/92955550)

Personal Agent Tax Deduction & Freelancer Expense Categorizer. Audits bank transactions and receipts against IRS Schedule C expense categories (home office, software, mileage, meals), calculates tax liability deductions, and isolates audit risk flags.



Related MCP server: dingdawg-finance-agent

🌟 Key Features

  • 100% Zero External Dependencies: Runs entirely on the Python 3.9+ standard library.

  • Model Context Protocol (MCP) Standard: Native support for JSON-RPC 2.0 initialize, tools/list, and tools/call.

  • Industrial-Grade Determinism: Rigorous exception isolation, predictable algorithmic complexity, and type annotations.

  • Dual Deployment Ecosystem: Verified across alphaparkinc and Alpha-Park organizations with multi-account validation.


🚀 Quick Start

1. Direct Python SDK Usage

from client import PersonalAgentTaxDeductionCategorizer

def main():
    agent = PersonalAgentTaxDeductionCategorizer()
    bills = [
        {"merchant": "AWS Cloud", "amount_usd": 184.50, "description": "Compute clusters for development"},
        {"merchant": "Logitech", "amount_usd": 129.99, "description": "MX Master 3S Ergonomic Mouse"},
        {"merchant": "Bistro Deluxe", "amount_usd": 290.00, "description": "Investor dinner"}
    ]
    res = agent.categorize_deductible_expenses(bills, marginal_tax_bracket_pct=32.0)
    print("--- Personal Tax Deduction Analysis ---")
    print(f"Total Spent: ${res['total_spent_usd']} | Total Deductible: ${res['total_deductible_usd']}")
    print(f"Estimated Tax Savings: ${res['estimated_tax_savings_usd']}")
    for exp in res['categorized_expenses']:
        print(f"* [{exp['schedule_c_category']}] {exp['merchant']}: ${exp['deductible_amount_usd']} (Audit Flag: {exp['audit_flag']})")

if __name__ == "__main__":
    main()

2. Run as Model Context Protocol (MCP) Server

Start standard JSON-RPC 2.0 server over stdio:

python mcp_server.py

Execute embedded test harness:

python mcp_server.py --test

🛠️ MCP Tool Specification

Inspect skill.json for parameter schemas and tool definitions compatible with Anthropic Claude, Meta Muse, and OpenAI Function Calling formats.


📜 License & Community

Licensed under the MIT License. Copyright © 2026 GenPark AI. Follow us on LinkedIn: https://www.linkedin.com/company/92955550 | https://www.llinkedin.com/company/92955550

Related MCP Connectors

Related MCP Servers

  • A
    license
    Not graded
    quality
    A
    maintenance
    Personal tax transaction classification (US Schedule A & C) MCP server that imports bank CSVs, classifies transactions with Claude AI, and provides tools for review, override, summaries, and cost tracking.
    Apache 2.0
  • A
    license
    A
    quality
    D
    maintenance
    Enables AI assistants to perform financial analysis, budget forecasting, compliance checks, expense categorization, and risk assessment, returning structured JSON with audit-ready governance receipts.
    5
    67 npm
    1
    Business Source 1.1
  • A
    license
    Not graded
    quality
    B
    maintenance
    Enables parsing of structured financial receipts, invoices, and bank statements, tolerance-based three-way reconciliation, detection of tax calculation drift and duplicate claims, and synthesis of double-entry bookkeeping journal entries.
    7
    MIT
  • F
    license
    Not graded
    quality
    B
    maintenance
    Enables auditing recurring bank and card subscription charges to detect stealth price increases, expired trial conversions, and calculate annualized budget leakage. It also generates retention negotiation dispute letters to help users reduce unnecessary expenses.
    7
    -