Crypto Tax MCP

Cost basis tracking, capital gains calc, and 1099-DA reconciliation for Claude. Built on top of the Crypto Portfolio MCP data layer.

Price: Free (50 txns) / Pro $19/mo / Tax $49/mo
Transport: Streamable HTTP
Host: VPS (ssh ai) + nginx + Let's Encrypt

Tools

• import_transactions_csv — parse exchange CSV exports (Coinbase, Binance, Kraken formats)

• add_manual_transaction — add buy/sell/transfer/earn events manually

• get_transactions — filtered transaction history

• calculate_cost_basis — FIFO/LIFO/HIFO lot matching for any coin

• get_realized_gains — short-term / long-term gain summary for a tax year

• get_historical_fmv — fair market value on any past date (for airdrops, income events)

• export_tax_report — Form 8949-compatible gain/loss table (summary/csv/json)

• compare_1099da — flag discrepancies between user records and exchange-reported proceeds

Stack

• TypeScript + Node.js 20

• @modelcontextprotocol/sdk + Express + Zod

• CoinGecko Analyst API (for historical FMV, $129/mo at scale)

• Moralis (on-chain tx history, 30M free CU/mo)

• CCXT (CEX trade history via user API keys)

• SQLite (transactions, cost lots per user)

• Bearer API key auth (MVP)

Run

cp .env.example .env
npm install
npm run dev
npm run build && npm start