Alberta Tax Agent

A Claude MCP plugin that brings the working knowledge of an Alberta tax accounting and law firm into your editor. 47 tools across 10 domains, plus a self-learning layer that lets the agent absorb new rates, rules, and corrections over time.

What's inside

• Corporate Tax (4 tools). T2/AT1 calculations, SBD, instalments, rate references.

• GST/HST (4 tools). Registration assessment, Quick Method comparison, ITC eligibility.

• Payroll (4 tools). CPP/EI/tax deductions, remittance schedules, WCB premiums.

• Tax Planning (5 tools). Salary vs dividend, Holdco analysis, estate freezes, income splitting, LCGE qualification.

• Deductions & Credits (5 tools). CCA, SR&ED, vehicle expense, home office.

• Compliance & Audit (6 tools). Risk assessment, late penalties, voluntary disclosures, director liability, dispute roadmap.

• International Tax (4 tools). Treaty rates, cross-border transactions, foreign tax credits.

• Business Structure (3 tools). Entity comparison, asset vs share sale, reorganizations.

• Deadlines & Calendar (3 tools). Upcoming deadlines, filing calendar, year-end checklist.

• Self-Learning (9 tools). Knowledge updates, research logging, correction tracking, insight capture, dynamic rate overrides.

Full tool listing in CLAUDE.md.

Related MCP server: Skills MCP AD

Install

npm install
npm run build

Register with Claude Code

claude mcp add alberta-tax-agent node /absolute/path/to/alberta-tax-agent/build/index.js

Register with Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "alberta-tax-agent": {
      "command": "node",
      "args": ["/absolute/path/to/alberta-tax-agent/build/index.js"]
    }
  }
}

Test with the MCP Inspector

npm run inspect

Why this exists

Tax software treats the Income Tax Act as a black box and gives you numbers. A tax-aware agent treats it as queryable knowledge and gives you reasoning. The difference matters most when the right answer depends on facts the form doesn't ask for: a Holdco that may or may not earn its keep, an SR&ED claim whose proxy method changes the math, a cross-border payment whose treaty rate beats the statutory withholding.

The self-learning layer exists because tax law changes. Static rate tables go stale within a year. The dynamic rate overlay lets the agent absorb corrections without a code change.

Disclaimer

Informational analysis only. Not professional tax advice. Verify against current CRA and Alberta TRA publications and consult a qualified CPA or tax lawyer before making decisions with real money attached.

License

MIT