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.

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