# 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](CLAUDE.md).

## Install

```bash
npm install
npm run build
```

### Register with Claude Code

```bash
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`:

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

### Test with the MCP Inspector

```bash
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