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dma9527

irs-taxpayer-mcp

by dma9527

generate_full_tax_report

Generate a comprehensive tax estimate report combining federal tax, state tax, FICA, credits, and deductions into one summary for tax planning.

Instructions

Generate a full tax estimate report combining federal tax, state tax, FICA, all credits and deductions into one summary. Like a TurboTax final page.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
taxYearYesTax year (2024 or 2025)
filingStatusYes
w2IncomeNoW-2 wages
selfEmploymentIncomeNoSelf-employment net profit
interestIncomeNo1099-INT interest income
dividendIncomeNo1099-DIV ordinary dividends
qualifiedDividendsNoQualified dividends (subset of dividends, taxed at CG rates)
longTermCapitalGainsNoLong-term capital gains/losses
shortTermCapitalGainsNoShort-term capital gains/losses
otherIncomeNoOther income (rental, alimony, etc.)
aboveTheLineDeductionsNoHSA, student loan interest, educator expenses, etc.
mortgageInterestNoMortgage interest
stateLocalTaxesPaidNoState/local/property taxes paid
charitableDonationsNoCharitable contributions
medicalExpensesNoUnreimbursed medical expenses
otherItemizedNoOther itemized deductions
dependentsNoQualifying children under 17
qualifiedBusinessIncomeNoQBI for Section 199A
stateCodeNoState code for state tax estimate
federalWithheldNoFederal tax already withheld YTD
stateWithheldNoState tax already withheld YTD
estimatedPaymentsMadeNoEstimated tax payments already made
Behavior2/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries the full burden of behavioral disclosure. It states the tool generates a report but doesn't clarify if this is a read-only operation, whether it performs calculations or retrieves data, what the output format is, or any rate limits or authentication needs. The analogy to 'TurboTax final page' hints at a summary view but lacks concrete behavioral details.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single, efficient sentence that front-loads the core purpose and includes a helpful analogy. Every word earns its place, with no redundancy or unnecessary elaboration, making it appropriately sized for the tool's complexity.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's high complexity (22 parameters) and lack of annotations and output schema, the description is incomplete. It explains the purpose but doesn't cover behavioral aspects, output details, or usage nuances. However, the high schema coverage (95%) mitigates some gaps, making it minimally adequate but with clear room for improvement in contextual guidance.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The description doesn't mention any parameters, but schema description coverage is 95%, meaning the schema already documents most parameters well. The description adds no additional parameter semantics beyond what's in the schema. With high schema coverage, the baseline score is 3, as the description doesn't compensate but also doesn't detract from the schema's documentation.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool's purpose: 'Generate a full tax estimate report combining federal tax, state tax, FICA, all credits and deductions into one summary.' It specifies the verb ('generate') and resource ('full tax estimate report') with scope details. However, it doesn't explicitly distinguish this comprehensive report generation from sibling tools like 'calculate_total_tax' or 'simulate_tax_scenario', which might have overlapping functionality.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies usage context through the phrase 'Like a TurboTax final page,' suggesting this tool is for final summary reports. However, it doesn't provide explicit guidance on when to use this tool versus alternatives like 'calculate_total_tax' or 'simulate_tax_scenario' from the sibling list. No exclusions or prerequisites are mentioned, leaving usage decisions to inference.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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