Skip to main content
Glama

calculate_inheritance_tax

Calculate Swiss inheritance and gift tax for any municipality or canton based on beneficiary relationship and estate value. Covers tax years 2010-2026.

Instructions

Inheritance and gift tax, which is cantonal and varies enormously.

Spouses and direct descendants are exempt in most cantons while unrelated beneficiaries and unmarried partners can pay a quarter of the estate, so the beneficiary relationship matters more than the amount. Omit beneficiary to see every relationship for one place, or pass a canton code, 'capitals' or 'switzerland' to rank places for one relationship.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
topNoWhen ranking locations, how many to return per end.
amountYesValue of the estate share or gift, CHF.
is_giftNoTrue for a lifetime gift, False for an inheritance.
languageNode
locationYesTax location id, postal code, municipality name, canton code, 'capitals' or 'switzerland'.
tax_yearNo
beneficiaryNoWho receives it, e.g. 'child', 'spouse', 'sibling', 'cohabiting_partner', 'unrelated'. Omit to list every relationship.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior4/5

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

The description discloses that tax varies by canton and beneficiary relationship matters more than amount. It explains two usage modes, which is good behavioral context. With no annotations, it carries the burden well.

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?

Three sentences packed with essential information, front-loading key points (cantonal variation, beneficiary importance). No wasted words.

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

Completeness4/5

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

Given the complexity of inheritance tax and 7 parameters, the description covers main usage modes and key factors. It does not explain language or tax_year, but those are standard. Output schema may fill gaps.

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?

Schema coverage is 71%, with language and tax_year lacking descriptions. The description adds meaning for location and beneficiary (e.g., how to use them for different views), but does not cover all parameters. It partially compensates for missing schema info.

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

Purpose5/5

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

The description clearly states the tool calculates inheritance and gift tax, which is cantonal, and emphasizes the importance of beneficiary relationship. It uses specific verbs and resources, distinguishing it from sibling tools like calculate_tax.

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

Usage Guidelines4/5

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

The description provides explicit guidance on how to use the beneficiary and location parameters: omit beneficiary to see all relationships, or pass a location to rank. It gives context but does not explicitly state when to use this tool over siblings.

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

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/noaahh/estv-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server