Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@itr-agent Ingest my AIS for AY 2024-25 and tell me what documents are missing"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
An open-source MCP server for filing Indian Income Tax Returns. It runs locally on your machine and plugs into any MCP-capable AI app (Claude Desktop, Cursor, and others). No backend, and no document leaves your device.
Phase 0 (foundation): strict schemas, the trade validation gate, and the MCP server skeleton.
Phase 1 (AIS and missing documents) is in place:
Ingest and store. ingest_ais, ingest_26as, ingest_form16, and
ingest_trades take structured data that the AI has read from the user's
file. The server validates it and stores it under ITR_AGENT_HOME (default
~/.itr-agent), one folder per assessment year.
Show. show_ais renders the AIS as markdown, with Indian digit grouping
and TDS totals.
Find what's missing. get_document_checklist works out which supporting
documents the AIS implies (26AS, Form 16 per employer, broker P&L) and
attaches a download guide to each missing one. Guides live in
src/itr_agent/guides_data/. They are drafted and not yet checked against
the live portals.
Still not_implemented: reconciliation, tax and capital-gains engines, ITR
JSON, and currency conversion. These are Phases 2 to 3.
Related MCP server: itr-mcp
uv venv .venv
uv pip install -p .venv/bin/python -e ".[dev]"
.venv/bin/python -m pytestRun the server over stdio:
.venv/bin/itr-agentMIT. See LICENSE.
This server cannot be deployed
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