FreeTaxUSA MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FREETAXUSA_HEADLESS | No | Set to false to see the browser window. | true |
| FREETAXUSA_TAX_YEAR | No | Tax year to file (change for prior years). | 2025 |
| FREETAXUSA_USER_DATA_DIR | No | Browser profile directory. | ~/.freetaxusa-mcp/browser-profile/ |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| authenticateA | Log in to FreeTaxUSA. When Hermes is configured (HERMES_URL/HERMES_CLIENT_TOKEN), the session is brokered by Hermes and no email/password is needed. Otherwise, pass email and password for the embedded browser login (credentials are used once and never stored). |
| get_session_statusA | Check if the FreeTaxUSA session is active and which tax year/section is loaded. |
| read_current_pageA | Read all form fields and their values on the current FreeTaxUSA page. |
| save_and_continueA | Submit the current FreeTaxUSA page and advance to the next page. |
| navigate_sectionA | Jump to a specific tax section by name (e.g., "income", "deductions") or SID number. |
| fill_taxpayer_infoB | Fill the taxpayer personal information section (name, SSN, DOB, address, occupation). |
| fill_filing_statusB | Set the filing status (single, married_joint, married_separate, head_of_household, qualifying_widow). |
| get_tax_summaryA | Get the tax return overview: refund/owed amount, AGI, filing status, completed sections. |
| get_refund_estimateA | Get the current calculated federal and state refund or amount owed. |
| fill_w2_incomeC | [Phase 2 - Not yet implemented] Enter W-2 wage data. |
| fill_1099_incomeC | [Phase 2 - Not yet implemented] Enter 1099 income data. |
| fill_deductionsB | [Phase 3 - Not yet implemented] Enter deduction information (standard or itemized). |
| review_returnB | [Phase 3 - Not yet implemented] Run error check and get review results before filing. |
| file_extensionB | [Phase 3 - Not yet implemented] File Form 4868 for an automatic extension. |
| get_form_statusB | [Phase 3 - Not yet implemented] Get which sections are complete, incomplete, or have errors. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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