CryptoTaxEdge
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| YOUR_API_KEY | Yes | Your API key for authentication, obtained from dashboard.cryptotaxedge.com under Settings → API Keys. |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {} |
| prompts | {} |
| resources | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| classify_transactionA | Classify a single blockchain transaction using CryptoTaxEdge's multi-source consensus engine, the same engine and serve semantics as the public REST /v1/classify endpoint. Returns the /v1 contract fields: category (swap / transfer / stake / lend / bridge / etc.), treatment (disposal / income / non_taxable / expense / needs_review), taxable, confidence, needs_review, plus a natural-language description. Works for EVM chains and Solana. Provide tx_hash (chain optional, auto-detected), or contract_address + function_selector + chain for a rule-library tuple lookup. |
| lookup_contractA | Look up a smart contract in CryptoTaxEdge's registry. Returns protocol metadata, contract type, verified ABI availability, label, and category hints. Use before deciding whether to classify a tx. |
| classify_batchA | Classify a batch of blockchain transactions (up to 100) using CryptoTaxEdge's classification engine. Built for accounting platforms integrating CTE as their classification layer. Returns per-transaction: canonical category (swap / transfer / income_receipt / fee_payment / borrow / repay / collateral_supply / collateral_withdraw / liquidity_add / liquidity_remove / unclassified), tax treatment (taxable, tax category), confidence score, and a natural-language explanation. Complex multi-step transactions (flash loans, batch NFT sales, bridges, DCA programs) additionally return a per-leg breakdown and a preparer-ready memo with IRS citations. EVM + Solana. Pass engagement_id / firm_id to apply firm-specific classification policy when configured. |
| map_to_chart_of_accountsA | Map classified blockchain transactions into journal-entry-ready ledger lines against a chart of accounts. For each transaction (up to 100): debit account, credit account, optional gain/loss plug account, memo (protocol + reasoning), confidence, and a route-to-review flag, plus category roll-ups with the governing US tax authority (IRC §1001, §61, Rev. Rul. 2019-24, Rev. Rul. 2023-14, etc.). Pass your own chart_of_accounts (array of {name, type}) and the tool maps to YOUR account names; omit it for a standard crypto-treasury chart. Suggested, non-binding entries: the ledger platform owns amounts, cost basis, and posting. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 4 tools
classify_transaction and classify_batch share the same core action and could be confused, though their single-vs-batch distinction is clearly described. lookup_contract and map_to_chart_of_accounts are each unambiguously distinct from the classification tools.
All tool names follow a clear verb_noun style: classify_transaction, classify_batch, lookup_contract, and map_to_chart_of_accounts. The pattern is consistently applied and easy to predict.
Four tools is well-scoped for this server's purpose: contract lookup, single classification, batch classification, and chart-of-accounts mapping. Each tool earns its place and the count stays comfortably within the ideal range.
The core workflow of lookup, classify, batch-classify, and map to ledger entries is well covered. The only notable gap is the absence of a reclassification or review-override tool for adjusting previous decisions, but this is a minor gap for a stateless classification API.