Tax Formatter
Parse crypto exchange CSVs (Coinbase, Binance, Kraken, +11 more) and bank statement PDFs (Chase, BofA, +11 more) into Koinly, TurboTax, CoinLedger, or ZenLedger formats. Free tier: 25 files/month, no credit card required.
What is Tax Formatter?
Tax Formatter is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to parse crypto exchange csvs (coinbase, binance, kraken, +11 more) and bank statement pdfs (chase, bofa, +11 more) into koinly, turbotax, coinledger, or zenledger formats. free tier: 25 files/month, no ...
Parse crypto exchange CSVs (Coinbase, Binance, Kraken, +11 more) and bank statement PDFs (Chase, BofA, +11 more) into Koinly, TurboTax, CoinLedger, or ZenLedger formats. Free tier: 25 files/month, no credit card required.
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Parse crypto exchange CSVs (Coinbase, Binance, Kraken, +11 m
Use Cases
Maintainer
Works with
Installation
NPM
npx -y @taxformatter/mcp-serverManual Installation
npx -y @taxformatter/mcp-serverConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
Frequently Asked Questions about Tax Formatter
What is Tax Formatter?
Tax Formatter is a Model Context Protocol (MCP) server that parse crypto exchange csvs (coinbase, binance, kraken, +11 more) and bank statement pdfs (chase, bofa, +11 more) into koinly, turbotax, coinledger, or zenledger formats. free tier: 25 files/month, no credit card required. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Tax Formatter?
Install via npm with the command: npx -y @taxformatter/mcp-server. Then add the server configuration to your AI client's JSON config file (e.g., claude_desktop_config.json or .cursor/mcp.json).
Which AI clients work with Tax Formatter?
Tax Formatter works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Tax Formatter free to use?
Yes, Tax Formatter is open source and available under the ISC License license. You can use it freely in both personal and commercial projects.
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Browse More Finance & Fintech MCP Servers
Explore all finance & fintech servers available in the MCPgee directory. Each server includes setup guides for Claude, Cursor, and VS Code.
Set Up Tax Formatter in Your Editor
Choose your AI client for step-by-step setup instructions.
Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
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