Taxformatter
Normalize messy crypto CSVs and bank PDFs into tax-ready transactions your agent can hand off to Koinly, TurboTax, or CoinLedger.
Overview
TaxFormatter MCP is a MCP server for the Operate phase that parses crypto CSVs and bank PDFs into clean transaction data for Koinly, TurboTax, and CoinLedger.
What is this MCP server?
- Parses crypto CSV exports and bank PDFs into normalized transaction rows
- Output oriented toward Koinly, TurboTax, and CoinLedger import flows
- npm @taxformatter/mcp-server at version 0.1.2 with required tf_live_ API key
- stdio MCP for agent-driven tax prep without manual spreadsheet scrubbing
- Hosted TaxFormatter API; key from taxformatter.com developer dashboard
- Server version 0.1.2
- npm identifier @taxformatter/mcp-server
- Named export targets: Koinly, TurboTax, CoinLedger (3)
What problem does it solve?
Exchange and bank exports arrive in incompatible CSV and PDF shapes, and you lose days massaging them before tax software will import correctly.
Who is it for?
Solo founders and contractors with crypto or multi-bank history who file with Koinly, TurboTax, or CoinLedger and want agent-assisted cleanup.
Skip if: Users with only simple W-2 income and no crypto or PDF bank statements, or anyone seeking automated legal tax filing without human review.
What do I get? / Deliverables
Your agent can send raw exports through TaxFormatter MCP and receive normalized transactions ready for downstream tax tool imports.
- Registered stdio TaxFormatter MCP server
- Normalized transaction datasets aligned to major tax importers
- Reduced manual CSV and PDF cleanup in agent-assisted filing prep
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Journey fit
Operate is canonical because tax formatting is recurring personal or business administration after you are earning and holding assets, not early product discovery. Iterate fits seasonal tax cleanup, reconciling new export formats, and re-running parsers when exchanges change CSV layouts.
How it compares
Finance parsing MCP backed by TaxFormatter API, not a generic spreadsheet skill or full CPA workflow.
Common Questions / FAQ
Who is TaxFormatter MCP for?
Indie builders and investors who use MCP agents and need crypto CSV and bank PDF data normalized for common tax import tools.
When should I use TaxFormatter MCP?
Use it during tax season or ongoing bookkeeping when new exchange or bank exports need parsing before Koinly, TurboTax, or CoinLedger import.
How do I add TaxFormatter MCP to my agent?
Create a tf_live_ API key at taxformatter.com/dashboard/developer, set TAXFORMATTER_API_KEY, add @taxformatter/mcp-server as a stdio MCP server, then pass files or paths per the server tools.