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Taxformatter

sean-bravo/trw

This server gives Claude the ability to parse cryptocurrency CSVs and bank statement PDFs into normalized transaction data for tax software. It exposes three tools: parse_crypto_csv for handling exports from 14 exchanges including Coinbase, Kraken, and Binance, parse_bank_statement for extracting transactions from PDFs, and list_supported_sources to see what formats work. The output converts to Koinly, TurboTax, CoinLedger, or ZenLedger formats. Requires a TaxFormatter API key. Useful when you're building tax prep workflows, consolidating financial data from multiple sources, or letting an agent handle messy exchange exports without writing custom parsers for each platform.

tools
3
auth
Secret needed
transport
STDIO
env var
1
last updated
May 4, 2026
View on GitHub

Tools

3 tools

Public tool metadata for what this MCP can expose to an agent.

parse_crypto_csvParse a crypto exchange CSV (Coinbase, Binance, Kraken, etc.) and convert to a tax software format. Auto-detects the exchange if not specified.3 params

Parse a crypto exchange CSV (Coinbase, Binance, Kraken, etc.) and convert to a tax software format. Auto-detects the exchange if not specified.

Parameters* required
exchangestring
Exchange name (e.g. 'coinbase', 'binance'). Auto-detected if omitted.
file_pathstring
Absolute or relative path to the CSV file
output_formatstring
Output format. Defaults to koinly.one of koinly · turbotax · coinledger · zenledger
parse_bank_statementParse a bank statement PDF (Chase, Mercury, Navy Federal, etc.) and extract transactions as structured data. Auto-detects the bank.2 params

Parse a bank statement PDF (Chase, Mercury, Navy Federal, etc.) and extract transactions as structured data. Auto-detects the bank.

Parameters* required
bankstring
Bank name (e.g. 'chase', 'mercury'). Auto-detected if omitted.
file_pathstring
Absolute or relative path to the PDF file
list_supported_sourcesList all supported crypto exchanges and banks. No arguments.

List all supported crypto exchanges and banks. No arguments.

No parameter schema in public metadata yet.

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Configuration

TAXFORMATTER_API_KEY*secret

Your TaxFormatter API key (starts with tf_live_). Get one free at taxformatter.com/dashboard/developer

Readme

Details

Repository
github.com/sean-bravo/trw
Categories
Data & Analytics, Finance & Commerce
Package
@taxformatter/mcp-server
Transport
STDIO
Auth
Required
Registry
MCP registry, active

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