Aiwyn Tax

Automate tax workflow tasks and manage client engagements.

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What it can do

  • Check Tax: Check inputs to calculate a tax return for a given jurisdiction. The 'input' argument must conform to the JSON schema returned by the tax_namespace_schema tool. Returns 'Success' on success
  • Calculate Tax: Calculate a tax return for a given jurisdiction. The 'input' argument must conform to the JSON schema returned by the tax_namespace_schema tool. Returns computed tax return document on
  • Tax Years: List all supported tax years.

What data it sees

Do you need an account

No: the server works without sign-in

Automate tax workflow tasks and manage client engagements. Track deadlines, organize documents, and handle billing for accounting firms.

How to connect

How to connect Aiwyn Tax to Claude

The server address to paste into Claude settings:

https://aiwyn.run.tools

  1. Open Claude (claude.ai or the desktop app).
  2. Go to Settings → Connectors.
  3. Click Add custom connector.
  4. Paste the server address copied below into Remote MCP server URL and click Add.
  5. In a chat, click + → Connectors and switch the new connector on.

Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

Authorization

After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

How to connect Aiwyn Tax to ChatGPT

The server address to paste into ChatGPT settings:

https://aiwyn.run.tools

  1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
  2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
  3. Open Settings → Connectors and click Create.
  4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
  5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
  6. In a new chat open + → Apps/Connectors and enable the connector.

OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

Authorization

On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

How to connect Aiwyn Tax to Cursor

The server address to paste into Cursor settings:

https://aiwyn.run.tools

Fastest: click Open in Cursor below and confirm the prompt.

Manually:

  1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
  2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
  3. Save the file. The server appears in the MCP list; authorize it there if asked.

Authorization

If the service needs sign-in, an authorize button appears next to the server in the MCP list.

Server tool list (10)

Raw names from tools/list. Only developers need these.

check_taxCheck inputs to calculate a tax return for a given jurisdiction. The 'input' argument must conform to the JSON schema returned by the tax_namespace_schema tool. Returns 'Success' on success, or validation errors if the input is invalid. If some inputs trigger a PARTIAL DISQUALIFICATION, the check still succeeds but includes disqualification details — proceed to calculate_tax to get the document and estimate the impact. Use this tool to validate inputs before calculating the tax return.
calculate_taxCalculate a tax return for a given jurisdiction. The 'input' argument must conform to the JSON schema returned by the tax_namespace_schema tool. Returns computed tax return document on success, or validation errors if the input is invalid. If some inputs trigger a PARTIAL DISQUALIFICATION, the document is still returned for the supported fields; review the disqualification details and estimate the impact of the unsupported fields on the taxpayer's tax owed or refund due. Use the check_tax tool first to validate the input before calculating the tax return with this tool.IMPORTANT RULES: (1) All field values must be wrapped as {"value": <val>} — never pass bare values. (2) Currency amounts are whole-dollar integers (e.g. $19,312.42 = 19312). (3) Every item in an array namespace (NamespaceList) must have a "uuid" field with a valid UUIDv4 string. UUIDv4 format: xxxxxxxx-xxxx-4xxx-[89ab]xxx-xxxxxxxxxxxx — the 3rd group MUST start with '4' (version) and the 4th group MUST start with '8', '9', 'a', or 'b' (variant). NEVER construct UUIDs manually (e.g. 'B1111111-1111-1111-1111-111111111111' is invalid). Use a UUID generator; example valid value: 'a3b4c5d6-e7f8-4a9b-8c0d-1e2f3a4b5c6d'. (4) Nested arrays (e.g. w2_state_local_tax_grp inside a w2) also require a UUIDv4 on each item. (5) Use "who_applies_to" to cross-reference entries: {"value": "taxpayer"} for singletons, {"value": "<namespace>#<uuid>"} for array items (e.g. "dependent_detail#<uuid>"). Other named reference fields (e.g. "person" in qualifying_person_grp, "student" in student_educational_instn_grp) use the same "<namespace>#<uuid>" format. (6) For state returns with Extended Links (state namespace extending a federal NamespaceList), each extended link item must use a UUIDv5 generated from the source item's UUID (as the namespace) and the extended namespace name (as the name). Matching is UUID-based, not positional. The number of expected instances depends on the source formula — it is NOT always a 1:1 match with the federal list (e.g. CA Form 3853 ca_household_grp expects taxpayer + spouse + all dependents). Incorrect or random UUIDs cause SILENT DATA LOSS — the server drops unrecognized UUIDs and replaces them with empty instances. Use the generate_uuid_v5 tool with the source item's UUID as the source_uuid and the extended namespace name (e.g. "ca_provider", "ca_irsw2_g") as the namespace input.Example: generate_uuid_v5(source_uuid: w2_uuid, namespace: "ca_irsw2_g") for a CA W-2 extension.(7) return_header is top-level, NOT nested inside return_data. Use tax_simple_return first to see the full input structure and examples.
tax_yearsList all supported tax years.
tax_jurisdictionsList all supported tax jurisdictions for a given tax year.
tax_namespace_schemaGet the TCB input schema for a single namespace (e.g. "irs1040", "irs1040_schedulec", "ca_form540"). Returns the properties and types for that namespace. HOW TO READ THE SCHEMA: (1) Each field references a type like tcb_string_null, tcb_integer_null, or tcb_boolean_null. All values must be wrapped as {"value": <val>}. (2) If the namespace title ends in '_list' (e.g. 'w2_list', 'dependent_detail_list'), it is a NamespaceList — an array of objects. Each array item MUST include a "uuid" field (non-null UUIDv4 string). (3) Reference fields link entries to other namespaces e.g. "person" in qualifying_person_grp, "student" in student_educational_instn_grp. All use the same format: {"value": "<namespace>#<uuid>"} (e.g. "dependent_detail#<uuid>"). (4) Nested arrays within a namespace (e.g. w2_state_local_tax_grp inside w2) also require uuid on each nested item. (5) Pattern-validated strings (e.g. SSNs, ZIPs, dates) have regex constraints in the schema $defs. SSNs/EINs: 9-digit string (no dashes). ZIPs: 5 or 9 digits. Dates: YYYY-MM-DD.
tax_namespacesList all available input namespaces for a given jurisdiction. Use the returned names with the tax_namespace_schema tool to get the schema for a specific namespace. Requires a jurisdiction (e.g. "us" for federal, "ca" for California). Use the tax_jurisdictions tool first to discover available jurisdictions. NAMESPACE NAMING CONVENTIONS: Federal namespaces: irs1040, irs1040_schedule1, irs8962, w2, dependent_detail, etc. State namespaces: always prefixed with the state abbreviation (ca_form540, ny_it201, az_form140). NAMESPACE TYPES: Some namespaces are singletons (object), others are NamespaceLists (array) that can hold multiple items — e.g. w2 (multiple W-2s), dependent_detail (multiple dependents), irs1040_schedulec (multiple businesses). NamespaceList items require UUIDv4 fields. State NamespaceLists may act as Extended Links that extend a federal NamespaceList (e.g. ca_provider extends care_provider_grp). Extended link items must use UUIDv5 (deterministic, derived from source item UUID as namespace + extended namespace name as name). Matching is UUID-based, not positional. Wrong UUIDs cause silent data loss.Use the generate_uuid_v5 tool with the source item's UUID as the source_uuid and the extended namespace name (e.g. "ca_provider", "ca_irsw2_g") as the namespace input.Example: generate_uuid_v5(source_uuid: w2_uuid, namespace: "ca_irsw2_g") for a CA W-2 extension.
tax_simple_returnCall this FIRST when beginning any tax return. Returns the curated namespace list, top-level structure guide, example input, and step-by-step filing workflow. By default returns a simple scenario (single or MFJ filer, W-2 income only, standard deduction, no dependents). Pass scenario="with_dependents" for returns that include dependents, child care (Form 2441), and education credits (Form 8863). Optionally pass a state jurisdiction (e.g. "ca") to also include state-level namespaces — if you don't know which state applies, ask the user before calling.
generate_tax_pdf_toolStart async PDF generation for a tax return. The 'input' argument must conform to the JSON schema returned by the tax_namespace_schema tool. Returns a job ID to poll with get_tax_pdf.Use the check_tax tool first to validate the input before generating the tax PDF with this tool.The input follows the same rules as calculate_tax: all values wrapped as {"value": <val>}, array items require UUIDv4 fields (extended link items use UUIDv5), references use who_applies_to, and return_header is top-level (not inside return_data). Use tax_simple_return to see the full input structure.
get_tax_pdf_toolCheck status of a PDF generation job. Returns the status and a download URL when completed, only use this tool after generating the tax PDF with the generate_tax_pdf tool and it successfully returns a job ID.
generate_uuid_v5Generate a UUID v5 based on a source uuid and namespace.