BoomTax - 1099, W-2, ACA Filing

BoomTax API - IRS Information Return Filing Connect AI agents to BoomTax for tax form management and e-filing.

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What it can do

  • Get Filing Summary: Get aggregate filing counts grouped by status and form type for a tax year.
  • List Filing Types: List all filing types supported by BoomTax with their tax year and e-file availability.
  • List Filing Forms: List all forms belonging to a specific filing with their status and metadata.

What data it sees

Do you need an account

No: the server works without sign-in

BoomTax API - IRS Information Return Filing

Connect AI agents to BoomTax for tax form management and e-filing. Query filings (1099, W-2, 1095, etc.), check e-file status and errors, look up payers, and get filing summaries across tax years.

Tools:

  • Search and filter filings by tax year, form type, and status
  • Get filing details with payer info and e-file status
  • View e-file errors with IRS error codes and messages
  • Look up payers/issuers with filing counts
  • List all supported filing types and e-file availability

Requires a BoomTax account with API access enabled. OAuth 2.1 with PKCE.

How to connect

How to connect BoomTax - 1099, W-2, ACA Filing to Claude

The server address to paste into Claude settings:

https://mcp-server--boomtax.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 BoomTax - 1099, W-2, ACA Filing to ChatGPT

The server address to paste into ChatGPT settings:

https://mcp-server--boomtax.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 BoomTax - 1099, W-2, ACA Filing to Cursor

The server address to paste into Cursor settings:

https://mcp-server--boomtax.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.

get_filing_summaryGet aggregate filing counts grouped by status and form type for a tax year.
list_filing_typesList all filing types supported by BoomTax with their tax year and e-file availability.
list_filing_formsList all forms belonging to a specific filing with their status and metadata.
get_formGet a specific form's metadata including type, status, and dates. TINs are always masked.
get_filing_detailsGet detailed information about a specific filing including payer summary and latest e-file status.
list_payersList payers (issuers) across your filings. TINs are not shown in the list view for security.
get_efile_errorsGet e-file errors for a filing including header-level and per-form errors with error codes and messages.
list_filingsList tax filings with optional filters. Returns paginated results with filing name, status, form type, and dates.
get_efile_statusGet the e-file status for a filing including the full request/response timeline.
get_payerGet payer (issuer) details for a specific filing including masked TIN and contact information.