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taxsort-mcp
TaxSort — Tollbooth-monetized MCP server for personal tax transaction classification
Tools
87
GitHub stars
—
Installs / wk
—
Licence
—
Transport
streamable-http
Last checked
27h ago
Tools & capabilities
87 toolsRead from the running server on 27h ago.
taxsort_account_statement
daysnpub*dpop_token*
Generate a patron's account statement at this operator. Returns the patron's purchase history, active credit tranches, per-tool usage breakdown, and recent daily usage logs. This… Generate a patron's account statement at this operator. Returns the patron's purchase history, active credit tranches, per-tool usage breakdown, and recent daily usage logs. This is the patron's spending account — not the operator's Authority tax balance. Free — no credits consumed. Proof of npub ownership is required to prevent statement-scraping of arbitrary patrons.
taxsort_account_statement_infographic
daysnpub*dpop_token*
Generate a visual SVG infographic of your account statement. Returns the same data as account_statement, rendered as a dark-themed SVG graphic with balance hero, metrics cards, he… Generate a visual SVG infographic of your account statement. Returns the same data as account_statement, rendered as a dark-themed SVG graphic with balance hero, metrics cards, health gauge, tranche table, and tool usage breakdown. Costs 1 api_sat per call. Proof is verified by ``debit_or_deny`` before any cost is incurred.
taxsort_adoption_status
dpop_tokenauthority_npub*
Check this operator's adoption-request status at a chosen Authority. Free. Polls the Authority MCP-to-MCP for the status of this operator's request (pending / approved / rejected… Check this operator's adoption-request status at a chosen Authority. Free. Polls the Authority MCP-to-MCP for the status of this operator's request (pending / approved / rejected / provisioned).
taxsort_apply_rules
npubdpop_tokensession_id*
Apply rules to unclassified transactions in a session. Apply rules to unclassified transactions in a session.
taxsort_ask_advisor
npubhistoryquestion*dpop_tokensession_id
Ask the Financial Advisor about using TaxSort. Ask the Financial Advisor about using TaxSort.
taxsort_ask_tax_researcher
npubhistoryquestion*dpop_tokensession_id
Ask the Tax Code Researcher about IRS provisions. Ask the Tax Code Researcher about IRS provisions.
taxsort_check_authority_balance
Check this operator's tax balance at the Authority. Returns the sats available for certifying patron credit purchases. When this balance reaches zero, patron top-ups cannot be cer… Check this operator's tax balance at the Authority. Returns the sats available for certifying patron credit purchases. When this balance reaches zero, patron top-ups cannot be certified and the operator must call purchase_credits on the Authority. This is the operator's own funding — not a patron balance. Free.
taxsort_check_balance
npub*dpop_token*
Check a patron's credit balance at this operator. This is the patron's spending balance — credits purchased via Lightning for tool calls at this operator. For the operator's own b… Check a patron's credit balance at this operator. This is the patron's spending balance — credits purchased via Lightning for tool calls at this operator. For the operator's own balance at the Authority (needed to certify patron purchases), use authority_check_balance instead. Free — no credits required. Proof of npub ownership is required to prevent anyone-with-the-registry from enumerating balances.
taxsort_check_payment
npub*dpop_token*invoice_id*
Check the payment status of a Lightning invoice. Call after paying the invoice from purchase_credits. Free — no credits required. Proof of npub ownership is required to prevent cr… Check the payment status of a Lightning invoice. Call after paying the invoice from purchase_credits. Free — no credits required. Proof of npub ownership is required to prevent credit-grant front-running by an observer of the invoice ID.
taxsort_check_price
npubtool_id*dpop_tokentool_kwargs
Preview the effective cost of a tool call. Shows the base cost and any constraint effects (discounts, free trials, surge pricing). Free — no credits required. Preview the effective cost of a tool call. Shows the base cost and any constraint effects (discounts, free trials, surge pricing). Free — no credits required.
taxsort_check_proof_status
dpop_tokenpatron_npub
Check whether a previously-cached dpop_token is still valid. Mirrors ``check_oauth_status`` for the npub-proof flow: a calling agent can ask "will my next paid call accept this dp… Check whether a previously-cached dpop_token is still valid. Mirrors ``check_oauth_status`` for the npub-proof flow: a calling agent can ask "will my next paid call accept this dpop_token?" before burning credits on a guaranteed failure. Free, no side effects — does not evict the cache or touch relays.
taxsort_check_unlock
npubresponse*dpop_token
Check if the unlock response is valid. Check if the unlock response is valid.
taxsort_clear_transactions
npubdpop_tokensession_id*
Delete all transactions and classifications for a session, so CSVs can be re-imported. Delete all transactions and classifications for a session, so CSVs can be re-imported.
taxsort_count_rule_matches
npubdpop_tokensession_id*amount_valueamount_operatordescription_pattern*
Count how many transactions match a rule pattern (live preview). Count how many transactions match a rule pattern (live preview).
taxsort_create_feedback_issue
bodynpubtitle*contactcategorydpop_token
Create a GitHub issue for bug reports, feature requests, or feedback. Create a GitHub issue for bug reports, feature requests, or feedback.
taxsort_create_session
npublabeltax_yeardpop_token
Create a new TaxSort session for a tax year. Create a new TaxSort session for a tax year.
taxsort_create_share_token
npubdpop_tokensession_id*expires_days
Create a share token so another user can access this session. Create a share token so another user can access this session.
taxsort_delete_account_transactions
npubaccount*dpop_tokensession_id*
Delete all transactions and classifications for a specific imported account. Delete all transactions and classifications for a specific imported account.
taxsort_delete_classification
npubdpop_tokensession_id*transaction_id*
Remove a classification, reverting the transaction to unclassified. Remove a classification, reverting the transaction to unclassified.
taxsort_delete_coupon
coupon_id*dpop_token
Delete a coupon. Cascades to all patron redemptions. Any chain step referencing the deleted coupon_id becomes a no-op (the constraint returns neutral on unknown ids) — the Studio… Delete a coupon. Cascades to all patron redemptions. Any chain step referencing the deleted coupon_id becomes a no-op (the constraint returns neutral on unknown ids) — the Studio surfaces orphan references as warnings. RESTRICTED to operator — requires proof.
taxsort_delete_custom_category
npubdpop_tokencategory_id*
Delete a custom category. Delete a custom category.
taxsort_delete_operator_credential
field*dpop_token*
Remove a single operator secret field. Deletes one key from the operator's encrypted credential blob without touching the others — the field-level counterpart to ``forget_credenti… Remove a single operator secret field. Deletes one key from the operator's encrypted credential blob without touching the others — the field-level counterpart to ``forget_credentials``, which wipes the whole row. Use it to retire a leftover after an SDK cutover (a Prefect key after Modal, or a stored but untemplated orphan like ``anthropic_api_key``) without taking the operator down for a full re-delivery. Stored-but-untemplated fields are first-class: the delete is keyed on what is vaulted, not on what the current template declares. Idempotent — already-absent fields report ``removed: false`` without rewriting the vault. RESTRICTED to the operator — requires proof (nsec-signed kind-27235 or a cached dpop_token phrase); patron proofs are rejected. A deletion is as destructive as a write.
taxsort_delete_patron_credential
npub*field*dpop_token*
Remove a single patron credential field. Deletes one field from stored credentials without affecting other fields. Free. Proof of npub ownership is required — this is a write to t… Remove a single patron credential field. Deletes one field from stored credentials without affecting other fields. Free. Proof of npub ownership is required — this is a write to the patron's sensitive credential vault.
taxsort_delete_rule
npubrule_id*dpop_token
Delete a classification rule by ID. Delete a classification rule by ID.
taxsort_forget_coupon
npub*coupon_id*dpop_token
Remove a coupon from this patron's redemption list. Cosmetic only — the coupon itself still exists at the operator, and the patron can re-redeem the same code later while the wind… Remove a coupon from this patron's redemption list. Cosmetic only — the coupon itself still exists at the operator, and the patron can re-redeem the same code later while the window allows. Free — requires proof of ``npub``.
taxsort_forget_credentials
npub*service*dpop_token*
Delete vaulted credentials for a specific service and npub. For operator credentials, pass the operator's own npub. For patron credentials, pass the patron's npub. Always requires… Delete vaulted credentials for a specific service and npub. For operator credentials, pass the operator's own npub. For patron credentials, pass the patron's npub. Always requires proof of npub ownership — a deletion is as destructive as a write.
taxsort_get_accounts
npubdpop_tokensession_id*
List all accounts in this session with their types and transaction counts. List all accounts in this session with their types and transaction counts.
taxsort_get_amount_neighbors
date*daysnpubamount*dpop_tokenexclude_id
+1
Fetch transactions with the same amount within ±days of a date. Used by the classifier to detect duplicates from overlapping CSV imports. Fetch transactions with the same amount within ±days of a date. Used by the classifier to detect duplicates from overlapping CSV imports.
taxsort_get_anthropic_key
npubdpop_token
Get the Anthropic API key for FE-driven classification. Get the Anthropic API key for FE-driven classification.
taxsort_get_api_usage_stats
npubdpop_tokensession_id
Get aggregated API usage statistics for cost analysis. Get aggregated API usage statistics for cost analysis.
taxsort_get_custom_categories
npubdpop_token
Get custom categories defined by this user. Get custom categories defined by this user.
taxsort_get_github_token
npubdpop_token
Get the GitHub token for creating issues in the taxsort-mcp repo. Get the GitHub token for creating issues in the taxsort-mcp repo.
taxsort_get_import_stats
npubdpop_tokensession_id*
Get import statistics for a session. Get import statistics for a session.
taxsort_get_nostr_profile
npub
Read an npub's public Nostr profile (NIP-01 kind-0 metadata). Free, no proof — the data is already public on relays. Returns the latest metadata fields (name, display_name, about,… Read an npub's public Nostr profile (NIP-01 kind-0 metadata). Free, no proof — the data is already public on relays. Returns the latest metadata fields (name, display_name, about, picture, banner, nip05, website, lud16) or an empty profile if none is published.
taxsort_get_notarization_proof
npub*notarization_id*
Generate a Merkle inclusion proof that a patron's balance was included in a Bitcoin-notarized snapshot. Generate a Merkle inclusion proof that a patron's balance was included in a Bitcoin-notarized snapshot.
taxsort_get_operator_onboarding_status
Report this operator's configuration readiness. Shows which operator settings are configured, which are missing, and how to deliver each missing value. For patron-level credential… Report this operator's configuration readiness. Shows which operator settings are configured, which are missing, and how to deliver each missing value. For patron-level credential status, use get_patron_onboarding_status instead. Free.
taxsort_get_patron_credential_fields
npub*dpop_token*
List stored patron credential field names (not values). Returns the names of fields stored for a patron, plus each field's ``delivered_at`` ISO-8601 timestamp when known (null for… List stored patron credential field names (not values). Returns the names of fields stored for a patron, plus each field's ``delivered_at`` ISO-8601 timestamp when known (null for secrets vaulted before timestamps were recorded). Values are never exposed — use this to verify which fields are configured and how old each one is. Free. Proof of npub ownership is required: the list of configured fields is itself sensitive (reveals which integrations a patron has set up).
taxsort_get_patron_onboarding_status
dpop_token*patron_npub*
Report a patron's credential readiness for this operator. For set-once services (eXcalibur, TheBrain), shows which patron secrets are configured and which are missing. For dynamic… Report a patron's credential readiness for this operator. For set-once services (eXcalibur, TheBrain), shows which patron secrets are configured and which are missing. For dynamic/OAuth2 services (Schwab), reports that no patron credentials are needed. Free. Proof of npub ownership is required because credential presence is sensitive information about the patron's setup.
taxsort_get_pricing_model
Get the active pricing model for this operator. Free. If no model exists, self-initializes a scaffold with all registered tools at 0 sats. No economic data from code. Get the active pricing model for this operator. Free. If no model exists, self-initializes a scaffold with all registered tools at 0 sats. No economic data from code.
taxsort_get_rules
npubdpop_tokensession_id
Get all classification rules for the current patron. Get all classification rules for the current patron.
taxsort_get_session
npubdpop_tokensession_id*
Get session details and summary stats. Get session details and summary stats.
taxsort_get_summary
npubmonthscopegroup_bydpop_tokensession_id*
Get a grouped spending summary for tax reporting. Get a grouped spending summary for tax reporting.
taxsort_get_transactions
npublimitmonthoffsetsearchaccount
+7
Get transactions for a session with optional filters. Returns raw transactions LEFT JOINed with their classifications. Use unclassified_only=true to fetch pages of transactions ne… Get transactions for a session with optional filters. Returns raw transactions LEFT JOINed with their classifications. Use unclassified_only=true to fetch pages of transactions needing classification by the FE. Use date_from/date_to for date range queries.
taxsort_get_transactions_paged
npubpagemonthsearchaccountcategory
+10
Server-side filtered, grouped, sorted, paginated transactions. group_sort controls the order of groups (A-Z vs Z-A). sort_col + sort_dir control row order within each group. When… Server-side filtered, grouped, sorted, paginated transactions. group_sort controls the order of groups (A-Z vs Z-A). sort_col + sort_dir control row order within each group. When group_by='none', only sort_col + sort_dir apply.
taxsort_import_csv
npubcontent*filename*dpop_tokensession_id*account_name
Import a CSV file into a session. Content is the raw CSV text. Optional account_name overrides the filename-derived account. Import a CSV file into a session. Content is the raw CSV text. Optional account_name overrides the filename-derived account.
taxsort_list_canonical_identities
Return canonical (tool_id, mcp_name, …) for every tool the wheel exposes. The authoritative source for any client (Studio, agents, FE) that needs to know how this MCP identifies i… Return canonical (tool_id, mcp_name, …) for every tool the wheel exposes. The authoritative source for any client (Studio, agents, FE) that needs to know how this MCP identifies its tools. Reconcile uses this output to UUID-join against the stored pricing model — no name-based UUID derivation, no guessing. Includes both ToolIdentity-seeded tools and any UUID recorded by ``@paid_tool`` that is missing from the registry. The latter appear with ``registered: false`` (and in the top-level ``unregistered`` array) so Reconcile can flag deploy drift instead of silently reporting clean when a live tool was never seeded (#174). If the operator renames a function or rebrands a slug, the mcp_name in this output changes but tool_id stays. That's the whole point of the canonical-UUID design. Also diffs the live FastMCP wire surface against the registry. Tools exposed on the wire but absent from the registry appear in ``unregistered`` so Reconcile can flag deploy drift instead of silently under-reporting (issue #175). Free, no side effects.
taxsort_list_constraint_types
List all available constraint types and their parameter schemas. Returns the type, category, description, and parameter specs for every constraint that can be used in a pricing pi… List all available constraint types and their parameter schemas. Returns the type, category, description, and parameter specs for every constraint that can be used in a pricing pipeline. Free — no credits required.
taxsort_list_coupons
dpop_token
List every coupon this operator has minted (newest first). Each row carries the current ``times_redeemed`` counter — the Studio renders a progress bar from this against ``total_us… List every coupon this operator has minted (newest first). Each row carries the current ``times_redeemed`` counter — the Studio renders a progress bar from this against ``total_uses``. RESTRICTED to operator — requires proof.
taxsort_list_feedback_issues
npubdpop_token
List feedback issues submitted by this patron. List feedback issues submitted by this patron.
taxsort_list_my_coupons
npub*dpop_token
List the coupons this patron has redeemed on this operator. Returns both active and exhausted redemptions with a per-row ``status`` (``active`` / ``window_closed`` / ``patron_limi… List the coupons this patron has redeemed on this operator. Returns both active and exhausted redemptions with a per-row ``status`` (``active`` / ``window_closed`` / ``patron_limit`` / ``total_limit``). Free — requires proof of ``npub``.
taxsort_list_notarizations
limitstatus
List recent Bitcoin notarization records. List recent Bitcoin notarization records.
taxsort_list_sessions
npubdpop_token
List all sessions owned by the current patron. List all sessions owned by the current patron.
taxsort_load_share_token
npubdpop_tokenshare_token*
Load a shared session via a share token. Load a shared session via a share token.
taxsort_mint_coupon
name*dpop_tokentotal_usesvalid_from*valid_until*uses_per_patron
+1
Create a new operator-owned discount coupon. Create a new operator-owned discount coupon.
taxsort_notarize_ledger
Build a Merkle tree of all patron balances and submit the root to Bitcoin via OpenTimestamps. Operator-only background task. Bitcoin confirmation takes 1-6 hours. Free — no credit… Build a Merkle tree of all patron balances and submit the root to Bitcoin via OpenTimestamps. Operator-only background task. Bitcoin confirmation takes 1-6 hours. Free — no credits required.
taxsort_oracle_about
Describe the DPYC ecosystem via the Oracle. Free. Describe the DPYC ecosystem via the Oracle. Free.
taxsort_oracle_get_tax_rate
Get the current DPYC certification tax rate. Free. Get the current DPYC certification tax rate. Free.
taxsort_oracle_how_to_join
Get DPYC onboarding instructions from the Oracle. Free. Get DPYC onboarding instructions from the Oracle. Free.
taxsort_oracle_lookup_member
npub*
Look up a DPYC community member by npub. Free. Look up a DPYC community member by npub. Free.
taxsort_oracle_network_advisory
Get active network advisories from the Oracle. Free. Get active network advisories from the Oracle. Free.
taxsort_publish_nostr_profile
npubsigned_event
Publish a CLIENT-SIGNED kind-0 profile to relays for an npub. The wheel never holds a patron nsec. The frontend signs the kind-0 metadata event with the patron's session key or a… Publish a CLIENT-SIGNED kind-0 profile to relays for an npub. The wheel never holds a patron nsec. The frontend signs the kind-0 metadata event with the patron's session key or a NIP-07 extension and passes the signed event (JSON) here; the wheel verifies the signature matches the npub, then relays it to public relays. The signature is the authorization — no proof token, no key custody. Free.
taxsort_purchase_credits
npub*dpop_token*amount_sats
Buy credits via Bitcoin Lightning. Creates a Lightning invoice. Pay it with any Lightning wallet, then call check_payment to confirm. Proof of npub ownership is required so credit… Buy credits via Bitcoin Lightning. Creates a Lightning invoice. Pay it with any Lightning wallet, then call check_payment to confirm. Proof of npub ownership is required so credits land in the correct ledger. Free — no credits required to call.
taxsort_receive_credentials
servicedpop_tokensender_npubcredential_card
Pick up credentials from the Secure Courier. Completes the CREDENTIAL-DELIVERY flow (the ownership-proof counterpart is ``receive_npub_proof``). **Call this only after the user c… Pick up credentials from the Secure Courier. Completes the CREDENTIAL-DELIVERY flow (the ownership-proof counterpart is ``receive_npub_proof``). **Call this only after the user confirms they have replied.** Deterministic, one-shot retrieval: name the response you want with ``(sender_npub, service, dpop_token)`` and the tool drains ONLY the rendezvous relay that channel was pinned to. Every popped DM with the wrong session phrase is deleted and its sender is NACK'd; the first DM with the matching phrase is accepted (ACK'd) and the scan stops. If none match, the queue is drained and a ``courier_not_found`` result is returned. Do NOT poll, loop, or retry. If a credential_card (ncred1...) is provided, it is redeemed directly without any relay access (dpop_token not required for that path). On success, the payment processor client is reinitialized from the new credentials — no server restart needed.
taxsort_receive_npub_proof
dpop_tokenpatron_npub
Receive npub ownership confirmation from a patron. Completes the npub-OWNERSHIP-PROOF flow (the credential-delivery counterpart is ``receive_credentials``). **Call this only afte… Receive npub ownership confirmation from a patron. Completes the npub-OWNERSHIP-PROOF flow (the credential-delivery counterpart is ``receive_credentials``). **Call this only after the user confirms they have replied.** Deterministic, one-shot retrieval: name the response with ``(patron_npub, dpop_token)`` — the ``dpop_token`` being the value returned by ``request_npub_proof``. The tool drains ONLY the pinned rendezvous relay that challenge was published on, stopping at the DM whose phrase matches. Mismatched DMs are deleted and NACK'd (without revealing the expected phrase). If called before the user replies, their message will never be found. Do NOT poll, loop, or retry. The signed DM itself proves npub ownership (the patron's nsec signed it). On success, returns the ``dpop_token`` — the same token. The calling application MUST remember it and pass it as the ``dpop_token`` parameter on every subsequent paid tool call. The proof (a hash of the token) is stored in the vault keyed by that hash — the MCP never stores the raw token itself. Free.
taxsort_redeem_coupon
code*npub*dpop_token
Claim a coupon by its name (the code the operator shared). Looks up the operator's coupon by ``code``, validates the window and total cap, and records a per-patron redemption row.… Claim a coupon by its name (the code the operator shared). Looks up the operator's coupon by ``code``, validates the window and total cap, and records a per-patron redemption row. Subsequent paid tool calls on this MCP auto-apply the discount until ``uses_per_patron`` is exhausted. Free — no credits required. Requires proof of ``npub``. Idempotent: redeeming the same code twice returns the existing redemption.
taxsort_report_api_usage
npubcalls*modeldpop_tokensession_id*input_tokens*
+1
Report Anthropic API usage from FE classification for cost tracking. Report Anthropic API usage from FE classification for cost tracking.
taxsort_report_issue
body*npub*title*tool_namedpop_token*
File a field report about this service as a GitHub issue on the operator's repo. Found a tool's metadata or response wrong or confusing? Report it where the tool lives. The **auth… File a field report about this service as a GitHub issue on the operator's repo. Found a tool's metadata or response wrong or confusing? Report it where the tool lives. The **author of record is your npub** — no npub / no proof, no issue — and it is stamped into the issue so the report is attributed to you, not the operator. Costs a small fee (a free write to an issue tracker would be abused). The report is PUBLIC and goes to the maintainers' normal triage; nothing is verified here. Returns the filed issue's repo, number, and url. If this operator has not enabled field reports, returns an "issue reporting not configured" situation and you are not charged.
taxsort_request_adoption
notedpop_tokenservice_urlauthority_npub*
Ask a chosen Authority to adopt this operator (deferred courtship). RESTRICTED to the operator — requires proof the caller controls this operator's npub. Resolves the Authority's… Ask a chosen Authority to adopt this operator (deferred courtship). RESTRICTED to the operator — requires proof the caller controls this operator's npub. Resolves the Authority's MCP endpoint from the community registry, mints an inline ownership proof with this operator's nsec, and delivers the request MCP-to-MCP. The Authority records it as pending; its owner approves on their own time. Poll ``adoption_status`` for progress; the operator flips to ``ready`` once the Authority provisions it.
taxsort_request_credential_channel
servicesender_npub
Open a Secure Courier channel for credential delivery. This is the CREDENTIAL-DELIVERY flow — use it to hand over a service secret (API keys, tokens). To merely prove you control… Open a Secure Courier channel for credential delivery. This is the CREDENTIAL-DELIVERY flow — use it to hand over a service secret (API keys, tokens). To merely prove you control an npub (the usual answer to a ``proof_required`` error), use ``request_npub_proof`` instead. Note: dynamic/OAuth2 services (e.g. Schwab) need NO couriered secret — check ``service_status`` first. Sends a welcome DM with a credential template. The recipient must read the DM in their Nostr client, fill in the fields, and reply manually. **This is a human-in-the-loop flow.** After calling this tool, STOP and tell the user what to do. Wait for the user to confirm they have replied before calling ``receive_credentials``. Do NOT poll or retry — each ``receive_credentials`` call destructively drains the relay mailbox.
taxsort_request_npub_proof
reasonverify_atpatron_npub
Request npub ownership proof from a patron via Nostr DM. This is the npub-OWNERSHIP-PROOF flow — use it when a call returns ``proof_required``. It proves the caller controls an np… Request npub ownership proof from a patron via Nostr DM. This is the npub-OWNERSHIP-PROOF flow — use it when a call returns ``proof_required``. It proves the caller controls an npub; it does NOT deliver any service secret. To hand an operator its API keys or OAuth secrets, use ``request_credential_channel`` instead. Sends a challenge DM that the patron must sign and reply to using their Nostr client. **This is a human-in-the-loop flow.** After calling this tool, STOP and tell the user to check their Nostr client and reply to the challenge. Wait for the user to confirm they have replied before calling ``receive_npub_proof``. Do NOT poll or retry — each ``receive_npub_proof`` call destructively drains the relay mailbox. **Returns** a ``dpop_token`` — the demonstrated-proof-of-possession token that the calling application MUST remember and pass as the ``dpop_token`` parameter on every subsequent paid tool call. The MCP does not retain this value across restarts. **Lifecycle:** The cached proof expires after the patron's chosen duration. When it expires, call ``request_npub_proof`` again for a fresh challenge, then wait for the user, then call ``receive_npub_proof``. Free.
taxsort_request_unlock
npubdpop_token
Request a session unlock after timeout. Request a session unlock after timeout.
taxsort_reset_classifications
npubdpop_tokensession_id*
Delete all classifications but keep the imported transactions. Delete all classifications but keep the imported transactions.
taxsort_reset_pricing_model
dpop_token
Erase all pricing models and restore a viable default. Deletes every stored model, then self-initializes a fresh one from the tool registry — all tools at 0 sats with proper UUIDs… Erase all pricing models and restore a viable default. Deletes every stored model, then self-initializes a fresh one from the tool registry — all tools at 0 sats with proper UUIDs. Returns the new model. RESTRICTED to operator — requires proof (nsec-signed).
taxsort_restore_credits
dpop_token*invoice_id*patron_npub*
Credit a patron's ledger from a BTCPay-settled invoice. **RESTRICTED to the operator** — the operator owns the books and is the only party who can issue a manual credit grant. Pat… Credit a patron's ledger from a BTCPay-settled invoice. **RESTRICTED to the operator** — the operator owns the books and is the only party who can issue a manual credit grant. Patrons who believe they paid but never got credits must escalate to the operator's support, who then invokes this tool on their behalf. Use cases: cold-start vault races during check_payment, ncred delivery hiccups, patrons closing Top-Off sheets before settle, any infrastructure incident that left an invoice settled at BTCPay but uncredited on the operator's ledger. Idempotent — if the invoice is already credited (in the patron's ``credited_invoices``), returns success with credits_granted=0.
taxsort_restore_neon_schema
dpop_token
Re-run ``ensure_schema()`` on every NeonVault this operator uses. Diagnostic / recovery tool for the case where the Neon HTTP SQL API is returning persistent 4xx errors and the op… Re-run ``ensure_schema()`` on every NeonVault this operator uses. Diagnostic / recovery tool for the case where the Neon HTTP SQL API is returning persistent 4xx errors and the operator suspects the schema isn't there or grants are wrong. Idempotent — uses ``CREATE TABLE IF NOT EXISTS`` so a successful re-run is harmless. Returns the per-step result. If any step raises, surfaces the Neon error message inline (0.31.0 reads the SQL error body that earlier wheels swallowed behind ``raise_for_status``). RESTRICTED to operator — requires proof (nsec-signed).
taxsort_save_classifications
npubdpop_tokensession_id*classifications
Bulk write classifications from the FE. classifications is a JSON array of objects, each with: - id: raw_transaction_id - category, subcategory (required) - confidence, reas… Bulk write classifications from the FE. classifications is a JSON array of objects, each with: - id: raw_transaction_id - category, subcategory (required) - confidence, reason, merchant, description_override (optional) - classified_by: 'ai' | 'rule' | 'manual' (default 'ai')
taxsort_save_custom_category
npubcategory*dpop_tokensubcategory*
Add a custom category/subcategory (e.g. Personal / Auto Gas). Add a custom category/subcategory (e.g. Personal / Auto Gas).
taxsort_save_rule
npubcategory*dpop_tokensession_idsubcategory*amount_value
+3
Create a classification rule. Provide description_pattern (regex matched case-insensitively against the transaction description), category, and subcategory. Optionally add amount_… Create a classification rule. Provide description_pattern (regex matched case-insensitively against the transaction description), category, and subcategory. Optionally add amount_operator (lt, lte, gt, gte, eq, neq) and amount_value to filter by amount. When the compound constraint matches, category, subcategory, and optionally description (new_description) are written.
taxsort_service_status
Check the health and configuration of this service. Free. Check the health and configuration of this service. Free.
taxsort_session_heartbeat
npubdpop_tokensession_id*
Presence heartbeat. Returns who else is active in this session. Presence heartbeat. Returns who else is active in this session.
taxsort_session_status
patron_npub
Check operator readiness. Returns the operator lifecycle state and clear guidance on what to do next. Free. Lifecycle states: - ready: Operator is warm and fully operational — vau… Check operator readiness. Returns the operator lifecycle state and clear guidance on what to do next. Free. Lifecycle states: - ready: Operator is warm and fully operational — vault AND pricing model verified. Proceed with tool calls. - warming_up: Operator is initializing (cold start). Try a tool call — it will warm up on demand. - misconfigured: Persistence rejected a query with a permanent SQL error (permission denied, missing relation). Paid tools will fail until the operator repairs the database — retrying does not help. - quota_exceeded: The persistence provider (Neon) answered HTTP 402 — the operator's database has exhausted its compute/storage quota, so the books are locked for billing. Paid tools fail; retrying does NOT help. The operator's Authority must restore capacity (upgrade the plan or wait for the quota reset). Free tools remain available. - not_registered: Operator has no Authority relationship yet. Call register_operator first. - no_identity: Operator nsec is not configured. Deployment issue.
taxsort_set_account_type
npubdpop_tokensession_id*account_name*account_type*
Set an account's type: bank (checking/savings), card (credit/debit), investment, or loan. Set an account's type: bank (checking/savings), card (credit/debit), investment, or loan.
taxsort_set_pricing_model
dpop_tokenmodel_json*
Set the active pricing model. RESTRICTED to operator. Requires a valid proof (Schnorr-signed kind-27235 event) proving the caller holds the operator's nsec. Set the active pricing model. RESTRICTED to operator. Requires a valid proof (Schnorr-signed kind-27235 event) proving the caller holds the operator's nsec.
taxsort_update_coupon
namecoupon_id*dpop_tokentotal_usesvalid_fromvalid_until
+4
Patch a coupon's editable fields. Pass only the fields you want to change. To set a cap to unlimited (NULL in the schema), pass ``clear_uses_per_patron=true`` or ``clear_total_us… Patch a coupon's editable fields. Pass only the fields you want to change. To set a cap to unlimited (NULL in the schema), pass ``clear_uses_per_patron=true`` or ``clear_total_uses=true``. Renaming the code is allowed — existing patron redemption rows survive (they key on coupon id). RESTRICTED to operator — requires proof.
taxsort_update_operator_credential
field*value*dpop_token*
Add or update a single operator secret field. Merges into the operator's stored credentials without touching the others — the field-level counterpart to re-delivering the whole bu… Add or update a single operator secret field. Merges into the operator's stored credentials without touching the others — the field-level counterpart to re-delivering the whole bundle over Secure Courier. Use it to rotate one secret (a reissued ``btcpay_api_key``, say) without restating the six you did not change, where any field omitted from a courier reply is destroyed. The value is never echoed back. RESTRICTED to the operator — requires proof (nsec-signed kind-27235 or a cached dpop_token phrase); patron proofs are rejected.
taxsort_update_patron_credential
npub*field*value*dpop_token*
Add or update a single patron credential field. Merges into existing stored credentials without affecting other fields. Useful for setting an account identifier after OAuth, chang… Add or update a single patron credential field. Merges into existing stored credentials without affecting other fields. Useful for setting an account identifier after OAuth, changing a default brain, etc. Free. Proof of npub ownership is required — this is a write to the patron's sensitive credential vault.
taxsort_verify_passphrase
npubdpop_tokenpassphrase*