BoomTax - 1099, W-2, ACA Filing
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.
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BoomTax MCP Server
Query your BoomTax tax filing data from any AI assistant that supports the Model Context Protocol β Claude, Cursor, Windsurf, VS Code Copilot, and more.
IRIS-Ready: BoomTax files all 1099 forms through IRS IRIS. The
list_filing_typesandlist_filingstools include afilingSystemfield showing which IRS system each filing uses (IRIS, AIR, BSO, PDR). Learn more about the FIRE-to-IRIS transition
Tools
| Tool | Description |
|---|---|
list_filings | List filings with filters (tax year, form type, status). Includes filingSystem field. |
get_filing_details | Filing detail with payer summary and e-file status |
get_filing_summary | Aggregate counts by status and form type |
list_filing_forms | List forms in a filing |
get_form | Form metadata (type, status, dates) |
get_efile_status | E-file request/response timeline |
get_efile_errors | E-file errors with codes and messages |
list_payers | List payers across filings |
get_payer | Payer details for a filing |
list_filing_types | All supported filing types, e-file availability, and filing system (IRIS/AIR/BSO/PDR) |
All tools are read-only. TINs are always masked (last 4 digits only).
Supported Filing Systems
| System | Forms | Status |
|---|---|---|
| IRIS | 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-K, 1099-R, 1099-SA, 1099-C, W-2G, 5498-SA | Active (replaces FIRE on Dec 31, 2026) |
| AIR | 1094-B, 1095-B, 1094-C, 1095-C | Active |
| BSO | W-2 | Active |
| PDR | 1099-HC | Active |
Prerequisites
Your BoomTax account must have API access enabled. Contact support@boomtax.com to request access.
Setup
Option A: Remote (recommended)
Connect directly to BoomTax β no install required. Requires a BoomTax API token.
Option B: Local (npx)
npx @boomtax/mcp-server
Requires environment variables:
BOOMTAX_API_USERNAMEβ your BoomTax emailBOOMTAX_API_PASSWORDβ your BoomTax passwordBOOMTAX_API_URLβ (optional) defaults tohttps://api.boomtax.com
Configuration by AI Client
Claude Desktop
Remote:
{
"mcpServers": {
"boomtax": {
"url": "https://api.boomtax.com/mcp"
}
}
}
Local:
{
"mcpServers": {
"boomtax": {
"command": "npx",
"args": ["@boomtax/mcp-server"],
"env": {
"BOOMTAX_API_URL": "https://api.boomtax.com",
"BOOMTAX_API_USERNAME": "you@yourfirm.com",
"BOOMTAX_API_PASSWORD": "your-password"
}
}
}
}
Claude Code (CLI)
claude mcp add boomtax --transport http https://api.boomtax.com/mcp
Or local:
claude mcp add boomtax -- npx @boomtax/mcp-server
Cursor
Add to Cursor Settings > MCP Servers:
Remote:
{
"mcpServers": {
"boomtax": {
"url": "https://api.boomtax.com/mcp"
}
}
}
Local:
{
"mcpServers": {
"boomtax": {
"command": "npx",
"args": ["@boomtax/mcp-server"],
"env": {
"BOOMTAX_API_URL": "https://api.boomtax.com",
"BOOMTAX_API_USERNAME": "you@yourfirm.com",
"BOOMTAX_API_PASSWORD": "your-password"
}
}
}
}
Windsurf
Add to ~/.codeium/windsurf/mcp_config.json:
{
"mcpServers": {
"boomtax": {
"command": "npx",
"args": ["@boomtax/mcp-server"],
"env": {
"BOOMTAX_API_URL": "https://api.boomtax.com",
"BOOMTAX_API_USERNAME": "you@yourfirm.com",
"BOOMTAX_API_PASSWORD": "your-password"
}
}
}
}
VS Code (GitHub Copilot)
Add to .vscode/mcp.json in your project:
{
"servers": {
"boomtax": {
"command": "npx",
"args": ["@boomtax/mcp-server"],
"env": {
"BOOMTAX_API_URL": "https://api.boomtax.com",
"BOOMTAX_API_USERNAME": "${input:boomtaxUsername}",
"BOOMTAX_API_PASSWORD": "${input:boomtaxPassword}"
}
}
},
"inputs": [
{
"id": "boomtaxUsername",
"type": "promptString",
"description": "BoomTax API username (email)",
"password": false
},
{
"id": "boomtaxPassword",
"type": "promptString",
"description": "BoomTax API password",
"password": true
}
]
}
Example Prompts
Once connected, try asking your AI assistant:
- "What filings do I have for tax year 2025?"
- "Show me a summary of all my filings"
- "What's the e-file status of my W-2 filing?"
- "Are there any e-file errors on my 1099-NEC filing?"
- "List all my payers"
- "What filing types does BoomTax support and which use IRIS?"
Security
- All data access is scoped to your authenticated account
- TINs/SSNs are always masked (last 4 digits only)
- All tools are read-only β no data can be modified
- The local server authenticates via the same JWT tokens as the REST API
- API access requires explicit opt-in on your BoomTax account
License
Proprietary. Copyright BoomTax.
