About haiiibin/acb-tax-mcp
haiiibin/acb-tax-mcp is an MCP server in the Finance category: mcp`.
Install
From source
git clone https://github.com/haiiibin/acb-tax-mcpThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (7)
acb_summaryJust current holdings and their book cost (handy for unrealized gains against a market price).
Parameters not published.
calculate_acbFull calculation: current holdings (shares, total ACB, ACB per share), every disposition with proceeds/ACB/outlays/gain, per-year summaries, and warnings.
Parameters not published.
capital_gains_reportA Schedule-3-style report for one tax year: each disposition plus totals, net capital gain, and taxable gain (50% inclusion).
Parameters not published.
check_superficial_lossesFlags losses caught by the 30-day rule, with the denied (deferred) amount per event.
Parameters not published.
normalize_broker_csvTurns a raw broker activity export into clean transactions: maps common column aliases ("Trade Date", "Activity Type", "Quantity"...), keeps buy/sell rows (DRIP counts as a buy), cleans "$1,200"/"(9.95)" formats, and reports every skipped row with a reason.
Parameters not published.
schedule3_summaryOne aggregated row per security in the exact Schedule 3 column shape: shares, gross proceeds, ACB, outlays (commissions), gain/loss after the superficial-loss rule, acquisition years, and totals -- the lines you actually transcribe when filing.
Parameters not published.
unrealized_gainsCurrent holdings' ACB against market prices you supply: per-position and total unrealized gain in dollars and percent (foreign-quoted securities take a price + fx_rate pair).
Parameters not published.
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