此 MCP 可以做什么
Parses crypto transaction ledgers, matches transfers, calculates tax lots and gains, produces Form 8949 rows, and reconciles broker 1099-DA data.
功能
工具
8
工具
build_lots
Build Lots
Build the lot inventory per account and every disposal with basis, gain and holding period. PREMIUM (license).
Methods: fifo (the default rule when no specific identification is made,
Treas. Reg. 1.1012-1(j)), lifo, hifo, or specific_id via a row's
specific_lots {lot_id: qty}. Typical input {"ledger": <rows>, "method":
"hifo", "transfers": <pairs from match_transfers>} returns {"disposals":
[{"row": "cb9", "asset": "BTC", "qty": "0.5", "proceeds": "31000.00",
"basis": "20000.00", "gain": "11000.00", "term": "long", ...}],
"open_lots": [...], "summary": {"short_term": {...}, "long_term":
{...}}}. Fees: a cash purchase's fee joins basis; a sale's or exchange's
fee reduces the amount realized (1.1001-7); a network fee paid in the
transferred asset is a disposal of those units (transfer_fee_policy
dispose) unless you choose ignore. Transfers between your own accounts
move lots with their basis and acquisition date. Use once ledger_lint
reports no errors. Not tax advice: it applies the stated rules to your
rows and shows its work. Errors: on invalid, missing, or malformed input this tool never raises a protocol error — it returns {"error": "<what is wrong and how to fix it>"} (for example {"error": "method must be fifo, lifo, hifo or specific_id"}). Every call is read-only and idempotent, so after correcting the input it is always safe to retry.
只读
幂等
输入模式
{'type': 'object', 'required': ['ledger'], 'properties': {'ledger': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': True}, 'description': 'canonical rows.'}, 'method': {'type': 'string', 'default': 'fifo', 'description': 'fifo, lifo, hifo or specific_id (rows without specific_lots fall back to fifo).'}, 'tax_year': {'type': 'integer', 'default': 0, 'maximum': 2100, 'minimum': 2009, 'description': 'when set, only disposals in that calendar year are returned (the inventory still runs from the start).'}, 'transfers': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': True}, 'default': [], 'description': 'pairs from match_transfers ({"out": id, "in": id, ...}); empty to auto-match with the defaults.'}, 'on_missing_lots': {'type': 'string', 'default': 'error', 'description': 'error (default), or zero_basis for lenient mode - disposals beyond the lots held get zero basis and unmatched transfer_out rows simply leave the inventory, each flagged.'}, 'transfer_fee_policy': {'type': 'string', 'default': 'dispose', 'description': 'dispose (default) or ignore for network fees paid in the transferred asset.'}}, 'additionalProperties': False}
输出模式
{'type': 'object', 'additionalProperties': True}
form_8949_rows
Form 8949 Rows
Lay the disposals out as Form 8949 rows with box categories and totals. PREMIUM (license).
Typical input {"disposals": <from build_lots>, "tax_year": 2026,
"default_reporting": "proceeds_only"} returns {"part_i": {"B": [rows]},
"part_ii": {"E": [rows]}, "totals": {...}}. Columns follow the form:
description (a), date acquired (b), date sold (c), proceeds (d), cost or
other basis (e), code (f), adjustment (g), gain or loss (h). Box: A/D
when the broker reported proceeds and basis, B/E when proceeds only, C/F
when no broker form - set per row in reporting {row_id: value} or for
all rows with default_reporting. Use to draft the schedule from computed
disposals. Not a filing: check the current form instructions. Errors: on invalid, missing, or malformed input this tool never raises a protocol error — it returns {"error": "<what is wrong and how to fix it>"} (for example {"error": "disposals must be a non-empty list from build_lots"}). Every call is read-only and idempotent, so after correcting the input it is always safe to retry.
只读
幂等
输入模式
{'type': 'object', 'required': ['disposals', 'tax_year'], 'properties': {'tax_year': {'type': 'integer', 'maximum': 2100, 'minimum': 2009, 'description': 'the calendar year of the disposals to include.'}, 'disposals': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': True}, 'description': 'rows from build_lots.'}, 'reporting': {'type': 'object', 'default': {}, 'description': 'per-row override: proceeds_and_basis, proceeds_only or none.', 'additionalProperties': True}, 'whole_dollars': {'type': 'boolean', 'default': False, 'description': 'round each row to whole dollars as the form permits.'}, 'default_reporting': {'type': 'string', 'default': 'none', 'description': 'proceeds_and_basis, proceeds_only or none (default).'}}, 'additionalProperties': False}
输出模式
{'type': 'object', 'additionalProperties': True}
ledger_lint
Ledger Lint
Find the problems that break a lot build: missing values, duplicates, negative balances. FREE.
Typical input {"ledger": <rows from parse_transactions>} returns
{"issues": [{"severity": "error", "row": "cb12", "issue": "sell of 0.5
BTC exceeds balance 0.2 in account coinbase"}], "balances": {"coinbase":
{"BTC": "0.2"}}, "counts": {...}}. Balances are running quantities per
account and asset in time order, ignoring transfers' fiat values. Use
after parse_transactions and before build_lots. Not a tax check: it
checks the ledger's arithmetic consistency only. Errors: on invalid, missing, or malformed input this tool never raises a protocol error — it returns {"error": "<what is wrong and how to fix it>"}. Every call is read-only and idempotent, so after correcting the input it is always safe to retry.
只读
幂等
输入模式
{'type': 'object', 'required': ['ledger'], 'properties': {'ledger': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': True}, 'description': 'canonical rows (ts, type, asset, qty, fiat_value, fees, account...).'}}, 'additionalProperties': False}
输出模式
{'type': 'object', 'additionalProperties': True}
lp_position_math
Lp Position Math
Impermanent loss, hold-vs-pool value and basis split for a two-asset constant-product pool. FREE.
Typical input {"deposit": {"asset_a": "ETH", "qty_a": "1", "price_a":
"2000", "asset_b": "USDC", "qty_b": "2000", "price_b": "1"},
"current_prices": {"ETH": "3000", "USDC": "1"}} returns {"il_pct":
"-2.02", "hold_value": "5000.00", "pool_value": "4898.98",
"deposit_value": "4000.00", "basis_split": {...}}. The pool value assumes
x*y=k with no fees; add fees_earned_fiat to see the net. The basis split
is the deposit's fiat value at deposit, allocated by each side's share,
which is the arithmetic a lot engine needs if the LP position is treated
as one asset. Use for DeFi position reviews. Not a determination of
whether the deposit is a taxable exchange. Errors: on invalid, missing, or malformed input this tool never raises a protocol error — it returns {"error": "<what is wrong and how to fix it>"} (for example {"error": "deposit and current_prices must be objects"}). Every call is read-only and idempotent, so after correcting the input it is always safe to retry.
只读
幂等
输入模式
{'type': 'object', 'required': ['deposit', 'current_prices'], 'properties': {'deposit': {'type': 'object', 'description': 'asset_a, qty_a, price_a, asset_b, qty_b, price_b at the time of deposit.', 'additionalProperties': True}, 'current_prices': {'type': 'object', 'description': '{asset: price} for both assets now.', 'additionalProperties': True}, 'fees_earned_fiat': {'type': 'number', 'default': 0.0, 'minimum': 0, 'description': 'fees accrued to the position, in fiat.'}}, 'additionalProperties': False}
输出模式
{'type': 'object', 'additionalProperties': True}
match_transfers
Match Transfers
Pair withdrawals with the deposits that received them between your own accounts. FREE.
Typical input {"ledger": <rows>, "window_minutes": 1440} returns
{"pairs": [{"out": "kr91", "in": "cb14", "asset": "BTC", "from":
"kraken", "to": "coinbase", "network_fee": "0.0001", "minutes": 42.0}],
"unmatched": {"transfer_out": [...], "transfer_in": [...]}}. A pair needs
the same asset, a different account, the deposit inside the window after
the withdrawal, and a quantity within tolerance_pct of the amount sent
net of the fee. Use before build_lots so basis and holding period move
with the coins instead of being treated as a sale. Not for transfers to
third parties: those stay unmatched and should be typed gift_out or sell. Errors: on invalid, missing, or malformed input this tool never raises a protocol error — it returns {"error": "<what is wrong and how to fix it>"}. Every call is read-only and idempotent, so after correcting the input it is always safe to retry.
只读
幂等
输入模式
{'type': 'object', 'required': ['ledger'], 'properties': {'ledger': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': True}, 'description': 'canonical rows.'}, 'tolerance_pct': {'type': 'number', 'default': 1.0, 'maximum': 25, 'minimum': 0, 'description': 'allowed quantity difference in percent after the fee (default 1).'}, 'window_minutes': {'type': 'integer', 'default': 1440, 'maximum': 20160, 'minimum': 1, 'description': 'how long after the withdrawal the deposit may land (default one day).'}}, 'additionalProperties': False}
输出模式
{'type': 'object', 'additionalProperties': True}
parse_transactions
Parse Transactions
Normalise an exchange CSV export into the canonical ledger rows. FREE.
Supports the Coinbase transaction-history export (Transaction Type /
Asset / Quantity Transacted columns), the Kraken ledgers export (txid /
refid / type / asset / amount / fee) and a generic CSV with the canonical
columns ts, type, asset, qty, fiat_value, fee_qty, fee_asset, fee_fiat,
counter_asset, counter_qty, account, id. Typical input {"csv_text":
"...", "source_hint": "coinbase"} returns {"rows": [...], "detected":
"coinbase", "unrecognised": [...], "warnings": [...]}. Rows it cannot
read are returned under unrecognised with the reason, never dropped
silently. In every row qty is the whole amount that entered or left the
account; when a fee was paid in the same asset, fee_qty is the part of
qty that was the fee. Use before ledger_lint and build_lots. Not for
other exchanges: convert those to the generic columns first. Errors: on invalid, missing, or malformed input this tool never raises a protocol error — it returns {"error": "<what is wrong and how to fix it>"} (for example {"error": "csv_text must be the CSV file contents"}). Every call is read-only and idempotent, so after correcting the input it is always safe to retry.
只读
幂等
输入模式
{'type': 'object', 'required': ['csv_text'], 'properties': {'account': {'type': 'string', 'default': '', 'description': 'account label to stamp on every row (defaults to the source name).'}, 'csv_text': {'type': 'string', 'description': 'the CSV file contents (up to 2 MB).'}, 'source_hint': {'type': 'string', 'default': '', 'description': 'coinbase, kraken or generic; empty to detect from the header.'}}, 'additionalProperties': False}
输出模式
{'type': 'object', 'additionalProperties': True}
reconcile_1099da
Reconcile 1099Da
Diff the broker's 1099-DA lines against the computed disposals. PREMIUM (license).
Typical input {"disposals": <from build_lots>, "form_rows": [{"asset":
"BTC", "date_sold": "2026-03-04", "qty": "0.5", "proceeds": "31000",
"basis": "", "account": "coinbase"}]} returns {"matched": [...],
"broker_missing_basis": [...], "basis_mismatch": [...],
"proceeds_mismatch": [...], "unmatched_form_rows": [...],
"unmatched_disposals": [...]}. A line matches a disposal on the same
account (when given), asset and sale date with quantity and proceeds
inside the tolerances; several lots sold in one order are summed first.
Use when the form arrives and the basis column is blank for coins that
came from your own wallet. Not a substitute for the broker's statement. Errors: on invalid, missing, or malformed input this tool never raises a protocol error — it returns {"error": "<what is wrong and how to fix it>"} (for example {"error": "disposals must be a non-empty list from build_lots"}). Every call is read-only and idempotent, so after correcting the input it is always safe to retry.
只读
幂等
输入模式
{'type': 'object', 'required': ['disposals', 'form_rows'], 'properties': {'disposals': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': True}, 'description': 'rows from build_lots.'}, 'form_rows': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': True}, 'description': '1099-DA lines: asset, date_sold, qty, proceeds, basis (may be blank), account (optional), id (optional).'}, 'money_tolerance': {'type': 'number', 'default': 1.0, 'maximum': 1000, 'minimum': 0, 'description': 'allowed proceeds/basis difference in fiat units (default 1.00).'}, 'qty_tolerance_pct': {'type': 'number', 'default': 0.5, 'maximum': 10, 'minimum': 0, 'description': 'allowed quantity difference in percent (default 0.5).'}}, 'additionalProperties': False}
输出模式
{'type': 'object', 'additionalProperties': True}
wash_window_check
Wash Window Check
Flag loss disposals with a repurchase of the same asset inside the window. FREE.
Typical input {"disposals": <from build_lots>, "acquisitions":
[{"asset": "ETH", "ts": "2026-02-10T10:00:00Z", "qty": "2"}]} returns
{"flags": [{"row": "cb7", "asset": "ETH", "loss": "-410.00",
"repurchases": [...]}], "rule_status": "..."}. The 30-day window before
and after the sale is the one IRC 1091 uses for stock or securities; as
checked on the verification date that statute had not been extended to
digital assets that are not securities, so the output is a heads-up for
planning, not an adjustment. Use when reviewing loss harvesting. Not a
determination that any rule applies. Errors: on invalid, missing, or malformed input this tool never raises a protocol error — it returns {"error": "<what is wrong and how to fix it>"} (for example {"error": "disposals and acquisitions must be lists"}). Every call is read-only and idempotent, so after correcting the input it is always safe to retry.
只读
幂等
输入模式
{'type': 'object', 'required': ['disposals', 'acquisitions'], 'properties': {'disposals': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': True}, 'description': 'rows from build_lots (uses asset, disposed_at, gain, row).'}, 'window_days': {'type': 'integer', 'default': 30, 'maximum': 90, 'minimum': 1, 'description': 'days before and after the loss disposal to scan (default 30).'}, 'acquisitions': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': True}, 'description': 'purchases/income rows with asset, ts, qty (ledger rows work as-is).'}}, 'additionalProperties': False}
输出模式
{'type': 'object', 'additionalProperties': True}
历史
近期工具变更
已添加
lp_position_math
2026年9月17日 12:36
已添加
wash_window_check
2026年9月17日 12:36
已添加
reconcile_1099da
2026年9月17日 12:36
已添加
form_8949_rows
2026年9月17日 12:36
已添加
build_lots
2026年9月17日 12:36
已添加
match_transfers
2026年9月17日 12:36
已添加
ledger_lint
2026年9月17日 12:36
已添加
parse_transactions
2026年9月17日 12:36
发现
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