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AI Connectors · Finance

TaxAct

Filing cost estimates and tax document checklists from TaxAct

Listed in Claude · 8 published tools · Verified partner

Claude connector docs taxact.com

Overview

What TaxAct does

TaxAct sells consumer tax preparation software for US federal and state returns. The connector puts a set of pre-filing questions in reach of a chat session: what a return costs on each TaxAct tier, a rough refund or balance due figure from a handful of inputs, which forms to gather before starting, and where a given item goes in the TaxAct interview. It also answers tax law questions against a knowledge base built for the 2025 tax year, and can hand off to Xpert Assist, a separately purchased service staffed by credentialed preparers. No credentials were needed to reach the endpoint, which answered a tool listing request unauthenticated, so the pre-filing side works before any TaxAct account exists.

Who it is for

Individual filers weighing preparation options before they start a return.

Tool surface

None of the eight tools files anything: they price a return, estimate a refund, list required documents, explain a form and point at where a field lives in the TaxAct interview, with connect_with_expert handing off to a separately purchased human service.

Availability

Where TaxAct is listed

TaxAct is listed in the Claude connectors directory only. TaxAct has no app under the same domain in the ChatGPT directory; 392 of the 3,150 products here are on both marketplaces, and this is not one of them.

The MCP server behind a Claude connector is usually the same server a ChatGPT app would need, so the absence is a distribution decision rather than a technical one.

Claude listing

In the Claude connectors directory

TaxAct publishes 8 tools to Claude. That is a mid-sized surface: 37.7% of the 1,253 Claude-listed connectors expose fewer.

The median Claude-listed connector filed under Finance publishes 12, so this one sits 4 tools below its bucket's median, 107th of 159.

It falls in the 7-10 tools band, which holds 14.6% of the Claude directory.

Measured against the live endpoint

A direct call to the endpoint returned 8 tools, matching the 8 the listing publishes. Probed 2026-08-07.

Tools the server actually returns

  • compare_filing_costs
  • estimate_taxes
  • connect_with_expert
  • tax_document_checklist
  • ask_tax_question
  • find_interview_topic
  • tax_deadlines
  • explain_tax_document

TaxAct publishes a remote MCP endpoint. Claude connects to it over HTTP; there is nothing to install locally.

Every connector in the Claude directory is remote, all 1,253 of them, so transport is not a differentiator there.

Publisher
TaxAct
Verification
Verified partner (37.8% of the Claude directory)
Filed under
Financial Services
Endpoint
https://mcp.taxact.com/mcp
Published tools
8 · 7-10 tools band
Depth rank in Finance
107 of 159
Snapshot
August 2026

TaxAct carries partner verification in the Claude directory, which 474 of 1,253 listings do (37.8%). That is a review step past self-publishing, not an Anthropic-built server.

In the publisher's words

How TaxAct describes it

Compare filing costs, estimate your refund, and check what documents you need.

Quoted from the connector's own Claude directory listing as captured in August 2026. Node8 did not write it and does not vouch for it.

Nearby

Other Finance connectors

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Energy Ogre

Texas electricity plan savings estimates

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All 363 Finance connectors

This is an independent catalogue entry compiled by Node8 from TaxAct's public marketplace listing as it stood in August 2026. Listing facts come from the marketplaces; the comparisons against the rest of the directory and any live-endpoint measurements are Node8's. Node8 is not affiliated with TaxAct, and inclusion here is not an endorsement.

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