# TaxFormatter

Parse crypto exchange CSVs and bank statement PDFs into clean, structured transaction data. Supports 14 exchanges (Coinbase, Binance, Kraken, Robinhood, Gemini, and more) and 13 banks (Chase, BofA, W…

## Quick Start

```bash
# Connect this server (installs CLI if needed)
npx -y @smithery/cli@latest mcp add sean-bavo/taxformatter

# Browse available tools
npx -y @smithery/cli@latest tool list sean-bavo/taxformatter

# Get full schema for a tool
npx -y @smithery/cli@latest tool get sean-bavo/taxformatter parse_crypto_csv

# Call a tool
npx -y @smithery/cli@latest tool call sean-bavo/taxformatter parse_crypto_csv '{}'
```

## Direct MCP Connection

Endpoint: `https://taxformatter--sean-bavo.run.tools`

**Required config:**
- `TAXFORMATTER_API_KEY` (header) — API key (starts with tf_live_). Get one free at taxformatter.com/dashboard/developer

## Tools (3)

- `parse_crypto_csv` — Parse a crypto exchange CSV (Coinbase, Binance, Kraken, etc.) and convert to a tax software format. Auto-detects the ex…
- `parse_bank_statement` — Parse a bank statement PDF (Chase, Mercury, Navy Federal, etc.) and extract transactions as structured data. Auto-detec…
- `list_supported_sources` — List all supported crypto exchanges and banks. No arguments.

```bash
# Get full input/output schema for a tool
npx -y @smithery/cli@latest tool get sean-bavo/taxformatter <tool-name>
```