§ Tax Agent

Federal estate tax, gift exclusions and fiduciary income tax

One command on the Estate and gift tax server, callable over MCP as get_estate_capabilities. Every result carries the method it used, the rule pack it was pinned to, what is still missing and whether coverage was complete, for a licensed professional to review.

What it needs, and why

This command takes no arguments: it reports what the server covers. Which calculators taxagent-estate exposes, what it will not compute, and the rule pack its figures are pinned to. Reading the registry before promising anything is the difference between a refusal and a plausible wrong answer.

Requests it answers

  • “What estate and gift tax does this server cover?”
  • “Does it decide what belongs in the gross estate?”

An agent with these skills loaded picks the command from phrasing like that, asks for whatever input is missing, and reports the figures with the method that produced them.

Run it

scripts/mcp_server.sh --server estate

The same command is exposed by taxagent-estate, so Claude, Claude Code, Codex, Cursor and any other MCP client can call it directly. Analysis only. No tool in this server places orders, modifies custodian records or files returns. This server holds no client data: every figure arrives in the call and nothing is stored. Results are estimates over those figures, not a return and not tax advice. The compressed fiduciary brackets and the unified credit are computed; what belongs in the gross estate, and what it is worth, are not.

Limits it inherits from taxagent-estate

  • Whether property belongs in the gross estate, and what a closely held interest is worth. Both are facts, and both change the answer more than the rate schedule does.
  • Generation-skipping transfer tax, and valuation discounts.
  • State estate and inheritance taxes, which several states impose at far lower thresholds than the federal exclusion.
  • Whether a portability election was made: a deceased spouse's unused exclusion is taken as given.

The server, its other 3 commands and what it deliberately leaves alone are on the Estate and gift tax page.