haiiibin/acb-tax-mcp

What it does

acb-tax-mcp is a Model Context Protocol (MCP) server that automates Canadian tax calculations for investment portfolios. It processes trade history to compute adjusted cost base (ACB), track average costs across multiple purchases, calculate realized capital gains per disposition, and identify superficial loss transactions. The tool provides calculation support for Canadian investors managing taxable investment accounts.

How to set up

Installation is straightforward via pip: pip install acbtaxmcp. The tool runs locally as a pure Python application compatible with Windows, macOS, and Linux. Once installed, it integrates with MCP-compatible platforms like Claude, allowing you to query tax calculations directly through your AI interface.

Key features

• Average cost tracking across multiple buy transactions
• Per-disposition realized capital gains calculation
• Superficial loss detection for tax planning
• Local execution with no external dependencies
• Pure Python implementation for cross-platform compatibility
• Calculation aid focused on accuracy (not tax advice)