How it works
You do not upload files. Your assistant reads them
We invert the usual arrangement. Instead of sending us a broker statement, you give it to your assistant — and it sends us the numbers that can be computed.
Four steps
Connect with one command
Once, in your assistant configuration. Works with Claude Code, Claude Desktop, Cursor and ChatGPT in developer mode.
Ask in your own words
“Compute my PIT-38 for 2026, the statements are in Downloads.” You do not need to know what your broker calls its columns.
The assistant reads the files at your end
It fetches our published rules and turns statement rows into numbers. The files never leave your disk — we have no field to upload them into.
We compute and send the figure back
Together with the breakdown into PIT-38 and PIT/ZG sections and a list of corrections — places where our server overrode what the assistant sent.
What reaches us
type SELL date 2026-03-14 ticker CVX isin US1667641005 quantity 12 price 154.22 USD
That is all. The contract has no fields for anything else.
What the contract has no room for
This is not a promise but the shape of the data: those fields simply do not exist. If such a value landed in a numeric field, we refuse the request entirely and never repeat the value — not in the reply, not in the log.
Where we are the authority
We do not trust the assistant where we know better
We derive the NBP rate ourselves from the date given. We verify the instrument type by ISIN, because tickers mislead — CVX is Chevron stock, not a crypto asset of the same name. Every such correction is shown to you.
Why the figure matches
The same engine, not a copy
The calculation is done by the same code as the web calculator. A test on real broker statements checks that both paths agree on every change.
Connecting
claude mcp add --transport http taxroam https://taxroam.com/mcp --header "Authorization: Bearer $TAXROAM_KEY"You append your key to the command as a header. Details for each assistant are in the documentation. Documentation
What we do not do
Boundaries worth knowing in advance
- We do not file the return for you — you get the figure and the breakdown, the rest is yours.
- We do not give tax advice. This is a calculation tool; the result must be checked.
- We do not support derivatives — options, futures, swaps. The contract refuses them rather than compute them wrongly.
- We do not store your statements, because we never receive them.