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Aiwyn Tax

aiwyn

Automate tax workflow tasks and manage client engagements. Track deadlines, organize documents, and handle billing for accounting firms.

Uses
6.4k
Tools
10
Runs
Hosted
Listed
8mo ago

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Add it to your agent

npx -y @smithery/cli@latest install aiwyn --client claude

Swap --client claude for cursor, vscode, windsurf or another client. The CLI asks for any required settings.

What it can do

10 tools

check_tax3 paramsCheck inputs to calculate a tax return for a given jurisdiction. The 'input' argument must conform to the JSON schema returned by the tax…

Check inputs to calculate a tax return for a given jurisdiction. The 'input' argument must conform to the JSON schema returned by the tax_namespace_schema tool. Returns 'Success' on success, or validation errors if the input is invalid. If some inputs trigger a PARTIAL DISQUALIFICATION, the check still succeeds but includes disqualification details — proceed to calculate_tax to get the document and estimate the impact. Use this tool to validate inputs before calculating the tax return.

ParameterTypeDescription
inputobjectTax input data conforming to the schema from the tax_namespace_schema tool.
tax_yearstringTax year to calculate for (e.g., "TY25"). Defaults to the current tax year.
jurisdictionstringState jurisdiction to validate (e.g., "pa"), in addition to federal.Use the tax_jurisdictions tool to list available jurisdictions.
calculate_tax3 paramsCalculate a tax return for a given jurisdiction. The 'input' argument must conform to the JSON schema returned by the tax_namespace_schem…

Calculate a tax return for a given jurisdiction. The 'input' argument must conform to the JSON schema returned by the tax_namespace_schema tool. Returns computed tax return document on success, or validation errors if the input is invalid. If some inputs trigger a PARTIAL DISQUALIFICATION, the document is still returned for the supported fields; review the disqualification details and estimate the impact of the unsupported fields on the taxpayer's tax owed or refund due. Use the check_tax tool f

ParameterTypeDescription
inputobjectTax input data conforming to the schema from the tax_namespace_schema tool.
tax_yearstringTax year to calculate for (e.g., "TY25"). Defaults to the current tax year.
jurisdictionstringState jurisdiction to calculate (e.g., "pa"), in addition to federal.Use the tax_jurisdictions tool to list available jurisdictions.
tax_yearsList all supported tax years.
tax_jurisdictions1 paramList all supported tax jurisdictions for a given tax year.
ParameterTypeDescription
tax_yearstringTax year to list jurisdictions for (e.g., "TY25"). Defaults to the current tax year.
tax_namespace_schema3 paramsGet the TCB input schema for a single namespace (e.g. "irs1040", "irs1040_schedulec", "ca_form540"). Returns the properties and types for…

Get the TCB input schema for a single namespace (e.g. "irs1040", "irs1040_schedulec", "ca_form540"). Returns the properties and types for that namespace. HOW TO READ THE SCHEMA: (1) Each field references a type like tcb_string_null, tcb_integer_null, or tcb_boolean_null. All values must be wrapped as {"value": <val>}. (2) If the namespace title ends in '_list' (e.g. 'w2_list', 'dependent_detail_list'), it is a NamespaceList — an array of objects. Each array item MUST include a "uuid" field (non-

ParameterTypeDescription
formatstringOutput format. "summary" (default) returns a compact list of fields with type, enum, required, and description. "full" returns the raw JSON Schema.
tax_yearstringTax year (e.g. "TY25"). Defaults to the current tax year.
namespacestringThe namespace ID (e.g. "irs1040", "irs1040_schedulec", "ca_form540").
tax_namespaces2 paramsList all available input namespaces for a given jurisdiction. Use the returned names with the tax_namespace_schema tool to get the schema…

List all available input namespaces for a given jurisdiction. Use the returned names with the tax_namespace_schema tool to get the schema for a specific namespace. Requires a jurisdiction (e.g. "us" for federal, "ca" for California). Use the tax_jurisdictions tool first to discover available jurisdictions. NAMESPACE NAMING CONVENTIONS: Federal namespaces: irs1040, irs1040_schedule1, irs8962, w2, dependent_detail, etc. State namespaces: always prefixed with the state abbreviation (ca_form540, ny_

ParameterTypeDescription
tax_yearstringTax year (e.g. "TY25"). Defaults to the current tax year.
jurisdictionstringJurisdiction to list namespaces for (e.g. "us", "ca", "az").
tax_simple_return3 paramsCall this FIRST when beginning any tax return. Returns the curated namespace list, top-level structure guide, example input, and step-by-…

Call this FIRST when beginning any tax return. Returns the curated namespace list, top-level structure guide, example input, and step-by-step filing workflow. By default returns a simple scenario (single or MFJ filer, W-2 income only, standard deduction, no dependents). Pass scenario="with_dependents" for returns that include dependents, child care (Form 2441), and education credits (Form 8863). Optionally pass a state jurisdiction (e.g. "ca") to also include state-level namespaces — if you don'

ParameterTypeDescription
scenariostringReturn scenario. "simple" (default): single/MFJ, W-2 only, no dependents. "with_dependents": includes dependents, Form 2441 (child care), and Form 8863 (education credits).
tax_yearstringTax year (e.g. "TY25"). Defaults to the current tax year.
jurisdictionstringState jurisdiction code (e.g. "ca", "ny"). Omit for federal-only.
generate_tax_pdf_tool3 paramsStart async PDF generation for a tax return. The 'input' argument must conform to the JSON schema returned by the tax_namespace_schema to…

Start async PDF generation for a tax return. The 'input' argument must conform to the JSON schema returned by the tax_namespace_schema tool. Returns a job ID to poll with get_tax_pdf.Use the check_tax tool first to validate the input before generating the tax PDF with this tool.The input follows the same rules as calculate_tax: all values wrapped as {"value": <val>}, array items require UUIDv4 fields (extended link items use UUIDv5), references use who_applies_to, and return_header is top-level

ParameterTypeDescription
inputobjectTax input data conforming to the schema from the tax_namespace_schema tool.
tax_yearstringTax year to generate for (e.g., "TY25"). Defaults to the current tax year.
jurisdictionstringJurisdiction to include in the PDF (e.g., "pa"), in addition to the federal.Use the tax_jurisdictions tool to list available jurisdictions.
get_tax_pdf_tool1 paramCheck status of a PDF generation job. Returns the status and a download URL when completed, only use this tool after generating the tax P…

Check status of a PDF generation job. Returns the status and a download URL when completed, only use this tool after generating the tax PDF with the generate_tax_pdf tool and it successfully returns a job ID.

ParameterTypeDescription
idstringThe PDF result UUID returned by generate_tax_pdf.
generate_uuid_v52 paramsGenerate a UUID v5 based on a source uuid and namespace.
ParameterTypeDescription
namespacestringThe namespace to use for generating the UUID v5.
source_uuidstringThe source UUID to use for generating the UUID v5.