TaxBandits

TaxBandits MCP Connector for Claude

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File US tax forms electronically including W-2, 1099, and ACA forms with IRS-authorized e-filing and instant status tracking.

6 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your TaxBandits account to any AI agent and simplify how you manage tax filings, business records, and IRS submissions through natural conversation.

What you can do

  • Business Management — List all registered business entities and create new profiles for tax reporting purposes.
  • Tax Filing Oversight — List and query filed or draft tax forms (e.g., 1099, W-2, 94x) across multiple tax years.
  • Submission Tracking — Check the real-time status of your form submissions to ensure successful IRS or state delivery.
  • Transmission Monitoring — List and inspect form transmissions to keep a record of your filing history.
  • Metadata Retrieval — Fetch detailed metadata for specific businesses to verify identifiers like EIN and business addresses.
  • Compliance Automation — Manage your tax reporting lifecycle directly from Claude, Cursor, or any MCP client.

How it works

  1. Subscribe to this server
  2. Enter your TaxBandits Client ID and Client Secret (found in your developer portal)
  3. Start managing your tax compliance from your favorite AI assistant

Who is this for?

  • Accountants & CPAs — quickly retrieve filing statuses and verify business metadata via simple AI commands.
  • Business Owners — monitor the status of recurring tax forms and ensure compliance directly from the workspace.
  • Tax Software Developers — test form creation and verify transmission logs via the AI assistant.
e-filingtax-formsirs-compliance1099-filingw2-filingbusiness-reporting

6 tools expose this connector's capabilities to your AI agent.

create_business

Pass data as a JSON string. Create a new business entity

get_business_details

Get specific business details

get_submission_status

Check status of a form submission

list_businesses

List all registered businesses

list_tax_forms

Pass filters as a JSON string. List tax forms (e.g. 1099)

list_transmissions

List form transmissions

See how to talk to your AI agent using TaxBandits.

List all businesses registered in my account.

I've retrieved your business directory. You have 3 registered entities: 'Acme Corp' (EIN: XX-XXXX123), 'Tech Solutions LLC', and 'Global Logistics'. Which one would you like to see tax forms for?

Show me the 1099 forms filed for 'Acme Corp' in tax year 2023.

I've fetched the tax forms. For 'Acme Corp' in 2023, there are 5 filed 1099-NEC forms. Shall I retrieve the submission status for the latest batch?

Check the status of submission ID 'SUB-88231'.

Fetching status... Submission SUB-88231 is currently 'Accepted' by the IRS. The processing is complete and the confirmation has been logged. Is there anything else you need to verify?

Yes! Use the `get_submission_status` tool and provide the Submission ID. Your agent will retrieve the real-time status directly from TaxBandits.

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