[{"data":1,"prerenderedAt":210},["ShallowReactive",2],{"seo-allowlist":3,"connector-taxact":73,"related-taxact":185},[4,5,6,7,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66,67,68,69,70,71,72],"activecampaign","ahrefs","airtable","amplitude","asana","avalara","aweber","bamboohr","billcom","bitbucket","brevo-sendinblue","buffer","calendly","clickup","close","confluence","constant-contact","copper","datadog","dialpad","docusign","expensify","figma","freshsales","github","gitlab","gmail","google-adsense","google-calendar","google-drive","google-forms","google-maps","google-sheets","google-slides","greenhouse","hubspot","intercom","jira","jotform","linear","mailchimp","microsoft-teams","miro","mixpanel","mondaycom","notion","outlook","pandadoc","personio","pipedrive","quickbooks-online","recurly","salesforce","sendgrid","sentry","slack","square","stripe","tableau","todoist","trello","typeform","wix","workable","wrike","youtube","zendesk","zoho-crm","zoom",{"id":74,"name":75,"icon":76,"description":77,"provider":78,"authType":79,"availableAuthTypes":80,"apiDocsUrl":81,"authDocsUrl":81,"category":82,"pageCopy":83,"datasets":118},"taxact","TaxAct","\u002Fconnectoricons\u002Ftaxact.png","Ask what box 12 on a W-2 means, get a rough 2025 refund estimate or build a list of documents to gather before filing, all answered from TaxAct's tax-year 2025 knowledge base. TaxAct's MCP server is public; ContextGate connects its eight tools to Claude, ChatGPT and Cursor, and a policy can hide personal details before a tax question leaves your AI app.","vendor_mcp","none",[79],"https:\u002F\u002Fwww.taxact.com\u002F","Finance & Payments",{"title":84,"description":85,"heading":86,"connect":87,"sections":102,"utmCampaign":117},"TaxAct API and MCP tools for Claude & ChatGPT | ContextGate","TaxAct API via MCP: have Claude or ChatGPT estimate a 2025 refund, explain a W-2 or list filing deadlines. Switch off any tool; every call is logged.","TaxAct MCP: 2025 tax answers inside Claude and ChatGPT",{"heading":88,"steps":89},"Add TaxAct's tax tools to your AI app",[90,92,94,100],{"text":91},"Click Connect TaxAct free. There's no sign-in, so its tools are ready at once.",{"text":93},"All eight tools start on. Most simply answer questions, but `connect_with_expert` points people to Xpert Assist, a TaxAct product bought separately; switch it off if your AI app should stick to self-service answers.",{"text":95,"link":96,"after":99},"Add ContextGate to your AI app as a connector or MCP server. The steps for each app are on",{"label":97,"href":98},"the Works with page","\u002Fworks-with\u002F",".",{"text":101},"Ask your AI app which documents you'll need if you freelanced and changed jobs in 2025, then open Activity to see the `tax_document_checklist` call.",[103,111],{"heading":104,"bullets":105},"Tax prep questions TaxAct can answer in a chat",[106,107,108,109,110],"Get a rough federal refund or amount-owed estimate from basic inputs with `estimate_taxes`, using 2025 brackets and the standard deduction.","Have `explain_tax_document` walk through a 1099 box by box and say where each figure goes in TaxAct.","Check the 2025 filing deadline, the extension deadline and estimated payment dates with `tax_deadlines`.","See an itemized price breakdown for filing with TaxAct before you start.","Find where in the TaxAct interview to enter a charitable contribution or a 1099-R.",{"heading":112,"bullets":113},"Keep tax conversations contained",[114,115,116],"Switch off `estimate_taxes` or any other TaxAct tool and your AI app stops seeing it; calls to it are refused.","Tax questions tend to carry names, Social Security numbers and income. A workspace policy can hide that personal data before the call reaches TaxAct.","Activity records each TaxAct call, so you can review what was asked and which tool answered.","taxact-mcp",[119,129,137,145,153,161,169,177],{"name":120,"description":121,"recordCount":122,"type":123,"requiredParams":124,"optionalParams":125,"exampleEndpoint":122,"docsUrl":81,"sampleFields":126,"sampleData":127},"compare_filing_costs","Shows exactly what it costs to file a tax return with TaxAct. Returns an itemized price breakdown with the complete cost. No hidden fees, no upsells. Covers DIY","N\u002FA","tool",[],[],[],[128],{"endpoint":122,"docs":81},{"name":130,"description":131,"recordCount":122,"type":123,"requiredParams":132,"optionalParams":133,"exampleEndpoint":122,"docsUrl":81,"sampleFields":134,"sampleData":135},"estimate_taxes","Provides a rough federal (and optionally state) tax refund or amount owed estimate from basic inputs. Uses 2025 tax brackets, standard deduction (including OBBB",[],[],[],[136],{"endpoint":122,"docs":81},{"name":138,"description":139,"recordCount":122,"type":123,"requiredParams":140,"optionalParams":141,"exampleEndpoint":122,"docsUrl":81,"sampleFields":142,"sampleData":143},"connect_with_expert","Helps the user connect with a credentialed TaxAct tax professional via Xpert Assist. Xpert Assist is a separate, standalone product purchased independently from",[],[],[],[144],{"endpoint":122,"docs":81},{"name":146,"description":147,"recordCount":122,"type":123,"requiredParams":148,"optionalParams":149,"exampleEndpoint":122,"docsUrl":81,"sampleFields":150,"sampleData":151},"tax_document_checklist","Returns a personalized list of tax documents and forms you need to gather before filing your tax return. Based on your income sources, deductions, and life even",[],[],[],[152],{"endpoint":122,"docs":81},{"name":154,"description":155,"recordCount":122,"type":123,"requiredParams":156,"optionalParams":157,"exampleEndpoint":122,"docsUrl":81,"sampleFields":158,"sampleData":159},"ask_tax_question","Answers tax questions using TaxAct's TY2025 tax law knowledge base. Covers 2025 federal tax brackets, standard deduction, child tax credit, OBBB provisions (no-",[],[],[],[160],{"endpoint":122,"docs":81},{"name":162,"description":163,"recordCount":122,"type":123,"requiredParams":164,"optionalParams":165,"exampleEndpoint":122,"docsUrl":81,"sampleFields":166,"sampleData":167},"find_interview_topic","Finds where to enter specific tax information in the TaxAct interview. Search by topic, form number, or keyword (e.g., \"W-2\", \"1099-R\", \"charitable contribution",[],[],[],[168],{"endpoint":122,"docs":81},{"name":170,"description":171,"recordCount":122,"type":123,"requiredParams":172,"optionalParams":173,"exampleEndpoint":122,"docsUrl":81,"sampleFields":174,"sampleData":175},"tax_deadlines","Returns key tax deadlines for the 2025 tax year (filing in 2026). Includes federal filing deadline, extension deadline, estimated tax payment dates, document ma",[],[],[],[176],{"endpoint":122,"docs":81},{"name":178,"description":179,"recordCount":122,"type":123,"requiredParams":180,"optionalParams":181,"exampleEndpoint":122,"docsUrl":81,"sampleFields":182,"sampleData":183},"explain_tax_document","Explains what a tax form is, what each box means, which boxes are most important for filing, and where to enter the data in TaxAct. Covers W-2, all common 1099 ",[],[],[],[184],{"endpoint":122,"docs":81},[186,189,192,195,198,201,204,207],{"id":187,"name":188},"tescobank_tpfggb2e","Tesco Bank",{"id":190,"name":191},"thezebra","The Zebra",{"id":193,"name":194},"thinkmoney_thkmgb21","thinkmoney",{"id":196,"name":197},"tide_tidegb00x01","Tide",{"id":199,"name":200},"tim_hyeeit22","TIM",{"id":202,"name":203},"tinn_sparebank_tinnno21","Tinn Sparebank",{"id":205,"name":206},"tipranks","TipRanks",{"id":208,"name":209},"tolgaos_sparebank_tospno21","Tolga-Os Sparebank",1793790250882]