io.github.lonniev/taxsort-mcp

Tools

• taxsort_account_statement

  Generate a patron's account statement at this operator. Returns the patron's purchase history, active credit tranches, per-tool usage breakdown, and recent daily usage logs. This is the patron's spending account — not the operator's Authority tax balance. Free — no credits consumed. Proof of npub ownership is required to prevent statement-scraping of arbitrary patrons. Args: npub: The patron's Nostr public key (npub1...). dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase. days: Number of days of daily usage history to include (default 30).

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• taxsort_account_statement_infographic

  Generate a visual SVG infographic of your account statement. Returns the same data as account_statement, rendered as a dark-themed SVG graphic with balance hero, metrics cards, health gauge, tranche table, and tool usage breakdown. Costs 1 api_sat per call. Proof is verified by ``debit_or_deny`` before any cost is incurred. Args: npub: The Nostr public key (npub1...) whose statement to render. dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase. days: Number of days of daily usage history to include (default 30).

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• taxsort_adoption_status

  Check this operator's adoption-request status at a chosen Authority. Free. Polls the Authority MCP-to-MCP for the status of this operator's request (pending / approved / rejected / provisioned).

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• taxsort_apply_rules

  Apply rules to unclassified transactions in a session.

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• taxsort_ask_advisor

  Ask the Financial Advisor about using TaxSort.

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• taxsort_ask_tax_researcher

  Ask the Tax Code Researcher about IRS provisions.

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• taxsort_check_authority_balance

  Check this operator's tax balance at the Authority. Returns the sats available for certifying patron credit purchases. When this balance reaches zero, patron top-ups cannot be certified and the operator must call purchase_credits on the Authority. This is the operator's own funding — not a patron balance. Free.

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• taxsort_check_balance

  Check a patron's credit balance at this operator. This is the patron's spending balance — credits purchased via Lightning for tool calls at this operator. For the operator's own balance at the Authority (needed to certify patron purchases), use authority_check_balance instead. Free — no credits required. Proof of npub ownership is required to prevent anyone-with-the-registry from enumerating balances. Args: npub: The Nostr public key (npub1...) whose balance to check. dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase.

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• taxsort_check_payment

  Check the payment status of a Lightning invoice. Call after paying the invoice from purchase_credits. Free — no credits required. Proof of npub ownership is required to prevent credit-grant front-running by an observer of the invoice ID. Args: invoice_id: The invoice ID returned by purchase_credits. npub: The Nostr public key (npub1...) that purchased the invoice. dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase.

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• taxsort_check_price

  Preview the effective cost of a tool call. Shows the base cost and any constraint effects (discounts, free trials, surge pricing). Free — no credits required. Args: tool_id: Either the tool's UUID (from the pricing model) or a bare capability string (e.g. ``"deal_scenario"``). FE callers usually have the capability name; this resolves both so the FE doesn't need to derive UUIDs locally. tool_kwargs: Optional JSON object with tool call parameters for ad valorem / categorical-multiplier pricing preview (e.g. '{"amount_sats": 5000}' or '{"difficulty": "sovereign", "mode": "live"}').

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• taxsort_check_proof_status

  Check whether a previously-cached dpop_token is still valid. Mirrors ``check_oauth_status`` for the npub-proof flow: a calling agent can ask "will my next paid call accept this dpop_token?" before burning credits on a guaranteed failure. Free, no side effects — does not evict the cache or touch relays. Args: patron_npub: Required. The patron's npub (npub1...). dpop_token: Required. The dpop_token phrase returned by ``request_npub_proof`` / ``receive_npub_proof``.

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• taxsort_check_unlock

  Check if the unlock response is valid.

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• taxsort_clear_transactions

  Delete all transactions and classifications for a session, so CSVs can be re-imported.

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• taxsort_count_rule_matches

  Count how many transactions match a rule pattern (live preview).

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• taxsort_create_feedback_issue

  Create a GitHub issue for bug reports, feature requests, or feedback.

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• taxsort_create_session

  Create a new TaxSort session for a tax year.

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• taxsort_create_share_token

  Create a share token so another user can access this session.

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• taxsort_delete_account_transactions

  Delete all transactions and classifications for a specific imported account.

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• taxsort_delete_classification

  Remove a classification, reverting the transaction to unclassified.

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• taxsort_delete_coupon

  Delete a coupon. Cascades to all patron redemptions. Any chain step referencing the deleted coupon_id becomes a no-op (the constraint returns neutral on unknown ids) — the Studio surfaces orphan references as warnings. RESTRICTED to operator — requires proof.

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• taxsort_delete_custom_category

  Delete a custom category.

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• taxsort_delete_operator_credential

  Remove a single operator secret field. Deletes one key from the operator's encrypted credential blob without touching the others — the field-level counterpart to ``forget_credentials``, which wipes the whole row. Use it to retire a leftover after an SDK cutover (a Prefect key after Modal, or a stored but untemplated orphan like ``anthropic_api_key``) without taking the operator down for a full re-delivery. Stored-but-untemplated fields are first-class: the delete is keyed on what is vaulted, not on what the current template declares. Idempotent — already-absent fields report ``removed: false`` without rewriting the vault. RESTRICTED to the operator — requires proof (nsec-signed kind-27235 or a cached dpop_token phrase); patron proofs are rejected. A deletion is as destructive as a write. Args: field: The operator credential field to remove (templated or not). dpop_token: Operator proof for this tool.

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• taxsort_delete_patron_credential

  Remove a single patron credential field. Deletes one field from stored credentials without affecting other fields. Free. Proof of npub ownership is required — this is a write to the patron's sensitive credential vault. Args: npub: The patron's Nostr public key (npub1...). dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase. field: The credential field name to remove.

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• taxsort_delete_rule

  Delete a classification rule by ID.

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• taxsort_forget_coupon

  Remove a coupon from this patron's redemption list. Cosmetic only — the coupon itself still exists at the operator, and the patron can re-redeem the same code later while the window allows. Free — requires proof of ``npub``.

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• taxsort_forget_credentials

  Delete vaulted credentials for a specific service and npub. For operator credentials, pass the operator's own npub. For patron credentials, pass the patron's npub. Always requires proof of npub ownership — a deletion is as destructive as a write. Args: service: The credential service to forget. npub: The Nostr public key (npub1...) whose credentials to forget. dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase. Free.

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• taxsort_get_accounts

  List all accounts in this session with their types and transaction counts.

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• taxsort_get_amount_neighbors

  Fetch transactions with the same amount within ±days of a date. Used by the classifier to detect duplicates from overlapping CSV imports.

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• taxsort_get_anthropic_key

  Get the Anthropic API key for FE-driven classification.

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• taxsort_get_api_usage_stats

  Get aggregated API usage statistics for cost analysis.

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• taxsort_get_custom_categories

  Get custom categories defined by this user.

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• taxsort_get_github_token

  Get the GitHub token for creating issues in the taxsort-mcp repo.

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• taxsort_get_import_stats

  Get import statistics for a session.

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• taxsort_get_nostr_profile

  Read an npub's public Nostr profile (NIP-01 kind-0 metadata). Free, no proof — the data is already public on relays. Returns the latest metadata fields (name, display_name, about, picture, banner, nip05, website, lud16) or an empty profile if none is published.

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• taxsort_get_notarization_proof

  Generate a Merkle inclusion proof that a patron's balance was included in a Bitcoin-notarized snapshot. Args: notarization_id: The notarization record ID. npub: The patron's Nostr public key (npub1...).

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• taxsort_get_operator_onboarding_status

  Report this operator's configuration readiness. Shows which operator settings are configured, which are missing, and how to deliver each missing value. For patron-level credential status, use get_patron_onboarding_status instead. Free.

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• taxsort_get_patron_credential_fields

  List stored patron credential field names (not values). Returns the names of fields stored for a patron, plus each field's ``delivered_at`` ISO-8601 timestamp when known (null for secrets vaulted before timestamps were recorded). Values are never exposed — use this to verify which fields are configured and how old each one is. Free. Proof of npub ownership is required: the list of configured fields is itself sensitive (reveals which integrations a patron has set up). Args: npub: The patron's Nostr public key (npub1...). dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase.

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• taxsort_get_patron_onboarding_status

  Report a patron's credential readiness for this operator. For set-once services (eXcalibur, TheBrain), shows which patron secrets are configured and which are missing. For dynamic/OAuth2 services (Schwab), reports that no patron credentials are needed. Free. Proof of npub ownership is required because credential presence is sensitive information about the patron's setup. Args: patron_npub: The patron's Nostr public key (npub1...). dpop_token: A kind-27235 Nostr event signed by patron_npub for this tool.

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• taxsort_get_pricing_model

  Get the active pricing model for this operator. Free. If no model exists, self-initializes a scaffold with all registered tools at 0 sats. No economic data from code.

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• taxsort_get_rules

  Get all classification rules for the current patron.

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• taxsort_get_session

  Get session details and summary stats.

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• taxsort_get_summary

  Get a grouped spending summary for tax reporting.

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• taxsort_get_transactions

  Get transactions for a session with optional filters. Returns raw transactions LEFT JOINed with their classifications. Use unclassified_only=true to fetch pages of transactions needing classification by the FE. Use date_from/date_to for date range queries.

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• taxsort_get_transactions_paged

  Server-side filtered, grouped, sorted, paginated transactions. group_sort controls the order of groups (A-Z vs Z-A). sort_col + sort_dir control row order within each group. When group_by='none', only sort_col + sort_dir apply.

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• taxsort_import_csv

  Import a CSV file into a session. Content is the raw CSV text. Optional account_name overrides the filename-derived account.

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• taxsort_list_canonical_identities

  Return canonical (tool_id, mcp_name, …) for every tool the wheel exposes. The authoritative source for any client (Studio, agents, FE) that needs to know how this MCP identifies its tools. Reconcile uses this output to UUID-join against the stored pricing model — no name-based UUID derivation, no guessing. Includes both ToolIdentity-seeded tools and any UUID recorded by ``@paid_tool`` that is missing from the registry. The latter appear with ``registered: false`` (and in the top-level ``unregistered`` array) so Reconcile can flag deploy drift instead of silently reporting clean when a live tool was never seeded (#174). If the operator renames a function or rebrands a slug, the mcp_name in this output changes but tool_id stays. That's the whole point of the canonical-UUID design. Also diffs the live FastMCP wire surface against the registry. Tools exposed on the wire but absent from the registry appear in ``unregistered`` so Reconcile can flag deploy drift instead of silently under-reporting (issue #175). Free, no side effects.

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• taxsort_list_constraint_types

  List all available constraint types and their parameter schemas. Returns the type, category, description, and parameter specs for every constraint that can be used in a pricing pipeline. Free — no credits required.

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• taxsort_list_coupons

  List every coupon this operator has minted (newest first). Each row carries the current ``times_redeemed`` counter — the Studio renders a progress bar from this against ``total_uses``. RESTRICTED to operator — requires proof.

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• taxsort_list_feedback_issues

  List feedback issues submitted by this patron.

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• taxsort_list_my_coupons

  List the coupons this patron has redeemed on this operator. Returns both active and exhausted redemptions with a per-row ``status`` (``active`` / ``window_closed`` / ``patron_limit`` / ``total_limit``). Free — requires proof of ``npub``.

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• taxsort_list_notarizations

  List recent Bitcoin notarization records. Args: limit: Maximum records to return (default 20). status: Optional filter (e.g., 'submitted', 'confirmed').

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• taxsort_list_sessions

  List all sessions owned by the current patron.

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• taxsort_load_share_token

  Load a shared session via a share token.

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• taxsort_mint_coupon

  Create a new operator-owned discount coupon. Args: name: The catchy code patrons type to redeem (operator-scoped uniqueness). discount_percent: Percentage off the base price (0-100). valid_from: ISO-8601 datetime when the coupon becomes active. valid_until: ISO-8601 datetime when the coupon expires. uses_per_patron: How many tool calls one patron can claim the discount on (default 1; pass null/None for unlimited within the window). total_uses: Aggregate cap across all patrons (default None = unlimited). Returns the new coupon row. RESTRICTED to operator — requires proof (nsec-signed kind-27235 or cached dpop_token token).

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• taxsort_notarize_ledger

  Build a Merkle tree of all patron balances and submit the root to Bitcoin via OpenTimestamps. Operator-only background task. Bitcoin confirmation takes 1-6 hours. Free — no credits required.

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• taxsort_oracle_about

  Describe the DPYC ecosystem via the Oracle. Free.

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• taxsort_oracle_get_tax_rate

  Get the current DPYC certification tax rate. Free.

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• taxsort_oracle_how_to_join

  Get DPYC onboarding instructions from the Oracle. Free.

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• taxsort_oracle_lookup_member

  Look up a DPYC community member by npub. Free.

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• taxsort_oracle_network_advisory

  Get active network advisories from the Oracle. Free.

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• taxsort_publish_nostr_profile

  Publish a CLIENT-SIGNED kind-0 profile to relays for an npub. The wheel never holds a patron nsec. The frontend signs the kind-0 metadata event with the patron's session key or a NIP-07 extension and passes the signed event (JSON) here; the wheel verifies the signature matches the npub, then relays it to public relays. The signature is the authorization — no proof token, no key custody. Free. Args: npub: The patron's Nostr public key the event must be signed by. signed_event: A JSON-encoded, client-signed kind-0 event.

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• taxsort_purchase_credits

  Buy credits via Bitcoin Lightning. Creates a Lightning invoice. Pay it with any Lightning wallet, then call check_payment to confirm. Proof of npub ownership is required so credits land in the correct ledger. Free — no credits required to call. Args: npub: The Nostr public key (npub1...) the credits will fund. dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase. amount_sats: Satoshis to purchase (default 1000).

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• taxsort_receive_credentials

  Pick up credentials from the Secure Courier. Completes the CREDENTIAL-DELIVERY flow (the ownership-proof counterpart is ``receive_npub_proof``). **Call this only after the user confirms they have replied.** Deterministic, one-shot retrieval: name the response you want with ``(sender_npub, service, dpop_token)`` and the tool drains ONLY the rendezvous relay that channel was pinned to. Every popped DM with the wrong session phrase is deleted and its sender is NACK'd; the first DM with the matching phrase is accepted (ACK'd) and the scan stops. If none match, the queue is drained and a ``courier_not_found`` result is returned. Do NOT poll, loop, or retry. If a credential_card (ncred1...) is provided, it is redeemed directly without any relay access (dpop_token not required for that path). On success, the payment processor client is reinitialized from the new credentials — no server restart needed. Args: sender_npub: Required. The npub that sent the credentials. service: Required. The credential service name (must match the service used in request_credential_channel). dpop_token: Required. The session phrase returned by request_credential_channel for this exact channel. credential_card: Optional. An ncred1... card to redeem directly (bypasses the relay drain; dpop_token not needed). Free.

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• taxsort_receive_npub_proof

  Receive npub ownership confirmation from a patron. Completes the npub-OWNERSHIP-PROOF flow (the credential-delivery counterpart is ``receive_credentials``). **Call this only after the user confirms they have replied.** Deterministic, one-shot retrieval: name the response with ``(patron_npub, dpop_token)`` — the ``dpop_token`` being the value returned by ``request_npub_proof``. The tool drains ONLY the pinned rendezvous relay that challenge was published on, stopping at the DM whose phrase matches. Mismatched DMs are deleted and NACK'd (without revealing the expected phrase). If called before the user replies, their message will never be found. Do NOT poll, loop, or retry. The signed DM itself proves npub ownership (the patron's nsec signed it). On success, returns the ``dpop_token`` — the same token. The calling application MUST remember it and pass it as the ``dpop_token`` parameter on every subsequent paid tool call. The proof (a hash of the token) is stored in the vault keyed by that hash — the MCP never stores the raw token itself. Free. Args: patron_npub: Required. The patron's npub to receive proof from. dpop_token: Required. The dpop_token returned by request_npub_proof.

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• taxsort_redeem_coupon

  Claim a coupon by its name (the code the operator shared). Looks up the operator's coupon by ``code``, validates the window and total cap, and records a per-patron redemption row. Subsequent paid tool calls on this MCP auto-apply the discount until ``uses_per_patron`` is exhausted. Free — no credits required. Requires proof of ``npub``. Idempotent: redeeming the same code twice returns the existing redemption.

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• taxsort_report_api_usage

  Report Anthropic API usage from FE classification for cost tracking.

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• taxsort_report_issue

  File a field report about this service as a GitHub issue on the operator's repo. Found a tool's metadata or response wrong or confusing? Report it where the tool lives. The **author of record is your npub** — no npub / no proof, no issue — and it is stamped into the issue so the report is attributed to you, not the operator. Costs a small fee (a free write to an issue tracker would be abused). The report is PUBLIC and goes to the maintainers' normal triage; nothing is verified here. Returns the filed issue's repo, number, and url. If this operator has not enabled field reports, returns an "issue reporting not configured" situation and you are not charged. Args: npub: Your Nostr public key (npub1...); the report's author of record. dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase. title: One-line summary of the problem. body: The details — which tool, what was wrong, what you expected. tool_name: Optional: the specific tool the report is about (e.g. "schwab_get_option_chain").

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• taxsort_request_adoption

  Ask a chosen Authority to adopt this operator (deferred courtship). RESTRICTED to the operator — requires proof the caller controls this operator's npub. Resolves the Authority's MCP endpoint from the community registry, mints an inline ownership proof with this operator's nsec, and delivers the request MCP-to-MCP. The Authority records it as pending; its owner approves on their own time. Poll ``adoption_status`` for progress; the operator flips to ``ready`` once the Authority provisions it. Args: authority_npub: npub of the Authority to request adoption from. dpop_token: operator-npub ownership proof (inline kind-27235 or cached token). service_url: this operator's MCP endpoint (advertised to the Authority). note: optional message for the Authority owner.

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• taxsort_request_credential_channel

  Open a Secure Courier channel for credential delivery. This is the CREDENTIAL-DELIVERY flow — use it to hand over a service secret (API keys, tokens). To merely prove you control an npub (the usual answer to a ``proof_required`` error), use ``request_npub_proof`` instead. Note: dynamic/OAuth2 services (e.g. Schwab) need NO couriered secret — check ``service_status`` first. Sends a welcome DM with a credential template. The recipient must read the DM in their Nostr client, fill in the fields, and reply manually. **This is a human-in-the-loop flow.** After calling this tool, STOP and tell the user what to do. Wait for the user to confirm they have replied before calling ``receive_credentials``. Do NOT poll or retry — each ``receive_credentials`` call destructively drains the relay mailbox. Args: sender_npub: Required. The npub to send the template to. service: Required. The credential service name (e.g., from get_operator_onboarding_status or get_patron_onboarding_status). Free.

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• taxsort_request_npub_proof

  Request npub ownership proof from a patron via Nostr DM. This is the npub-OWNERSHIP-PROOF flow — use it when a call returns ``proof_required``. It proves the caller controls an npub; it does NOT deliver any service secret. To hand an operator its API keys or OAuth secrets, use ``request_credential_channel`` instead. Sends a challenge DM that the patron must sign and reply to using their Nostr client. **This is a human-in-the-loop flow.** After calling this tool, STOP and tell the user to check their Nostr client and reply to the challenge. Wait for the user to confirm they have replied before calling ``receive_npub_proof``. Do NOT poll or retry — each ``receive_npub_proof`` call destructively drains the relay mailbox. **Returns** a ``dpop_token`` — the demonstrated-proof-of-possession token that the calling application MUST remember and pass as the ``dpop_token`` parameter on every subsequent paid tool call. The MCP does not retain this value across restarts. **Lifecycle:** The cached proof expires after the patron's chosen duration. When it expires, call ``request_npub_proof`` again for a fresh challenge, then wait for the user, then call ``receive_npub_proof``. Free. Args: patron_npub: Required. The patron's npub to request proof from. reason: Optional. A human-readable purpose for the request ("I'm working on your request XYZ and need the Operator to do ABC for you"). Signed into the provenance attestation and shown in the DM, so the recipient sees *why* they are being asked — especially useful when the signer is unknown to them. verify_at: Optional. A free-form statement of WHERE you (the initiating agent) already showed this proof's one-time code to the user — a URL, or "your Claude.ai conversation", "the Grok session". The OAuth 2.0 Device Grant ``verification_uri``, generalized: the user approves only if the code in the DM matches the one you displayed there, so an unsolicited request they've never seen is refused. Signed into the attestation.

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• taxsort_request_unlock

  Request a session unlock after timeout.

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• taxsort_reset_classifications

  Delete all classifications but keep the imported transactions.

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• taxsort_reset_pricing_model

  Erase all pricing models and restore a viable default. Deletes every stored model, then self-initializes a fresh one from the tool registry — all tools at 0 sats with proper UUIDs. Returns the new model. RESTRICTED to operator — requires proof (nsec-signed).

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• taxsort_restore_credits

  Credit a patron's ledger from a BTCPay-settled invoice. **RESTRICTED to the operator** — the operator owns the books and is the only party who can issue a manual credit grant. Patrons who believe they paid but never got credits must escalate to the operator's support, who then invokes this tool on their behalf. Use cases: cold-start vault races during check_payment, ncred delivery hiccups, patrons closing Top-Off sheets before settle, any infrastructure incident that left an invoice settled at BTCPay but uncredited on the operator's ledger. Idempotent — if the invoice is already credited (in the patron's ``credited_invoices``), returns success with credits_granted=0. Args: invoice_id: The BTCPay invoice ID to verify and credit. patron_npub: The patron's npub whose ledger receives the grant. dpop_token: A kind-27235 Nostr event signed by the OPERATOR's nsec for this tool. Patron proofs are rejected.

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• taxsort_restore_neon_schema

  Re-run ``ensure_schema()`` on every NeonVault this operator uses. Diagnostic / recovery tool for the case where the Neon HTTP SQL API is returning persistent 4xx errors and the operator suspects the schema isn't there or grants are wrong. Idempotent — uses ``CREATE TABLE IF NOT EXISTS`` so a successful re-run is harmless. Returns the per-step result. If any step raises, surfaces the Neon error message inline (0.31.0 reads the SQL error body that earlier wheels swallowed behind ``raise_for_status``). RESTRICTED to operator — requires proof (nsec-signed).

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• taxsort_save_classifications

  Bulk write classifications from the FE. classifications is a JSON array of objects, each with: - id: raw_transaction_id - category, subcategory (required) - confidence, reason, merchant, description_override (optional) - classified_by: 'ai' | 'rule' | 'manual' (default 'ai')

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• taxsort_save_custom_category

  Add a custom category/subcategory (e.g. Personal / Auto Gas).

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• taxsort_save_rule

  Create a classification rule. Provide description_pattern (regex matched case-insensitively against the transaction description), category, and subcategory. Optionally add amount_operator (lt, lte, gt, gte, eq, neq) and amount_value to filter by amount. When the compound constraint matches, category, subcategory, and optionally description (new_description) are written.

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• taxsort_service_status

  Check the health and configuration of this service. Free.

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• taxsort_session_heartbeat

  Presence heartbeat. Returns who else is active in this session.

  shallow
• taxsort_session_status

  Check operator readiness. Returns the operator lifecycle state and clear guidance on what to do next. Free. Lifecycle states: - ready: Operator is warm and fully operational — vault AND pricing model verified. Proceed with tool calls. - warming_up: Operator is initializing (cold start). Try a tool call — it will warm up on demand. - misconfigured: Persistence rejected a query with a permanent SQL error (permission denied, missing relation). Paid tools will fail until the operator repairs the database — retrying does not help. - quota_exceeded: The persistence provider (Neon) answered HTTP 402 — the operator's database has exhausted its compute/storage quota, so the books are locked for billing. Paid tools fail; retrying does NOT help. The operator's Authority must restore capacity (upgrade the plan or wait for the quota reset). Free tools remain available. - not_registered: Operator has no Authority relationship yet. Call register_operator first. - no_identity: Operator nsec is not configured. Deployment issue. Args: patron_npub: Optional. If supplied, the response includes an ``upstream_oauth`` block with the patron's stored OAuth token expiry (runtime-derived from vault state) so a client can refresh proactively rather than reactively after a stale-token failure.

  shallow
• taxsort_set_account_type

  Set an account's type: bank (checking/savings), card (credit/debit), investment, or loan.

  shallow
• taxsort_set_pricing_model

  Set the active pricing model. RESTRICTED to operator. Requires a valid proof (Schnorr-signed kind-27235 event) proving the caller holds the operator's nsec.

  shallow
• taxsort_update_coupon

  Patch a coupon's editable fields. Pass only the fields you want to change. To set a cap to unlimited (NULL in the schema), pass ``clear_uses_per_patron=true`` or ``clear_total_uses=true``. Renaming the code is allowed — existing patron redemption rows survive (they key on coupon id). RESTRICTED to operator — requires proof.

  shallow
• taxsort_update_operator_credential

  Add or update a single operator secret field. Merges into the operator's stored credentials without touching the others — the field-level counterpart to re-delivering the whole bundle over Secure Courier. Use it to rotate one secret (a reissued ``btcpay_api_key``, say) without restating the six you did not change, where any field omitted from a courier reply is destroyed. The value is never echoed back. RESTRICTED to the operator — requires proof (nsec-signed kind-27235 or a cached dpop_token phrase); patron proofs are rejected. Args: field: The operator credential field to set. Must be declared in the operator's credential template. value: The value to store. dpop_token: Operator proof for this tool.

  shallow
• taxsort_update_patron_credential

  Add or update a single patron credential field. Merges into existing stored credentials without affecting other fields. Useful for setting an account identifier after OAuth, changing a default brain, etc. Free. Proof of npub ownership is required — this is a write to the patron's sensitive credential vault. Args: npub: The patron's Nostr public key (npub1...). dpop_token: Raw JSON of a kind-27235 Nostr event signed by npub — not base64, not NIP-98 'Authorization: Nostr <b64>' framing. Its `u` tag must hold THIS tool's exact name (from tools/list), not the endpoint URL; content:"", created_at within 60s of now, and a random `nonce` tag recommended. Or a cached dpop_token phrase. field: The credential field name to set. value: The value to store.

  shallow
• taxsort_verify_passphrase

  Verify a passphrase to unlock a timed-out session.

  shallow

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