Chat with your crypto tax data
The TokenTax MCP server brings your data into ChatGPT, Claude, and other AI apps.
New to TokenTax? See plans
What is an MCP server?
An MCP server is a connector that lets your AI app use data from other software. The TokenTax MCP server connects your AI app to your TokenTax account, so it can answer from the data imported into your account, like your trades, gains, and tax reports, instead of only general tax rules.
How to connect TokenTax to ChatGPT, Claude, and more
Every app connects to the TokenTax MCP server at the URL below. Sign in to TokenTax and approve the connection. Your TokenTax login stays with us and is never shared with your AI app. Requires a paid TokenTax plan.
Connect TokenTax to ChatGPT (opens in a new tab)
- Open Settings → Plugins → Browse Directory → Personal → Add → Create MCP App.
- Enter TokenTax as the name and paste the server URL.
- Choose OAuth if prompted, then follow the TokenTax sign-in and approval flow.
- Return to your conversation and select or enable TokenTax if the app asks you to.
OpenAI’s MCP integration settings start an OAuth flow when authentication is required. See OpenAI’s developer settings docs.
https://api.app.tokentax.co/mcpChoose OAuth if asked for an authentication method. You’ll sign in on TokenTax and approve the connection, then return to your app.
Menu labels and availability can vary by app version and account.
What your AI app can do:
It can read your transactions, gains, cost basis, and tax reports, and edit your transactions after you approve the change. Your TokenTax password never leaves TokenTax. You can revoke access at any time inside of the AI app's settings.
