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
Install TokenTax from the ChatGPT app directory, or connect any other app with the TokenTax MCP server URL. Either way, you 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 the TokenTax app in ChatGPT’s plugin directory.
- Click Connect, then sign in to TokenTax and approve access.
- In any chat, type
@TokenTaxor pick TokenTax from the + menu, then ask your question.
Can’t see it? Search for TokenTax in Settings → Plugins → Browse Directory. You can also add it manually under Personal → Add → Create MCP App with the server URL https://api.app.tokentax.co/mcp.
TokenTax is listed in the ChatGPT directory. No server URL or setup needed.
Open TokenTax in ChatGPT (opens in a new tab)You’ll sign in on TokenTax and approve the connection, then return to ChatGPT.
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.
