The tax intelligence layer behind SignalsHQ, now via MCP
For firms with in-house developers who want specific capabilities inside the tools they already build.
INTEGRATION
Two ways in.
Beta
MCP servers
Drop directly into Claude, GPT-based coding agents, or an internal copilot your team is already building. Most teams are calling a capability within minutes of getting access.
Coming Soon
REST API
For systems that aren’t running an MCP-compatible client yet. Same capabilities, plain HTTP.
FOUR MCP SERVERS
What you can call
Beta
Tax Engine MCP
tax_engine.compute()
Send client return data in. Get a computed return back, with gaps and issues flagged before they become a problem in review.
Firms using the underlying engine see 70% less time spent in prep.
Beta
Document OCR MCP
document_ocr.extract()
Feed it the documents that break most OCR: P&L statements, K-1s with K-3s and footnotes, consolidated 1099s, rental income schedules. Get structured, usable data out.
98%+ extraction accuracy on complex tax documents.
Beta
Advisory MCP
advisory.match()
Send client data in. Get back advisory opportunities, but only from a list your firm controls and approves. Not open-ended AI advice. Nothing surfaces that your firm hasn’t already signed off on as a valid opportunity type.
Coming Soon
Intake MCP
intake.import_prior_year()
Client document and data intake as its own callable layer, the front door to everything above it.
Planned sources: Lacerte, ProConnect, UltraTax, CCH Axcess, Drake.
PATTERNS
What firms build with it
Compose with your own tools
Chain a SignalsHQ call into the systems your team already runs. The MCP returns structured data, so the next step is yours.
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Extract the K-1s from this batch, then push the results into our internal review queue.
Build a return from client data
Feed in what the client sent, in whatever form it arrived. The engine works up from source documents to schedules to the 1040.
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Here’s the client’s PBC folder and a JSON dump from our portal. Build the 1040 with every schedule it needs.
Check a return before review
Catch movement that usually only surfaces when a reviewer reads the whole file side by side.
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Compare this return to last year and flag anything that moved more than 20%.
Sweep a book of clients
Ask across a whole segment instead of opening returns one at a time.
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Across my Q1 returns, list every client still missing a 1099.
Interrogate a document
Footnotes and K-3 detail are where multi-state issues hide. Ask the document directly.
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What’s in the footnotes of this K-1 that affects the state return?
Surface advisory opportunities
Answers come only from the opportunity list your firm has already approved.
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Which of my clients hit a QBI threshold this year?
Secure Conversations. Smarter Tax Strategies.
Built on industry-leading standards to keep your clients' data safe and your firm audit-ready.
End-to-end Encryption
Monitoring Systems
Quarterly scans & annual pen tests
Access Control
Role‑based permissions