Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
IRS income & tax stats by ZIP in your agent: AGI distribution, tax, credits, deductions.
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
Pick the AI app you use, then copy the settings.
SOI_MCP_STOREYou need
Which app do you use?
Pick your app above. We remember it, so next time the button says “Install in …”.
Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json
{
"mcpServers": {
"soi": {
"command": "uvx",
"args": [
"mcpwright-soi"
],
"env": {
"SOI_MCP_STORE": "your-value"
}
}
}
}Run this in your terminal
claude mcp add soi --env SOI_MCP_STORE=your-value -- uvx mcpwright-soiFill in the empty values before running it.
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"soi": {
"command": "uvx",
"args": [
"mcpwright-soi"
],
"env": {
"SOI_MCP_STORE": "your-value"
}
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"soi": {
"type": "stdio",
"command": "uvx",
"args": [
"mcpwright-soi"
],
"env": {
"SOI_MCP_STORE": "your-value"
}
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.
Your choice stays on this device in a cookie; no account needed.
SOI_MCP_STORE envThese settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Runs on your computer; the tool list appears in your AI app after you install it.
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 7, 2026
The registry name was verified with the GitHub account mcpwright, which owns the repo
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
This one runs on your computer; there is no internet endpoint
Runs on your computer and uses local settings instead
Runs on your computer; we can only read tool lists from internet endpoints
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
The registry does not list a required key, though some servers ask you to sign in on first use.
It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).
The GitHub repo last changed –, and the latest version (0.1.2) reached the registry 3 months ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Python (uv) on your computer.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servers in the same category from other makers, sorted by stars.
Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
IRS income & tax statistics by ZIP code, inside your agent. An MCP server that lets an LLM pull the income distribution, tax, credits, and deductions of any U.S. ZIP straight from the IRS Statistics of Income (SOI) — built on Anthropic's official mcp Python SDK.
All tools are read-only and the data is public domain (a U.S. government work) — no API key required. The dataset is downloaded once into a local SQLite store and served offline.
Status: published —
uvx mcpwright-soi(PyPI) and listed in the official MCP Registry as
io.github.mcpwright/soi-mcp. 10 tools, working today (see below). The IRS SOI ZIP release lags ~2–3 years; the
latest available year (currently Tax Year 2022) loads by default, and older years are one
refreshaway. See the roadmap for what's next.
| Tool | What it does |
|---|---|
lookup_zip(zip_code) | Confirm a ZIP has SOI data → state, number of returns, number of individuals, tax year. A good first call. |
get_income(zip_code) | Adjusted gross income (AGI), average AGI per return, and income components: salaries/wages, taxable interest, ordinary dividends, business net income, net capital gain. |
get_agi_distribution(zip_code) | The distinctive one. The ZIP's returns and AGI split across the six IRS AGI brackets (<$25k, $25–50k, $50–75k, $75–100k, $100–200k, $200k+), with each bracket's share — the income *shape* of a ZIP, not just an average. |
get_tax(zip_code) | Income tax, income tax before credits, total tax liability (broader — includes self-employment tax, etc.), total tax payments, and average total tax per return. |
get_credits(zip_code) | EITC take-up (overall and split by number of qualifying children: none / one / two / three or more) and the additional (refundable) child tax credit. |
get_deductions(zip_code) | Standard vs. itemized deductions (count and amount), the taxes-paid (SALT) deduction, and the percent of returns that itemized. |
get_filing_status(zip_code) | Single / married-filing-jointly / head-of-household return counts, elderly returns (age 65+), and the count and share of electronically filed returns. |
compare_zips(zips, metric) | Rank several ZIPs by one metric (e.g. avg_agi_per_return, pct_returns_200k_plus, total_tax_liability, eitc_amount), highest first. |
get_state_totals(state) | A whole state's totals and AGI-bracket mix (returns, individuals, AGI, average AGI per return, income tax, total tax liability), from the IRS state rollup. Accepts "CA" or "California". |
get_soi_field(zip_code, field) | Escape hatch: the raw value of one SOI field code (e.g. A00100 for AGI, N1 for returns) for a ZIP, summed across brackets, with its label and unit. Limited to the fields in the store. |
All dollar amounts are returned in whole USD (the source reports thousands). Counts are numbers of returns, rounded by the IRS to the nearest 10.
Requires Python 3.12+. The zero-clone way to run it (the PyPI package is mcpwright-soi; the command, server, and tools are all "soi"):
uvx mcpwright-soi
The first tool call downloads the latest SOI ZIP file (~200 MB) into a local SQLite store under your OS cache directory and serves everything offline thereafter. To pre-load (or to pick a specific tax year) without waiting for the first query:
uvx mcpwright-soi setup # download the latest available year
uvx mcpwright-soi refresh 2021 # re-pull a specific older year for comparison
claude mcp add soi -- uvx mcpwright-soi
Add to claude_desktop_config.json:
{
"mcpServers": { "soi": { "command": "uvx", "args": ["mcpwright-soi"] } } }
It's a standard MCP server, so it works with any MCP-capable client — not just Claude. With the OpenAI Agents SDK:
from agents import Agent, Runner
from agents.mcp import MCPServerStdio
async def main(): async with MCPServerStdio( name="soi", params={"command": "uvx", "args": ["mcpwright-soi"]}, ) as soi: agent = Agent( name="Analyst", instructions="Use the SOI tools for IRS income and tax data by ZIP.", mcp_servers=[soi], ) result = await Runner.run( agent, "What's the income distribution of ZIP 90210 vs 10001?" ) print(result.final_output)
They all launch a stdio MCP server the same way — point yours at:
{
"mcpServers": { "soi": { "command": "uvx", "args": ["mcpwright-soi"] } } }
Hosted chat connectors (e.g. ChatGPT connectors) expect a remote MCP server over
Streamable HTTP;
mcpwright-soiruns locally over stdio.
Storage: the dataset lives in a SQLite file under your OS cache dir (override with the
SOI_MCP_STOREenv var). Delete it any time;setup/refreshrebuilds it.
A note on suppression: the IRS excludes ZIPs with fewer than 100 returns (folding them into
a "99999" bucket) and suppresses line items with fewer than 20 returns. Summed ZIP totals can
therefore slightly understate reality and won't exactly equal the state total. All figures are
aggregates of filed returns, not a population census.
git clone https://github.com/mcpwright/soi-mcp && cd soi-mcp
uv sync uv run pytest # tests (mocked download + seeded SQLite) uv run ruff check src/ && uv run ruff format --check src/ # lint + format uv run mypy # strict type checking uv run mcp dev src/soi_mcp/server.py # poke the tools in the MCP Inspector
lookup_zip / get_income / get_agi_distribution — the income backboneget_tax / get_credits / get_deductions / get_filing_status — the tax sidecompare_zips — rank ZIPs by a metricget_state_totals — state rollups from the IRS 00000 rowget_soi_field — raw-field escape hatchsetup / refresh [year] — download once, re-pull or pick an older tax yearmcpwright-soi) + the official MCP Registry (io.github.mcpwright/soi-mcp)soi-mcp runs entirely on your machine. It collects, stores, or transmits no personal data — no accounts, no tracking, no telemetry. Its only outbound requests go to the U.S. IRS static file host (www.irs.gov/pub/irs-soi) to download the public SOI ZIP-code CSV; no API key is needed and nothing about your queries leaves your machine. The downloaded dataset is cached on disk as a local SQLite file (under your OS cache dir, or SOI_MCP_STORE); delete it any time.
Full policy: https://mcpwright.com/privacy/
Contributions welcome — and if you build something with it, I'd love to hear about it.
Part of mcpwright · built by Devender Gollapally