Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Free check of a California home for a Proposition 8 property tax reduction, plus owner filing.
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Works in Claude on the web, desktop and mobile:
https://saveproptax.com/mcpRun this in your terminal
claude mcp add --transport http saveproptax https://saveproptax.com/mcpPaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"saveproptax": {
"url": "https://saveproptax.com/mcp"
}
}
}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": {
"saveproptax": {
"type": "http",
"url": "https://saveproptax.com/mcp"
}
}
}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.
ChatGPT connects only to servers on the internet:
https://saveproptax.com/mcpMenu names can differ slightly by plan and over time.
Your choice stays on this device in a cookie; no account needed.
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
We have not read this server’s tool list yet; we check endpoints in rotation.
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 6, 2026
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We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
Not checked yet; we check endpoints in rotation
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It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.
The GitHub repo last changed –, and the latest version (1.0.0) reached the registry 3 months ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
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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.
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A remote MCP server and an open HTTP API for California property tax appeals.
Ask it whether a home is over-assessed. If recent comparable sales support a lower value, it prepares the county's own Proposition 8 decline-in-value review form and emails a signing link to the homeowner. The owner signs and pays a flat $29. Checking is free, keyless, and can only ever lower a tax bill, never raise it.
There is nothing to install. The server is hosted:
https://saveproptax.com/mcp
Streamable HTTP, no authentication, stateless.
Claude: Settings, then Connectors, then Add custom connector, and paste the URL above.
ChatGPT: Settings, then Connectors (or Apps), then add an MCP server by URL, where your plan supports custom connectors.
Claude Code:
claude mcp add --transport http saveproptax https://saveproptax.com/mcp
Any MCP client: point a streamable-HTTP transport at the URL. No token.
| Tool | Arguments | What it does |
|---|---|---|
check_property_tax_savings | address (required), unit | Free check of one California home. Returns a status, the current assessment, an opinion of value from recent comparable sales, and estimated annual savings. A qualifying result carries a continueToken. |
start_filing | continueToken, ownerName, ownerPhone, ownerEmail | Prepares the county form and emails the signing link to the owner. The link is never returned to the client. |
get_filing_status | docId | Coarse status only: awaiting_signature, awaiting_payment, filed, delivered, unknown. No personal information. |
An agent never handles the signature or the money. The signing link goes to the owner's inbox. The owner reviews the county's own form, signs it, and pays. The worst an anonymous caller can do is spend a free check and send a real homeowner a legitimate link to their own property.
The same capability without MCP. Keyless.
curl -s https://saveproptax.com/api/agent/check \
-H 'Content-Type: application/json' \ -d '{"address": "123 Main St, Walnut Creek"}'
A qualifying response:
{
"status": "qualifies", "message": "This property qualifies: recent comparable sales support a value of $915,000 against the $1,024,000 assessment, an estimated $1,204 per year in tax savings; filing costs a flat $29 and the owner signs and pays.", "property": { "address": "123 MAIN ST, WALNUT CREEK CA", "county": "Contra Costa" }, "estimate": { "assessment": 1024000, "opinion": 915000, "estimatedAnnualSavings": 1204 }, "filing": { "feeUsd": 29, "deadline": "November 30, 2026" }, "continueToken": "eyJ...valid 24 hours", "cached": false, "checkedAt": "2026-08-19T18:00:00.000Z" }
Then hand the token and the owner's details to prepare:
curl -s https://saveproptax.com/api/agent/prepare \
-H 'Content-Type: application/json' \ -d '{ "continueToken": "eyJ...", "ownerName": "Jane Homeowner", "ownerPhone": "925 555 0100", "ownerEmail": "jane@example.com" }'
{ "docId": "d0c1d2...", "status": "awaiting_signature",
"statusUrl": "https://saveproptax.com/api/agent/status?doc=d0c1d2...", "ownerEmailSent": true }
Poll the status endpoint for progress:
curl -s 'https://saveproptax.com/api/agent/status?doc=d0c1d2...'
| status | meaning |
|---|---|
qualifies | Comparable sales support a defensibly lower value, savings exceed $500 a year, and the county window is open. The only status carrying a continueToken. |
fair_assessment | Sales do not support a value below the current assessment this year. |
not_enough_data | Too few closely matched recent sales for a defensible filing. |
not_residential | The parcel's county record is not residential. |
window_closed | The county's review window has closed; filing.reopens says when it returns. |
county_not_served | A California county not covered yet. |
already_filed | A review request was already filed for this property this year. |
address_not_found | Retry with the city included. |
needs_more_info | The message says what is missing, for example a unit number. |
busy | Heavy load: fresh checks briefly paused, cached answers still serve. Retry shortly. |
Every message is a relayable one-sentence explanation you can pass to your user as written.
curl -s https://saveproptax.com/api/agent/register \
-H 'Content-Type: application/json' \ -d '{"agentName": "MyAssistant", "contactEmail": "dev@example.com"}'
Returns a key immediately, no approval step. Send it as the x-agent-key header for double the fresh-check headroom and named attribution. Anonymous use works fine; registration is identity, not permission.
cached: true. Cached answers are never rate limited.busy while cached answers still serve. The pipeline never degrades to a cheaper valuation method; it only delays.Alameda, Contra Costa, Los Angeles, Marin, Napa, Placer, Riverside, Sacramento, San Benito, San Bernardino, San Francisco, San Joaquin, San Mateo, Santa Clara, Santa Cruz, Solano, Sutter, and Yolo counties. Windows are seasonal per county; current deadlines are at https://saveproptax.com/counties.html.
server.jsonSavePropTax prepares review requests from public records and the county's own forms; owners review and sign them. We are not a law firm, and nothing here is legal or tax advice. Reductions are decided solely by the County Assessor.
MIT. See LICENSE. The license covers this repository's contents; the hosted service is governed by the terms at https://saveproptax.com/legal.html.
The hosted server needs no install. For stdio-only MCP clients, this repo ships a dependency-free bridge (Node 18+):
{
"mcpServers": { "saveproptax": { "command": "node", "args": ["bridge.js"] } } }
Or with Docker: docker build -t saveproptax-mcp . && docker run -i saveproptax-mcp. Introspection is answered locally; tool calls are forwarded to saveproptax.com/mcp.