Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
IRS income & tax stats by ZIP in your agent: AGI distribution, tax, credits, deductions.
这三项永远不会合并成一个分数:意见、测量和人气是不同的东西。
我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。
选择你使用的 AI 应用,然后复制设置。
SOI_MCP_STORE你需要
你用的是哪个应用?
在上方选择你的应用。我们会记住它,下次按钮会显示“安装到 …”。
打开 Claude Desktop → Settings → Developer → Edit Config,把下面的内容粘贴到 claude_desktop_config.json
{
"mcpServers": {
"soi": {
"command": "uvx",
"args": [
"mcpwright-soi"
],
"env": {
"SOI_MCP_STORE": "your-value"
}
}
}
}在终端中运行这条命令
claude mcp add soi --env SOI_MCP_STORE=your-value -- uvx mcpwright-soi运行前请先填写空着的值。
粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"soi": {
"command": "uvx",
"args": [
"mcpwright-soi"
],
"env": {
"SOI_MCP_STORE": "your-value"
}
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
粘贴到项目中的 .vscode/mcp.json
{
"servers": {
"soi": {
"type": "stdio",
"command": "uvx",
"args": [
"mcpwright-soi"
],
"env": {
"SOI_MCP_STORE": "your-value"
}
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
这个服务器在你的电脑上运行,而 ChatGPT 只能连接互联网上的服务器。请选择其他应用。
你的选择通过 Cookie 保存在这台设备上,无需账户。
SOI_MCP_STORE env这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。
它在你的电脑上运行;安装后,工具列表会显示在你的 AI 应用中。
我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月7日
注册名称已通过 GitHub 账户 mcpwright 验证,该账户拥有此仓库
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
它在你的电脑上运行,没有互联网端点
在你的电脑上运行,改用本地设置
它在你的电脑上运行;我们只能读取互联网端点的工具列表
与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。
它在 1 项适用的基础检查中通过了 1 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。
注册中心没有列出必需的密钥,不过有些服务器会在首次使用时要求你登录。
它在你的电脑上运行。你的 AI 应用会在需要时启动它,数据不会经过作者的服务器(除非它自己调用在线服务)。
GitHub 仓库最后更新于–,最新版本(0.1.2)于3个月前进入注册中心。
支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。你的电脑上还需要有 Python (uv)。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i
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.
按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。
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