mcp-server-taxcode 0.1.1__py3-none-any.whl

mcp_server_taxcode-0.1.1.dist-info/METADATA

@@ -0,0 +1,307 @@
+Metadata-Version: 2.5
+Name: mcp-server-taxcode
+Version: 0.1.1
+Summary: Enterprise Model Context Protocol (MCP) server for Tax Code
+Project-URL: Homepage, https://github.com/christianclaudio/mcp-server-taxcode
+Project-URL: Documentation, https://github.com/christianclaudio/mcp-server-taxcode#readme
+Project-URL: Repository, https://github.com/christianclaudio/mcp-server-taxcode.git
+Project-URL: Issues, https://github.com/christianclaudio/mcp-server-taxcode/issues
+Project-URL: Changelog, https://github.com/christianclaudio/mcp-server-taxcode/releases
+Author-email: Christian Claudio <christianclaudio@mail.com>
+License-Expression: Apache-2.0
+License-File: LICENSE
+Keywords: agents,ai,fastmcp,mcp,model-context-protocol
+Classifier: Development Status :: 5 - Production/Stable
+Classifier: Intended Audience :: Developers
+Classifier: License :: OSI Approved :: Apache Software License
+Classifier: Operating System :: OS Independent
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.10
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Programming Language :: Python :: 3.13
+Classifier: Topic :: Software Development :: Libraries :: Python Modules
+Requires-Python: >=3.10
+Requires-Dist: duckdb>=1.5.6
+Requires-Dist: fastmcp>=4.1.0
+Requires-Dist: httpx>=0.28.1
+Requires-Dist: mcp>=2.3.0
+Requires-Dist: pydantic-settings>=2.15.0
+Requires-Dist: pydantic>=2.13.5
+Provides-Extra: code-mode
+Requires-Dist: fastmcp[code-mode]>=4.1.0; extra == 'code-mode'
+Provides-Extra: dev
+Requires-Dist: fastmcp[code-mode]>=4.1.0; extra == 'dev'
+Requires-Dist: mypy>=2.4.0; extra == 'dev'
+Requires-Dist: opentelemetry-sdk>=1.45.1; extra == 'dev'
+Requires-Dist: pytest-asyncio>=1.4.0; extra == 'dev'
+Requires-Dist: pytest-cov>=7.1.0; extra == 'dev'
+Requires-Dist: pytest>=9.1.1; extra == 'dev'
+Requires-Dist: ruff>=0.16.10; extra == 'dev'
+Requires-Dist: twine>=7.0.0; extra == 'dev'
+Description-Content-Type: text/markdown
+
+<!-- mcp-name: io.github.christianclaudio/taxcode -->
+
+# 📦 mcp-server-taxcode
+
+[![CI](https://github.com/christianclaudio/mcp-server-taxcode/actions/workflows/ci.yml/badge.svg)](https://github.com/christianclaudio/mcp-server-taxcode/actions/workflows/ci.yml)
+[![License: Apache-2.0](https://img.shields.io/badge/License-Apache_2.0-blue.svg)](https://opensource.org/licenses/Apache-2.0)
+[![Coverage](https://img.shields.io/badge/coverage-100%25-brightgreen.svg)](https://github.com/christianclaudio/mcp-server-taxcode)
+[![CodeRabbit Reviews](https://img.shields.io/coderabbit/prs/github/christianclaudio/mcp-server-taxcode?labelColor=171717&color=FF570A&label=CodeRabbit+Reviews)](https://coderabbit.ai)
+
+> **Enterprise-grade Model Context Protocol (MCP) server for Federal, Territorial, and Multi-State Tax Law.**  
+> Authoritative statutory and administrative intelligence covering United States Federal (IRC/CFR), Puerto Rico (Act 60/Ley 1), and state tax corridors (GA, CA, NY, FL, TX, WA, MA, NJ, IL) with deterministic residency and capital gains compliance engines.
+
+---
+
+## 🏗️ Architecture: FastMCP 4 Server Composition
+
+```mermaid
+graph TD
+    Client["AI Agent / MCP Host<br>(Claude, Cursor, Antigravity, Snowflake Cortex)"]
+    Gateway["FastMCP Root Gateway<br>(stdio / streamable-http)"]
+    ParentMW["Parent Middleware<br>(Audit Logging, Timing, Secret Redaction, ReadOnly Gate)"]
+    SysSub["System Sub-server (mount: 'system')<br>• system_get_health_status<br>• taxcode://system/reference/capabilities"]
+    StatSub["Statutes Sub-server (mount: 'statutes')<br>• statutes_lookup_statute<br>• statutes_search_tax_code<br>• statutes_list_publications"]
+    CompSub["Compliance Sub-server (mount: 'compliance')<br>• compliance_evaluate_pr_bona_fide_residency<br>• compliance_calculate_built_in_gain_sourcing<br>• compliance_evaluate_georgia_residency<br>• compliance_evaluate_state_residency"]
+    DuckDB["DuckDB In-Memory & File Engine<br>(51 Statutes, 7 Publications, Full-Text Search, Temporal Versions)"]
+
+    Client <-->|"JSON-RPC (tools/list, tools/call)"| Gateway
+    Gateway --> ParentMW
+    ParentMW --> SysSub
+    ParentMW --> StatSub
+    ParentMW --> CompSub
+    StatSub <-->|"Point-in-Time & Full-Text Queries"| DuckDB
+    CompSub <-->|"Deterministic Statutory Calculations"| DuckDB
+```
+
+---
+
+## 🚀 Key Features
+
+* **Authoritative Multi-Jurisdiction Statutory Catalog**:
+  * **Federal (`US`)**: IRC § 933, § 937, § 865, 26 CFR § 1.937-1/2.
+  * **Puerto Rico (`PR`)**: Act 60-2019 (Resident Individual Investors & Export Services), Ley 1-2011, Act 22-2012 predecessor versions.
+  * **Key State Corridors**: Georgia (O.C.G.A. Title 48), California (RTC § 17014, § 17041, 18 CCR § 17014), New York (Tax Law § 605, § 601, Convenience Rule § 132.18, 5 Primary Domicile Factors § 105.20), Florida (Const. Art. VII § 5, § 222.17 Domicile, § 196.031 Homestead), Texas (Const. art. VIII § 24-a, Franchise Tax § 171.001), Washington (RCW 82.87 Capital Gains Excise Tax), Massachusetts (M.G.L. c. 62 § 4 & Fair Share Surtax), New Jersey (N.J.S.A. 54A & Reciprocal Convenience Rule), Illinois (35 ILCS 5 Flat Tax).
+* **Temporal Statutory Versioning**: Point-in-time statutory lookup with `superseded_year` filtering and descending historical ordering (`tax_year` parameter).
+* **Deterministic Compliance Engines**:
+  * `evaluate_pr_bona_fide_residency`: Evaluates IRC § 937 presence (183-day, 549-day 3-year, 90-day US), tax home, and closer connection tests.
+  * `calculate_built_in_gain_sourcing`: Allocates Section 937 / Act 60 capital gains across pre-move and post-move holding periods.
+  * `evaluate_state_residency`: Multi-state statutory presence day-counter, permanent place of abode (PPA), domicile audit risk flags, and tax liability computation across 9 states.
+* **Profiles & Opt-in ToolSearch**:
+  * Domain-mount profiles: `full`, `system`, `statutes`, `compliance`, `readonly`.
+  * Job-shaped allowlist profiles: `researcher` (statutes + circulars), `advisor` (cross-border residency + BIG calculations).
+* **Zero Tool Bloat**: Exactly 8 lean, read-only MCP tools exposed with explicit MCP 2.0 annotations (`readOnlyHint=True`).
+
+---
+
+## ⚙️ Configuration
+
+| Variable | CLI Flag | Default | Description |
+| :--- | :--- | :--- | :--- |
+| `TAXCODE_API_KEY` | — | `""` | Service API token for authentication |
+| `TAXCODE_BASE_URL` | — | `https://api.example.com` | Upstream REST API base URL |
+| `TAXCODE_MCP_READONLY` | — | `0` | Restrict server execution strictly to safe read-only inspection tools |
+| `TAXCODE_MCP_PROFILE` | `--profile` | `full` | Server profile: `full`, `system`, `statutes`, `compliance`, `readonly`, `researcher`, `advisor` |
+| `TAXCODE_MCP_ENABLE_TOOL_SEARCH` | `--enable-tool-search` | `0` | Replace flat catalog with dynamic search meta-tools (`profile=full` only) |
+| `TAXCODE_MCP_ENABLE_CODE_MODE` | `--enable-code-mode` | `0` | Experimental Code Mode on `full` (requires `code-mode` extra) |
+| `TAXCODE_MCP_AUTH_TOKEN` | — | `""` | Shared bearer token for HTTP transports (`streamable-http`, `sse`) |
+| `TAXCODE_MCP_ALLOW_UNAUTHENTICATED_BIND` | — | `0` | Set to `1` (or `true`/`yes`/`on`) to let an HTTP transport bind a host other than `127.0.0.1`, `::1` or `localhost` with no token. Without it, such a bind exits at startup |
+
+### HTTP transports and authentication
+
+Stdio is the default and needs no token. The HTTP transports follow the MCP guidance that a local server binds only to localhost and authenticates every connection:
+
+* On `127.0.0.1`, `::1` or `localhost` (the `--host` default is `127.0.0.1`), HTTP runs with or without `TAXCODE_MCP_AUTH_TOKEN`; without it, a warning says requests are not authenticated.
+* On any other host (`0.0.0.0`, `::`, a LAN address), the server refuses to start unless `TAXCODE_MCP_AUTH_TOKEN` is set, or `TAXCODE_MCP_ALLOW_UNAUTHENTICATED_BIND=1` accepts an unauthenticated bind (logged as a warning), for example behind a gateway that authenticates for you.
+* With a token set, every HTTP request needs `Authorization: Bearer <token>`; a missing or wrong token gets HTTP 401.
+* In the default (stateful) HTTP mode, a session idle for 30 minutes expires: its next request gets HTTP 404 and the client must start a new session. Change this with FastMCP's `session_idle_timeout` (on `http_app()`) or `FASTMCP_HTTP_SESSION_IDLE_TIMEOUT` (seconds, or `none` to never expire); see the [FastMCP 4.1.0 release](https://github.com/PrefectHQ/fastmcp/releases/tag/v4.1.0) and [#5229](https://github.com/PrefectHQ/fastmcp/pull/5229).
+
+```bash
+# Local HTTP, loopback only
+taxcode-mcp --transport streamable-http
+
+# Public HTTP with a token
+TAXCODE_MCP_AUTH_TOKEN="$(openssl rand -hex 32)" \
+  taxcode-mcp --transport streamable-http --host 0.0.0.0 --allowed-host mcp.example.com
+```
+
+### Docker
+
+The image's default command is stdio, so it works as a stdio server out of the box:
+
+```bash
+docker run -i --rm -e TAXCODE_API_KEY=your-api-key ghcr.io/christianclaudio/<name>
+```
+
+To serve Streamable HTTP from the container, bind `0.0.0.0` inside it and pass a token:
+
+```bash
+docker run --rm -p 8000:8000 \
+  -e TAXCODE_API_KEY=your-api-key \
+  -e TAXCODE_MCP_AUTH_TOKEN=your-long-random-token \
+  ghcr.io/christianclaudio/<name> \
+  --transport streamable-http --host 0.0.0.0 --port 8000 --allowed-host mcp.example.com
+```
+
+
+---
+
+## 🔌 Integration Guides for AI Assistants & IDEs
+
+This server works out-of-the-box with all major AI assistants, IDEs, and CLI tools via standard `stdio` or `streamable-http`.
+
+The template is not published to PyPI, so these configs run its `taxcode-mcp` console script from a local clone with `uv run --directory`. Replace `/absolute/path/to/mcp-server-taxcode` with the path of your clone. After `uv tool install .` (or `pip install .`) puts both console scripts, `taxcode-mcp` and `mcp-server-taxcode` (the same server), on your `PATH`, `"command": "taxcode-mcp"` with no `args` works too.
+
+<details open>
+<summary><b>🧡 Claude Desktop & Claude Code</b></summary>
+
+Add to `~/Library/Application Support/Claude/claude_desktop_config.json` (macOS) or `%APPDATA%\Claude\claude_desktop_config.json` (Windows):
+
+```json
+{
+  "mcpServers": {
+    "taxcode": {
+      "command": "uv",
+      "args": ["run", "--directory", "/absolute/path/to/mcp-server-taxcode", "taxcode-mcp"],
+      "env": {
+        "TAXCODE_API_KEY": "your-api-key"
+      }
+    }
+  }
+}
+```
+
+For **Claude Code CLI**:
+```bash
+claude mcp add taxcode -- uv run --directory /absolute/path/to/mcp-server-taxcode taxcode-mcp
+```
+</details>
+
+<details>
+<summary><b>♊ Google Antigravity & Gemini CLI</b></summary>
+
+Add to `.agents/mcp_config.json` (or global `~/.gemini/config/mcp_config.json`):
+
+```json
+{
+  "mcpServers": {
+    "taxcode": {
+      "command": "uv",
+      "args": ["run", "--directory", "/absolute/path/to/mcp-server-taxcode", "taxcode-mcp"],
+      "env": {
+        "TAXCODE_API_KEY": "your-api-key"
+      }
+    }
+  }
+}
+```
+</details>
+
+<details>
+<summary><b>❄️ Snowflake Cortex Agent</b></summary>
+
+Add to `~/.snowflake/cortex/mcp.json`:
+
+```json
+{
+  "mcpServers": {
+    "taxcode": {
+      "command": "uv",
+      "args": ["run", "--directory", "/absolute/path/to/mcp-server-taxcode", "taxcode-mcp"]
+    }
+  }
+}
+```
+</details>
+
+<details>
+<summary><b>💻 Cursor & Windsurf</b></summary>
+
+Add to `~/.cursor/mcp.json`:
+
+```json
+{
+  "mcpServers": {
+    "taxcode": {
+      "command": "uv",
+      "args": ["run", "--directory", "/absolute/path/to/mcp-server-taxcode", "taxcode-mcp"]
+    }
+  }
+}
+```
+</details>
+
+<details>
+<summary><b>⚡ VS Code (Cline, Roo Code, GitHub Copilot Agent Mode)</b></summary>
+
+Add to `cline_mcp_settings.json`:
+
+```json
+{
+  "mcpServers": {
+    "taxcode": {
+      "command": "uv",
+      "args": ["run", "--directory", "/absolute/path/to/mcp-server-taxcode", "taxcode-mcp"]
+    }
+  }
+}
+```
+</details>
+
+---
+
+## 📚 Canonical Documentation & Live Doc MCPs
+
+When developing, hardening, or extending MCP servers, consult the official framework and protocol references:
+
+* **FastMCP 4 Framework Reference**: [`https://gofastmcp.com/llms.txt`](https://gofastmcp.com/llms.txt) — Server composition (`mount`), hierarchical middleware, transforms (`ToolTransform`, `ToolSearch`), lifespans, and in-memory test clients.
+* **Model Context Protocol Specification**: [`https://modelcontextprotocol.io/llms.txt`](https://modelcontextprotocol.io/llms.txt) — Official Spec (2026-07-28), wire-level JSON-RPC schemas, annotations, and transport framing.
+
+### Live Documentation MCP Endpoints (SSE / Streamable HTTP)
+Connect your AI coding agent directly to live documentation servers:
+* **FastMCP Documentation Server**: `https://gofastmcp.com/mcp` (Tools: `search_fast_mcp`, `query_docs_filesystem_fast_mcp`, `submit_feedback`)
+* **Anthropic MCP Documentation Server**: `https://modelcontextprotocol.io/mcp` (Tools: `search_model_context_protocol`, `query_docs_filesystem_model_context_protocol`, `submit_feedback`)
+
+```json
+{
+  "mcpServers": {
+    "fastmcp-docs": { "type": "sse", "url": "https://gofastmcp.com/mcp" },
+    "mcp-official-docs": { "type": "sse", "url": "https://modelcontextprotocol.io/mcp" }
+  }
+}
+```
+
+---
+
+## 🏃 Local Development & Verification
+
+```bash
+# 1. Install dependencies from the lockfile
+uv sync --locked --extra dev
+
+# 2. Run unit tests with 100% coverage requirement
+uv run pytest
+
+# 3. Static type checks & linting
+uv run mypy --strict src/
+uv run ruff check .
+uv run ruff format --check .
+
+# 4. Tool contract, protocol & drift assertions
+uv run python scripts/check_tool_contract.py
+uv run python scripts/check_openapi_drift.py
+uv run pytest tests/test_protocol.py
+uv run pytest tests/test_e2e_live.py -m e2e   # on demand; default CI uses -m 'not e2e'
+./scripts/check_conformance.sh
+
+# 5. AI code review gate (CodeRabbit)
+coderabbit review --agent --uncommitted
+```
+
+---
+
+## 📄 License
+
+Licensed under the **Apache License 2.0**. See [`LICENSE`](LICENSE) for details.

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mcp_server_taxcode-0.1.1.dist-info/WHEEL

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+Wheel-Version: 1.0
+Generator: hatchling 1.32.4
+Root-Is-Purelib: true
+Tag: py3-none-any

mcp_server_taxcode-0.1.1.dist-info/entry_points.txt

@@ -0,0 +1,3 @@
+[console_scripts]
+mcp-server-taxcode = taxcode_mcp.server:main
+taxcode-mcp = taxcode_mcp.server:main

mcp_server_taxcode-0.1.1.dist-info/licenses/LICENSE

@@ -0,0 +1,190 @@
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taxcode_mcp/__init__.py

@@ -0,0 +1,14 @@
+"""Enterprise Model Context Protocol (MCP) server for Tax Code."""
+
+from importlib.metadata import PackageNotFoundError
+from importlib.metadata import version as _dist_version
+
+from taxcode_mcp.ssrf import SSRFValidationError, validate_outbound_url
+
+# The git tag is the version (uv-dynamic-versioning); never hard-code it here.
+try:
+    __version__ = _dist_version("mcp-server-taxcode")
+except PackageNotFoundError:  # source tree without an installed distribution
+    __version__ = "0.0.0"
+
+__all__ = ["SSRFValidationError", "__version__", "validate_outbound_url"]

taxcode_mcp/auth.py

@@ -0,0 +1,65 @@
+"""Bearer token authentication and the bind policy for the HTTP transports.
+
+``TAXCODE_MCP_AUTH_TOKEN`` is enforced through FastMCP's built-in server auth: a
+``TokenVerifier`` subclass set as the server's ``auth`` provider
+(https://gofastmcp.com/servers/auth/token-verification). FastMCP applies server auth
+only to HTTP transports; stdio is unaffected
+(https://gofastmcp.com/servers/auth/authentication).
+
+The MCP spec says a local server SHOULD bind only to localhost and SHOULD authenticate
+every connection
+(https://modelcontextprotocol.io/specification/2026-07-28/basic/transports/streamable-http).
+FastMCP servers default to ``auth=None``, so ``create_server`` attaches the verifier at build
+whenever the token is set, covering ``fastmcp run`` and ``http_app()`` too.
+``main()`` also refuses an HTTP bind to any other host unless a token is set or
+``TAXCODE_MCP_ALLOW_UNAUTHENTICATED_BIND`` opts in.
+"""
+
+from __future__ import annotations
+
+import hmac
+import os
+
+from fastmcp.server.auth import AccessToken, TokenVerifier
+
+AUTH_TOKEN_ENV = "TAXCODE_MCP_AUTH_TOKEN"
+ALLOW_UNAUTHENTICATED_BIND_ENV = "TAXCODE_MCP_ALLOW_UNAUTHENTICATED_BIND"
+LOCALHOST_HOSTS = frozenset({"127.0.0.1", "::1", "localhost"})
+_TRUTHY = frozenset({"1", "true", "yes", "on"})
+
+
+class SharedTokenVerifier(TokenVerifier):
+    """Accept exactly one shared bearer token, compared in constant time."""
+
+    def __init__(self, expected_token: str) -> None:
+        stripped = expected_token.strip()
+        if not stripped:
+            raise ValueError(f"{AUTH_TOKEN_ENV} must be non-empty to enable authentication")
+        super().__init__()
+        self._expected = stripped.encode("utf-8")
+
+    def __repr__(self) -> str:
+        return f"{type(self).__name__}(expected_token=***REDACTED***)"
+
+    async def verify_token(self, token: str) -> AccessToken | None:
+        """Return an access token when ``token`` matches, else ``None`` (FastMCP answers 401)."""
+        if not token.strip():
+            return None
+        if not hmac.compare_digest(token.encode("utf-8"), self._expected):
+            return None
+        return AccessToken(token=token, client_id="taxcode-mcp-shared-token", scopes=[])
+
+
+def read_auth_token() -> str:
+    """Return the stripped ``TAXCODE_MCP_AUTH_TOKEN``; whitespace-only counts as unset (``""``)."""
+    return os.environ.get(AUTH_TOKEN_ENV, "").strip()
+
+
+def allow_unauthenticated_bind() -> bool:
+    """True when ``TAXCODE_MCP_ALLOW_UNAUTHENTICATED_BIND`` is 1/true/yes/on (any case)."""
+    return os.environ.get(ALLOW_UNAUTHENTICATED_BIND_ENV, "").strip().lower() in _TRUTHY
+
+
+def is_localhost(host: str) -> bool:
+    """True for the loopback bind names 127.0.0.1, ::1 (bracketed or not), and localhost."""
+    return host.strip().strip("[]").lower() in LOCALHOST_HOSTS