Tax1099 MCP Documentation

Tax1099 Model Context Protocol (MCP)

Let your AI agents interact with the Tax1099 API by using our MCP server. Manage, validate, file, and pay for tax forms directly through natural-language prompts.

All Form Types Supported
1099 (NEC, MISC, DIV, INT, K, R, G, B), 1042-S, 1095 (B and C), and 1098
Natural Language
Perform every step from login to PDF generation using simple prompts
OAuth Security
Granular permissions and user-based authorization for secure access
Cursor Integration
Works seamlessly within the Cursor IDE chat interface

Connect to Tax1099 MCP

Add the following configuration to your ~/.cursor/mcp.json file. To learn more, see the Cursor documentation.

mcp.json 
{
  "mcpServers": {
    "Tax1099": {
      "url": "https://mcp.tax1099.com/mcp"
    }
  }
}

Setup Using Cursor IDE

a
Open Settings
Open Cursor and click the Settings (⚙️) icon in the bottom-left corner. The Settings page will appear.
b
Navigate to MCP Settings
Click Tools & MCP and select Add Custom MCP.
c
Add Server URL
Enter the Tax1099 MCP server URL:
mcp.json 
{
  "mcpServers": {
    "Tax1099-Server": {
      "url": "https://mcp.tax1099.com/mcp"
    }
  }
}
d
Save Configuration
Click Save to register the MCP server.
e
Verify Server Status
Cursor automatically starts the server and displays its status in the MCP Server list.
f
Test Connection
Open a new chat by clicking the + icon and type a quick test prompt such as "Check MCP connection" to confirm it's active.
💡
Note: Keep your MCP terminal open during setup for real-time log visibility.

Tools Overview

The server exposes the following MCP tools. We recommend enabling human confirmation of tools and exercising caution when using the MCP with other servers to avoid prompt injection attacks.

Form 1042-S

Tool API Description
form1042sValidate Form1042S Validate
form1042sGetformdetails Form1042S Get Form Details
formImportonly1042s Form1042S Import Only
formImportonlyEdit1042s Form1042S Edit Form

Form 1095-B & 1095-C

Resource Tool API Description
Form 1095-B form1095bValidate Form1095B Validate
form1095bGetformdetails Form1095B Get Form Details
formImportonly1095b Form1095B Import Only
formImportonlyEdit1095b Form1095B Edit Form
Form 1095-C form1095cValidate Form1095C Validate
form1095cGetformdetails Form1095C Get Form Details
formImportonly1095c Form1095C Import Only
formImportonlyEdit1095c Form1095C Edit Form

Form 1098

Tool API Description
form1098Validate Form1098 Validate
form1098Getformdetails Form1098 Get Form Details
formImportonly1098 Form1098 Import Only
formImportonlyEdit1098 Form1098 Edit Form

Form 1099 Series

Resource Tool API Description
Form 1099-B form1099bValidate Form1099B Validate
form1099bGetformdetails Form1099B Get Form Details
formImportonly1099b Form1099B Import Only
formImportonlyEdit1099b Form1099B Edit Form
Form 1099-DIV form1099divValidate Validate
form1099divGetformdetails Get Form Details
formImportonly1099div Import Only
formImportonlyEdit1099div Edit Form
Form 1099-G form1099gValidate Validate
form1099gGetformdetails Get Form Details
formImportonly1099g Import Only
formImportonlyEdit1099g Edit Form
Form 1099-INT form1099intValidate Form1099 INT Validate
form1099intGetformdetailsV1 Form1099 Int V1 Get Form Details
form1099intGetformdetailsV2 Form1099 Int V2 Get Form Details
formImportonly1099int Form1099 Int Import Only
formImportonlyEdit1099int Form1099 Int Edit Form
Form 1099-K form1099kValidate Form1099K Validate
form1099kGetformdetails Form1099K Get Form Details
formImportonly1099k Form1099K Import Only
formImportonlyEdit1099k Form1099K Edit Form
Form 1099-NEC form1099necValidate Form1099 NEC Validate
getForm1099necGetformdetails Form1099 NEC Get Form Details
formImportonly1099nec Form1099 NEC Import Only
putFormImportonlyEdit1099nec Form1099 NEC Edit Form
Form 1099-R form1099rValidate Form1099R Validate
form1099rGetformdetails Form1099R Get Form Details
formImportonly1099r Form1099R Import Only
formImportonlyEdit1099r Form1099R Edit Form
Form 1099-MISC form1099miscValidate Form1099 MISC Validate
form1099miscGetformdetails Form1099 MISC Get Form Details
formImportonly1099misc Form1099 MISC Import Only
formImportonlyEdit1099misc Form1099 MISC Edit Form

Recipient Management

Tool API Description
recipientSave Recipient Save
recipientValidate Recipient Validate
recipientDelete Recipient Delete
recipientGetinfo Get Recipient Details

Payer Management

Tool API Description
payerSave Payer Save
payerValidate Payer Validate
payerDelete Payer Delete
payerGetbyids Get By Tin
payerGetbyclientids Get By ClientId

PDF Generation

Tool API Description
pdfFormsGetpdfs Get Single PDF(Scenario-1)
pdfFormsGetpdfssummary Get PDF(Scenario-2)
pdfGetpdfsW8w9 Get PDF for W8 W9
pdfSavepdfreconciliation Get PDF for 1096/W-3 Summary

Form Submission APIs

Tool API Description
paymentFormsImportSubmit1099nec Form1099 NEC Submit To IRS (Payment)
paymentFormsImportSubmit1099misc Form1099 MISC Submit To IRS (Payment)