tools · POST /v1/tools/compare_filing_statuses

compare_filing_statuses

The same facts under every eligible filing status.

Call it

bash

curl -s https://opentax.invaro.ai/v1/tools/compare_filing_statuses \
  -H "Authorization: Bearer $OPENTAX_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "facts": {
    "filing": {
      "filingStatus": "mfj"
    },
    "income": {
      "wages": 120000
    },
    "credits": {
      "qualifyingChildren": 2
    },
    "asOf": "2025-12-31"
  }
}'

What it does

Compute the answer under every filing status for the same facts — e.g. to answer 'should we file jointly or separately?'. Statuses that need more facts report their error instead of guessing.

This is the description the MCP server hands to a model. The imperative sentences are addressed to the model; the facts about scope apply to every caller.

Inputs

Required: facts. Everything else is optional and defaults are disclosed in assumptions.

field	type	description
factsrequired	object · any keys	facts for the computation: either flat corpus fact ids (see list_input_facts) or the same group objects calculate_tax accepts (filing, income, retirement, …), plus optional target and asOf. Business/fiduciary/dependent facts are accepted flat. Unknown keys are rejected by name — nothing is ever silently dropped. Takes every field listed on calculate_tax, grouped or flat, plus asOf and target.

Example

No captured example for this tool yet; the call above is a valid request. The examples page has ten end-to-end pairs including two refusals.