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Connect Tax Loss Harvesting Calculator to ChatGPT and Claude

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Calculate your tax savings and manage capital loss compliance.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 3 capabilities

We ship only the actions that matter.

Capability set01 / 01

01-03

3 capabilities in this set.

Part of 3 available through Tax Loss Harvesting Calculator.

  1. 01

    Evaluate harvesting opportunity

    This capability calculates the actual economic impact of harvesting losses, including net savings after accounting for reinvestment friction.

  2. 02

    Get wash sale window

    This capability determines the specific regulatory window you must follow to remain compliant with wash sale rules in different jurisdictions.

  3. 03

    Retrieve tax rate by jurisdiction

    This capability pulls the correct capital gains tax percentage based on your specific location and income band.

Real work

What teams actually run

01

Year-end Tax Planning

Evaluate which losing positions to sell to offset gains before the tax year ends.

02

Compliance Verification

Check the wash sale window in a specific country before buying a similar security.

03

Portfolio Rebalancing

Determine if the tax savings from a sale outweigh the costs of moving into a new position.

04

Cross-Border Tax Research

Find the applicable capital gains rates for different jurisdictions and income levels.

Automate a task

Put Tax Loss Harvesting Calculator to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Tax Loss Harvesting Calculator works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Tax Loss Harvesting Calculator to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

701ms average. Fast in production.

Tax Loss Harvesting Calculator is checked daily against the live service.

Daily averagePeak 808ms
Oct 3Today
Fastest day
533ms
Slowest day
808ms
14-day trend
Slowing+5%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 3 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Tax Loss Harvesting Calculator, so you can see the experience inside your AI.

It does not authenticate your account with Tax Loss Harvesting Calculator. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Tax Loss Harvesting Calculator Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_jSCMED19kifpgyPFj9uGc4g1EhRru6u9Swzn5eMr/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Tax Loss Harvesting Calculator capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "tax-loss-harvesting-calculator-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_jSCMED19kifpgyPFj9uGc4g1EhRru6u9Swzn5eMr/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Tax Loss Harvesting Calculator in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Tax Loss Harvesting Calculator owners hand off.

This MCP is built for professionals managing investment portfolios and tax liabilities.

  • 01

    Financial Planners

    They hand off complex tax-loss math to the AI to prepare client reports.

  • 02

    Tax Professionals

    They use the capability to quickly verify wash sale windows and regional tax rates.

  • 03

    Wealth Managers

    They use it to evaluate the net benefit of rebalancing portfolios during market volatility.

FAQ

Questions Tax Loss Harvesting Calculator owners ask.

  • 01

    How does this MCP handle reinvestment costs?

    The evaluate_harvesting_opportunity capability specifically calculates net savings by accounting for reinvestment friction.

  • 02

    Can I check tax rules for countries other than the USA?

    Yes, the get_wash_sale_window capability provides compliance windows for different jurisdictions, including Germany.

  • 03

    Does it account for my income level?

    Yes, the retrieve_tax_rate_by_jurisdiction capability finds rates based on both your location and your specific income band.

  • 04

    Which AI clients can I use this with?

    You can use this MCP with any compatible client, such as Claude, Cursor, Windsurf, or VS Code.

  • 05

    Do I need to host this myself?

    No, Vinkius hosts and manages the MCP for you, so it is ready to use immediately after connection.

  • 06

    How do I calculate my potential tax savings?

    Use the evaluate_harvesting_opportunity capability by providing your current positions, the applicable tax rate, and any reinvestment friction costs.

  • 07

    What is the wash sale rule window for the USA?

    For the USA, the get_wash_sale_window capability confirms a 30-day period surrounding the transaction where you must avoid repurchasing substantially identical securities.

  • 08

    Can I retrieve tax rates for European countries?

    Yes, use retrieve_tax_rate_by_jurisdiction to get the flat capital gains rate for supported EU nations.

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