How to Use the TaxBandits MCP in Windsurf

Automate IRS e-filing: Windsurf handles W-2/1099 submissions from start to finish.

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Connect TaxBandits MCP to Windsurf

Create your Vinkius account to connect TaxBandits to Windsurf — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup TaxBandits with Windsurf

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Manage Business Entities

Need to track your client roster? You can prompt Cascade to list all registered businesses using `list_businesses`, or check specific details for a single entity with `get_business_details`. This handles the setup phase automatically. If you're starting fresh, just tell Windsurf to execute `create_business` and provide the necessary JSON data. It gets your new business record in place fast.

Automated Form Filing

TaxBandits makes e-filing W-2s, 1099s, and ACA forms simple. Windsurf can run the entire process: first calling `list_tax_forms` to see available types, then using that context to execute a full filing sequence via `create_business`. No manual steps needed. After the submission is complete, you don't have to wait around checking portals. Cascade handles the follow-up by listing all transmissions with `list_transmissions`, giving you an immediate view of what was sent.

Verify Submission Status

Did that tax return go through? Windsurf can check the status instantly using `get_submission_status`. It’s built for speed; it tells you exactly where a form submission stands with the IRS. If you're unsure what forms are available for a given cycle, just run `list_tax_forms` and provide your filters. This gives you all the context needed before initiating any filing process.

Setup guide

Set up TaxBandits MCP in Windsurf

Prerequisites

Windsurf IDE installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open ~/.codeium/windsurf/mcp_config.json.
2

Add the TaxBandits MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Refresh MCPs

Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
4

Verify in Cascade

Start a new Cascade conversation and ask something like "Show my TaxBandits payment history." If connected, Cascade will call the TaxBandits tools directly. You will see a green dot next to the server name in the MCP panel.

mcp_config.json

{
  "mcpServers": {
    "taxbandits-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by TaxBandits. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about TaxBandits MCP in Windsurf

You set a goal—say, 'File last year's W-2 batch.' Cascade reads that and autonomously chains the necessary actions: it lists eligible forms using `list_tax_forms`, creates the submission record via `create_business`, and finally checks the status with `get_submission_status`. It handles all the intermediate steps for you.

Yep. You just ask it to get details on a list of companies. Cascade can run `list_businesses` first, and then loop through the resulting IDs calling `get_business_details` for every single one in that batch. It makes checking compliance across many entities quick.

The MCP Server is designed to validate forms against IRS standards before submission. If an issue pops up, Windsurf's agent reports the failure immediately and provides context about what data point needs fixing. You don't get stuck waiting for manual human review.

The server uses strict JSON validation across all inputs, whether you're creating a business or submitting forms. It ensures the structure of your 1099 and W-2 data matches federal requirements before initiating transmission.

This MCP Server handles key financial reporting types, including W-2 forms, 1099 forms, and ACA documentation. All of this wage and income data is processed for e-filing.

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