Lacerte MCP
Professional tax software, callable by AI.
A local Windows server that lets an AI assistant read and update returns in Intuit Lacerte professional tax software. It includes a simulation mode for safe testing and deliberately leaves e-filing to humans.
- Tests passing
- 1,506
- MCP tools
- 42
→Read, write and create client returns through the vendor SDK
→Simulation mode with seeded demo clients
→Bulk writes with dry-run preview and idempotency
Two ways to read it
In plain English
A local Windows server that lets an AI assistant read and update returns in Intuit Lacerte professional tax software. It includes a simulation mode for safe testing and deliberately leaves e-filing to humans.
For engineers
C# on .NET Framework 4.8 over COM interop and ODBC, speaking MCP over JSON-RPC/stdio, with dry-run bulk writes, idempotency, a doctor probe, correlation IDs and redacted wire logs.
What it does.
- Read, write and create client returns through the vendor SDK
- Simulation mode with seeded demo clients
- Bulk writes with dry-run preview and idempotency
- E-filing stays a human decision, by design
Built with
- C#
- .NET 4.8
- COM interop
- ODBC
- MCP
Status: In progress · started June 2026 · open on GitHub