A side-by-side look at the TapTax and Stock Research MCP MCP servers: transport, auth, tools, quality signals, and the config to install either one in Claude, Cursor, Windsurf or VS Code.
Verdict: choose TapTax for finance & fintech work; choose Stock Research MCP for finance & fintech as a local process. You can also run both side by side in one mcpServers block.
estimate_self_employed_tax, check_tax_code, check_mtd_status.TAPETIDE_TOKEN.search_stocks, get_company_profile, get_stock_events.Rows where the two servers differ are marked.
| Spec | T TapTax | |
|---|---|---|
| Category | Finance & Fintech | Finance & Fintech |
| Quality signal | 52/100 · Good | 67/100 · Great |
| Install command | Not confirmed yet | Confirmed |
| Transport | — | Local subprocess (stdio) |
| Auth | Not declared | Not declared |
| Pricing | Free | Not declared |
| Required env vars | None listed | TAPETIDE_TOKEN |
| Verified owner | Community listing | Community listing |
| GitHub stars | 0 | 138 |
| Directory activity | 0 views 0 installs 0 upvotes | 2 views 0 installs 0 upvotes |
| Tools | 49 | 55 |
| Full listing | View TapTax | View Stock Research MCP |
estimate_self_employed_taxEstimate UK income tax and Class 4 National Insurance for a sole trader from turnover and allowable expenses, with the take-home figure, effective and marginal rates, payments on account and tailored tips, from HMRC's published rates for the tax year. Works from the figures given, without a TapTax account.check_tax_codeCheck whether a UK PAYE tax code (e.g. 1257L, BR, K475, 1257L W1/M1) looks right for a salary and circumstances, explain what it means, and estimate any over- or under-payment. Flat-rate codes (BR, D0, D1) are only judged when hasMultipleJobs is known; without it the verdict is needs_info. Returns a verdict tier; refund figures are estimates, not amounts owed.check_mtd_statusSay whether and when Making Tax Digital for Income Tax applies to someone, from their qualifying income: self-employment turnover plus property income, before expenses, as on their Self Assessment return. Employment and pension income do not count.get_mtd_deadlinesList the standard Making Tax Digital quarterly update periods and deadlines for a tax year, and which one is next. Updates are cumulative from 6 April.calculate_take_home_payCalculate take-home pay from a UK salary for a tax year: income tax by band (England, Wales and Northern Ireland, or Scotland), employee National Insurance, student loan repayment and pension contributions, with yearly, monthly and weekly take-home and the employer National Insurance and total cost to the employer.calculate_gross_salary_for_take_homeWork out the gross UK salary needed to take home a given amount a year after income tax, employee National Insurance, student loan and a pension percentage, for a tax year (net to gross).calculate_salary_sacrificeCompare pay before and after a salary sacrifice for a pension or an electric company car: income tax, National Insurance and student loan saved, employer National Insurance saved and passed back, benefit-in-kind tax for a car, the drop in take-home pay, and for a pension the cost per pound added and the saving against paying in from net pay.calculate_pro_rata_salaryWork out a part-time salary from the full-time salary and the hours or days worked compared with full time, with the take-home pay on the pro rata salary for a tax year.convert_hourly_rate_to_salaryConvert an hourly rate to the annual salary it adds up to for the hours a week and paid weeks a year given, with take-home pay on that salary for a tax year.convert_salary_to_hourly_rateConvert an annual salary to its gross hourly rate and the take-home pay per hour, for the hours a week and paid weeks a year given, in a tax year.calculate_student_loan_repaymentCalculate yearly, monthly and weekly UK student loan repayments on an income for a repayment plan (Plan 1, 2, 4 or the postgraduate loan) in a tax year.calculate_child_benefit_chargeCalculate the High Income Child Benefit Charge on an adjusted net income and the Child Benefit received in a tax year: the charge, the benefit kept, and the income the charge starts from.search_stocksSearch ~8,200 Indian stocks by name, symbol, BSE code, or ISIN. Also matches common/brand names and post-rename aliases (e.g. 'Zomato'→ETERNAL, 'Infosys'→INFY). Results ranked by relevance (exact symbol > prefix > contains). Returns the exact NSE symbol that the per-stock tools take as input.get_company_profileGet detailed company overview — sector, about, pros/cons, fundamentals (PE, PB, market cap, ROE, ROCE, debt/equity), growth metrics, and current quote. Default response is ~3KB.
Use the 'include' param to add optional sections via parallel API calls:
- "technicals": RSI, SMA, EMA, MACD, Bollinger Bands, ATR, ADX (~20 indicators)
- "ratings": Analyst buy/hold/sell consensus with counts and percentages
- "peers": Comparable-company table — the stock's published peer cohort with price, day change, market cap, P/E, P/B, dividend yield, ROE, ROCE, ROA, OPM, debt/equity, TTM sales and net profit, YoY quarterly growth, and promoter holding, plus a per-column median across the cohort. The stock itself is included and flagged `is_self`, so it can be ranked against its own peers on any column. A `null` metric means the figure is not published for that company — never treat it as 0.
Example: include ["technicals", "ratings"] for a full analysis view.get_stock_eventsGet stock events — news, corporate actions, or company filings. Filter by type to get only what you need.
Types:
- "news": Sentiment-tagged news (positive/negative/neutral) with category and source URL
- "corporate_actions": Dividends, stock splits, bonuses, AGMs, rights issues with ex-date and LTP
- "filings": Quarterly results, investor presentations, concall transcripts/audio, annual reports, credit ratings, regulatory announcements. Doc types include 'result', 'investor_presentation', 'concall_transcript', 'concall_audio', 'concall' (legacy), 'annual_report', 'announcement', 'credit_rating'. Combines two filing catalogues, so the latest quarter and exact filing dates are covered.get_stock_ownershipGet ownership data for a stock — dividend history and mutual fund holdings. Dividends include ex-date, amount, type (interim/final), and yield. MF holdings show which schemes hold this stock, their quantity, and % of AUM.get_stock_quoteGet the current/latest stock price quote — LTP, change, change %, volume, market cap, PE, PB, 52-week high/low. For multiple stocks, use get_batch_quotes instead.get_batch_quotesPaste either block (or both) into your client config, e.g. claude_desktop_config.json or ~/.cursor/mcp.json. We only show a config when the install command is confirmed.
No confirmed install command for TapTax yet — follow the setup steps linked from its listing page rather than a guessed package name.
{
"mcpServers": {
"stock-research-mcp-2": {
"command": "npx",
"args": [
"-y",
"tapetide-mcp"
],
"env": {
"TAPETIDE_TOKEN": "YOUR_TAPETIDE_TOKEN_HERE"
}
}
}
}
get_price_historyGet OHLCV price history as row-per-day format — date, open, high, low, close, volume, delivery %. Supports configurable lookback days and daily/weekly aggregation. Default 365 days (max 2000). Use this for price analysis, trend detection, and technical calculations. IMPORTANT: `days` is CAPPED at 2000, so a longer request is silently shortened unless you read `meta.window`. Always check `meta.window.truncated` before treating the series as the full requested history — when it is true, `meta.window.requested_days` tells you what you asked for and `meta.window.next_cursor` gives the `end_date` to pass on a follow-up call to page further back. For a full multi-year series, page with `end_date` until `truncated` is false.get_financialsGet financial statements for one company. Sections: `quarterly` (quarterly P&L, ~13 quarters), `profit_loss` (annual P&L), `balance_sheet`, `cash_flow`, `ratios` (all annual). Pass `section` for one statement with every period we hold; omit it to get all sections trimmed to the latest 5 periods each (use `periods` to widen, e.g. {"symbol":"TCS","section":"quarterly","periods":12}). Each section carries `periods` (oldest first), `data` {row: {period: value}}, `pct_changes`, `row_order`, and an `availability` array giving the point-in-time `available_from` date per period (the real result-declaration date where known, `basis:\"reported\"`, otherwise a regulatory-lag estimate, `basis:\"estimated\"`). Use `available_from` for backtests to avoid look-ahead bias. NOTE: `available_from` reflects original declaration timing only; the values are the latest reported figures and may include later restatements. One symbol per call; for many companies call once per symbol (get_batch_quotes is prices only). ETFs, index funds and bonds have no financial statements.get_shareholdingGet shareholding pattern — promoter, FII, DII, public holdings over time. Track institutional buying/selling trends quarter over quarter. Useful for understanding ownership changes.get_forecastsGet analyst forecasts — EPS, revenue, EBITDA, net income, ROA, ROE, and price estimates. Both quarterly and annual periods with actuals vs estimates comparison. Useful for understanding market expectations and earnings surprises.get_market_pulseGet today's market snapshot — FII/DII net flows (buy/sell/net in crores), Nifty 50 valuations (PE/PB/DY), and the India VIX volatility gauge. This is the quick daily-overview tool. For the technical signal scanner (52-week highs/lows, RSI extremes, MACD, volume spikes) use get_market_data with dataset: "signals"; for top gainers/losers/most-active use get_trending_stocks.get_fii_dii_detailGet detailed FII/DII institutional flow data:
- Daily cash market flows for last 30 trading days (buy/sell/net in crores)
- F&O participant positioning (FII/DII/Pro/Client long/short OI)
- Weekly, monthly, yearly aggregates
- Buy/sell streaks and 5d/30d/1yr cumulative net flows
- Optional: cumulative flow chart data with interval param
Essential for understanding institutional money flow in Indian markets.