Gives an AI assistant the federal estate and gift tax rules that are newer than its training data. P.L. 119-21 (July 4, 2025) set the basic exclusion amount to $15,000,000 for 2026, indexed after that, so the scheduled drop to about half never happened. The 2026 annual gift exclusion is $19,000 and gifts to a non-citizen spouse are excluded up to $194,000 (Rev. Proc. 2025-32). Every number is copied from IRS and statute sources.
Hosted endpoint (Streamable HTTP, no sign-in, no token). Paste it into Claude.ai custom connectors or ChatGPT developer mode.
https://estate-gift-tax-exemption-calculator-mcp.lipmichal.workers.dev/mcp
Claude Code
claude mcp add --transport http estate-gift-tax https://estate-gift-tax-exemption-calculator-mcp.lipmichal.workers.dev/mcp
Local (stdio)
npx -y github:theluckystrike/estate-gift-tax-exemption-calculator-mcp
get_exemption_amounts | Basic exclusion amount, applicable credit, annual gift exclusion and non-citizen spouse exclusion for 2011-2026. |
calculate_estate_tax | Federal estate tax the Form 706 way: 2001(c) rates, lifetime gifts, DSUE portability. 2013-2026. |
check_gift | Annual exclusion, gift splitting, citizen and non-citizen spouse rules, Form 709 need, exemption left. |
compare_years | Two years side by side, with the estate tax on the same estate in each. |
Charitable bequests and gifts lower a taxable estate: taxbreakcalc.com charitable deduction calculator. Source: github.com/theluckystrike/estate-gift-tax-exemption-calculator-mcp.
Federal only. General information, not legal or tax advice. Part of the Zovo MCP collection: mcp.zovo.one.