Intuit TurboTax
Estimate US federal taxes, compare TurboTax filing options and reach a live tax expert from an AI agent. Anthropic lists 3 tools; Intuit's own help article documents 5. Nothing files or amends a return.
Verified connector
Listed by Anthropic as a partner connector in its Connectors Directory.
Connection checked by Agentman on .
Anthropic states this reflects the level of review a connector received, not a security audit.
Connect Intuit TurboTax via MCP
https://ai-inc.turbotax.intuit.com/358A1C1B-F73B-46A7-B130-4B14916E6843/v1/mcpWorks in any MCP-compatible client. In Agentman Studio it is one click — no config file to edit.
Intuit TurboTax Tools & Capabilities (3)
Tool names from Anthropic's directory listing. This server requires sign-in, so we could not read tool descriptions or parameter schemas.
Limits
- The directory under-lists, and the gap contains the only write. Anthropic's snapshot records three tools; Intuit's Claude article documents five. The two extras are a document checklist and a document upload, and the upload is the sole write-shaped capability described anywhere in this surface. A verb census of the three listed names returns zero writes and is therefore misleading.
- We could not verify either list against the server. The endpoint returned an authentication challenge to an anonymous request, so no
tools/listwas ever read. Both enumerations are second-hand, and neither is confirmed. - No tool schemas or safety annotations are published here. With no handshake there is no parameter detail, so we cannot rule out a tool taking an action or operation as an argument.
- No OAuth scopes are published. The RFC 9728 probes returned Intuit's generic authentication error rather than a resource descriptor, so
scopes_supportedcould not be read and no scope-level boundary between reading an estimate and uploading a document can be shown to exist. - US federal only, 2025 tax year only. Intuit states the app is built for US timezones and supports US federal taxes for 2025. No state returns, no other jurisdictions, no other years.
- Intuit disclaims the numbers. Its article states the estimates in Claude are for reference only. Do not treat an agent's output as a tax position.
- Intuit's two articles contradict each other on prerequisites. The Claude article requires a TurboTax account for the connection and the tools; the ChatGPT article states no account is needed for most tools, only for checklist and upload. Both were published by Intuit. We did not resolve which applies to a Claude user who has none.
- The tool names differ between the two articles too. What the Claude article calls expert search, the ChatGPT article calls expert connect and credits with booking an appointment — a capability the Claude article does not mention. Whether that is a naming difference or a capability difference is unresolved.
- Part of the interaction happens in embedded UI. The directory records
has_mcp_app: trueand Intuit describes widget-rendered results, so some of what the user sees and selects is not visible in the tool-call transcript. - Data flows to Intuit by design, and back to the model. Intuit states both directions explicitly. There is no configuration described that keeps tax figures out of Intuit's platform while still using the estimator.
- Whether an expert engagement incurs a charge is unresolved. Expert tiers are paid TurboTax products, and neither article states where in the flow payment is taken. We did not test it.
- The endpoint is fronted by an edge that refuses every anonymous request, so its auth posture is unverifiable from outside. Anonymous POST
initialize, plain GET, browser-user-agent GET and the host root all return HTTP 403 with an Akamai "Access Denied" body and nowww-authenticateheader. That is the CDN talking, not the MCP server, so nothing here confirms or denies how the origin authenticates — we record OAuth from Intuit's documentation alone, andauthVerifiedis false. Twenty-seven directory entries share this 403 shape, so a 403 in automated probe data should be read as "not observed", never as the server's own answer.
Frequently asked questions
No. Nothing in the surface submits a return to the IRS. Intuit documents five tools — estimate, filing options, expert search, checklist and document upload — and none of them e-files. Intuit's TurboTax license terms state it will not file a return until it receives your payment and your consent to e-file. Filing stays a deliberate action inside TurboTax.
Whatever the estimate needs, which is real tax data. Intuit's help article lists age, wages, filing status, dependents and withholdings as the inputs. Intuit states plainly that interactions and data with Claude for use with the TurboTax tools will be shared with Intuit, and that TurboTax responses may be accessible by Claude. Treat the chat as identified financial data.
Three by Anthropic's count, five by Intuit's. The directory snapshot lists tax_estimate, tax_filing_options and expert_search. Intuit's own help article for Claude documents those three plus a tax checklist and a document upload. We could not run a handshake to settle which is current, so treat three as a floor rather than a total.
Not for the estimate, on the evidence available. Intuit's help article names age, wages, filing status, dependents and withholdings as the estimator's inputs, and an SSN is not among them. But the document upload tool sends real tax forms into your TurboTax account, and a W-2 or 1099 carries your SSN on its face.
We could not determine it, and we tested. Every path shape we probed — a different GUID, no GUID at all, a wrong version segment — returned the identical authentication challenge rather than a not-found. So the GUID is not a routing discriminator at the edge, and Intuit publishes no explanation of it. Copy the endpoint exactly as listed.
Yes, per Intuit's Claude article. It states you need an active Claude subscription and a TurboTax account to set up the connection or use the tax tools. Intuit's parallel ChatGPT article says the opposite — that no account is needed for most tools there, only for checklist and upload. Follow the Claude article for Claude.
Intuit says no. Its help article states directly that the estimates in Claude are for reference only and directs you to TurboTax Support for official tax help. The tool computes a US federal refund or balance owed from a handful of inputs, so it is a planning figure, not a return. It covers US federal taxes for 2025 only.
It can reach one; we found no evidence it can buy one. Intuit describes expert search as helping you connect with available experts through Connect Now. The Claude article names no booking step, though Intuit's ChatGPT article calls the equivalent tool expert connect and does mention booking an appointment. Expert services are paid tiers, so assume a checkout follows.
Sources
- Intuit TurboTax help article, "How do I access TurboTax tools in Claude?" (retrieved 2026-08-22; Intuit's own metadata gives a last-published date of 2026-08-11). Prose was recovered from the page's
__NEXT_DATA__block, which carries the article body. · retrieved 2026-08-22 - Intuit TurboTax help article, "How do I access TurboTax tools in ChatGPT?" (retrieved 2026-08-22). Used only for the documented contradictions noted above. · retrieved 2026-08-22
- Intuit TurboTax online license terms, filing and payment conditions (retrieved 2026-08-22) · retrieved 2026-08-22
- Intuit Global Privacy Statement, identity-verification data and Tax Return Information (retrieved 2026-08-22) · retrieved 2026-08-22
ttlc.intuit.com/robots.txt— checked 2026-08-22. The help-article path is not disallowed; the file's exclusions target community and widget paths. NoContent-Signaldirective is present. · retrieved 2026-08-22- Live auth posture check, 2026-08-22: every request shape we tried — anonymous POST
initialize, plain GET, GET with a browser user-agent, and the host root — returned HTTP 403 carrying an Akamai "Access Denied" HTML body (reference#18.5c), with nowww-authenticateheader. Path-shape probes (arbitrary GUID, absent GUID, wrong version segment) returned the identical response, which establishes that the GUID is not resolved before the request is refused. Because the edge answers first, the origin's own authentication posture was never observed from outside;authModeis taken from Intuit's documentation, not from the wire. · retrieved 2026-08-22 - RFC 9728 probes under both the endpoint path and the host root, 2026-08-22 — all returned Intuit's authentication error or an edge denial; no resource descriptor was served. · retrieved 2026-08-22
- Anthropic Connectors Directory entry — , read from our directory snapshot dated 2026-08-16 · retrieved 2026-08-16
- TurboTax support — · Privacy
Use in Agentman
Connect once and your agents call these tools on their own — on a schedule, in a workflow, with nobody at the keyboard.
Open in Agentman StudioServer Info
- Category
- Finance
- Developer
- Intuit TurboTax
- Tools
- 3
- Domain
- ai-inc.turbotax.intuit.com
Using Claude Desktop or another MCP client? Setup docs — the connection URL above works anywhere.