Personal tax details
Save privately, explicitly share with verified companies and named accountants, and resolve shareholder setup in secure forms.
25 actions
Give an AI assistant only these actions with the personal_tax MCP toolset.
MCP address
https://app.getoatmilk.com/api/mcp?toolset=personal_taxpersonalTax.capture
personalTax.company
- GET
personalTax.company.listList the verified associated companies and any actual shareholder records you may choose to your own personal tax details, with their current register revision, suggested fiscal year and available named accountants. This authorizes no sharing. - GET
personalTax.company.requests.listRead personal-tax requests for the currently active company after fresh administrator membership verification. Includes exact request, responsible person, fiscal period, selected accountants, status and email queue/provider/delivery states without tax numbers. - GET
personalTax.company.shares.listList explicitly shared personal tax details for an exact organization. Current company administrators can review company consents; external accountants need both a current named personal grant and company tax_numbers access. Returns safe purpose, exact period, masked metadata and a secure private view/copy handoff. Never returns full numbers or reveals whether an unshared person saved a private number.
personalTax
- GET
personalTax.getRead your own account's tax-number status, masked hint, revision, organization consents, named accountant grants and safe history. Works without a company. Never returns the full number or tells an organization whether an unshared private number exists. Requires your own signed-in session or OAuth; API keys are not accepted. - GET
personalTax.historyRead your account-owned tax-detail activity. Contains events, dates and safe identifiers only, never tax numbers, ciphertext or private organization records. - POST
personalTax.requestAsk a known verified associated person to review a voluntary request for personal tax details for ownerUserId, optional holderId, explicit tax reporting purpose and exact calendar or corporate period and selected accountantUserIds. The active organization is bound by the server. Reuses an identical open request, creates the person's secure task, and records notification queue state; queued is not sent or delivered. The person chooses whether to save and share privately, or decline. Never provide a number, free-form message or URL; the server supplies the request wording and exact account link. - POST
personalTax.withdrawWithdraw your organization consent and all its accountant grants, with consentId, expectedRevision and idempotencyKey. Notifies the affected person, company administrators and named accountants through the verified notice and email queue. Works after leaving the company. It stops future access; it cannot remove a copy already used for a filing.
personalTax.grants
- POST
personalTax.grants.preparePrepare an exact browser review of allowing named accountants to view one of your live organization consents. Include consentId, accountantUserIds, expiry, expectedRevision and idempotencyKey. Each accountant also needs current organization tax_numbers access. Preparing a review grants nothing. - POST
personalTax.grants.revokeRevoke one named accountant's access to your personal tax number, with grantId, expectedRevision and idempotencyKey. Notifies affected people through the verified notice and email queue. Works after leaving the company and stops future view and copy requests.
personalTax.notifications
- POST
personalTax.notifications.dismissDismiss one of your own personal-tax access notices. Requires id and idempotencyKey; cannot dismiss another person's notice. - GET
personalTax.notifications.listRead your own personal-tax access notices and truthful email queue/provider/delivery states. Notices identify the person, company, purpose and access change without numbers, masked hints or ciphertext.
personalTax.request
- GET
personalTax.request.peopleFind verified active company members who can supply personal tax details for any associated person, optionally an exact individual shareholder, plus active invited accountant choices. Select the known person and exact accountants explicitly. A shareholder email or an existing accepted owner binding must agree with the person's verified identity; names are never matched automatically. Never asks for a SIN. - POST
personalTax.request.respondDecline your own voluntary personal-tax request, or cancel a request as the requesting company administrator. Requires id, expectedRevision and idempotencyKey. Notifies affected people through the verified notice and email queue. Actual sharing and all selected personal accountant permissions complete the owner task automatically; current company tax-number permission remains a separate access requirement; marking a task done does not supply consent. Never include a tax number or a free-form response.
personalTax.requests
personalTax.review
personalTax.share
personalTax.shareholder
- POST
personalTax.shareholder.addPersonAs a freshly verified company administrator, save a known verified associated person's real shareholder details in this exact company without switching workspaces. Requires ownerUserId, real holder fields, optional explicit existingHolderId, current register and target association fingerprints. Notifies the selected person and responsible company administrators through the verified notice and email queue. Preserves all other people, classes, holdings and officers. Never invent ownership, submit a tax number, create a setup request or approve personal sharing. Use the native reviewed person form. - POST
personalTax.shareholder.addSelfAs an active company administrator, explicitly add your own real individual shareholder details to the canonical register against the exact reviewed register and association fingerprints. Email must belong to your verified account. Never invent holdings, share classes or ownership. Does not save a tax number or approve sharing. - GET
personalTax.shareholder.contextRead your verified association with one company, your matching shareholder persons, register revision and verified administrators. Membership or a linked contractor account establishes association; it never establishes share ownership. Returns explicit setup capabilities without tax numbers. - POST
personalTax.shareholder.requestAsk an explicitly selected verified company administrator to set up your individual shareholder record for a shareholder tax purpose. Requires current reviewed register and association fingerprints. Fixed server text creates a tracked task and truthful notification state. Only the actual verified-email matching register person completes setup; generic Done cannot. Notifies the chosen administrator and sends the person a verified completion notice when real setup is saved. Does not approve ownership or tax sharing. - POST
personalTax.shareholder.request.cancelCancel your own pending shareholder setup request using its current revision. Cancels its assigned task; does not change the shareholder register or any personal tax sharing. - GET
personalTax.shareholder.request.getRead one exact shareholder setup request as its requester or a freshly verified active company administrator. Includes the known verified person, exact company/register context, current completion and responsible administrator; no tax number or invented ownership. - POST
personalTax.shareholder.request.resolveAs a freshly verified administrator of the exact company saved on this setup request, explicitly save the requested person's real shareholder details against the current request and register revisions. Select an existing individual record or add the actual person; email must match the requested person's current verified identity. Notifies the requested person and company administrators after real setup is saved. Preserves other persons, classes, share holdings and officers, and never approves tax sharing. Use the native reviewed form; never put a SIN in these details. - GET
personalTax.shareholder.requests.listRead your own shareholder setup requests across companies with current verified person matching, exact task links and truthful email state. Saving setup remains separate from sharing personal tax details.