🚀 TaxDone MCP Server Setup

What is MCP?

Model Context Protocol (MCP) allows AI tools like ChatGPT and Cursor to securely access TaxDone APIs and functions. When connected, you can use TaxDone tools directly in your IDE.

📋 Setup Instructions for Cursor

Quick Start (5 minutes)

  1. Visit the authentication page:Authenticate with TaxDone
  2. Sign in with your TaxDone account
  3. Complete the browser authentication prompt
  4. Open Cursor and configure the MCP server:
    • Server URL: https://mcp.taxdone.ch/mcp
    • Auth Method: OAuth (auto) or Bearer token if prompted
  5. Restart Cursor
  6. Start using TaxDone tools! 🎉

Detailed Steps

Step 1: Get Your Access Token

Click the button below to authenticate. You'll be asked to sign in with your TaxDone account. After signing in, you'll receive an access token.

🔐 Get Access Token

Step 2: Configure in Cursor

Once you have your token, configure Cursor:

  1. Open Cursor Settings (Cmd+, on Mac / Ctrl+, on Windows)
  2. Search for "MCP" or "Model Context Protocol"
  3. Click "Add Server" or similar button
  4. Fill in the configuration:
    Name: TaxDone
    Type: HTTP
    URL: https://mcp.taxdone.ch/mcp
    Auth Type: Bearer Token (or Authorization Header)
    Token/Header: [Paste your token here]
  5. Click Save

Step 3: Restart Cursor

Close and reopen Cursor for the changes to take effect.

Step 4: Start Using MCP

You should now see TaxDone tools available in Cursor's context menu or suggestion box. Try using one to verify the connection works!

❓ Troubleshooting

"Connection refused" or "Cannot connect"

  • Verify your MCP server URL is exactly: https://mcp.taxdone.ch/mcp
  • Check that your access token is correct (not expired)
  • Try getting a new token from the authentication page
  • Restart Cursor completely

"Unauthorized" or "Invalid token"

  • Your access token may have expired (tokens last 1 hour)
  • Get a new token: Visit the authentication page
  • Make sure you copied the entire token (including the beginning)

Token keeps expiring

  • Access tokens expire after 1 hour for security
  • Get a new token by visiting the authentication page again
  • We're working on longer-lived tokens for future releases

Still having issues?

Please check:

  • Your internet connection is working
  • You're using a recent version of Cursor
  • Your TaxDone account has MCP access enabled

🔒 Security & Privacy

Your access tokens are:

Always keep your access token private. Don't share it or commit it to version control. If you suspect your token is compromised, get a new one from the authentication page.