Tax Document Collector
Prerequisites
This skill needs the iGPT MCP at https://mcp.igpt.ai/.
If the MCP tools aren't available or return an auth error, tell the
user to install the iGPT plugin (/plugin marketplace add igptai/skills)
or add https://mcp.igpt.ai/ as a connector, then complete OAuth and say
"ready". Retry once after they confirm. Never invent tokens or OAuth URLs.
For deeper troubleshooting: https://raw.githubusercontent.com/igptai/skills/main/shared/mcp-guard.md
What This Skill Does
Scans email history for tax-related documents — VAT invoices, official receipts,
1099 or equivalent forms, tax authority correspondence, and any document
explicitly marked as needed for tax purposes — and returns a structured list
the user can use as a tax document checklist.
Workflow
-
Before calling any tool, collect these values from the user. Do not
invent values they did not give. Both are required.
- [tax_year] — the tax year or period to cover (e.g. "2024",
"fiscal year 2024-2025", "the 2023 tax year"). No default — must
come from the user. Keep the user's natural phrasing for use in
the ask input; convert to ISO start and end dates for the search
call.
- [tax_jurisdiction] — the user's country or tax jurisdiction (e.g.
"United States", "Israel", "United Kingdom") — used to know which
document types are relevant. No default — must come from the user.
-
Call search with:
- query: tax VAT invoice receipt 1099 tax return deductible official
- date_from: ISO start date of [tax_year]
- date_to: ISO end date of [tax_year]
-
Call ask with:
- input: Find all tax-related documents in email for [tax_year] relevant to [tax_jurisdiction]. This includes VAT invoices, official receipts, 1099 or equivalent tax forms, tax authority correspondence, and any document marked as a tax receipt or needed for tax filing. For each document record the sender, document type, date, amount if present, and whether an attachment was mentioned.
- output_format:
{
"strict": true,
"schema": {
"type": "object",
"description": "Tax document collection report for a specific tax year or period",
"additionalProperties": false,
"properties": {
"tax_period_from": {
"type": "string",
"description": "ISO8601 start date of the tax period"
},
"tax_period_to": {
"type": "string",
"description": "ISO8601 end date of the tax period"
},
"jurisdiction": {
"type": "string",
"description": "Tax jurisdiction or country this collection covers"
},
"documents": {
"type": "array",
"description": "List of every tax-relevant document found in email",
"items": {
"type": "object",
"description": "A single tax document found in email",
"additionalProperties": false,
"properties": {
"sender": {
"type": "string",
"description": "Company or authority that sent this document"
},
"document_type": {
"type": "string",
"description": "Type of tax document",
"enum": [
"vat_invoice", "official_receipt", "1099_equivalent",
"tax_authority_correspondence", "deductible_expense_receipt",
"bank_statement", "payroll_document", "other"
]
},
"date": {
"type": "string",
"description": "ISO8601 date of the document"
},
"amount": {
"type": "number",
"description": "Amount on the document if present, 0 if not applicable"
},
"currency": {
"type": "string",
"description": "Currency of the amount, empty string if not applicable"
},
"has_attachment": {
"type": "boolean",
"description": "Whether the email mentioned or included an attachment for this document"
},
"notes": {
"type": "string",
"description": "Any additional context about this document relevant to tax filing"
}
},
"required": [
"sender", "document_type", "date", "amount",
"currency", "has_attachment", "notes"
]
}
},
"total_deductible_amount": {
"type": "number",
"description": "Sum of amounts on documents that appear to be deductible expenses"
},
"missing_document_flags": {
"type": "array",
"description": "List of document types that are typically required but were not found",
"items": {
"type": "string",
"description": "A missing document type or category the user should locate"
}
},
"summary": {
"type": "string",
"description": "One or two sentence summary of documents found, total deductible amount, and any gaps"
}
},
"required": [
"tax_period_from", "tax_period_to", "jurisdiction", "documents",
"total_deductible_amount", "missing_document_flags", "summary"
]
}
}
-
Present with summary first, then documents grouped by type. Highlight
missing document flags prominently so the user knows what to look for.
-
Ask: "Would you like me to organize these into a checklist you can share
with your accountant?"