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request_tax_report

Request a tax report for the signed-in user, covering a chosen year and format. The report is generated asynchronously on the Aktionariat backend (typically 3-5 minutes) and emailed to the user’s registered primary address. The file is not returned through the MCP tool — only a confirmation that the request was accepted.

Requires sign-in. Call sign_in first if the session is anonymous.

FieldTypeRequiredDescription
yearintegerYesTax year to report on. Maximum 2025.
formatstringYesXLSX (spreadsheet) or PDF (printable).

A small confirmation object with the chosen year, format, and the deliveredToEmail (the user’s primary email).

  • “Send me my 2025 tax report as a PDF.”
  • “Generate my 2024 Aktionariat tax report in XLSX.”
  • “Email me the tax report for last year.”
  • Always confirm which year and which format with the user before calling. The choice is consequential — XLSX is for spreadsheet work, PDF for printable / archival copies.
  • Reports can run to hundreds of rows. They are deliberately delivered by email rather than streamed back into the chat context. After calling, tell the user the report will arrive in their inbox shortly.
  • The year is capped at 2025 client-side; older years are accepted but the backend may not have data.