CustomAgent.app
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MCP
Claude Agent SDK
Finance & Legal

Tax Document Analyzer

Extracts, categorizes, and cross-references data from tax forms, W-2s, 1099s, and receipts

4.8(87 reviews)
1,432 installs
by TaxBot Labs
v1.0.0
FREEopen source
Install AgentPick your IDE or clone directly

Install as a GitHub Copilot agent via the gh CLI extension, or drop the .agent.md file into your repository.

gh extension install customagent/tax-document-analyzer

Or manually copy the agent file into .github/agents/tax-document-analyzer.agent.md

agent.md

About This Agent

Tax Document Analyzer is a free, open-source AI agent designed to automate finance workflows. Built on the claude_agent framework, it handles the repetitive, time-consuming tasks so your team can focus on high-value work.

The agent integrates with your existing tools and data sources, requiring minimal configuration to get started. Once deployed, it runs autonomously — processing inputs, making decisions based on your rules, and delivering structured outputs you can act on immediately.

Fully open-source and community-driven. Fork it, extend it, contribute back. No vendor lock-in, no usage limits, no credit card required.

Example Prompts

Help me get started with Tax Document Analyzer
What can Tax Document Analyzer do for my finance team?
Show me an example workflow using Tax Document Analyzer

Capability Matrix

Document parsing
Data extraction
Policy enforcement
Approval routing
Audit trail
Multi-currency

LLM Compatibility

Claude 3.7 SonnetClaude 3.5 HaikuClaude 3 Opus

Setup Complexity

Moderate — some configuration

Reviews (87)

4.8
87 reviews
Overall
4.8
Setup
NaN
Documentation
NaN
Support
NaN
FREEOpen Source

MIT License — use commercially, fork, contribute

MIT License — free forever
1,432 community installs
30–60 min setup
Community support on GitHub
T
TaxBot Labs
Verified Creator

TaxBot Labs builds open-source AI agents for the community.

License: MIT Open Source

  • Free for commercial use
  • Modify and redistribute
  • No attribution required
  • Fork for your own products