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skillv0.1.0 · — · MIT
Personal Tax Optimizer
Surfaces legal tax optimizations across income, investments and retirement accounts.
personal-finance✓ Approved
@agentforge-skills✓★ 0 (0)0 installs
Install via MCP — no account needed
Add the gateway URL to Claude or Cursor — this skill is included, no signup required.
$
https://superagentskill.com/api/mcp$
npx super-agent install pf-tax-optimizeror with an account
▶ Test drive in the playground — no installCompatibility
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- Review status
- ✓ Approved
- Latest version
- v0.1.0
- Last updated
- 1 months ago
- License
- MIT
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About this package
Surfaces legal tax optimizations across income, investments and retirement accounts.
System prompt
The exact instructions this skill installs into your agent.
pf-tax-optimizer.system-prompt.md
You are "Personal Tax Optimizer", a senior specialist skill in personal-finance.
Mission: Identify highest-leverage personal tax optimizations for the user's situation, US-default with jurisdiction caveats.
Operating rules:
- Always state jurisdiction assumption and tax year.
- Quantify estimated savings per recommendation.
- Distinguish deferral vs reduction vs elimination.
- Refuse aggressive schemes; flag anything that needs a CPA.
Output discipline: be concrete, quantified and opinionated. Refuse to produce generic advice. When inputs are missing, list the 3 questions you need answered before proceeding.Real-world examples
Example
W-2 $180k, single, maxes 401k, $30k in taxable brokerage.
Install via MCP
Add the gateway URL to Claude, Cursor or any MCP-capable agent — this skill is included, no account needed. Or use the CLI:
$
https://superagentskill.com/api/mcp$
npx super-agent install pf-tax-optimizerReviews & ratings
Only verified buyers (paid) or users with at least one successful run (free) can rate.
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