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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-skills0 (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-optimizer
or with an account
▶ Test drive in the playground — no install
Compatibility
0000 runtimes
Trust
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-optimizer

Reviews & ratings

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