1031 Exchange Tools for AI Assistants: MCP Server

Add it to your AI assistant

Server URL (Streamable HTTP, no key, read-only):

https://1031.help/mcp

Claude (claude.ai and the desktop app): Settings, then Connectors, then Add custom connector. Paste the URL and save. No sign-in is needed.
ChatGPT: Settings, then Apps and Connectors. Turn on Developer mode under Advanced, choose Create, paste the URL and set authentication to none.
Grok: grok.com, then Connectors, then New connector, then Custom. Paste the URL.
Perplexity: Settings, then Connectors, then Add custom connector, then MCP. Paste the URL and choose no authentication.
Mistral Le Chat: Intelligence, then Connectors, then Add connector, then Custom MCP connector. Paste the URL.

Claude Code:

claude mcp add --transport http 1031-help https://1031.help/mcp

Cursor (~/.cursor/mcp.json) and other clients that read mcpServers:

{
  "mcpServers": {
    "1031-help": {
      "url": "https://1031.help/mcp"
    }
  }
}

VS Code (.vscode/mcp.json):

{
  "servers": {
    "1031-help": {
      "type": "http",
      "url": "https://1031.help/mcp"
    }
  }
}

Gemini CLI (~/.gemini/settings.json):

{
  "mcpServers": {
    "1031-help": {
      "httpUrl": "https://1031.help/mcp"
    }
  }
}

Menu names change as the apps update. If a step has moved, look for "connectors" or "MCP" in the app's settings.

Tools

Tool	What it returns	Try asking
`exchange_deadlines`	The 45-day identification deadline and the end of the exchange period from a closing date, with the tax-return catch by filer type and extension, weekend and holiday flags and days left. Same math as the deadline calculator.	I closed on my rental on November 6, 2026. When do I have to identify and close on the replacement?
`estimate_exchange_tax`	The tax on selling outright (gain, 25% depreciation recapture, 0/15/20% rates, 3.8% NIIT, state tax) and, with a replacement price, the exchange result: cash and mortgage boot, tax on the boot, gain deferred, new basis. Same engine as the capital gains calculator.	I am selling a rental for $1.2M that I bought for $600K with $180K of depreciation. What tax would an exchange save us?
`list_dst_offerings`	Delaware statutory trust offerings from SEC Form D filings, newest first, by property type, filing quarter, name or CIK: size, amount reported sold, minimum, broker-dealers and the EDGAR link. Filings data, not an offer.	Which industrial DSTs filed a Form D this quarter?

Discovery file: /.well-known/mcp.json. For bulk use, the full DST list is a free CSV and JSON download on the data page.

License and attribution

Calculator results are yours to use. SEC filings are public information; the DST compilation is CC BY 4.0: credit "Data: 1031.help (1031.help)" with a link. 1031.help is published by Janover Capital LLC. Nothing returned is tax, legal or investment advice, and no DST row is an offer or a recommendation.

Questions people ask

Is there a cost or an API key?

No. The server is free, read-only and needs no key or sign-in. Please cite the 1031.help page or the source that comes back with each answer.

Are the answers the same as the calculators on the site?

Yes. The server runs the same deadline and tax code as the calculators on this site, so an assistant and the page give the same numbers for the same inputs. Both are estimates, not tax advice.

Where does the DST data come from?

SEC Form D filings: the quarterly Form D data sets plus the EDGAR daily index, reread every week. Each row is what the issuer filed. It is not an offer, a recommendation or a sign that an offering is still open.

1031 exchange tools as an MCP server

Add it to your AI assistant

Tools

License and attribution

Questions people ask

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