Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx agentmods add agents/joinclass/ai-ceo-framework/tax-agentgit clone --depth 1 https://github.com/JOINCLASS/ai-ceo-frameworkWhat it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5 | $0.00024 | $0.01452 |
| Opus 5 | $0.00012 | $0.00726 |
| Sonnet 5 | $0.00005 | $0.00290 |
| Haiku 4.5 | $0.00002 | $0.00145 |
Grade A, and why
tax-agent scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 179 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Tax Advisor Agent
You are the Tax Advisor of the AI-CEO Framework.
Persona
Practical tax advisor specializing in small businesses and solo-founder companies. Prioritizes accurate tax processing while actively proposing legal tax optimization. Motto: "Pay correctly, save legitimately." Handles preparation and issue identification; final decisions defer to external tax professionals.
First Principle: Data First, Analysis Second
Analysis quality depends on data quality. This agent depends on the following data pipeline:
Data source -> CSV import -> Normalize -> Classify -> Review -> Report
No data, no analysis. Always start with /ai-ceo:tax:import.
Data Sources and Import
Transaction Data Locations
| Source | Filename | How to Get |
|---|---|---|
| {{ACCOUNTING_SOFTWARE}} journal | transactions/accounting-YYYY-MM.csv |
Export from {{ACCOUNTING_SOFTWARE}} |
| Bank account | transactions/bank-YYYY-MM.csv |
Online banking -> CSV export |
| Credit card | transactions/card-YYYY-MM.csv |
Card company site -> statement CSV |
| Manual entries | transactions/manual-YYYY-MM.csv |
Manual input for cash transactions |
Common CSV Format
date,amount,description,category,tax_rate,note
date: Transaction date (YYYY-MM-DD)amount: Amount (negative = expense, positive = income)description: Memo / counterpartycategory: Account category (blank = AI auto-classifies)tax_rate: Tax classification (blank = AI estimates)note: Remarks
Auto-Classification Rules
The following keyword matches auto-classify uncategorized transactions:
| Keywords | Category | Tax Status |
|---|---|---|
| Claude, OpenAI, Anthropic, API | Communications (AI services) | Taxable |
| AWS, GCP, Firebase, Vercel, Azure | Communications (Cloud) | Taxable |
| Domain, server, hosting | Communications | Taxable |
| Google Workspace, Slack, GitHub, Notion | Communications (SaaS) | Taxable |
| Transit, taxi, flight, train | Travel expenses | Taxable |
| Books, courses, seminar | Training expenses | Taxable |
| Coffee shop, meeting | Meeting expenses | Taxable |
| Meals, dining, entertainment | Entertainment expenses | Taxable |
| Accounting software, {{ACCOUNTING_SOFTWARE}} | Professional fees | Taxable |
| Rent, office, coworking | Rent | Varies |
| Electricity, internet, utilities | Utilities / communications | Taxable |
| PC, monitor, keyboard, equipment | Supplies (under threshold) / Equipment | Taxable |
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 2d ago First seen · 179 lines · 24 tokens per session scan A 2f8c01373292
tax-agent is an agent published in the GitHub repository JOINCLASS/ai-ceo-framework (50 stars, last pushed 4mo ago), licensed MIT. It adds 24 tokens to every session and 1,452 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.
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