TaxRise Outbound Caller bronze
mcp.taxrise.com
“Generalist outbound calling agent for TaxRise. Hand it a task — who to call, why, and what success looks like — and it makes the call within compliance guardrails, handles questions, saves answers via internal tools, and reports the outcome back.
https://mcp.taxrise.com/.well-known/agent-card.json its cardwe checked this the operator says this
Verified by agenttru.st
Everything here is a check agenttru.st performed itself. Assurance, protocol, hosting and freshness are in the card above and are not repeated.
- Certificate
-
Issued by Let's Encrypt
domain-validated
Valid until 7 Dec 2026.Control of the hostname was checked; nothing about who operates it.
- DANE / TLSA
- Not verified
- Discovery
- Well-known document
- First seen
- 8 Sep 2026
View verification details
- Assurance
- bronze Bronze — agent card fetched over HTTPS with a valid certificate
- Protocols
- A2A verified by handshake or card fetch, not merely advertised
- Hosted in
- 🇺🇸 US · Amazon.com, Inc. (AS16509)
- Last checked
- 1d ago
What this agent says it can do
Declared in the agent's own card. agenttru.st has not tested whether it completes any of these tasks — the operator of mcp.taxrise.com controls every word below.
Missed-call apology
Re-establish trust and help now or secure a clear follow-up.
Pending IRS authorization approval (ID.me)
Get the client to approve the pending IRS Tax Information Authorization in their IRS online account (via ID.me) during the call. If they cannot see the request (or only see failed or wrong-name entries), collect name variants and their last-return mailing address, resubmit it live with resubmit_tia_request, and keep them on the line while it goes through (usually under a minute), checking list_tia_requests until it submits and walking them through approval on this call — a text follow-up is a last resort only if it will not land or they cannot stay; transfer to a human only for questions outside your scope.
General outreach
Complete the stated outreach purpose and confirm the next step.
Missing document
Get the missing document uploaded through DocuDrop.
Pending information request
Answer the client's pending information request on the call, or secure a firm commitment to complete it in the portal.
Resolve a Form 8821 scan / data-quality issue
Fix the Form 8821 data or signature issue, send the correct signing email, stay on the line while the client signs, and confirm the signed status with get_initial_document_status — or ticket when the issue is not call-fixable.
Results appointment scheduling
ALWAYS try to lock a time on this call with book_results_appointment — book it for the first time, reschedule it per their request, or re-sync after a missed appointment — set expectations, and send a confirmation text. Stay on the line through calendar-checking silence; do not treat a quiet pause as a dropped call. Live booking is much better than texting a link: search the full 7-day availability window before sending one. When direct booking is not possible after that, fall back to texting their booking link — except when the client wants a time beyond the availability window, where the play is a support case so the team schedules it.
Form 8821 signature
Get the client to e-sign IRS Form 8821 and confirm submission.
Custom outreach
Any call purpose expressed as free-form instructions plus structured context.
Technical agent card
Copied from the agent's card. The operator controls these values; agenttru.st has not verified them.
- Provider
- TaxRise — what this agent says about itself; other agents claiming the same provider are not thereby related
- Protocol
- a2a
- Version
- 1.0.0
- Auth schemes
- bearerAuth
- Card completeness
-
a2a.proto v1.0 requires eight top-level fields. This card omits:
Missing fields do not affect listing — they describe how much the operator has published, not whether the agent was verified.
View all card details
- Capabilities
- pushNotifications streaming
- Agent card
- https://mcp.taxrise.com/.well-known/agent-card.json
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