Talk to your Sage data using Windsurf

Stop manually exporting CSVs and wrestling with spreadsheets. Ask Windsurf anything about your finances—tax calculations, unpaid invoices, expense trends—and get instant answers. Your data stays on your machine, always.

Get License Key — $29/mo 30-day money-back guarantee

🔒 Local Processing

🇬🇧 UK Tax Compliant

⚡ 2-Minute Setup

✓ Works Offline

How it works

Export

Download your Sage data as CSV or Excel

→

Ask

Type natural language questions in Windsurf

→

Get Answers

Receive instant insights and calculations

What you get

📊

Natural Language Queries

Ask Windsurf about your Sage data in plain English. No complex queries needed.

🔒

Local Processing

Your financial data stays on your machine. We never store or transmit your accounting files.

⚡

Instant Insights

Get tax calculations, expense summaries, and invoice overviews in seconds.

🇬🇧

UK Tax Ready

Built for UK businesses with corporation tax, dividend tax, and Self Assessment support.

Sage data we parse

Export formats

CSV exports
Excel reports

Data types

Accounting
Invoicing
Cash flow
Banking
Reporting

Setup Windsurf in 3 steps

Add to ~/.codeium/windsurf/mcp_config.json:

{
  "mcpServers": {
    "taxilax": {
      "command": "npx",
      "args": ["@taxilax/mcp-server"],
      "env": {
        "TAXILAX_LICENSE_KEY": "your_key_here"
      }
    }
  }
}

Restart Windsurf to load the MCP server.

Export your Sage data and ask Windsurf:

"Parse my Sage export and show unpaid invoices"

Example queries for Windsurf

"Show all invoices from Sage this quarter"

"Calculate my total expenses by category"

"What dividends have I taken this tax year?"

"List all unpaid invoices over 30 days"

"What's my corporation tax liability?"

"Show salary payments and calculate PAYE"

"Summarize my profit and loss"

"Which clients owe me the most?"

"How much VAT do I owe this quarter?"

"Show my top 5 expense categories this year"

"Compare this month's revenue to last month"

"What are my deductible business expenses?"

"Show bank transactions that need categorizing"

"Calculate my personal allowance usage"

"Which projects are most profitable?"

"Show me the income/expense trend over 6 months"

Frequently asked questions

How do I export data from Sage?

In Sage, navigate to Reports or Settings and look for "Export" options. We support both CSV transaction exports and full Excel data exports where available.

Is my financial data secure?

Yes. Taxilax runs entirely on your local machine via MCP. Your Sage exports are processed locally and never sent to external servers.

What UK tax calculations are supported?

We support corporation tax estimates, dividend tax calculations, personal allowance tracking, and expense categorization aligned with HMRC requirements.

Can I use this for Self Assessment?

Yes! Ask Windsurf to summarize your income, expenses, and dividends in the format needed for your Self Assessment tax return.

Does it work offline?

The MCP server runs locally, but Windsurf typically requires an internet connection for AI processing.