Connect Lido's MCP server to Claude or Cursor and extract data from W-2s, 1099s, K-1s, and any tax form. No templates or manual configuration.
claude mcp add lido -- npx -y @lido-app/mcp-serverThe Lido MCP server is the fastest way to extract structured data from tax documents using an AI coding assistant. Install with one command, describe what you need in plain English, and get organized rows and columns back — no templates, no configuration. 50 free pages included.
Three steps from install to extracted data
Run a single command in your terminal. Works with Claude Code, Claude Desktop, Cursor, and Windsurf.
Tell Claude or Cursor to extract data from your tax documents. Describe what you need in plain English.
Lido reads the document layout, extracts the fields and tables, and returns structured data you can use immediately.
Extract data from tax documents without leaving your editor
Lido reads document layouts the way a human would — interpreting headers, tables, and field relationships by context. No zones, no rules, no training.
Run a single npm command and the MCP server connects to your AI assistant. No API keys to configure, no SDKs to install, no dashboard to set up.
Get clean rows and columns from any document. Line items, totals, dates, vendor names — extracted and organized into data you can pipe into your code.
OCR built in. Photographed receipts, scanned invoices, and image-only PDFs all get the same accurate extraction as digital documents.
Process hundreds of tax documents in a single conversation. Point your AI assistant at a folder and let Lido extract them all.
SOC 2 Type 2 certified and HIPAA compliant. Documents encrypted in transit and at rest, automatically deleted within 24 hours.
Tell your AI assistant what to extract in plain English
"Extract employer name, EIN, wages, federal tax withheld, and state tax from this W-2."
"Process all 1099 forms in /tax/ and create a summary with payer, income type, and amount for each."
"Extract the partner's share of income, deductions, and credits from this Schedule K-1."
"Pull the AGI, taxable income, total tax, and refund amount from this 1040."
Last updated: June 2026
Model Context Protocol (MCP) is an open standard developed by Anthropic that enables AI assistants to interact with external tools and data sources. Rather than copying and pasting data between your browser and your AI, MCP servers give the AI direct access to purpose-built capabilities.
The Lido MCP server empowers Claude, Cursor, and other MCP-compatible tools to extract structured data from documents. When the server is installed, your AI assistant acquires four new tools: authenticating with your Lido account, extracting data from files, retrieving extraction guidance for various document types, and tracking your usage.
This allows you to give your AI a stack of tax documents and ask it to pull the data you need — all within the same conversation where you are writing code, analyzing data, or building automation.
Traditional document extraction tools force you to navigate to a web dashboard, upload files, configure extraction templates, and then export the results to your workspace. MCP removes all of that context switching.
Through an MCP server, your AI assistant runs the complete flow: it reads your document, invokes the extraction API, and delivers structured data — all in the same terminal or editor where you are already working. You say what you need in English, and the AI works out how to extract it.
Lido’s approach is especially advantageous because it functions without templates. Most extraction tools need you to define zones, rules, or training sets for each document layout. Lido reads the visual structure of each document on its own, the way a person would look at a page and identify which numbers are totals, which text is a vendor name, and which rows form a table.
For step-by-step setup instructions, see how to extract document data with Claude using Lido MCP. For background on the protocol itself, read what is MCP (Model Context Protocol).
Related: compare MCP servers for OCR via MCP, accounting document processing via MCP, receipt OCR via MCP.
Any tool that supports Model Context Protocol. This includes Claude Code (terminal), Claude Desktop (app), Cursor, Windsurf, and other MCP-compatible clients. The server installs the same way in all of them.
No. Lido reads document layouts automatically — it interprets headers, tables, and field relationships by visual context rather than predefined zones or rules. This means it works on any tax document layout from any source without configuration.
95-99% accuracy on digital documents and 90-98% on scanned documents. Lido uses AI vision models that read the visual structure of each page, so accuracy is consistent across different layouts and formats.
50 pages free, no credit card required. After that, plans start at $29/month for 100 pages. Enterprise pricing is available for high-volume processing.
Lido is SOC 2 Type 2 certified and HIPAA compliant. Documents are encrypted with AES-256 at rest and TLS 1.2+ in transit. All uploaded documents are automatically deleted within 24 hours and are never used to train AI models.
Yes. The MCP server includes OCR for scanned documents and images. Photographed receipts, scanned invoices, and image-only PDFs all get the same structured extraction as digital documents.
One command. 50 free pages. No credit card, no templates, no configuration.
claude mcp add lido -- npx -y @lido-app/mcp-server