ChatGPT Plugin

Finality Crypto Tax

Reconcile your crypto tax

Brand: Unknown

Category: Pending
Primary Subcategory: Pending

Integration details

Description

Finality turns your crypto history into tax figures you can check. Connect your wallets and exchange exports, and Finality reconciles every trade, swap and transfer across chains and venues, matching each sale back to what you paid for it so costs are not lost between wallets. Then just ask ChatGPT: what's my capital gains position for this tax year, what did the reconciliation find and what is each finding worth, what was I still holding at the end of the year. Answers come from your own Finality account, with the figures and the working behind them. When a year is ready, Finality produces the working paper for your return (HMRC's SA108 in the UK, IRS Form 8949 in the US) and an evidence workbook for your records. Connecting is read-only by default; choose Full automation to let ChatGPT add wallets and start scans for you. It can never delete your account, change your sign-in or see exchange passwords.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Pending
Primary Subcategory: Pending
Secondary Subcategories: None listed
Brand: Unknown
Access: Account required
First tracked: 2026-10-15
Tool count: 20
Geography: US

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Primary Subcategory

Competitive lineup

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Tools

20 tools agents can invoke

Connect a wallet address. The wallet is labelled with who added it. Needs the write:connections scope.
add_wallet
A link to the page where the working paper and evidence workbook for this scan are produced and downloaded, once the year is paid.
get_document_links
A link to Finality's upload page, where the user uploads their exchange's CSV export themselves in their browser. No tool uploads a file. An uploaded file is included from the next scan.
get_upload_link
What the reconciliation found, with each finding's financial impact and whether it is risk, relief or correctly handled.
get_findings
What is still held at the end of the scan's tax year, by asset and by wallet: the engine's own closing position (a Section 104 pool under UK rules, open lots per account under US rules), each holding's estimated market value at the scan's date, the pool's own year-end value where it has one, the wallets it sits in, and which holdings check 61 says are worth a negligible value claim. The pooled cost and the relief amounts are withheld until the year is paid for. Never a gain. `blind_to`, `not_included`, `unpriceable` and `wallets_foot` state what the holdings leave out.
get_holdings
The judgements a human still has to make, and any answer already recorded. Each carries the amount it moves WHERE THE ENGINE COULD COMPUTE ONE; a null `impact_gbp` means unquantified, never zero. The `note` states what any total leaves out.
get_open_questions
The computed tax position for a scan, always returned together with what it does not cover and which way each gap moves the figure.
get_position
What this year costs, the tier it falls in and why, and whether it has already been paid for.
get_pricing
The scan's own event stream, including warnings such as a connected wallet that returned nothing.
get_scan_events
State and queue position of one scan. A scan takes minutes to complete.
get_scan_status
One page of the transactions the scan read, with their legs and quantities, a type, and whether each needs review. Cursor-paged. For a tax year that is not paid for, only the rows that need review are listed, with no amount in any currency, and the rest are counted by type under `withheld`; the person sees every row on the Transactions screen. Once the year is paid for: every row, its value, and each disposal's proceeds, cost and gain.
get_transactions
What the connected sources were worth, day by day: estimated market value of the holdings the price feed could price, with the count of holdings it could NOT price on each day. Not the tax figure, and never a gain. `not_included`, `deficit` and `feed` state what the value leaves out.
get_valuation
The wallets and imported files behind this account's figures. Never returns exchange credentials.
list_connections
The working papers and workbooks already produced, each pinned to a frozen answer set.
list_exports
Wallets and imported files removed in the last 30 days, each with who removed it and the day it is deleted for good.
list_removed
This account's scans, newest first.
list_scans
Which tax years this account may open, and the state of each.
list_tax_years
Remove a connected wallet. The next scan no longer reads it, which changes the figures. Restorable for 30 days; labelled with who removed it. Needs the write:connections scope.
remove_wallet
Put back a wallet removed in the last 30 days. Needs the write:connections scope.
restore_wallet
Start a scan for a tax year and return its id immediately. Needs the run:scans scope.
start_scan

FAQs