Taxely Monorepo

A demo multi-agent tax copilot using Portia SDK + FastAPI backend and Next.js frontend.

Structure

• apps/web — Next.js (App Router) UI
• services/portia — Python FastAPI service using Portia SDK and offline tools

Backend (FastAPI + Portia SDK)

cd services/portia
python -m venv .venv && source .venv/bin/activate
pip install -U pip
pip install -e .
cp .env.example .env
uvicorn src.portia_app:app --reload --port 8000

Frontend (Next.js)

cd apps/web
npm i
NEXT_PUBLIC_AGENT_URL=http://localhost:8000/api/run npm run dev

Open http://localhost:3000, click "Run Taxely".

Test data

• Company Number: 01234567
• Revenue: 20000000
• Expenses: 14000000
• R&D: 3000000
• Patent: 5000000
• CapEx: 1000000

Notes

• Free Companies House API is used; if it fails, a mock is returned and marked fallback: true.
• Guardrails: "Hackathon demo. Not tax advice." "Marginal relief approximated linearly." "Patent Box/AIA modeled illustratively."