MCP For Claude Marketplace
Aero Workflow

Aero Workflow MCP Connector for Claude

A+

Organize accounting firm tasks, track client work, and manage team workloads with purpose-built practice management.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Aero Workflow account to any AI agent and take full control of your accounting practice management and automated firm operations through natural conversation.

What you can do

  • Workflow & Task Orchestration — List and manage your entire practice hierarchy programmatically, retrieving detailed checklists and high-fidelity technical instructions in real-time
  • Time Tracking Intelligence — Monitor billable hour records and retrieve detailed historical time logs to maintain a perfectly coordinated overview of staff productivity
  • Customer Lifecycle Management — Access complete directories of firm customers and business entities to coordinate your organizational relationship ecosystem programmatically
  • Communication Architecture — Access and monitor workflow-linked emails and message threads to maintain high-fidelity oversight of client interactions
  • Infrastructure Monitoring — Retrieve checklist templates and verify account-level settings directly through your agent for instant operational reporting

How it works

  1. Subscribe to this server
  2. Retrieve your Account ID (from your URL) and API Key from your Aero Workflow admin settings
  3. Start orchestrating your firm's productivity from Claude, Cursor, or any MCP client

No more manual status checking of individual tasks or digging through complex time sheets. Your AI acts as your dedicated practice coordinator and operations analyst.

Who is this for?

  • Accountants & Bookkeepers — instantly retrieve task summaries and log billable hours using natural language commands
  • Firm Owners & Managers — monitor staff capacity and track client workflow health without leaving your workspace
  • Operations Leads — automate the management of reusable checklist templates through simple AI queries
practice-managementtask-trackingtime-loggingaccounting-workflowteam-management

12 tools expose this connector's capabilities to your AI agent.

check_api_health

Verify Aero Workflow API status

create_new_customer

Requires name and contact information. Add a new client to Aero

create_new_workflow_task

Requires a subject and assigned user. Add a new task to Aero

get_account_info

Get account metadata

get_task_details

Get details for a specific task

list_firm_customers

List all client accounts

list_workflow_emails

List communication emails

list_workflow_tasks

List workflow tasks and checklists

list_checklist_templates

List reusable workflow templates

list_time_tracking_logs

List time entries for tasks

list_firm_team_members

List firm users and staff

list_configured_webhooks

List active webhooks

See how to talk to your AI agent using Aero Workflow.

List all active workflow tasks in my Aero account.

I've retrieved your active tasks. You currently have 5 workflows in progress, including 'Monthly Reconciliation' and 'Payroll Audit'. Would you like the detailed high-fidelity checklists for any of these?

Create a new task 'Urgent Tax Review' for customer 'Acme Corp'.

Workflow task created! I've successfully registered 'Urgent Tax Review' for Acme Corp. It's now visible to your staff in the Aero dashboard. Shall I list your available checklist templates to attach instructions?

Show my recent time tracking logs for this week.

Accessing productivity data... For this week, your firm has logged a total of 120 billable hours across 8 active clients. Highlights include 40 hours for 'Global Tech'. Need the high-fidelity staff utilization report?

Log in as an Admin, navigate to **Admin** > **Aero API** to generate your key. Your Account ID is the unique identifier in your browser's URL.

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