TaxDome Launches Public API and MCP Server to Enable AI-Powered Accounting Workflows

02 November 2026 | Monday | News

The new integrations allow accounting firms to connect Claude, ChatGPT and other AI assistants to TaxDome data, automate practice management tasks and build custom workflows with firm-controlled access and permissions.
Picture Courtesy | Public Domain

Picture Courtesy | Public Domain

TaxDome, the practice management platform used by more than 15,000 accounting firms, released a public API and an MCP server, opening the platform to every firm. Firms can connect Claude, ChatGPT and other AI assistants to their TaxDome data, or build their own tools on top of it, reading and updating data within the limits set by the firm.

"Someone with no development background and a Sunday afternoon can now build what would have taken engineers three months in 2023," said Ilya Radzinsky, co-founder of TaxDome. "Building used to mean writing code. Now it means knowing what you want, and accountants know exactly how their firm should run. They can build it on the data that already runs their practice."

What's launching

  • MCP server: connect Claude, ChatGPT or any assistant that supports the Model Context Protocol. Ask which jobs are overdue, get briefed on a client before a call, or set up a new client from an email, in one conversation across TaxDome and the firm's other connected tools.
  • Public API: read and write access that keeps TaxDome in sync with the firm's other tools. A deal closing in a CRM can create the client account, and a finished meeting can move the job to its next stage.
  • Firm-controlled access: firm owners decide who on the team can use the API and MCP, and choose for each area of TaxDome whether a connection can read only or also make changes. A connection can never do more than the person who set it up, so it only reaches the clients that person can already see.

More than 200 firms participated in the beta. "The TaxDome MCP connector for Claude and ChatGPT has transformed how I run my practice," said Sarah Eck of Eck Tax. "It brings our data together so I can get answers on workload, deadlines, and client activity in seconds."

"We're building Trailhead to be AI-native from the ground up, and the TaxDome API and MCP connector are central to that," said Clay Welch, EA, of Trailhead Tax. "Our tools can see what's waiting, what's missing and what's next, so nothing depends on someone remembering."

 

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