TaxDome Launches Public API and MCP Server for AI Agents and Developers

TaxDome, a practice‑management platform used by more than 15,000 accounting firms, announced today that it is rolling out a public API and an MCP server. The new tools let firms connect AI assistants such as Claude and ChatGPT to their data, and firms retain control over who can read or write.

What the API does

• Provides read‑write access to TaxDome data.
• Keeps TaxDome in sync with other firm tools like CRM and client management.
• Example tasks: check overdue jobs, brief a client before a call, or create a new client from an email.

What the MCP server does

• Enables integration with Claude, ChatGPT and other assistants that support the Model Context Protocol.
• Allows a single conversation to move a job through stages (e.g., create client, update meeting).

Who can use it

• Firms can invite developers or accountants with no coding background to build custom tools.
• Access is controlled by firm owners; each user can only read or modify what they are authorized for.

Beta feedback

• Over 200 firms participated in the beta.
• Sarah Eck of Eck Tax says the connector “transforms how I run my practice.”
• Clay Welch of Trailhead Tax notes the platform is “AI‑native” and helps anticipate workload, deadlines, and client activity.

Rollout timeline

• The API and MCP server are being rolled out to all TaxDome firms over the coming weeks.
• A live demo will be available at the TaxDome Fall Update webinar on November 4, 2026. Register to attend.

Practical steps for users

• Sign up for the Fall Update webinar.
• Review the API documentation on TaxDome’s portal.
• Test the MCP connector with a simple task (e.g., fetch overdue jobs).

Confirmed facts: the release is still in rollout phase, not yet fully live; beta participation exceeds 200 firms; the webinar is scheduled for November 4, 2026. Unknowns: exact number of firms receiving the API in the first week, final performance metrics after full rollout.