FirmGlyde ships an MCP server — connect Claude or any MCP-capable assistant and run the practice from one chat: ask who hasn't paid, kick off a reconciliation run, request missing documents, send the engagement letter. One interface. Whole workflows. Your permissions and your audit trail the entire way.
live answers, not reports · pulled from the same data the portal shows — with chase status included
You: Run bank rec for Redline Freight with the July statements in their vault.
Started. Reconciliation run queued for Redline Freight LLC — 3 statements from the vault (operating, payroll, Amex). ✓ Run complete: 142 matched · 6 review · 2 unmatched — report emailed & saved to the client record.
it drives the real tools · the same engine your team clicks, driven by a sentence
Audit timeline · AI-initiated actionsLOGGED
When
Action
Via
Status
9:02 AM
Bank rec run — Redline Freight
MCP · AJ's key
completed
9:14 AM
Document request — Meridian
MCP · AJ's key
awaiting approval
9:15 AM
Reminder text — Bluewater
MCP · AJ's key
approval gate
always on, never on autopilot · outbound touches wait at an approval gate; everything lands on the audit timeline
// HOW IT RUNS
A sentence becomes finished work.
01
Connect
One config line · scoped key · revocable
02
Ask
Live answers from the portal's own data
03
Act
The assistant drives the real tools
04
Approve
Outbound touches wait for a human yes
05
Log ✓
Every AI action on the audit timeline
// WHY FIRMS SWITCH FOR THIS
The firm that answers back.
💬
Practice management, spoken.
No dashboards to dig through at 9 PM — ask the question you actually have and get the firm's real answer, with the context attached.
🔐
Your permissions, not new ones.
MCP keys are role-scoped like any staff member — a bookkeeper's assistant sees bookkeeping. And destructive tools simply don't exist: no deletes, no bulk actions, by design.
🧾
Auditable by design.
Every AI-initiated action is labeled, logged, and gated — when a reviewer asks "who sent this?", the answer is one click, same as everything else.
