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Beta First MCP for Tax

Your tax practice,
on rails for AI.

Until this week, no MCP server existed for a tax practice. Grove ships the first. The firms moving fastest — the ones already running Claude and Codex against real returns — are wiring it up now. Pull checklists, upload Lacerte backups, cross-reference clients across your book. Build what the rest of the industry hasn't thought to ask for yet.

Join the beta See how it works
Shipping now · By invite

The first shelf. Already running at frontier firms.

Each MCP gives your assistant a focused set of tools, scoped to your firm. Start with Checklist — the rest land through the season. Access rolls out firm by firm; the first wave is already in.

Live · Beta
01 · Returns & Checklists

Checklist MCP

Upload Lacerte/Drake backups, pull per-return document checklists, and cross-reference what every client still owes you — straight from your assistant.

request_upload_url upload_return get_checklist
Read the integration guide
Coming soon
02 · Workpapers

Workpapers MCP

Read OCR'd workpapers, query line items across a return, and stage adjustments from inside your assistant. Useful for spot-checking and bulk review.

list_workpapers read_workpaper flag_line
Coming soon
03 · Client Intake

Questionnaire MCP

Send adaptive intake interviews, read responses, and surface follow-ups for any return. Hook intake into the rest of your firm's stack.

send_intake get_responses ask_followup
Coming soon
04 · Delivery

Delivery MCP

Generate client-ready summaries, request e-signatures, and trigger payments for a finished return. Useful for season-end batching.

render_summary request_signature send_invoice
What modern firms are running

While the rest of the industry waits, these firms ship.

Until today, every firm waited on their software vendor to ship the next feature. The most ambitious firms stopped waiting — they're composing their own workflows out of MCP tools. The prompts below are running in production right now.

Cross-reference returns

Run questions across your whole client list. No SQL, no exports — just ask in plain English.

"List every client still missing a 1095-A."

Compose existing tools

Stitch checklist + email + calendar in one prompt. The assistant calls each tool, you get the finished artifact.

"Draft 'please send' emails for everyone behind 14 days."

Bulk-import on demand

Drop a Lacerte or Drake backup; returns land in Grove identical to the web uploader. Useful for onboarding new firms.

"Upload last season's backup; tag clients in arrears."

Scriptable from the CLI

Wire up Codex or any MCP-aware tool. Pipe responses through your existing scripts. Cron-able.

$ codex run audit-checklists.md

Firm-scoped by design

Sign in once with your Grove account; the plugin is bound to your firm. There's no way to switch firms or sidestep the scoping.

Smith & Co · 247 returns · 12 preparers

No bytes in the transcript

File uploads use pre-signed URLs bound to your firm's storage. PDFs go machine → Grove direct; never through the chat.

PUT https://<firm-storage>/<object-key>
"Upload the Lacerte backup at ~/Downloads/2024-clients.zip and show me what got imported." — running at a 600-return firm this week.
"Pull John Smith's checklist and draft an email asking for the missing W-2s and 1099s." — replacing a 20-minute task with one prompt.
"Across my Q1 returns, list every client still missing a 1095-A." — the kind of question no other tax platform can answer.
Connect in 60 seconds

One click. Then talk to your firm.

The open-source Grove plugin at grove-tax/grove-mcp drops into Claude, Codex, or Cursor. Sign in to your firm once and the plugin is wired.

The plugin is in private beta. It installs once we've enabled your firm — we approve new firms manually, usually the same business day.

Request access
Cursor
Cursor

Add to Cursor

Cursor opens, registers Grove as an MCP server, and prompts a browser sign-in on first tool call.

Add to Cursor
Claude
Claude.ai / Desktop

Open in Claude

Opens Claude's Connectors settings. Click Add custom connector, paste the URL https://app.grove.tax/api/mcp, name it grove, save. Sign in opens in your browser.

Open in Claude
Claude Code
Claude Code

Plugin marketplace

Two slash commands inside a Claude Code session install the marketplace plus Grove (MCP + skill bundled). First tool call opens a browser sign-in.

/plugin marketplace add grove-tax/grove-mcp
/plugin install grove@grove
OpenAI Codex
OpenAI Codex CLI

Plugin marketplace

Add the marketplace, then install Grove from the Codex plugins panel. Browser sign-in on first use.

codex plugin marketplace add \
  https://github.com/grove-tax/grove-mcp.git

Imports today: Lacerte and Drake backups. More tax software is on the way.

Endpoint https://app.grove.tax/api/mcp Transport: Streamable HTTP Full install guide
How it works

From sign-up to your first tool call.

01

Sign up for Grove

Create your firm's account at app.grove.tax. Two minutes; nothing to install.

02

Email support to enable

Send a quick note to support@grove.tax with your firm name. We approve manually — usually the same business day.

03

Install the plugin

One click for Cursor or Claude Desktop; two slash commands for Claude Code or Codex. Sign in to Grove on first use.

04

Ask anything

The assistant picks the right tool from your prompt. Returns appear in Grove identical to the web — clickable URLs and all.

Limited beta · invite required

Get in before the rest of the industry catches on.

The MCP is in private beta — we approve firms one at a time. Join the waitlist and we'll be in touch, usually the same business day. The next time your peers ask "wait, you can do that from Claude?" — you'll already be six months ahead.

Join the beta Read the integration guide