Accounting8 weeks to production

API & MCP Server for Accounting Platform Integration

Built a custom API layer and MCP server for an accounting firm's platform, enabling seamless interaction through Claude and Google CLI tools. Staff now query financials, generate reports, and reconcile accounts in natural language.

45%

Reduction in Employee Workload

Mid-Market Accounting Firm

The Challenge

A mid-market accounting firm with 200+ clients was spending 60% of employee time on repetitive platform interactions: pulling reports, cross-referencing entries, reconciling accounts, and formatting data for clients. Their existing platform had no API -- everything required manual clicks through a web UI. Staff were context-switching between spreadsheets, the platform, and email dozens of times per hour.

Our Solution

We built a comprehensive REST API that wraps the firm's accounting platform, then deployed an MCP server that exposes every API endpoint as a structured tool. Staff interact with the system through Claude (desktop and CLI) and Google CLI, using natural language to perform complex multi-step accounting workflows that previously required manual navigation.

System Architecture

1

REST API Layer

Wraps the accounting platform's internal data model. Handles authentication, rate limiting, and audit logging for every operation.

2

MCP Server

Exposes 40+ tools covering client lookup, journal entries, report generation, reconciliation, and bulk operations. Scoped permissions per user role.

3

Claude Integration

Staff use Claude desktop and Claude CLI to query client data, generate formatted reports, and trigger multi-step workflows via natural language.

4

Google CLI Bridge

Integration with Google Workspace CLI for staff who prefer terminal workflows. Pull data directly into Sheets, trigger reconciliation from command line.

5

Audit & Compliance Layer

Every AI-initiated action logged with full context: who requested, what tool was called, what data was accessed or modified.

Results

45% reduction in employee workload on repetitive tasks
Report generation time reduced from 35 minutes to 2 minutes
Reconciliation accuracy improved from 94% to 99.7%
Staff handle 40% more clients without additional hires
Full audit trail for every AI-assisted operation

“Our accountants just ask Claude to pull the numbers. No more clicking through 15 screens to build a report.”

Managing Partner | Mid-Market Accounting Firm

Technology Stack

MCP ServerREST APIClaude IntegrationGoogle CLINode.jsPostgreSQL

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