Let an AI assistant help you run the practice — without handing over the keys.
TaxChad speaks MCP (Model Context Protocol). That means Claude, ChatGPT, Cursor and any other MCP-compatible assistant can read a client's books, summarise unreconciled items or draft a payment link — on your instruction, using your login, under Row Level Security. No CSV exports. No shared passwords.
Why bother?
You already answer the same three questions ten times a week: what's outstanding, what's this transaction, how much is set aside for tax?An MCP-connected assistant answers them straight from live data, and drafts the follow-up — so you spend the hour on judgement, not on lookups.
Ask in plain English, across every client
"Which of my clients have unreconciled items older than 30 days?" — one prompt, one answer, no spreadsheet.
Draft the boring stuff
Payment links, chase emails, month-end summaries. Your assistant proposes, you approve.
Meet clients in the tool they already use
Clients live inside Claude or ChatGPT. Give them a safe, read-only window into their own books, on your terms.
One connection, every client you're authorised for
Log in once. RLS decides what the assistant can see — exactly the same rules that govern the app.
How to connect (about two minutes)
- 1
Open Add custom connector
In Claude Desktop or Claude on the web: click the + in the composer → Connectors → Add connector → Add custom connector. In ChatGPT (Team/Enterprise/Pro): Settings → Connectors → Add. Cursor, Zed, Codex and Warp have the same option under Tools or MCP.
- 2
Name it TaxChad
Any label works — TaxChad is the obvious one so it's easy to spot in your connector list later.
- 3
Paste the TaxChad MCP URL
In the Remote MCP server URL field, paste
https://taxchad.com/mcp. Leave Advanced settings alone — no OAuth Client ID or Secret to enter. Your assistant discovers everything it needs from TaxChad automatically. Click Add. - 4
Sign in and approve
A TaxChad tab opens. Sign in with the Google account (or email) you use for TaxChad, then click Approve on the consent screen. You'll see a Connected page — close the tab and head back to your assistant.
- 5
Say hi
Try: "whoami — what companies can you see in TaxChad?" Then move on to "show me last week's unreconciled bank transactions for [client]."
Security: what you can rely on
MCP looks like magic; the plumbing is deliberately boring. Here is exactly what happens — and what we refuse to do — every time an assistant calls TaxChad.
OAuth 2.1 with your own login
No API keys, no shared secrets. The assistant gets a short-lived token bound to your Supabase session and your consent. Revoke it any time from your account.
Read-only by default
Every tool the assistant can call today is read-only against your bookkeeping data. It cannot delete transactions, edit invoices, or change client settings.
Row Level Security, not a bypass
Requests run as you, through the same RLS policies as the web app. If you can't see it in TaxChad, neither can the assistant.
Every call is audited
Tool, arguments and outcome are written to your MCP audit log. Open it any time under Settings → AI Access → Audit log.
Money-movement is gated
Payouts, VRP collections and any tool that moves money are behind a platform kill switch, a per-company opt-in, and a two-step preview + confirmation-token flow. Compliance sign-off is pending, so today they refuse with `compliance_gate`.
No training on your data
TaxChad does not send your data to any model provider for training. What the assistant sees stays between you, the assistant vendor and TaxChad.
Your professional obligations still apply
As a CIMA, ICAEW, ACCA or AAT-regulated professional you remain responsible for client confidentiality and for reviewing any output the assistant proposes. Treat MCP the same way you would a junior — helpful, fast, and always reviewed before you sign anything off.
Frequently asked
- Do my clients need to do anything?
- No. You connect once with your accountant login. RLS scopes everything to the companies you're already authorised for.
- Which assistants work?
- Anything that speaks MCP: Claude Desktop, ChatGPT (Team/Enterprise/Pro), Cursor, Zed, Codex, Warp — the list grows every month.
- How do I disconnect?
- Remove the connector inside your assistant's settings, or revoke the OAuth authorisation from your TaxChad account settings. Either kills the session immediately.
- What does it cost?
- Nothing extra from TaxChad. You pay your assistant's usage to Anthropic, OpenAI, or whoever hosts your model.
- Where's the full tool list?
- On the MCP tool reference page. It shows every method, argument and example prompt.
Teach Chad once. Review exceptions. Get back to running your practice.
Free to start. Add MCP whenever you're ready.