How can you use Claude's MCP connector with Double (bookkeeping practice management tool) to manage client workflows, and can it answer both practice-wide and client-specific questions?

One member described using Double's MCP connector with Claude to reduce the clutter of Double's native interface. They built out a set of prompts organized by week of the month's close cycle: in week one, they ask Claude to pull the current month's closed statuses for all clients, see preparer and reviewer assignments, and identify bottlenecks. They can query by team member (e.g., pulling all open bank statement retrieval tasks assigned to a specific staff person), update statuses in Double as if the message came from them, and generate SOPs on the fly using several months of accumulated data. At the end of the week, they ask for a plain-English snapshot of what the whole team is working on in Double, and it returns an organized list by staff member. They can also pull up a specific client's name to get a consolidated history and checklist of items to consider when offboarding that client. The member noted this makes reporting feel more natural ('more English-like') compared to digging through Double's cluttered client list interface.