Builds
Real tools, prompts, and workflows accountants have built with Claude and AI. Previews are public; the full write-ups and discussion are members-only.
- 🔨 BuildAutomation & MCPMCPWIP
MCP Server Builder Claude Skill
Current MCP servers aren't useful enough? Use this to build a custom MCP server for any software that has API to do more! For example, I used it to build a custom QBO MCP server that: - Exposes all of my client's QBO accounts (connected to my QBO Accountant profile) to Claude....not just one account like the official Intuit MCP server - Allows you to pick & choose if you give read/write/update access to any QBO object (ie: expenses, journal entries, invoices, etc.)
Phillip Gewin · LAUNCH
- 🔨 BuildPractice mgmtTemplate
Payment Authorization Form
Gives authorization for our firm to make estimate and tax payments for our clients
Shawn Lavi · Lavi CpA
- 🔨 BuildPractice mgmtTool
Backlog capacity planning tool
I took an export of jobs from TaxDome and put it into a shared webpage that a staff member can drag and drop jobs on a calendar to plan out their work.
Brian Davis · Atlas
- 🔨 BuildPractice mgmtTool
Attendance Timer
Helps presenters in my private community, The Collaboration Room, figure out when to add a pop-up question to the session so that the session can count for CPE/CE.
Rebecca Driscoll · Sold My Firm
- 🔨 BuildPractice mgmtTool
Client Analyzer
Helps firm owners figure out what would happen if they raised prices or fired clients.
Rebecca Driscoll · Sold My Firm