# Aero Workflow MCP for AI Agents AI Agent Connect > Aero Workflow MCP lets you manage your accounting practice directly through your AI client. It handles task orchestration, billable hour tracking, and customer lifecycle management without you having to click through multiple tabs. You can list firm tasks, monitor staff productivity, and access client communications in one place. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_w127F48ie1797zyAeB1Kvx1fXFR59Z3a4RUt5cuA/ai-agent-connect - **Tags:** practice-management, task-tracking, time-logging, accounting-workflow, team-management ## Description Aero Workflow connects your accounting practice management to your AI agent so you can run your firm's daily operations through natural conversation. Instead of jumping between tabs to check on a client's tax preparation or hunting for a specific billable log, you can just ask your agent for a status update. It handles the heavy lifting of practice management, like pulling up high-fidelity checklists for complex workflows or getting a bird's-eye view of your team's capacity. You can manage your entire customer directory and keep tabs on email threads without leaving your workspace. Because Vinkius makes it easy to connect these types of specialized tools, you can turn your AI into a dedicated practice coordinator. It's about getting back to actual accounting work while your agent handles the coordination of tasks, time logs, and firm infrastructure. ## Tools ### check_api_health Verify that your connection to Aero Workflow is active. This ensures your agent can consistently access your firm's data. ### create_new_customer Add a new client to your practice directory. You just need to provide a name and contact details. ### create_new_workflow_task Register a new task for a specific staff member. This puts the work directly onto your team's to-do list. ### get_account_info Pull metadata about your specific account. This is useful for verifying your firm's basic configuration. ### get_task_details Get the specific details for a single task. Use this to see the instructions for a project you're working on. ### list_firm_customers See a list of every client account in your firm. This is a quick way to audit your current customer base. ### list_workflow_emails View the communication emails linked to your workflows. This lets you see client threads without opening your inbox. ### list_workflow_tasks Get a list of all current tasks and checklists. This gives you a high-level view of what's in progress. ### list_checklist_templates See all your reusable workflow templates. Use this to find the right instructions for a new project. ### list_time_tracking_logs Pull the entries for billable hours. This helps you see exactly how much time your staff is logging. ### list_firm_team_members See every user and staff member in your firm. Use this to check who is currently on your team. ### list_configured_webhooks See which webhooks are currently active. This helps you manage your automated data triggers. ## Prompt Examples **Prompt:** ``` Show me the billable hours logged for the Global Tech project this week. ``` **Response:** ``` ### Weekly Billable Hours: Global Tech | Staff Member | Hours Logged | Task Description | | :--- | :--- | :--- | | Sarah Jenkins | 40.5 | Monthly Reconciliation | | Mark Chen | 12.0 | Tax Strategy Review | | Elena Rodriguez | 8.0 | Client Onboarding | **Total for week:** 60.5 hours. ``` **Prompt:** ``` Who is currently working on tasks for Acme Corp? ``` **Response:** ``` I've checked the active workflows for **Acme Corp**. Here is who is currently assigned: * **Sarah Jenkins** - Working on *Monthly Reconciliation* (In Progress) * **Mark Chen** - Assigned to *Tax Strategy Review* (Not Started) Would you like me to pull the high-fidelity checklists for either of these tasks? ``` **Prompt:** ``` List all the active checklists for my firm's tax prep. ``` **Response:** ``` I found the following reusable templates for your tax preparation workflows: * **Individual Tax Prep** (Standard Checklist) * **Corporate Tax Filing** (High-Fidelity Instructions) * **Non-Profit Audit** (Compliance Checklist) Let me know if you'd like me to attach one of these to a new task. ``` ## Capabilities ### Manage practice tasks List and track all active workflows and checklists for your firm. ### Track billable hours Pull time tracking logs to see how much time your staff is spending on clients. ### Access customer records Retrieve your full directory of firm customers and business entities. ### Monitor client emails View communication threads linked to your specific workflows. ### Retrieve task templates Get your reusable checklist templates to keep firm operations consistent. ### Verify account settings Check your account metadata and active webhooks through your agent. ## Use Cases ### Checking Staff Capacity A manager asks for a summary of the team's current workload. The agent uses list_workflow_tasks and list_time_tracking_logs to see who's overbooked. ### Onboarding a New Client An admin needs to add a client. They tell the agent the name and phone number, and it uses create_new_customer to update the firm's directory. ### Audit of Billable Hours A firm owner wants to see how many hours were spent on a specific project. The agent pulls the logs using list_time_tracking_logs and summarizes the total. ### Quick Task Creation A bookkeeper needs to start a new tax review. They ask the agent to create a task for a specific person, and it uses create_new_workflow_task. ## Benefits - Stop digging through spreadsheets because list_time_tracking_logs pulls your billable hours into a single view. - Save time on onboarding by using create_new_customer to add new clients to your practice via chat. - Keep your team on track with list_workflow_tasks which shows every active checklist and project step. - Stay on top of client communication by using list_workflow_emails to see relevant threads instantly. - Standardize your firm's output by pulling reusable instructions from list_checklist_templates. - Reduce manual data entry by using create_new_workflow_task to assign work to your staff members. ## How It Works The bottom line is you get a voice-controlled dashboard for your entire accounting firm's operations. 1. Get your Account ID and API Key from your Aero Workflow admin settings. 2. Subscribe to this Connector on Vinkius and connect your preferred AI client. 3. Ask your agent to pull reports, create tasks, or check staff logs. ## Frequently Asked Questions **Can the Aero Workflow MCP help me track my team's billable hours?** Yes, it pulls your time tracking logs so you can see exactly how much time is being spent on different client projects without manual data entry. **How do I use Aero Workflow MCP to manage my client list?** You can ask your agent to list all your customers or add a new one directly through your chat, keeping your directory updated in real-time. **Can I see client emails with this Connector?** Yes, it allows you to view communication threads that are linked to specific workflows in your firm, making it easier to stay updated on client needs. **Does Aero Workflow MCP work for bookkeepers?** It's perfect for bookkeepers who need to check task checklists and log hours without constant tab switching between different management tools. **Can I see my firm's staff members?** Yes, you can pull a list of all firm users and team members to see who's on the team and manage your staff more effectively. **How does Aero Workflow MCP handle task creation?** You can tell your agent to create a new task for a specific person, and it'll show up in your Aero dashboard immediately for your team to see. **How do I find my Aero Account ID and API Key?** Log in as an Admin, navigate to **Admin** > **Aero API** to generate your key. Your Account ID is the unique identifier in your browser's URL. **Can I record time logs via AI?** Yes! The `create_new_workflow_task` tool allows you to include time metadata when creating or updating tasks to maintain accurate high-fidelity billing records. **How do I retrieve client directories?** Use the `list_firm_customers` tool to retrieve your complete directory of managed business entities and individual client accounts programmatically.