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How to Use the Aero Workflow MCP in Claude Code

Pipe Aero Workflow tasks, time logs, and accounting operations directly into your terminal scripts with Claude Code.

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Claude Code

Connect Aero Workflow MCP to Claude Code

Create your Vinkius account to connect Aero Workflow to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Manage Aero Workflow via Claude Code

The Aero Workflow MCP Server brings accounting practice management directly into your terminal. Claude Code executes `list_workflow_tasks` through headless commands, letting you pipe open jobs straight into your daily shell scripts. No browser tabs required. Provisioning new accounts fits perfectly into your CI/CD pipelines. A simple command triggers `create_new_customer` followed by `create_new_workflow_task` to spin up standard onboarding checklists. SREs and backend devs can automate firm operations without touching a GUI.

Audit Webhooks and API Health

Checking system status happens instantly from the command line using this MCP integration. Your terminal runs `check_api_health` to ensure the practice management backend is responding before kicking off large data syncs. DevOps teams get immediate feedback right in standard output. Auditing event triggers is just as straightforward. The CLI calls `list_configured_webhooks` to dump active listeners into your logs. You can easily script cron jobs to monitor these endpoints and alert your team if configurations drift.

Extract Time and Team Data

Pulling billing metrics into external databases takes seconds. Claude Code uses `list_time_tracking_logs` to grab raw hours and pipes the output directly into your custom reporting tools. The headless nature makes bulk extraction incredibly fast. Managing staff assignments works the exact same way. By invoking `list_firm_team_members` alongside `get_task_details`, your shell scripts can automatically flag overloaded accountants. You get total control over the raw data flow.

Setup guide

Set up Aero Workflow MCP in Claude Code

Prerequisites

  • Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Run the add command

    Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.

  2. 2

    Verify the connection

    Start a Claude Code session and type /mcp to list connected servers. You should see aero-workflow-mcp with a green status indicator.

  3. 3

    Start using tools

    Ask Claude Code something like "Check my latest Aero Workflow transactions." It will automatically discover and invoke the available Aero Workflow tools.

Terminal
claude mcp add --transport http aero-workflow-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

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Common questions about Aero Workflow MCP in Claude Code

Run claude mcp add --transport http aero-workflow -- in your terminal. Make sure all flags come before the server name. Use claude mcp list to confirm the connection.
Yes. You can trigger `list_checklist_templates` or assign work via bash scripts. The CLI handles the tool execution headlessly.
Terminal execution allows for automated cron jobs and CI/CD integration. You can pipe `list_workflow_emails` into other command-line utilities for custom processing.
Vinkius manages the auth layer completely. Your local ~/.claude.json only stores the single endpoint token needed to access the server.
Security relies on strict ephemeral processing. When your terminal queries `get_account_info` for sensitive firm data, the payload passes through a zero-trust sandbox and disappears after the script finishes.

Start using the Aero Workflow MCP today

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