Bring Practice Management
to VS Code Copilot
Learn how to connect Aero Workflow to VS Code Copilot and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Aero Workflow MCP Server?
Connect your Aero Workflow account to any AI agent and take full control of your accounting practice management and automated firm operations through natural conversation.
What you can do
- Workflow & Task Orchestration — List and manage your entire practice hierarchy programmatically, retrieving detailed checklists and high-fidelity technical instructions in real-time
- Time Tracking Intelligence — Monitor billable hour records and retrieve detailed historical time logs to maintain a perfectly coordinated overview of staff productivity
- Customer Lifecycle Management — Access complete directories of firm customers and business entities to coordinate your organizational relationship ecosystem programmatically
- Communication Architecture — Access and monitor workflow-linked emails and message threads to maintain high-fidelity oversight of client interactions
- Infrastructure Monitoring — Retrieve checklist templates and verify account-level settings directly through your agent for instant operational reporting
How it works
1. Subscribe to this server
2. Retrieve your Account ID (from your URL) and API Key from your Aero Workflow admin settings
3. Start orchestrating your firm's productivity from Claude, Cursor, or any MCP client
No more manual status checking of individual tasks or digging through complex time sheets. Your AI acts as your dedicated practice coordinator and operations analyst.
Who is this for?
- Accountants & Bookkeepers — instantly retrieve task summaries and log billable hours using natural language commands
- Firm Owners & Managers — monitor staff capacity and track client workflow health without leaving your workspace
- Operations Leads — automate the management of reusable checklist templates through simple AI queries
Built-in capabilities (12)
Verify Aero Workflow API status
Requires name and contact information. Add a new client to Aero
Requires a subject and assigned user. Add a new task to Aero
Get account metadata
Get details for a specific task
List reusable workflow templates
List active webhooks
List all client accounts
List firm users and staff
List time entries for tasks
List communication emails
List workflow tasks and checklists
Why VS Code Copilot?
GitHub Copilot Agent mode brings Aero Workflow data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 12 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.
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VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
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Project-scoped MCP configs (
.vscode/mcp.json) let you commit server configurations to your repository, ensuring the entire team shares the same tool access - —
Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
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GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
Aero Workflow in VS Code Copilot
Aero Workflow and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Aero Workflow to VS Code Copilot through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Aero Workflow in VS Code Copilot
The Aero Workflow MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 12 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in VS Code Copilot only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
Aero Workflow for VS Code Copilot
Every tool call from VS Code Copilot to the Aero Workflow MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
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.
Which VS Code version supports MCP?
MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
How do I switch to Agent mode?
Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
Can I restrict which MCP tools Copilot can access?
Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
Does MCP work in VS Code Remote or Codespaces?
Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.
MCP tools not available
Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.