Aero Workflow MCP for AI. Run your entire accounting practice from natural language commands.
Works with every AI agent you already use
…and any MCP-compatible client








Connect to your AI in seconds.
Aero Workflow connects your accounting practice management tools directly into any AI client. Use this MCP to manage complex firm operations, track staff time, and coordinate tasks across client accounts through natural conversation.
It lets you run the whole office from your agent.
What your AI can do
Check api health
Verifies the current operational status of the Aero Workflow API.
Create new customer
Adds a new client record to your firm's database, requiring contact and name details.
Create new workflow task
Adds an entirely new task into the workflow system for a specific user, needing a subject line.
You can access complete directories of firm customers and business entities to coordinate relationship details.
List, retrieve, and manage the entire practice hierarchy, getting detailed technical instructions for any task or workflow.
Monitor billable hour records and pull historical time logs to see who's working on what.
Access and monitor emails and message threads linked to specific workflows for client oversight.
Check account metadata or retrieve checklist templates directly through your agent for instant reporting.
Ask an AI about this
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Aero Workflow: 12 Tools for Practice Management
These tools let your agent interact with every major function of Aero Workflow. You can list clients, create new tasks, track time logs, and audit system health.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Aero Workflow on VinkiusCheck Api Health
Verifies the current operational status of the Aero Workflow API.
Create New Customer
Adds a new client record to your firm's database, requiring contact and name details.
Create New Workflow Task
Adds an entirely new task into the workflow system for a specific user, needing a...
Get Account Info
Retrieves general metadata about your connected Aero Workflow account.
Get Task Details
Pulls all specific information for a single, designated task within the workflow...
List Firm Customers
Generates a comprehensive list of all client accounts registered with the firm.
List Workflow Emails
Fetches communication emails that are directly linked to a workflow process.
List Workflow Tasks
Generates a list of all active tasks and associated checklists across the firm's...
List Checklist Templates
Lists reusable checklist templates that your firm can apply to various tasks.
List Time Tracking Logs
Lists historical time entries associated with specific tasks for billing review.
List Firm Team Members
Retrieves a roster of all users and staff members belonging to your firm.
List Configured Webhooks
Shows which webhooks are currently set up and actively running within the system.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Aero Workflow, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Aero Workflow. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 12 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Juggling tasks and client data across five different tabs is exhausting.
Right now, if you need to know how many overdue tasks exist for Acme Corp, you have to jump into the workflow portal. Then you might open a separate tab to check who worked on it last week, and then maybe another tab just to see the client's current status in their CRM. It’s constant clicking, copy-pasting between systems, and praying you don't miss something.
With this MCP, your AI agent handles the jumping around. You tell it what you need—like listing all tasks or getting specific task details—and it pulls that data directly from Aero Workflow. You get a consolidated, actionable answer without leaving your chat window.
List Time Tracking Logs: Immediate Visibility into Staff Productivity
Before this MCP, checking staff productivity meant running reports in one section and comparing them against the client roster data from a different area. It was always a manual reconciliation effort at the end of the week.
Now, you just ask your agent to list time entries for tasks. You get the full history—who logged hours, when they did it, and what task it related to—all in one go. The visibility is immediate.
What your AI can actually do with this
Running an accounting firm means juggling a ton of moving parts—client onboarding, billable hours, task checklists. This MCP gives your AI agent control over those specific workflows. Instead of clicking through dashboards and searching multiple tabs, you just ask your agent to perform actions like listing all active client tasks or retrieving historical time logs for billing review.
It treats your practice management system like another API endpoint that your agent can talk to naturally. If your firm already runs on Aero Workflow, connecting it via Vinkius gives your AI client the full picture of your business operations, keeping everything centralized and actionable.
019dd0b4-2bcb-7242-ac22-94f7f540b8c1 Here's how it actually works
The bottom line is: Your agent acts as an analyst that speaks directly to your practice management system's database, removing manual steps from the process.
Subscribe to this MCP and grab your Account ID and API Key from your Aero Workflow admin settings.
Connect those credentials to your AI client (Claude, Cursor, etc.) through the Vinkius platform.
Ask your agent to perform a task, like listing all active workflow tasks or creating a new customer record.
Who is this actually for?
This connector targets professional services firms—accounting and consulting practices—where managing complex workflows and tracking billable time is mission-critical. It's for those who are sick of jumping between multiple internal tools just to get a full picture.
They monitor staff capacity and track client workflow health across the entire firm without ever leaving their primary workspace.
They automate the management of reusable checklist templates or build reporting by querying historical time logs using natural language.
They instantly retrieve task summaries, check account settings, and log billable hours just by talking to their agent.
What Changes When You Connect
Stop guessing staff utilization. By asking to list time entries for tasks, you instantly get a full overview of billable hours across the team.
Avoid missing critical steps in client onboarding. You can retrieve checklist templates and task details on demand, ensuring compliance with firm standards every time.
Keep all client history centralized. The ability to access workflow-linked emails means your agent pulls up not just the task status, but the entire communication thread too.
Build better reports faster. Instead of manually listing all accounts, calling list_firm_customers gives you a complete directory instantly for reporting purposes.
Never lose track of who's doing what. Using list_workflow_tasks lets your agent show you exactly which tasks are running and which checklists apply.
See it in action
Billing Review Day
A bookkeeper needs to know the total time spent on a client's tax audit. They ask their agent: 'Show me all my recent time entries for Global Tech.' The agent uses list_time_tracking_logs and returns a clean, aggregated report.
New Client Setup
An operations lead needs to bring on a new partner. They ask the agent to 'Add a new client for Smith & Jones.' The agent uses create_new_customer, populating all required fields and making the client instantly searchable.
Project Status Check
A firm owner needs an update on five different active projects. They ask: 'List all workflow tasks for Q3.' The agent uses list_workflow_tasks, providing a summary of progress and links to detailed checklists.
Audit Prep
A manager is preparing for an audit and needs to verify the system's rules. They ask the agent to 'Show me all reusable checklist templates.' The agent uses list_checklist_templates, providing a comprehensive set of options.
The honest tradeoffs
Checking status via dashboard.
Manually logging into the Aero Workflow portal and clicking through task boards to see if all tasks are completed or stuck in review.
Use list_workflow_tasks. Ask your agent, 'List all workflow tasks,' to get a real-time summary without ever leaving your chat interface.
Searching for client details.
Trying to find a specific contact's history by searching the email system manually or guessing if they are still an active customer.
Use list_firm_customers first to confirm the account status. If you need specifics, use get_task_details on a related task.
Guessing API endpoints.
Trying to figure out which endpoint handles staff listing or time logging because the documentation is too complex.
Use list_firm_team_members for all personnel information, and list_time_tracking_logs for billing records—the agent handles the complexity.
When It Fits, When It Doesn't
Use this MCP if your core business workflow involves managing highly structured tasks, client lifecycles, or billable hours. This tool is for deep operations management within a specific accounting platform.
Don't use it if you just need to send a simple message or pull general data from different sources (like connecting Slack and Salesforce). For those generic connections, an iPaaS service that doesn't require specialized knowledge of your practice management system will work better. If your needs are purely about retrieving historical documents or unstructured text analysis, consider a dedicated document indexing tool instead.
Questions you might have
How do I use the list_workflow_tasks tool? +
The agent uses list_workflow_tasks to generate a comprehensive list of all active tasks and checklists across your firm's workflows. This is useful for quickly auditing current project status.
Can I create new clients using the create_new_customer tool? +
Yes, you can use create_new_customer to add a brand-new client record to Aero Workflow. You just need to provide the client's name and contact information.
What does list_time_tracking_logs do? +
list_time_tracking_logs retrieves historical time entries linked to tasks, which is what you need when reviewing billable hours for a client or staff member.
How can I check if the connection is working? (check_api_health) +
You use the check_api_health tool. This simply verifies that the Aero Workflow API is online and ready to accept commands from your agent.
How do I use the get_task_details tool to retrieve comprehensive information about a single workflow item? +
The tool pulls the full history, current status, and metadata for any specific task ID. You get detailed data like assigned users, due dates, and linked checklists instantly. This lets you track progress without having to manually navigate multiple Aero Workflow screens.
What does the list_firm_team_members tool show regarding my firm's staff? +
This tool provides a complete roster of every user account linked to your practice. You can see their names, roles, and basic contact information through the agent. This is critical for managers who need to coordinate overall staff capacity across multiple client projects.
How do I use list_workflow_emails to maintain oversight of client communications? +
This tool collects all communication threads that are tied directly to specific workflows. It lets you review client interactions without sifting through your primary inbox. You maintain a high-fidelity, organized record of every discussion related to the account.
What does list_checklist_templates help me manage for consistent processes? +
The tool lists all reusable checklist templates built into your firm's system. By reviewing these available templates, you ensure that every client project maintains consistency. It helps standardize critical processes so every task follows a proven workflow structure.
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.
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