# Aero Workflow MCP

> 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.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** practice-management, task-tracking, time-logging, accounting-workflow, team-management

## Description

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.

## Tools

### 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.

### 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 system.

### 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 workflows.

### 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.

## Prompt Examples

**Prompt:** 
```
List all active workflow tasks in my Aero account.
```

**Response:** 
```
I've retrieved your active tasks. You currently have 5 workflows in progress, including 'Monthly Reconciliation' and 'Payroll Audit'. Would you like the detailed high-fidelity checklists for any of these?
```

**Prompt:** 
```
Create a new task 'Urgent Tax Review' for customer 'Acme Corp'.
```

**Response:** 
```
Workflow task created! I've successfully registered 'Urgent Tax Review' for Acme Corp. It's now visible to your staff in the Aero dashboard. Shall I list your available checklist templates to attach instructions?
```

**Prompt:** 
```
Show my recent time tracking logs for this week.
```

**Response:** 
```
Accessing productivity data... For this week, your firm has logged a total of 120 billable hours across 8 active clients. Highlights include 40 hours for 'Global Tech'. Need the high-fidelity staff utilization report?
```

## Capabilities

### Manage Client Accounts
You can access complete directories of firm customers and business entities to coordinate relationship details.

### Orchestrate Tasks and Checklists
List, retrieve, and manage the entire practice hierarchy, getting detailed technical instructions for any task or workflow.

### Track Staff Productivity
Monitor billable hour records and pull historical time logs to see who's working on what.

### Review Communications History
Access and monitor emails and message threads linked to specific workflows for client oversight.

### Monitor System Settings
Check account metadata or retrieve checklist templates directly through your agent for instant reporting.

## Use Cases

### 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.

## Benefits

- 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.

## How It 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.

1. Subscribe to this MCP and grab your Account ID and API Key from your Aero Workflow admin settings.
2. Connect those credentials to your AI client (Claude, Cursor, etc.) through the Vinkius platform.
3. Ask your agent to perform a task, like listing all active workflow tasks or creating a new customer record.

## Frequently Asked Questions

**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.