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TaxDome

Claude connectorCommunity

Tax firm and client portal

View in Claude directory

Use TaxDome, the practice management software for accounting, tax and bookkeeping firms, in Claude. Firm staff can find overdue jobs, get a brief on a client before a call, list unpaid invoices, and create or update client accounts, contacts, jobs, tasks and notes. Clients of a TaxDome firm can see what their accountant still needs, where their tax return stands and what they owe, fill in the firm's questionnaires and reply to the firm. Everyone signs in with their own TaxDome login, and Claude sees only what that person can see.

Tools
164

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#3310of 8,953721places up24h—7d
#3,068#3,796#4,524#5,252Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Rank by trending score

—not ranked—24h—7d
—

Popularity score

6,524+1,00024h—7d
3,0023,9634,9245,885Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Trending score

——24h—7d
—

In its categories

How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Productivity1,753rd of 4,952 by popularity · not ranked by trending score
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All 5,028 Productivity connectors

Financial services485th of 1,227 by popularity · not ranked by trending score
Order by

All 1,250 Financial services connectors

Also on other marketplaces

Tools

  • v4_account_role_assignments_create
  • v4_account_role_assignments_delete
  • v4_account_role_assignments_get
  • v4_account_role_assignments_list
  • v4_account_roles_get
  • v4_account_roles_list
  • v4_bills_get
  • v4_bills_list
  • v4_bills_list_line_items
  • v4_blobs_create
  • v4_blobs_get_upload_url
  • v4_chat_threads_archive
  • v4_chat_threads_assign
  • v4_chat_threads_create
  • v4_chat_threads_list
  • v4_chat_threads_send_message
  • v4_chat_threads_unarchive
  • v4_chat_threads_unassign
Show all 164
  • v4_client_assignments_create
  • v4_client_assignments_delete
  • v4_client_assignments_get
  • v4_client_assignments_list
  • v4_client_custom_fields_create
  • v4_client_custom_fields_list
  • v4_client_notes_create
  • v4_client_notes_delete
  • v4_client_notes_list
  • v4_client_notes_update
  • v4_clients_assign_tag
  • v4_clients_create
  • v4_clients_get
  • v4_clients_list
  • v4_clients_unassign_tag
  • v4_clients_update
  • v4_contact_custom_fields_create
  • v4_contact_custom_fields_list
  • v4_contact_links_create
  • v4_contact_links_delete
  • v4_contact_links_list
  • v4_contacts_create
  • v4_contacts_get
  • v4_contacts_list
  • v4_contacts_update
  • v4_directories_create
  • v4_directories_list
  • v4_directories_move
  • v4_directories_update
  • v4_document_checklist_items_list
  • v4_document_checklists_get
  • v4_document_checklists_list
  • v4_documents_create
  • v4_documents_delete
  • v4_documents_delete_forever
  • v4_documents_get
  • v4_documents_get_signature_request
  • v4_documents_list
  • v4_documents_move
  • v4_documents_notify_client
  • v4_documents_restore
  • v4_documents_update
  • v4_email_templates_get
  • v4_email_templates_list
  • v4_employees_get
  • v4_employees_list
  • v4_firm_members_list
  • v4_job_assignments_create
  • v4_job_assignments_delete
  • v4_job_assignments_list
  • v4_job_client_statuses_create
  • v4_job_client_statuses_list
  • v4_job_client_statuses_update
  • v4_job_recurrence_assignments_create
  • v4_job_recurrence_assignments_delete
  • v4_job_recurrence_assignments_list
  • v4_job_recurrences_create
  • v4_job_recurrences_delete
  • v4_job_recurrences_list
  • v4_job_recurrences_update
  • v4_job_statuses_list
  • v4_job_templates_get
  • v4_job_templates_list
  • v4_jobs_create
  • v4_jobs_create_link
  • v4_jobs_get
  • v4_jobs_list
  • v4_jobs_list_links
  • v4_jobs_list_unfinished_requirements
  • v4_jobs_move
  • v4_jobs_update
  • v4_jobs_update_status
  • v4_mailbox_messages_create
  • v4_mailbox_threads_assign
  • v4_mailbox_threads_create_internal_comment
  • v4_mailbox_threads_delete_internal_comment
  • v4_mailbox_threads_get
  • v4_mailbox_threads_list
  • v4_mailbox_threads_unassign
  • v4_mailbox_threads_update_internal_comment
  • v4_me_show
  • v4_message_templates_get
  • v4_message_templates_list
  • v4_organizers_get
  • v4_organizers_list
  • v4_owner_show
  • v4_payments_get
  • v4_payments_list
  • v4_pipeline_stages_list
  • v4_pipelines_clone
  • v4_pipelines_create
  • v4_pipelines_get
  • v4_pipelines_list
  • v4_proposals_get
  • v4_proposals_list
  • v4_proposals_list_line_items
  • v4_proposals_list_packages
  • v4_sms_templates_get
  • v4_sms_templates_list
  • v4_sms_threads_list
  • v4_sms_threads_resend_message
  • v4_sms_threads_send_message
  • v4_tags_colors
  • v4_tags_create
  • v4_tags_get
  • v4_tags_list
  • v4_tags_update
  • v4_task_assignments_create
  • v4_task_assignments_delete
  • v4_task_assignments_list
  • v4_tasks_add_checklist_item
  • v4_tasks_assign_tag
  • v4_tasks_create
  • v4_tasks_create_note
  • v4_tasks_delete
  • v4_tasks_delete_note
  • v4_tasks_get
  • v4_tasks_list
  • v4_tasks_list_notes
  • v4_tasks_remove_checklist_item
  • v4_tasks_unassign_tag
  • v4_tasks_update
  • v4_tasks_update_checklist_item
  • v4_tasks_update_note
  • v4_tax_return_templates_list
  • v4_tax_returns_apply_template
  • v4_tax_returns_create
  • v4_tax_returns_delete
  • v4_tax_returns_get
  • v4_tax_returns_get_intro
  • v4_tax_returns_list
  • v4_tax_returns_list_categories
  • v4_tax_returns_lock_document
  • v4_tax_returns_unlock_document
  • v4_tax_returns_update
  • v4_tax_returns_update_intro
  • v4_team_channels_create
  • v4_team_channels_create_message
  • v4_team_channels_get
  • v4_team_channels_get_message
  • v4_team_channels_list
  • v4_team_channels_list_messages
  • v4_time_entries_finish
  • v4_time_entries_list
  • v4_time_entries_pause
  • v4_time_entries_resume
Categories
Made by
TaxDome · Website
Sign-in
Required
Connector URL
https://app.taxdome.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 29, 2026
More info
Sponsorship
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