Your tax practice,
on rails for AI.
Grove's MCP server, now in beta, is built for tax practices. Connect Claude, Codex, or Cursor to your firm, then pull checklists, upload Lacerte and Drake backups, and cross-reference clients across your book from your assistant.
- W-2 · Publix Super Markets Inc
- 1099-DIV · Charles Schwab 3656 (Teresa)
- 1098 mortgage · Wells Fargo · + 8 more
- Interest income dropped $4,832 → $1,205. Probable missing Chase 1099-INT.
- Charitable contributions up 4× ($8,500 → $34,200). Confirm before filing.
Four MCP servers, one for each stage of the return.
Each MCP gives your assistant a focused set of tools, scoped to your firm. Checklist is live now. Workpapers, Questionnaire, and Delivery follow through the season. Access is by invite and rolls out firm by firm.
Checklist MCP
Upload Lacerte/Drake backups, pull per-return document checklists, and cross-reference what every client still owes you, all from your assistant.
Workpapers MCP
Read OCR'd workpapers, query line items across a return, and stage adjustments from inside your assistant. Useful for spot-checking and bulk review.
Questionnaire MCP
Send adaptive intake interviews, read responses, and surface follow-ups for any return. Hook intake into the rest of your firm's stack.
Delivery MCP
Generate client-ready summaries, request e-signatures, and trigger payments for a finished return. Useful for season-end batching.
What firms use it for.
Your assistant calls Grove's tools alongside the rest of your stack, so you can build a workflow yourself instead of waiting for a vendor to ship it. These are prompts firms run today.
Cross-reference returns
Run questions across your whole client list in plain English, without SQL or exports.
Compose existing tools
Stitch checklist + email + calendar in one prompt. The assistant calls each tool, you get the finished artifact.
Bulk-import on demand
Drop a Lacerte or Drake backup; returns land in Grove identical to the web uploader. Useful for onboarding new firms.
Scriptable from the CLI
Wire up Codex or any MCP-aware tool. Pipe responses through your existing scripts. Cron-able.
Firm-scoped by design
Sign in once with your Grove account; the plugin is bound to your firm. There's no way to switch firms or sidestep the scoping.
No bytes in the transcript
File uploads use pre-signed URLs bound to your firm's storage. PDFs go machine → Grove direct; never through the chat.
~/Downloads/2024-clients.zip and show me what got imported." From a 600-return firm.
Install the plugin in Claude, Codex, or Cursor.
The open-source Grove plugin at grove-tax/grove-mcp drops into Claude, Codex, or Cursor. Sign in to your firm once and the plugin is wired.
The plugin is in private beta. It installs once we've enabled your firm. We approve new firms manually, usually the same business day.
Add to Cursor
Cursor opens, registers Grove as an MCP server, and prompts a browser sign-in on first tool call.
Open in Claude
Opens Claude's Connectors settings. Click Add custom connector, paste the URL https://app.grove.tax/api/mcp, name it grove, save. Sign in opens in your browser.
Plugin marketplace
Two slash commands inside a Claude Code session install the marketplace plus Grove (MCP + skill bundled). First tool call opens a browser sign-in.
/plugin marketplace add grove-tax/grove-mcp /plugin install grove@grove
Plugin marketplace
Add the marketplace, then install Grove from the Codex plugins panel. Browser sign-in on first use.
codex plugin marketplace add \ https://github.com/grove-tax/grove-mcp.git
Imports today: Lacerte and Drake backups. More tax software is on the way.
From sign-up to your first tool call.
Email support to enable
Send a quick note to support@grove.tax with your firm name. We approve manually, usually the same business day.
Install the plugin
One click for Cursor or Claude Desktop; two slash commands for Claude Code or Codex. Sign in to Grove on first use.
Ask anything
The assistant picks the right tool from your prompt. Returns appear in Grove exactly as they do on the web, with clickable URLs.
Join the MCP beta.
The MCP is in private beta and access requires an invite. We approve firms one at a time. Join the waitlist and we'll be in touch, usually the same business day.