PracticeStacks ships with an official MCP (Model Context Protocol) server. Connect it to Claude or any MCP-compatible AI assistant and ask, in plain English, to list your leads, add a client, check compliance deadlines, or pull this month's numbers — securely tied to your own account.
Purpose-built for CA, CS & Tax firms in India.
Model Context Protocol is an open standard that lets AI assistants securely connect to apps. The PracticeStacks MCP server exposes your firm's data and actions to an AI you authorize.
Connect in Claude and simply ask — 'list my new leads', 'create a lead for Sharma & Co', 'what compliance is due this week', 'show this month's dashboard stats'. The AI calls PracticeStacks for you.
The server can list and create leads, manage contacts and employees, read businesses and proposals, and pull compliance deadlines and dashboard stats — your live data, not a generic answer.
You authorize the connection with OAuth using your own PracticeStacks login. The AI only sees and does what your account permits — nothing is exposed publicly.
Beyond MCP, PracticeStacks exposes APIs so your developers can build custom integrations, internal dashboards, or automations on top of your firm's data.
Using the MCP server needs no programming — connect it once in your AI assistant and start asking. The REST API is there when you want deeper, custom integration.
In Claude (or any MCP-compatible assistant), add the PracticeStacks MCP server and sign in with your PracticeStacks account via secure OAuth.
Ask the assistant to list leads, create a client, check deadlines, or pull stats. It calls PracticeStacks securely and returns your real data.
Let the AI handle lookups and routine data entry, or have your developers build custom integrations on the REST API for deeper automation.
MCP (Model Context Protocol) is an open standard that lets AI assistants like Claude securely connect to apps. The PracticeStacks MCP server lets an AI you authorize read and act on your firm's data — leads, businesses, contacts, compliance deadlines, dashboard stats, and more.
You can ask it to list and create leads, manage contacts and employees, view businesses and proposals, and check compliance deadlines or dashboard stats — all in plain English, with the AI calling PracticeStacks on your behalf.
Yes. You connect using OAuth with your own PracticeStacks login, and the AI can only access what your account is permitted to. Nothing about your firm is exposed publicly — access is scoped to you.
No. The MCP server needs no coding — just add it in your AI assistant once and start asking. For deeper custom integrations, PracticeStacks also offers a REST API your developers can build on.
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Partner, A N Gawade & Co LLP
"The compliance tracking alone is worth the subscription. No more Excel sheets, no more missed deadlines. It's transformed how we manage our practice."
Company Secretary, Corporate Compliance
"Finally, a tool built by people who understand our profession. The professional engagement letters give us confidence in every client relationship."
Chartered Accountant, Agrawal & Associates
"We used to spend more than an hour on each proposal. Now it takes 10 minutes. The templates are professional and our clients have noticed the difference."
Partner, A N Gawade & Co LLP
"The compliance tracking alone is worth the subscription. No more Excel sheets, no more missed deadlines. It's transformed how we manage our practice."
Company Secretary, Corporate Compliance
"Finally, a tool built by people who understand our profession. The professional engagement letters give us confidence in every client relationship."
Chartered Accountant, Agrawal & Associates
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