TaxDome MCP Server

Clients, jobs, document requests and invoices in TaxDome.

Servidor MCP hospedado

npx add-mcp 'https://cotlet.dev/mcp/v1/taxdome'

Instala no Claude Code, Codex, Cursor e outros

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TaxDome API and MCP server: Let your AI agent run the busy season in TaxDome.

TaxDome MCP is a waitlist and the TaxDome API a private beta (checked 27 Oct 2026). Firms can use the Zapier app today, which handles accounts and contacts. Cotlet runs 14 TaxDome tools hosted, 6 of them writes, over MCP for agents and REST for scripts.

Clients, jobs, document requests and invoices in TaxDome. Use it in ChatGPT, Claude or any AI agent over MCP, or in n8n, Make and scripts over REST.

MCP setup REST API guide

Free 7-day trial, no card
Unofficial, not affiliated with TaxDome
Page: https://cotlet.dev/integrations/taxdome-api-mcp-server

What can you automate in TaxDome?

Request tax documents from a whole pipeline
Send the monthly bookkeeping invoices
Open jobs from your templates
Nudge clients on overdue jobs
Add new clients from a signed list
List open tasks per team member

Does TaxDome have an MCP server or an API?

The MCP waitlist page promises answers on "client data, deadlines, and job status" and later actions, "available first to Professional and Business plan subscribers". No opening date is given.
Zapier has 4 actions (create or update an account or contact), 2 searches and 6 triggers. None reaches jobs, tasks, client requests, invoices or chats.
No TaxDome node in n8n, no developer docs and no community MCP server on GitHub (27 Oct 2026).

What you need	Zapier	TaxDome MCP	Cotlet
Open to your firm today	Yes	Waitlist	Yes, any plan
Accounts and contacts	Yes	Promised	Yes
Jobs, pipelines and tasks	No	Promised, reads first	Yes
Client requests, invoices, chats	No	Not named	Yes, after your OK
Allowed by TaxDome	Yes, official	Yes, official	Uses the web app

Checked 27 Oct 2026. Sources: TaxDome: MCP, TaxDome Help: Zapier integration, TaxDome Help: Zapier integration (Basic) actions, TaxDome Help: Creating a bill (invoice), Zapier: TaxDome, TaxDome AI and Atlas

How does Cotlet connect to TaxDome?

Sign in to TaxDome. Use your own account in its Cotlet Cloud Browser.
Choose MCP or REST. Connect your agent or create a Cotlet API key.
Run your workflow. Ask your agent or send an HTTP request.

We never keep your TaxDome password, and no request, invoice or chat message reaches a client before you approve it.

Connect TaxDome to your agent or workflow

Use MCP with your AI agent, or HTTP requests in n8n, Make, Zapier and scripts. Follow the MCP setup below or jump to the REST guide.

Enable TaxDome for agents. Create a Cotlet account, open TaxDome in its Cloud Browser, sign in on the seat the agent should use and press Enable for agents.
Add the Cotlet address. Enter https://cotlet.dev/mcp/v1 in your agent as a remote MCP server or custom connector.
Authorize the agent. Chat apps send you through a Cotlet sign-in once. Editors, n8n and scripts use an API key from the console instead.

https://cotlet.dev/mcp/v1 carries TaxDome next to your other apps. TaxDome sells one seat per named user, $800 to $1,200 a year (pricing page, 7 Oct 2026), so the agent works on the seat of the person who sends requests and invoices today, with that person's access rights. Refresh the connector after enabling TaxDome so the tools load.

Claude:

Settings > Connectors > Add custom connector
URL: https://cotlet.dev/mcp/v1/connect

Claude Code:
claude mcp add --transport http cotlet-taxdome \
  https://cotlet.dev/mcp/v1 \
  --header "Authorization: Bearer $COTLET_API_KEY"

ChatGPT:

Settings > Apps & Connectors > Create
MCP server URL: https://cotlet.dev/mcp/v1/connect
Authentication: OAuth

Cursor:

// ~/.cursor/mcp.json
{
  "mcpServers": {
    "cotlet-taxdome": {
      "url": "https://cotlet.dev/mcp/v1",
      "headers": { "Authorization": "Bearer ${env:COTLET_API_KEY}" }
    }
  }
}

Codex:

# ~/.codex/config.toml
[mcp_servers.cotlet-taxdome]
url = "https://cotlet.dev/mcp/v1"
bearer_token_env_var = "COTLET_API_KEY"

n8n:

MCP Client Tool (inside an AI Agent)
Transport: HTTP Streamable
URL: https://cotlet.dev/mcp/v1
Auth: Bearer, <your key>
Tool: taxdome_read

Make, Zapier:

Make: MCP Client > Call a tool
Zapier: MCP Client by Zapier > Run Tool
Server URL: https://cotlet.dev/mcp/v1
Token: <your key>
Tool: taxdome_write

How to use the TaxDome REST API

Create your Cotlet API key

Create a Cotlet API key with access to TaxDome and its read operations. Store it as COTLET_API_KEY in your environment or automation platform's credential store.

Connect TaxDome in Cotlet and enable it for agents. Account access: Your own TaxDome firm login (firm owner, admin or a team member with the matching access rights, e.g. Manage invoices or Manage accounts).

Make your first TaxDome API request

REST:

curl "https://cotlet.dev/api/v1/taxdome/accounts?limit=5" \
  -H "Authorization: Bearer $COTLET_API_KEY"

Read accounts and apply the operation limits

A successful REST call puts the tool output in result. This illustrative response excerpt omits call IDs, messages and credit details.

Illustrative response excerpt:

{
  "status": "success",
  "app": "taxdome",
  "tool": "list_accounts",
  "result": {
    "accounts": [
      {
        "account_id": "acc_4f21",
        "name": "Harbor Dental LLC",
        "type": "company",
        "contacts": [
          {
            "name": "Dana Reyes",
            "email": "dana@harbordental.example"
          }
        ]
      },
      {
        "account_id": "acc_7c09",
        "name": "Nguyen Family",
        "type": "individual",
        "contacts": [
          {
            "name": "Linh Nguyen",
            "email": "linh@nguyen.example"
          }
        ]
      }
    ],
    "next_cursor": null
  }
}

Lists client accounts, each an Individual or a Company, with the contacts linked to it. Search by name or email and page with the cursor.

Visibility follows the rights of the login you connected: a team member sees the accounts they are assigned to or may view.

limit: 1 to 100. Default: 25.

cursor: Next page cursor from the previous call.

Keep the same selection when continuing a list. Compare changed record values as well as identifiers when refreshing your destination.

TaxDome workflows for agents and automations

Tool	Connect through	Example workflow
n8n	HTTP Request	Jobs in progress or archived, with stage, assignee, priority and due date. Use `list_jobs` in your configured operations sheet.
Make	HTTP > Make a request	Tasks across jobs, with the job, assignee and due date. Use `list_tasks` in your configured operations sheet.
Python or Node.js	REST API	Client requests of an account, open and answered. Use `list_requests` in your configured operations sheet.

Send Authorization: Bearer <your Cotlet API key> in request headers. You configure the schedule, destination and record comparisons.

Cotlet reads TaxDome; your workflow steps write to your chosen destination. These HTTP workflows do not require a native Cotlet connector or a prebuilt template.

Python and Node.js can use the same HTTP requests without an AI agent. Keep access keys in credentials, outside shared workflow exports.

The API and MCP reference lists operations and inputs. The REST API guide explains authentication, errors and approvals.

TaxDome API endpoints and MCP tools

Client accounts

Individual and company accounts with their contacts. A new account gets no portal invite from these tools; adding one needs Manage accounts.

List accounts (list_accounts, read): Client accounts, individuals and companies, with their contacts.
Get account (get_account, read): One account with its contacts, open jobs and open requests.
Create account (create_account, write, asks first): Create a client account of type Individual or Company with its first contact.

Pipelines, jobs and tasks

Stages and templates come from list_pipelines. Jobs reach no client, so creating and archiving them runs without a wait.

List pipelines (list_pipelines, read): Pipelines with their stages and job templates.
List jobs (list_jobs, read): Jobs in progress or archived, with stage, assignee, priority and due date.
Get job (get_job, read): One job with its tasks, stage, assignee and dates.
List tasks (list_tasks, read): Tasks across jobs, with the job, assignee and due date.
Create job (create_job, write): Create a job for an account in a pipeline, with stage, assignee, priority and due date.
Archive job (archive_job, write): Move a job to the Archived tab.

Requests, invoices and chats

Everything here lands in the client's inbox or portal. TaxDome sends an invoice the moment it is created, so there is no draft step.

List client requests (list_requests, read): Client requests of an account, open and answered.
Send client request (request_documents, write, asks first): Send a client request for documents or information to an account.
List invoices (list_invoices, read): Invoices of an account with amount, status and dates.
Create and send invoice (send_invoice, write, asks first): Create an invoice for an account from line items and send it to the client.
Message client (send_message, write, asks first): Send a message to a client in a chat, now or at a set time.

Inputs, REST path and example response of every tool: https://cotlet.dev/integrations/taxdome-api-mcp-server#tools

Who can see my TaxDome session, and how do I revoke it?

What we store. The signed-in TaxDome browser profile, AES-256-GCM, in Finland. Never the password.
What your agent gets. The 14 TaxDome tools. No cookie, no portal login.
What the session sees. What that seat's access rights show: its accounts, jobs, invoices, chats.
What no tool touches. Tax returns, uploaded documents, e-signatures, payments and deletes.
If TaxDome signs you out. You sign in again in the Cloud Browser, two-factor included. We never type it.
How to cut access. Disable for agents, reset the browser, or sign the seat out in TaxDome.

Client records hold tax data, so weigh this like any vendor with a login to your firm. Our site scores A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory (live results). Cotlet has no SOC 2 report or third-party pentest yet.

Is it against TaxDome's terms? Account safety

The Service may not be used or accessed by (a) individuals who are not named individuals; or (b) any other software or hardware device that does not require a named individual to use or access it.

TaxDome Terms of Service, section 2 (Wayback copy of 22 Aug 2026)

The same section lets TaxDome suspend access without notice if it believes "automated tools (bots, scrapers, spiders)" are used in breach of the terms, and it treats polling more often than once every 60 seconds as abnormal usage. A Cloud Browser that a named user signed in to is still software acting for that user, so read this as a real risk to the seat. We found no public case of a TaxDome account suspended for automation (checked 27 Oct 2026).

How we keep your seat looking like you:

One seat, signed in by its own named user, never shared
The same Cloud Browser IP and cookies each day
Requests, invoices, chats and new accounts wait for your OK
No polling loop: reads run when your agent asks
If TaxDome objects, we pause the TaxDome tools for everyone within 24 h

Send the busy-season requests as one reviewed batch per week, not one request every minute through the day.

What happens when TaxDome changes?

12 h between tests of the TaxDome reads and job tools
24 h between tests of what a client would receive
$0 for a call to a TaxDome tool paused for repair

TaxDome ships quarterly updates and has announced Atlas, an MCP server and a public API for fall 2026, so screens will move this season. When TaxDome MCP opens to your plan, compare its tools with this list and keep whichever does the job. status.cotlet.dev checks the site, console and API every 3 minutes.

Approvals, undo and mistakes

Reads the accounts. list_accounts with your tag or type, then each account's invoices.
Skips the billed ones. Same line, same month already there: left out and listed.
Waits for your OK. Every invoice shows up in your Cotlet console first.
Sends and reports. Invoice IDs and totals, plus the clients held back and why.

Action	Undo
Create a job	archive_job, the job keeps its data
Create an account	Delete it in TaxDome; no portal invite went out
Send an invoice	No, the client has the email
Send a client request	No, the email and push went out
Send a chat message	No, the client was notified

4 of 14 tools ask first: create_account, send_invoice, request_documents, send_message. Reads, new jobs and archiving run at once. Switch the wait off per tool for a reviewed weekly run.

In TaxDome the Create button on an invoice also sends it, so the approval in Cotlet is your only draft step.

MCP call:

{
  "name": "send_invoice",
  "arguments": {
    "account_id": "acc_4f21",
    "items": [
      {
        "description": "Bookkeeping, October 2026",
        "amount": 1200
      }
    ],
    "due_date": "2026-10-28"
  }
}

REST:

curl -X POST https://cotlet.dev/api/v1/taxdome/accounts/acc_4f21/invoices \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"items":[{"description":"Bookkeeping, October 2026","amount":1200}],"due_date":"2026-10-28"}'

Response:

{
  "invoice_id": "inv_2291",
  "account_id": "acc_4f21",
  "items": [
    {
      "description": "Bookkeeping, October 2026",
      "amount": 1200
    }
  ],
  "total": 1200,
  "due_date": "2026-10-28",
  "status": "sent"
}

A month-end script calls the same tools over REST at /api/v1/taxdome, one key, one price. A call your seat has no right for, such as an invoice without Manage invoices, fails and costs nothing. The tools table gives the REST path of each tool.

How much does the TaxDome MCP server cost?

About $23 a month for a 3-seat firm with about 300 clients, 4,010 credits. Your TaxDome seats are billed as before.

Job	Calls	Credits
Monthly invoices, 40 bookkeeping clients	81 × 1	810
Document requests for new jobs, weekly	21 × 4	840
Chase overdue jobs by chat, weekly	14 × 4	560
New client account and first job	3 × 6	180
Open tasks per team member, Mondays	3 × 4	120
Cloud Browser, 30 days		1,500
Total		4,010

Free 7-day trial, no card
10 credits per successful call, MCP or REST
50 credits a day for the Cloud Browser
Works on Essentials, no Pro or Business upgrade

TaxDome reports 15,000+ firms and 4.5 to 6 million clients, so about 300 clients a firm; most firms have under 10 staff. The job mix is our example. Dollars at the $29 pack rate.

TaxDome MCP server: Zapier, the waitlist or hosted

Option	What it does	Where it stops
TaxDome MCP	Official server, announced for Claude and ChatGPT: questions on clients, deadlines and job status, actions later.	Waitlist, Professional and Business plans first, no date.
Zapier MCP	The Zapier app's account and contact actions and searches as MCP tools.	Nothing for jobs, requests, invoices or chats.
viaSocket MCP	A TaxDome MCP page on viaSocket.	Lists no TaxDome actions yet.
GitHub	No TaxDome MCP server found (gh search, 27 Oct 2026).	Nothing to self-host while the API is a private beta.

If you only need new contacts in TaxDome from a form or a phone system, Zapier is official and does it. If you can wait, join the TaxDome MCP waitlist and check what it sends when it opens. When an agent should send requests, invoices and chats this season, on any plan, that is what Cotlet covers.

Also listed on: Odel, mcpbeat

Who runs Cotlet

Take Group sp. z o.o. runs Cotlet: a software company registered in Poland, EU (VAT PL6342984273), trading since 2019. Its founders are Bart Krawczyk (Co-founder, CTO) and Jake Slugocki (Co-founder, SEO, sales and marketing). Questions about the TaxDome tools go to contact@cotlet.dev.

TaxDome API and MCP: questions

How do I get access?

Sign up free at https://cotlet.dev, open TaxDome under Integrations in the console and sign in to TaxDome in its Cloud Browser. The trial starts when you sign up and asks for no card.

How do I connect TaxDome to ChatGPT or Claude?

Sign up at cotlet.dev, log in to TaxDome once in its Cloud Browser and add Cotlet to ChatGPT or Claude, following the steps in your console. No API key is needed. ChatGPT and Claude then work in your TaxDome account through Cotlet, in their phone apps too.

What can ChatGPT do in TaxDome?

With Cotlet, ChatGPT, Claude and other AI agents handle jobs like these in TaxDome: request documents from every client on a checklist; send recurring client invoices from one prompt; create jobs for every client from a template. You ask in plain words, and anything that reaches other people waits for your OK first.

Do I need TaxDome MCP or a Professional plan?

No. Cotlet works with your own TaxDome firm login and does not use TaxDome MCP, which is announced for Professional and Business plans first and is not open to every firm yet. What the agent may do follows your access rights, such as Manage invoices or Manage accounts.

Can the agent send invoices without my approval?

Only if you switch confirmation off for send_invoice. By default each invoice, request and message waits for your OK, because creating an invoice in TaxDome also sends it to the client.

Does TaxDome have webhooks?

None for firms. Zapier offers 6 triggers on new, updated and deleted accounts and contacts, and nothing on jobs or invoices. For the rest, run your agent on a schedule, such as a list_jobs pass with overdue set each Monday.

Can my clients see that an agent sent the request?

No. Requests, invoices and chat messages go out from the seat you signed in with, exactly as if that person had sent them, which is why each one waits for your OK by default.

Is the MCP server different from the REST API?

Only in how you call it. Both carry the same 14 tools, inputs and answers, under one API key and one price. Agents use MCP; scripts and HTTP steps use REST.

Is Cotlet affiliated with TaxDome?

No. Cotlet is independent and not affiliated with TaxDome, LLC.

Can I use the TaxDome API without an AI agent?

Yes. Call Cotlet's REST API from a script or an HTTP step in n8n, Make or Zapier with your Cotlet key. MCP is the alternative for AI agents; you do not need to connect an agent to use REST.

Give your AI agents your signed-in browser.

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