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"Automated Solutions for Tax Client Services, Chatbots, VOIP, and Task Routing" matching MCP servers:

  • F
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    Generates personalized client strategy briefs from a name, and manages client profiles for behavioral intelligence, enabling client-facing professionals to prepare for conversations.
  • F
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    quality
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    Enables querying client onboarding status and basic client info (name, family) via two tools, designed for integration with Microsoft Copilot and Teams.
  • A
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    quality
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    Provides interactive tools to explore AFAS customer data and employee leave information, including bubble charts, leave balance reports, and detailed leave cards.
    128
    MIT
  • A
    license
    A
    quality
    C
    maintenance
    Connects AI agents to Yuki accounting via SOAP API, enabling management of administrations, relations, invoices, transactions, and documents through natural language.
    31
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    9
    MIT
  • A
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    quality
    D
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    An MCP server that exposes Filevine matter management and Lead Docket intake APIs as natural-language-callable tools, enabling legal teams to query, update, and create projects and leads directly from Claude.
    Apache 2.0
  • A
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    quality
    B
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    Finds, filters, and verifies local-business leads on demand; every returned email carries a verification receipt (verifier, verdict, timestamp). Credit-based with per-key spend budgets; 25 free validated leads at signup.
    MIT
  • F
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    quality
    A
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    Freento MCP is a native Magento 2 extension that implements the Model Context Protocol (MCP) — an open standard for connecting AI assistants to external data sources. This server acts as a secure, direct bridge between your Adobe Commerce / Magento 2 store and LLM-powered assistants (like Claude, ChatGPT, and others), allowing you to manage and audit your store using natural language.
    15
  • A
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    quality
    C
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    Enables AI agents to interact with ActiveNet OpenAPI services for managing organizations, activities, customers, facilities, and more.
    GPL 2.0
  • A
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    quality
    A
    maintenance
    Enables integration with Planfix CRM and task management system, allowing lead management, contact/company management, task creation/search/commenting, and report generation via the Planfix REST API v2.0.
    107
    10
    MIT
  • A
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    quality
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    MCP server wrapping the ConnectWise Sell REST API, providing tools to manage quotes, line items, tabs, customers, terms, templates, recurring revenue, and tax codes.
    MIT
  • A
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    quality
    D
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    Enables integration with Gong's sales platform through MCP, providing access to tools and services for sales engagement tracking and analytics.
    1
    MIT
  • A
    license
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    quality
    A
    maintenance
    MCP server for ConnectWise CPQ (Sell) enabling quote, line item, customer, term, template, tax code, recurring revenue, and user management via a 25-tool interface.
    Apache 2.0
  • A
    license
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    quality
    C
    maintenance
    MCP server for read-only queries and reports from the Astrea (Aurum) legal software. Enables retrieving case information by client, new cases per month, tags, financials (fees/expenses), schedule (hearings, meetings, deadlines, tasks), and case updates for client reports.
    1
    MIT
  • F
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    quality
    D
    maintenance
    Connects Claude AI to Google Sheets for automated revenue tracking, lead management, and business operations, with Gmail and calendar integration.