PLATFORM / MCP · early access

Talk to your firm.

FirmGlyde ships an MCP server — connect Claude or any MCP-capable assistant and run the practice from one chat: ask who hasn't paid, kick off a reconciliation run, request missing documents, send the engagement letter. One interface. Whole workflows. Your permissions and your audit trail the entire way.

Walk through it ▸

A chat command fanning out into the firm's systems

MCP SERVER · EARLY ACCESSCLAUDE + ANY MCP CLIENT✓ EVERY ACTION AUDIT-LOGGED

// one config line · scoped keys · role-based permissionsone interface — ask → answered · tell → done

// WALK THROUGH IT

Plain English in. Finished work out.

The actual flow — click the steps to see each stage.

One config line adds FirmGlyde to Claude or any MCP client — authenticated with a scoped key you issue and can revoke.

Claude · connectorsCONNECTED

// claude_desktop_config.json
{ "mcpServers": { "firmglyde": {
  "url": "https://mcp.firmglyde.com",
  "key": "fg_scoped_••••••••" } } }
✓ firmglyde connected — workspace ready

one config line · scoped to a role you choose — bookkeeper keys can't touch billing; revoke any time

Role-scoped permissions, approval gates on outbound touches, and every AI-initiated action written to the audit timeline.

Audit timeline · AI-initiated actionsLOGGED

When	Action	Via	Status
9:02 AM	Bank rec run — Redline Freight	MCP · AJ's key	completed
9:14 AM	Document request — Meridian	MCP · AJ's key	awaiting approval
9:15 AM	Reminder text — Bluewater	MCP · AJ's key	approval gate

always on, never on autopilot · outbound touches wait at an approval gate; everything lands on the audit timeline

// HOW IT RUNS

A sentence becomes finished work.

Connect

One config line · scoped key · revocable

Ask

Live answers from the portal's own data

Act

The assistant drives the real tools

Approve

Outbound touches wait for a human yes

Log ✓

Every AI action on the audit timeline

// WHY FIRMS SWITCH FOR THIS

The firm that answers back.

💬

Practice management, spoken.

No dashboards to dig through at 9 PM — ask the question you actually have and get the firm's real answer, with the context attached.

🔐

Your permissions, not new ones.

MCP keys are role-scoped like any staff member — a bookkeeper's assistant sees bookkeeping. And destructive tools simply don't exist: no deletes, no bulk actions, by design.

🧾

Auditable by design.

Every AI-initiated action is labeled, logged, and gated — when a reviewer asks "who sent this?", the answer is one click, same as everything else.

// IT DOESN'T WORK ALONE