Uku MCP server — your AI assistant, working inside your practice.
MCP is the open standard that lets an AI assistant use an application's tools directly. Nothing to install, no terminal, no credential on your laptop: you connect Uku once and the assistant you already use runs your firm's work in it, under your permissions, showing you any change that carries weight before it makes one.
In beta on the Elite plan. Works with Claude, ChatGPT, Cursor — or an agent you built yourself.
Claude Cowork UkuWhat can I do in Uku from here?
Here is what I can reach in your firm:
Which clients had no time logged this month?
list_time_entriesevery client, since 1 September
Three clients have nothing logged at all this month:
| Client | Last entry | Manager |
|---|---|---|
| Acme Foods | 28 August | Kadri |
| Northwind Ltd | 21 August | Kadri |
| Baltic Timber | none this year | Kadri |
All three sit with the same manager, who has been on vacation since the 19th. The vacation was entered without a substitute, so the work waited instead of moving to someone else. Name one and Uku hands the tasks over.
Read only. Nothing in Uku changed.
Which clients are we losing money on?
get_bi_breakdownprofitability by client, last 4 months
Cost rates are set on every member, so these are real margins rather than estimates. Four contracts ran under cost last quarter:
| Client | Billed | Hours | Margin |
|---|---|---|---|
| Northwind Ltd | $20,000 | 199 | −33% |
| Acme Foods | $20,000 | 203 | −30% |
| Meridian Retail | $8,000 | 64 | −10% |
| Harbour Legal | $12,000 | 108 | −9% |
It is the price list, not the people. Northwind and Acme pay the same fixed monthly fee and both have grown past what it covers: together they hand back about $12,600 a quarter. Reprice those two against the hours they actually take and most of the hole closes.
Reading the money needs the financial access you grant. Nothing changed.
Log two hours on Acme's VAT return.
log_timeacts on the first call, no preview
Logged. 2 h on Acme Foods, VAT return September, in your name.
- The task now stands at 6 h of the 8 h budgeted
- Due 20 September, checklist at 4 of 7
Acme is on a fixed monthly contract, so the hour over budget comes out of your margin, not off the invoice. This return has run long three months in a row now, which usually points at the contract rather than the work.
Acted at once. No preview on this one: it is small, and yours to undo.
Send Acme's September invoice.
send_invoicepreview first, waits for confirmation
Here is exactly what would go out:
- Acme Foods, invoice 2451, $1,840
- 12 lines, September work
- To finance@acmefoods.example
One line gives me pause: 4 h of portal onboarding also appears on the August invoice, so this may be a double charge. Say the word and it goes as it stands, or I can drop that line first.
Waiting for your OK. Nothing has been sent.
Put the monthly bookkeeping workflow on every client who uses it.
apply_client_workflowpreview first, waits for confirmation
That reaches a lot at once, so here is the dry run:
| What | Count |
|---|---|
| Clients matched | 214 |
| Tasks that would be created | 1,926 |
| Clients already carrying it | 12 |
| People emailed | 0 |
Those 12 already picked the workflow up last month, so they would end up with a second copy of every task. I would leave them out unless you want the duplicates.
Waiting for your OK. Nothing has happened yet.
What happens to a colleague's tasks while they are on holiday?
search_helpUku's own help center
Uku hands them to the substitute named on the vacation, for exactly the days it covers. The substitute sees them in their own list, marked as cover, and they move back on the return date.
If nobody is named, the tasks stay where they are and nothing warns you. That is what happened to the three clients further up.
Read only, and it names its source: the help center article on vacations and substitution.
I act with your permissions. Anything with real reach waits for your OK first.
An example conversation. The firms, names and numbers are made up.
What your assistant actually does.
Not summaries of your data. The work itself, in your firm's own system, from a sentence you type.
Runs the firm's BI reports and ranks every client by profitability, so the ones quietly losing money surface on their own.
Sends an invoice to a client, after showing you exactly what goes out and waiting for your OK.
Applies a workflow template to 200 clients in one action, and tells you how many landed.
Logs two hours on Acme's VAT return, for you or for a colleague.
Tells you who is overloaded next week, and which work is already running late.
Explains how any Uku feature works, citing the help center article it read.
Every one of these runs under the same permissions as you, logged in. Your assistant reaches exactly as far as you do, and no further.
The tools we ship today.
85 tools across 16 areas, most of them read-only. The surface grows most weeks, so read this as what your assistant can do today rather than a fixed list.
Identity 2
whoamiTells you which person and firm the assistant is acting as.
readmy_tasksLists what is on your own plate right now.
readCompany setup 3
get_setup_statusSays how far along the firm's Uku setup is.
readactivate_appSwitches on one of Uku's apps for the firm, after showing you which.
write · previews firstset_billing_defaultsSets the firm's default billing settings, after showing you what changes.
write · previews first moneySearch 9
search_ukuFinds a thing by name when you have not said what kind of thing it is.
readsearch_tasksFinds tasks by client, assignee, status or title.
readlist_clientsLists the firm's clients, or finds one by name.
readget_clientOpens one client's full record.
readget_taskOpens one task, with its dates, status and who is on it.
readlist_contactsLists the people you deal with at a client.
readlist_projectsLists the projects running for a client, or across the firm.
readlist_notesLists the notes written on a client, project or supplier.
readlist_time_entriesLists individual time entries by person, client, task or date.
readReports 7
get_bi_metricsLists which business figures are available to report on, and what each one means.
read moneyget_bi_summaryGives the firm's headline numbers for a period: production, profit, utilization.
read moneyget_bi_seriesTracks a figure month by month, so you can see the trend.
read moneyget_bi_breakdownRanks clients, people, topics or services by any figure you choose.
read moneybuild_bi_view_linkBuilds a link that opens the report in Uku, already filtered, for you to look at yourself.
read moneyget_time_reportTotals the hours logged in a period, by client or by person.
readrefresh_bi_dataRebuilds the firm's reporting data after something it depends on changed.
write moneyAudit trail 2
search_activityShows who did what, and when.
readget_activity_detailShows exactly what one change altered, from what to what.
readHelp 2
search_helpSearches Uku's own help center to answer “how do I…?”
readget_help_articleReads a help article in full, so the answer comes with a link you can open.
readTask actions 9
create_taskCreates a task for a client, dated and assigned.
writelog_timeLogs hours worked on a task, for you or for a colleague.
writeadd_checklist_itemAdds a step to a task's checklist.
writetoggle_checklist_itemTicks or unticks a step on a task's checklist.
writecomplete_taskMarks a task done, after showing you which one.
write · previews firstreopen_taskPuts a finished task back into progress, after showing you which one.
write · previews firstadd_task_commentComments on a task. An internal note posts straight away; a message your client will see is shown to you first.
write · previews firstset_task_recurrencePuts a task on a repeating schedule, after showing you what it will generate.
write · previews firstbulk_task_actionApplies one change to up to 200 tasks at once, after showing you the list.
write · previews firstClient actions 2
create_client_documents_folderSets up a client's cloud document folder ahead of the first upload.
write · previews firstsend_emailSends an email to a client from Uku, after showing you exactly what goes out.
write · previews firstInvoicing 9
list_invoicesLists invoices, including every one still unpaid.
read moneyget_invoiceOpens one invoice, with its lines, total and status.
read moneyget_missed_billingFinds work that was done but never billed.
read moneycreate_invoiceRaises an invoice, showing you the client, every line and the real total before it exists.
write · previews first moneyadd_invoice_rowAdds a line to an invoice, after showing you what it adds.
write · previews first moneygenerate_client_invoicesGenerates the period's invoices from the clients' contracts, after showing you what would be raised.
write · previews first moneysend_invoiceSends an invoice to the client, after showing you exactly what goes out.
write · previews first moneymark_invoice_paidRecords an invoice as paid, after showing you which one.
write · previews first moneymark_invoice_unpaidReverses a payment recorded by mistake, after showing you which one.
write · previews first moneyBilling reference 7
list_contractsLists the firm's billing contracts and which are active.
read moneyget_contractOpens one contract, with its lines and billing dates.
read moneylist_productsLists the services the firm sells.
read moneyget_productOpens one service, with how it is priced.
read moneycreate_contractCreates a billing contract for a client, showing you the period and every line first.
write · previews first moneycreate_productAdds a service to the firm's catalogue, after showing you how it is priced.
write · previews first moneycreate_taxAdds a tax rate the firm can bill with, after showing you the rate.
write · previews first moneyBudgets & flextime 5
get_budget_statusSays how much of a client's budget is used and how much is left.
read moneyget_flextime_balanceSays how far above or below expected hours someone is.
read moneyconfirm_flextime_periodApproves someone's overtime for a period, after showing you the effect on their balance.
write · previews first moneydecline_flextime_periodDeclines someone's overtime for a period, after showing you the effect on their balance.
write · previews first moneyset_member_cost_rateSets a team member's cost or billing rate from a given date, after showing you the change.
write · previews first moneyTeams 6
list_teamsLists the firm's teams.
readget_teamOpens one team, with its lead and its members.
readcreate_teamCreates a team, after showing you who will be on it.
write · previews firstupdate_team_membersSets who is on a team, after showing you exactly who joins and who leaves.
write · previews firstset_team_leadMakes someone the lead of a team, after showing you what that changes.
write · previews firstdelete_teamRemoves a team that is no longer used, after showing you what goes.
write · previews firstWorkflow templates 10
list_client_workflow_templatesLists the firm's templates for recurring work, like monthly VAT or annual reports.
readget_client_workflow_templateOpens one recurring-work template and every task on it.
readget_client_workflowSays who is responsible for what on a client, and what recurring work it carries.
readcreate_client_workflow_templateCreates a new template for recurring work, after showing you what it will contain.
write · previews firstsave_client_template_taskAdds or edits one task on a template, after showing you the before and after.
write · previews firstdelete_client_template_taskRemoves a task from a template, after showing you which one.
write · previews firstset_client_managerPuts a named person in charge of a client, after showing you who holds it now.
write · previews firstset_client_rolesSets who holds which role on a client, after showing you exactly what changes.
write · previews firstapply_client_workflowRolls a template out onto up to 200 clients in one action, after showing you the scale of it.
write · previews firstpush_client_template_changesPushes an edited template onto the clients already using it, after showing you the reach.
write · previews firstProject workflows 4
list_project_workflowsLists the firm's templates for one-off engagements, like onboarding or a year-end close.
readget_project_workflowOpens one engagement template and how its task dates hang off the project's own schedule.
readapply_project_workflowStarts a project per client from a template, after showing you what will be created.
write · previews firstpush_project_workflow_changesPushes an edited engagement template onto projects already running from it.
write · previews firstBackground jobs 1
get_job_statusSays whether a large rollout has finished, and whether any client was skipped.
readGeneric records 7
list_recordsLists anything the named tools do not cover: suppliers, topics, custom fields, and the rest.
readget_recordOpens one record of any kind the named tools do not cover.
readcreate_recordCreates a record of any kind the named tools do not cover, after showing you the fields.
write · previews firstupdate_recordChanges fields on any record, after showing you which values move and to what.
write · previews firstdelete_recordDeletes a leaf record such as a duplicate task or a stray note, after showing you what goes. Clients and people are not deletable at all.
write · previews firstget_capabilitiesTells you what the assistant can and cannot do in Uku, before it tries.
readbulk_member_actionAdds, swaps or removes people and roles across many clients at once, after showing you the full reach of the change.
write · previews firstFive small, reversible actions run straight away: logging time, creating a task, adding or ticking a checklist item, and refreshing your reports. Everything with real blast radius previews first. Prefer to build on it directly? The same surface is available as Uku API v3 and the Uku CLI, on the same plan.
One block of config, and you are connected.
No glue code, no integration project. Your assistant reads the tool list itself and gets to work.
{
"mcpServers": {
"uku": {
"url": "https://app.getuku.com/mcp",
"headers": {
"X-Uku-Company": "<company id>",
"X-API-Key": "<personal API key>"
}
}
}
}Both values come from Settings & Apps → Public API in Uku, where owners and admins create keys. The endpoint at https://app.getuku.com/mcp opens for your firm once access is granted.
Remote-connector clients such as Claude.ai need no key at all: they sign in with OAuth, and you approve the connection at that moment. Financial data is its own checkbox on that screen, offered only to someone who already administers the account.
Building something of your own instead? The API v3 reference is public and needs no key to read.
Your AI cannot touch money unless you say so.
The hard part of putting an assistant near a client ledger is not what it can do. It is knowing what it cannot. So that answer is built into the server, not left to the prompt.
Every write of consequence waits for you
Money, bulk changes, deletions, permissions: anything with real reach previews exactly what it is about to do and waits for an explicit yes. You approve a described action, never a guess.
Financial access is a separate, admin-only consent
Money is not part of the general grant. When you connect over OAuth it is its own checkbox, and that checkbox is only offered to someone who already administers the account — so it never widens what that person can already see in Uku.
An assistant cannot ask itself into your money
The scope a connecting client requests is discarded. The server rebuilds the granted scope from its own constants, so no assistant can widen its own reach by asking for more. Admin is never granted over OAuth at all.
The governance plane is permanently out of reach
Inviting or removing a member, changing anyone's role or status, editing the subscription, creating or deleting a company: none of it is exposed to an assistant. Not gated behind a permission — absent by design, for security.
It acts as you, with your rights
A connection is bound to one firm, and inside it the assistant sees precisely what the person who connected it sees. A client they cannot open in Uku, it cannot open either. Connecting an AI never widens anyone's access, every action lands in the audit trail under that person's name, and content coming back out of Uku is treated as data, never as instructions.
Written for the way US firms are now told to use AI.
In June 2026 the IRS Office of Professional Responsibility published its first guidance on AI in federal tax practice. It named four risks. Uku's answer to each one is a product decision, not a policy page.
RiskNo human oversight
Every write of consequence stops and shows you what it is about to do. Review is not a habit someone has to remember: it is where the tool stops. Circular 230 §10.22 asks for human review before AI output reaches a client or the IRS.
RiskClient data spillover
A connection is bound to one firm, and over OAuth that firm comes from the key itself — a connecting client cannot point it elsewhere. Inside the firm the assistant inherits one person's permissions and sees no further.
RiskPrivacy breaches
Financial data is a separate consent, offered only to someone who already administers the account, and the connecting client cannot request it for itself. Account administration is not reachable at all. §10.36 asks firms for secure data handling and vetted vendors.
RiskHallucination
The assistant answers from your firm's own records rather than from memory, and when it explains a feature it cites the help center article it read. You can check what it read.
These describe what the software does. The professional judgment stays where Circular 230 puts it, with the practitioner. Read the IRS bulletin.
Common questions.
What is MCP?
The Model Context Protocol is an open standard that lets an AI assistant use an application's tools directly, instead of you copying data between them. You connect Uku once, and the assistant can then read your firm's data and do work in it — the same way it already reads your files or your calendar.
Which AI assistants does it work with?
Any MCP-capable client: Claude, ChatGPT, Cursor, or an agent you built yourself. That is the point of an open standard — you keep the assistant you already use, and Uku is one of the applications it can operate.
Which plan includes the Uku MCP server?
The Elite plan, the same gate as Uku API v3. Owners and admins create and manage the keys in Settings & Apps → Public API.
Can my AI see our money?
Only if you grant financial access on purpose. Invoices, contracts, product prices, budgets and pay rates all sit behind it. A key without it runs tasks, time, clients and workflows all day and is refused the moment it reaches for an invoice. Over OAuth that access is a separate checkbox, and it is only offered to someone who already administers the account.
Can it delete a client?
No. Deleting a client or a project carries its tasks, portal access, files and billing history with it, which is too much to hang on a chat confirmation, so it is not offered to an assistant. That one is a product-safety call and could be revisited. Account administration — inviting or removing members, changing roles, the subscription itself — is a different thing: it is absent by design and stays that way.
What can I use today?
Uku API v3 and the Uku CLI are available now on the Elite plan, and between them they already give Claude, ChatGPT, Cursor and your own agents a way to operate Uku. See https://getuku.com/agents/ for how firms set that up.
Can one client's data end up in another client's work?
No. A connection is bound to one firm, and over OAuth the firm comes from the key itself — a connecting client cannot point it at anyone else. Inside your firm the assistant inherits the permissions of the person who connected it, so a client that person cannot open in Uku is a client the assistant cannot open either.
Does this cut our billable hours?
It changes what you bill for, and it makes that easier to show. The assistant logs its time in Uku like anyone else, and every action it takes is in the audit trail, so the work is visible rather than absorbed. Circular 230 §10.27 asks that savings from automation be passed on openly; a firm that can show exactly what was automated is in a better position to have that conversation than one that cannot.
How do I get access to the MCP server?
It is in beta, and we are adding firms one at a time so we can watch how it behaves on real data. Ask us and we will walk you through connecting it — the endpoint opens for your firm once access is granted.
Let your AI run the firm's work — your money stays yours.
On the Elite plan, alongside Uku API v3. Compare the plans