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Aero Workflow
Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind.
Categories
Business Management
Available Tools
Tools that your AI agent can use through this MCP server to interact with Aero Workflow
Find Company
Finds companies with the given parameters See the docs here
Create Vault Entry
Creates a vault entry for selected company See the docs here
Create Task
Creates a task See the docs here
Create Email Aero
Creates an email aero See the docs here
Create Contact
Creates a contact See the docs here
Create Company
Creates a company See the docs here
Create Appointment
Creates an appointment See the docs here