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This example comes from the tool maker’s own case study, not an independent source.

Evidence grade C
Vendor or secondhand (grade C: vendor or secondhand)Vendor case study written by Truss; results are self-reported and cover the whole Truss rollout.

A Tax Firm Had Claude Build an MCP for Its Intake Portal, So One Sentence Onboards a Client

Sagan Financial Group built a custom MCP with Claude on Truss's API, so one plain-English request creates a client's intake portal. The firm credits Truss overall with roughly halving prep time and cutting calls and reminders 50-75%.

Who this is about: Tax and accounting firm (Sagan Financial Group, Hixson, Tennessee; about 400 individual and 100 entity returns)

ClaudeTruss (client intake portal)Drake TaxAgenciesAssisted
Get the prompt

OperationsAdded Oct 16, 2026Source: gettruss.io

What it takes

Cost
Free planClaude: Free plan. Pro is $20 a month billed monthly ($17 a month billed yearly), and Max starts at $100 a month. Team seats are $25 a month billed monthly.Truss is a paid product; the co-founder says the pricing hurts a little, but no figure is given.Price checked Oct 24, 2026 on claude.com. Prices change; check before you buy.
Setup time
A few daysOur estimate from the source, for one business.
Skill needed
Developer skillsYou build or run your own code, even if AI writes it.

Explain it simply

A small tax firm moved every client onto an online document portal. The co-founder then had an AI assistant build a connector to that portal, so instead of clicking through setup screens he can tell the AI that a client is onboarding and it sets up the portal for them.

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What was done

The firm runs every client through a Truss intake portal and scans paper documents in.

Co-founder David Agan worked with Claude to build a custom MCP on Truss's APIs.

To onboard a client, he tells Claude they've met, the client is onboarding and to create a portal; the MCP does the rest.

Returns are still prepared in Drake; the case study also mentions AI-assisted prep on about 50 returns.

How it went

After moving intake to Truss, the firm reports prep time "cut probably in half", calls and reminders down 50-75% and 94.9% positive satisfaction across 98 client ratings. Those figures describe the Truss rollout as a whole, not the Claude-built MCP alone.

  • This is Truss's own customer story, so it's promotional: Truss sells the portal the MCP connects to.
  • The case study gives no separate figure for time saved by the Claude onboarding step.
  • The co-founder notes the pricing "hurts a little bit" without giving a number.

Prompt

PromptAdapted from the source
We met with [client name] today and they're onboarding as a [individual / business] client for [tax year].

Create their intake portal in [portal tool] with the standard checklist for [return type], add [spouse / business partners] if relevant, and set the first reminder for [date].

Confirm what you created, and list anything you couldn't fill in instead of guessing.

Built around the onboarding request quoted in the case study; needs your own connector to the portal's API.

Setup notes

  1. Check that your intake or portal tool has a public API before planning a connector like this.
  2. Test the connector on a dummy client and confirm nothing reaches a real client until you've checked the result.

Business fit

Who this helps, and how:

  • Small CPA and tax firms: turn onboarding into one sentence once your intake tool is connected to Claude.

    Agencies

  • Bookkeeping firms: set up a new client's document checklist without clicking through the portal.

    Agencies

Related

Similar tools

Other tools for this job, and how they differ. Chosen by our editors, never paid for.

  • Claude Code

    Anthropic's terminal coding tool, a common way to build and test a custom MCP connector yourself.

  • n8n

    A fixed workflow (new client in your CRM, then a call to the portal's API) instead of an AI connector; self-hostable.

  • Zapier

    Broadest catalog of app connections, worth checking first in case your intake tool already has a ready-made integration.

“Vendor or secondhand” (grade C) means: A tool maker's case study, a promotional demo, or someone else's write-up. How we grade. Spotted a mistake? Suggest a correction.