FinButler brings operators, finance teams, accountants, and clients into one secure workspace layer. Connect people, share the right context, and extend workflows through hosted MCP when automation needs to go deeper.
The platform is designed around accountants, shared workspaces, and extensibility — so firms and operating teams can work from the same source of truth.
Give firms one amber-branded surface for clients, invitations, managed teams, tax reports, and firm settings.
Connect internal operators, finance leads, accountants, and clients across workspaces that can stay private or be shared deliberately.
MCP is the extensibility layer — ready when you want copilots, internal tools, or automations to work inside FinButler’s workspace model.
The accountant-facing experience is no longer a side story. It’s a core FinButler surface built for firms that manage multiple clients, coordinate managed teams, and need clean workflows for reporting and reviews.
Open a client, invite them into the right workspace, and keep every request tied to the same context.
Keep firm identity, team ownership, and shared access organized without bouncing between tools.
Prepare reports inside the same workspace model clients and internal teams already use for collaboration.
Internal teams can stay private, accountants can work inside dedicated firm views, and clients can be invited into the exact workspace where collaboration should happen.
Create internal workspaces for operators and finance leads, then add dedicated spaces for accountants or client collaboration.
Accountants can access client portfolios, managed teams can take ownership, and clients only see what is meant for them.
Keep approvals, follow-ups, and reporting inside FinButler instead of scattering them across inboxes and ad hoc spreadsheets.
Finance leads, operators, and leadership can manage the primary dashboard without exposing every internal process externally.
Bring firms and clients into a narrower workspace for requests, reviews, and reporting — with access scoped to the right roles.
MCP is the capability layer behind FinButler’s workspace model. Use it when you want assistants, internal tools, or workflow runners to understand the same people, clients, and permissions already living in the product.
Bring the same workspace and client model from the product into assistants and background automations — without recreating that structure elsewhere.
FinButler hosts the endpoint for you, so teams and firms can plug into MCP without running separate infrastructure.
MCP should enhance work already happening in FinButler, not bypass the trust model. Shared context still respects workspace boundaries.
FinButler stays focused on product workflows first. MCP becomes useful when a team wants to connect a copilot, automate follow-up steps, or bridge FinButler into a broader operational system.
{
"name": "finbutler",
"transport": "streamable-http",
"url": "https://mcp.finbutler.ai/mcp"
}FinButler is designed for collaboration without sacrificing trust. Teams can work privately, accountants can operate inside dedicated firm workspaces, and clients only see the requests, reports, and records intentionally shared with them.
Start with the dashboard, add the accountants workflow when you need it, and turn on hosted MCP when the workflow should extend further.
Hosted MCP endpoint: https://mcp.finbutler.ai/mcp