Rodina Professional Corporation | Accounting & Tax Services
Rodina Professional Corporation
Professional accounting and tax services for individuals, small businesses, and crypto investors. Based in Ontario, Rodina Professional Corporation offers personal and corporate tax returns, bookkeeping, and cryptocurrency tax reporting.
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Last probed Nov 3, 2026 · mcp.rodina.ca
64tools discovered
For AI agents — MCPBundles Directory API
For MCP client apps (human connect):
MCP connect URL: https://mcp.rodina.ca/mcp
Skill page: https://www.mcpbundles.com/skills/rodina-mcp-99895593e4
Explore capabilities (64)
read 4
write 1
other 20
Showing 25 of 64
Showing 25 of 64 tools from the public preview. Connect the server to inspect the full live tool list.
Pm12
Get2
Rodina One2
Save2
Youtube2
Other capabilities5
Query Database
other
query_database
Run a SQL query against a Rodina PostgreSQL database. Read-only by default, except INSERT/UPDATE on claude_context table. Returns results as JSON.
Query Database — Run a SQL query against a Rodina PostgreSQL database. Read-only by default, except INSERT/UPDATE on claude_context table. Returns results as JSON.
List Tables — List all tables and their columns in a PostgreSQL database.
Pm Today — Get David's current work plan for today. Use this for questions like 'what should David work on today?' or 'what is on today's queue?'. Returns today's NTR slot, T1 slot, follow-up queue, subcontractor outbox, weekly tally, and personal widget reminders. Compact by default: each engagement carries only its latest note line (notes_count says how many exist); call pm_get_engagement for full history, or pass detail='full'.
Pm Task Durations — Get historical task duration benchmarks by service type. Use this when estimating how long a T1, year-end, advisory, or similar engagement should take. Returns sample size, median, p75, and a recommended block.
Pm Widget Done — Mark a widget task complete by its id (the id from pm_today widget_tasks).
Pm Get Engagement — Look up a single engagement by numeric ID and return its current details.
Pm Search Engagements — Search engagements by client code, status, and/or service type. Use this to find matching T1, year-end, GST/HST, T2, T4, or advisory work.
Pm Set Status — Practice Manager: change an engagement's status. Common transitions: in_preparation → client_review → complete (NTR/T2); in_progress → waiting_signature → complete (T1); → waiting_for_bookkeeping (when blocked on Carla).
Pm Add Note — Practice Manager: append a dated note to an engagement (preserves prior notes).
Pm Edit Field
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What is the Rodina Professional Corporation | Accounting & Tax Services MCP server?
Professional accounting and tax services for individuals, small businesses, and crypto investors. Based in Ontario, Rodina Professional Corporation offers personal and corporate tax returns, bookkeeping, and cryptocurrency tax reporting.
How do I connect Rodina Professional Corporation | Accounting & Tax Services to my AI agent?
Use the MCP endpoint listed on this page in your MCP client configuration. One-click install pills support Claude, Cursor, VS Code, and other hosts. Copy the remote MCP URL if your client needs a manual entry.
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— Practice Manager: replace an engagement's description, notes, or preparer. For preparer, pass a username (david, carla, countable). Use pm_add_note to append to notes.
Pm Create Engagement — Practice Manager: create a new engagement. Generates engagement_code automatically from client_code + tax_year + service_type.
Pm List Outbox — List subcontractor outbox items, including work queued or sent to Countable or other subcontractors.
Pm Add To Outbox — Practice Manager: queue an engagement to send to a subcontractor.
Pm Update Outbox — Practice Manager: mark an outbox item as sent / returned / cancelled.
Youtube Search — Search YouTube for videos. Returns title, channel, views, duration, upload date and URL for each result.
Youtube Get Transcript — Fetch the transcript/captions of a YouTube video (routed through the server's VPN to avoid throttling). Saves a copy to the transcripts folder and returns the text.
Rodina One Read File — Read a UTF-8 text file from the Rodina One project directory (/home/david/rodina_one). Returns the file contents plus its SHA256, which you pass back as expected_hash when editing. Sandboxed: paths outside the project, symlinks, and credential files are refused.
Rodina One Patch File — Edit a UTF-8 text file in the Rodina One project directory (/home/david/rodina_one) by find-and-replace. Call rodina_one_read_file first and pass the SHA256 it returned as expected_hash; the edit is refused if the file changed in the meantime. Each 'find' string must occur EXACTLY ONCE in the file or the whole patch is rejected - nothing is written unless every operation applies cleanly. Returns a unified diff of what changed and the new SHA256.
Create Matter — Create a NEW matter — the container everything else (facts, tasks, decisions, sources, engagements, audit) hangs off. Call this first when starting a new piece of client work. `title` is required (e.g. 'Acme Corp — 2024 T2 reorg'); pass `client_ref` (the client code) and `client_display` (the client's name) when known. A URL-safe slug is auto-generated from the title and de-duped. Optional `matter_type` (e.g. t1_refile, acquisition, t2_corporate, cra_dispute, advisory), `status` (default 'open')
Set Matter Status — Move a matter to open / waiting / blocked / closed -- closing is the usual reason to call it. Use it when the work is finished, abandoned, or the client has left the firm: cancelling or completing the engagement in Practice Manager does NOT close the matter, so it otherwise keeps showing as live work. `matter` takes a slug or id. `status_detail` is free text saying WHY (e.g. 'CANCELLED - client left the firm 22 July 2026'); leave it out to keep the existing detail. closed_at is set on closing an
Get Matter Context — Get the full context for a matter as one JSON payload: header + active facts (relevance-sorted, unresolved risks/questions first, expired last) + open tasks + active decisions + linked engagement status (read-only) + source pointers. Accepts a matter slug or numeric id. 'limit' caps facts/decisions (default: all).
Get Client Context — Client-level roll-up — the layer ABOVE get_matter_context: merges EVERY matter a client has (open and closed) into one JSON payload — matter list + facts + decisions + open tasks + engagement status + sources, each item tagged with its matter slug. Use when the question is about the client overall or spans their history; use get_matter_context when working one specific matter. Accepts a client code (client_ref, e.g. '9278') or an unambiguous client-name fragment. 'limit' caps facts/decisions (de
Search Matters — Find matters by name/client/type/slug (case-insensitive), optionally filtered by status (open/waiting/blocked/closed).
Save Fact — Write or replace a matter-scoped fact (atomic supersede). Record the STATEMENT WITH ITS SOURCE, never a bare claim: ALWAYS set 'source' (e.g. 'seller','LOI','tax_research','David') and 'source_ref' (message/doc id) when known, and set 'confidence' to reflect verification (one-party-reported→medium, signed/primary→high, your own inference→low with kind='hypothesis'). kind ∈ fact/risk/question/number/hypothesis. To UPDATE an existing fact pass 'supersedes' with its id — do not add a duplicate. 'ex
Save Decision — Record or replace a decision with its reasoning and evidence (atomic supersede; auto back-links the retired decision). Ground it: 'evidence_refs' is a JSON array of the source pointers the decision rests on. To revise an earlier decision pass 'supersedes' with its id rather than adding a duplicate. Call this proactively whenever a decision is actually made in the conversation.
Showing the first 25 tools — full list and schemas: Directory API.
How many tools does Rodina Professional Corporation | Accounting & Tax Services provide?
MCPBundles probed 64 tools on the live server. The tool list on this page reflects what was discovered at the last refresh — connect your client to see the full set available to your session.
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