Plain-English questions
“Who's missing a 1099-R?” “What changed year over year for the Delgados?” Ask it the way you'd ask a colleague.
Concept · built with Djentic
Concept 03 · MCP as distribution
Ask your whole client list anything.
A plain-English console where an agent calls Grove's checklist, workpapers and delivery tools across every client, and shows its work as it goes.
Which clients are still missing a 1099-R?
Three clients have a 1099-R on their checklist that hasn't arrived. Two of them had retirement distributions last year from the same payer.
| Client | Payer (prior year) | Last touch |
|---|---|---|
| Delgado Family | Fidelity | Sep 12 |
| Kowalski, M. | Vanguard | Sep 24 |
| Okafor, J. | Fidelity | Sep 29 |
Send a reminder to all three
Re-send the questionnaire
Send the questionnaire to everyone who hasn't started…
Tool calls3 calls · 1.2s
list_clients184 ms
{ "status": "in_progress" }
→ 30 clients
get_missing_documents612 ms
{ "clients": "*", "form": "1099-R" }
→ ["delgado", "kowalski", "okafor"]
get_checklist402 ms
{ "client": "delgado", "include_prior_year": true }
→ 1099-R · Fidelity · $18,400 (TY 2024)
What it does
Stop waiting for the feature.
Grove tells firms to stop waiting for vendor roadmaps. The console makes that concrete: any question about the client list becomes a few tool calls against Grove.
Grove's tools, end to end
Checklists, missing documents, workpapers, questionnaires, client summaries and e-signature requests, all through MCP.
A trace you can trust
Every tool call streams with its arguments, result and timing, so the preparer sees exactly how an answer was reached.
Works where you work
One click copies the server config for Claude Desktop, Cursor or Claude Code, so the same tools follow the firm everywhere.
How it fits the Grove workflow
Every step, one conversation.
Each Grove step has, or will have, its own MCP. The console strings them together, so one question can touch the checklist, the questionnaire and delivery at once.
01Prior-YearYear-over-year context in every answer
02ChecklistChecklist MCP, live in beta
03QuestionnaireSend or re-send in bulk
04WorkpapersQuery any client's documents
05Prepare & ReviewSummaries for the reviewer
06DeliveryDraft emails, request e-signature
Highlighted steps line up with Grove's four MCPs: Checklist today, with Questionnaire, Workpapers and Delivery announced.
Why now
The open layer wins.
1st
MCP server for tax practices
Grove shipped it first, with the Checklist MCP working in Claude, Cursor and other agent tools today.
grove.tax/mcp886k
Preparers with a PTIN
As more of them reach for AI assistants, the tax tool those assistants can talk to becomes the one they reach for first.
IRS Return Preparer Office, 2026−6.6%
Fewer accounting grads
Fewer people per firm means more questions answered by software. An agent that can see the whole client list multiplies a small team.
AICPA via CFO Dive, 2023–24AI
Inside each prep tool
Incumbents add AI inside their own software. A vendor-neutral, agent-ready system of record is a different position, and Grove already holds it.
Wolters Kluwer newsroom
Concept · built with Djentic
One goal, one hour, one app.
Paste the goal into Djentic and a team of agents builds a working console, with a simulated Grove MCP and a live tool trace, while you watch.
Grove Agent Console is a concept, not a Grove product. Tool names beyond Grove's published Checklist MCP, client names and results in the mock are illustrative.