Integration

Aero Workflow integration

Aero Workflow is practice management software for accounting and bookkeeping firms, where each piece of client work is an Aero (a task, email, appointment or other item with a checklist of steps). Create and list Aeros, add checklist steps and log time on them, create Aeros and Recurring Aeros (called Master Aeros in the API) from checklist templates, insert their occurrences, reassign them in batch, and create or read companies and contacts. Lookup lists cover team members, Aero types, hats and projects. The raw SQL select route, the password vault, the money-entity duplicates of the company routes and the plain-text connectivity check are not exposed. Authentication is the account API key, sent in the apikey header, plus the account number (Account ID), which is part of every request URL; both are under Account Settings, Account Profile.

Connect Aero Workflow How integrations work

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Say what should happen.
The workflow builds itself.

When this happens, do that in Aero Workflow.Built from the 34 Aero Workflow tools below, on the connection you add once.

What you can do with Aero Workflow

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Company, 3 operations

create_companyCreate companyPOSTCreates a company (client or lead) with its name and optional contact details, address, billing rates and notes. Filling the contact name fields also creates a contact for it. Returns the new company.
get_companyGet companyGETReturns one company: name, account number, phone, website, address, billing rates, default contact and email, company type, notes, and whether it is active or on hold.
list_companiesList companiesGETLists companies (clients and other entities the firm works with) as id and name pairs. Use get_company for the full record.

Contact, 3 operations

create_contactCreate contactPOSTCreates a contact (a person) with a first and last name and optional email, phones, title, social profile links and notes. Returns the new contact.
get_contactGet contactGETReturns one contact: name, title, phones, email addresses, social profile links, notes and whether it is active.
list_contactsList contactsGETLists contacts (people, such as a client's owner or accounting manager) as id and name pairs. Use get_contact for the full record.

Aero appointment, 2 operations

create_aero_appointmentCreate aero appointmentPOSTCreates an Aero in the Appointment category: a scheduled meeting or call assigned to a team member, with a subject, Aero Type, priority, status, start date and duration. Returns the new Aero with its id.
list_aero_appointmentsList aero appointmentsGETLists the Aeros in the Appointment category, a page at a time, each with its subject, assignee, scheduled start, duration, project, priority, status and checklist steps.

Aero email, 2 operations

create_aero_emailCreate aero emailPOSTCreates an Aero in the Email category, with the task fields (subject, assignee, Aero Type, priority, status) plus the email's from, to, cc, bcc addresses and body. Returns the new Aero with its id.
list_aero_emailsList aero emailsGETLists the Aeros in the Email category, a page at a time, each with its subject, assignee, dates, project, priority, status and email fields (from, to, cc, bcc, body).

Aero other, 2 operations

create_other_aeroCreate other aeroPOSTCreates an Aero in the Other category, with the same fields as create_aero_task (subject, assignee, Aero Type, priority, status, schedule). Returns the new Aero with its id.
list_other_aerosList other aerosGETLists the Aeros in the Other category, a page at a time, each with its subject, assignee, Aero Type, dates, project, priority, status and checklist steps.

Aero task, 2 operations

create_aero_taskCreate aero taskPOSTCreates an Aero in the Task category: a piece of work assigned to a team member, with a subject, Aero Type, priority, status, schedule and optional company, contact, project and hat. Returns the new Aero with its id.
list_aero_tasksList aero tasksGETLists the Aeros in the Task category, a page at a time, each with its subject, assignee, Aero Type, dates, project, priority, status and checklist steps.

Aero time, 2 operations

create_aero_timeCreate aero timePOSTLogs time worked on an existing Aero for a team member: hours, date, note, hourly bill and cost rates, billable and fixed-fee flags. Returns the time entry.
get_aero_timeGet aero timeGETReturns one time entry logged on an Aero: date, team member, hours, note, billable flag and accounting service item.

From library template, 2 operations

create_aero_from_library_templateCreate aero from library templatePOSTCreates an Aero from a Library Template (a shared checklist template whose steps cannot be edited). Body fields set priority, schedule, client, assignee, type, hat and Aero Group. Returns the new Aero.
create_recurring_aero_from_library_templateCreate recurring aero from library templatePOSTCreates a Recurring Aero from a Library Template with a recurrence (renewal pattern, weekdays, interval, start date, end date or count), priority and optional client, assignee, type, hat and billing fields.

From template, 2 operations

create_aero_from_templateCreate aero from templatePOSTCreates an Aero from one of the firm's Aero (checklist) templates, which supplies its subject, type and steps. Body fields set the schedule, client, assignee, contact and Aero Group. Returns the new Aero.
create_recurring_aero_from_templateCreate recurring aero from templatePOSTCreates a Recurring Aero from one of the firm's Aero templates with a recurrence (renewal pattern, weekdays, interval, start date, end date or count) and optional client, assignee, contact and Aero Group.

Aero step, 1 operation

create_aero_stepCreate aero stepPOSTAdds a checklist step to an existing Aero, with its name, position in the checklist and optional action and help links. Returns the created step.

Aero type, 1 operation

list_aero_typesList aero typesGETLists the firm's Aero Types (the kinds of work it does, such as Payroll or Bank Reconciliation) as id and name pairs.

Batch update, 1 operation

batch_update_recurring_aerosBatch update recurring aerosPOSTReassigns several Recurring Aeros at once, to another team member and/or another Aero Group. Answers with no content on success.

Hat, 1 operation

list_hatsList hatsGETLists the firm's Hats (functions or specialties such as Controller or Bookkeeper, used to track time) as id and name pairs.

Insert occurrence, 1 operation

insert_recurring_aero_occurrencesInsert recurring aero occurrencesPOSTInserts the occurrences of a Recurring Aero according to its own recurrence settings (which need an end date or a number of occurrences) and returns the occurrences created.

Insert occurrences by count, 1 operation

insert_recurring_aero_occurrences_by_countInsert recurring aero occurrences by countPOSTInserts a given number of occurrences of a Recurring Aero, starting at the given date, and returns the occurrences created.

Insert occurrences by date, 1 operation

insert_recurring_aero_occurrences_by_dateInsert recurring aero occurrences by datePOSTInserts the occurrences of a Recurring Aero that fall between a start date and an end date, and returns the occurrences created.

Master aero, 1 operation

get_recurring_aeroGet recurring aeroGETReturns one Recurring Aero (Master Aero): subject, category, Aero Type, assignee, company, contact, recurrence pattern and days, start and end dates, email fields and checklist steps.

Occurrence, 1 operation

list_recurring_aero_occurrencesList recurring aero occurrencesGETLists the scheduled occurrences of a Recurring Aero: one Aero per date, with its subject, assignee, dates, project, priority and status.

Project, 1 operation

list_projectsList projectsGETLists projects as id, name and full project name. Pass the full name as fullProjectName when creating an Aero.

Pull steps from template, 1 operation

replace_recurring_aero_steps_from_templateReplace recurring aero steps from templatePOSTOverwrites the checklist steps of a Recurring Aero with the steps of an Aero template and returns the new steps.

Query, 1 operation

search_companiesSearch companiesGETFinds companies by name and returns them as id and name pairs.

Step, 1 operation

list_recurring_aero_stepsList recurring aero stepsGETLists the checklist steps of a Recurring Aero, in order, with their names, descriptions and links.

Team member, 1 operation

list_team_membersList team membersGETLists team members (the firm's users who are assigned Aeros) as id and name pairs.

Use Aero Workflow from Claude Code, Cursor or Codex

Connect Aero Workflow in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Aero Workflow operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Aero Workflow

Create your workspace
Sign up free. Nothing to install.
Connect Aero Workflow once
Add your Aero Workflow connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.