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Automation & MCP Open question — the Lab is working on this

Can a fully offline/local AI workflow that maps financials to Drake tax lines be integrated directly with Drake's import process?

59:00From the July 1 call · MCPs, Custom Connectors, and Super Apps with Adam Tahir

A member described a workflow that runs fully offline with local models on local folders (no cloud) to take financials and annotate next to each line where they should go in Drake tax software. The 'base brain' logic for mapping is built, but the next step is connecting it to Drake's import process. No one on the call had experience with how Drake's import works or whether it has an API to support this, so the integration piece remained unresolved. The suggestion was to keep working the problem, including asking Claude for help figuring out the Drake connection.

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