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

Can Claude be used to automatically build out or populate workflow templates/sections inside Double via MCP, rather than configuring them manually?

14:20From the June 3 call · MCP Connectors, Custom Portals, and AI Tax Workflows in Practice

One member asked whether Claude could take a document or conversation and use it to build out sections or templates directly in Double through its MCP integration, essentially shortcutting manual setup. The response was that they have not been able to get Claude to build the actual modules or sections in Double. Claude can help think through what steps should be included (for example, drafting the content of an onboarding checklist), but the person still has to manually enter each step into the platform themselves. The question of whether this is fully possible was left open, with the member asking if anyone else in the group had tried it.

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Can Claude be used to automatically build out or populate workflow templates/sections inside Double via MCP, rather than configuring them manually? · The AI Lab for Accountants