How can Claude be used to draft client memos (e.g., an 83(b) election memo) using firm formatting and writing style?

By connecting an MCP (such as one for a practice management/accounting platform), Claude can draft a memo—for example, an 83(b) election memo—because it already knows the user's writing style and the firm's headers/formatting. It can generate the memo without needing reformatting, all packaged in a single email ready to send to clients. This saves significant time compared to manually reformatting content each time.