claude

dokutrak

Hosted DokuTrak connector plus the tax-season document chase workflow.

0 on GitHubby DokuTrakv0.2.0MITupdated 1 month agoproductivity
/

Plugin dokutrak from marketplace dokutrak in Crackx17/dokutrak-mcp. Commands read from the repo's manifest — 28 days ago.

What it installs

Skills (2)

  • dokutrak

    Use when the Professional wants to connect DokuTrak to this agent (install dokutrak-mcp, get an Agent Connection), ask a Client for documents, know where a Document Request stands, chase a Client on rejected files, or when a DokuTrak tool answers with a refusal.

  • tax-season-document-chase

    Use when a tax preparer, EA, CPA or bookkeeper wants to collect documents from many clients at once for a tax season — turning a client list into one DokuTrak request per client with the right checklist (W-2, 1099s, K-1, rental, Schedule C…), getting the batch confirmed, sending it, and later report

MCP servers (1)

  • dokutrak

    connects to: https://app.dokutrak.com/api/mcp

View source on GitHub dokutrak.com

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