Drop Spot
Passwordless client document intake, checklist tracking, and 1-click file reviews for Drop Spot.
- tools
- 15
- auth
- Secret needed
- transport
- STDIO
- env var
- 1
- last updated
- Nov 9, 2026
Tools
15 toolsPublic tool metadata for what this MCP can expose to an agent.
create_intake_requestCreate a new document intake dossier with an itemized checklist. Generates a passwordless magic upload link and optionally emails the client.
Create a new document intake dossier with an itemized checklist. Generates a passwordless magic upload link and optionally emails the client.
No parameter schema in public metadata yet.
list_intake_requestsList and filter active document requests in the workspace by status or client email.
List and filter active document requests in the workspace by status or client email.
No parameter schema in public metadata yet.
get_intake_requestRetrieve complete details of a specific request, including each checklist item, upload statuses, and file metadata.
Retrieve complete details of a specific request, including each checklist item, upload statuses, and file metadata.
No parameter schema in public metadata yet.
review_itemReview an uploaded file: approve it or reject it with custom feedback to prompt the client for a re-upload.
Review an uploaded file: approve it or reject it with custom feedback to prompt the client for a re-upload.
No parameter schema in public metadata yet.
get_file_download_linkGenerate a short-lived (5-minute) secure presigned URL to inspect or download an uploaded client file.
Generate a short-lived (5-minute) secure presigned URL to inspect or download an uploaded client file.
No parameter schema in public metadata yet.
list_clientsSearch and browse your firm's client directory by name, email, company, entity type, status, or tag.
Search and browse your firm's client directory by name, email, company, entity type, status, or tag.
No parameter schema in public metadata yet.
get_clientFetch a client record with full accounting CRM metadata, spouses/linked contacts, tags, and intake history.
Fetch a client record with full accounting CRM metadata, spouses/linked contacts, tags, and intake history.
No parameter schema in public metadata yet.
create_or_update_clientAdd a new client or update contact & CRM profile (tax entity, FYE, cadence, state, tags, masked ID, pinned notes, linked contacts).
Add a new client or update contact & CRM profile (tax entity, FYE, cadence, state, tags, masked ID, pinned notes, linked contacts).
No parameter schema in public metadata yet.
get_clients_csv_templateInspect the official CSV template, header specifications, and format guidelines so AI can mold arbitrary user spreadsheets into clean Drop Spot format.
Inspect the official CSV template, header specifications, and format guidelines so AI can mold arbitrary user spreadsheets into clean Drop Spot format.
No parameter schema in public metadata yet.
import_clients_csvBatch import client rosters from raw CSV text (with 50+ synonym headers & cell heuristics) or structured arrays. Deduplicates and merges profiles by email.
Batch import client rosters from raw CSV text (with 50+ synonym headers & cell heuristics) or structured arrays. Deduplicates and merges profiles by email.
No parameter schema in public metadata yet.
export_clients_csvExport all client profiles as an RFC 4180 compliant CSV string with entity types, filing cadences, and formula injection defenses.
Export all client profiles as an RFC 4180 compliant CSV string with entity types, filing cadences, and formula injection defenses.
No parameter schema in public metadata yet.
list_templatesView your reusable checklist templates (e.g. 1040 Tax Return, KYC, Mortgage Intake).
View your reusable checklist templates (e.g. 1040 Tax Return, KYC, Mortgage Intake).
No parameter schema in public metadata yet.
get_templateInspect a specific checklist template and its default items.
Inspect a specific checklist template and its default items.
No parameter schema in public metadata yet.
create_templateCreate a new reusable checklist template with predefined items and categories.
Create a new reusable checklist template with predefined items and categories.
No parameter schema in public metadata yet.
update_templateEdit an existing template's name, description, or checklist items.
Edit an existing template's name, description, or checklist items.
No parameter schema in public metadata yet.
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DROPSPOT_API_KEY*secretDrop Spot API key generated in Settings -> Developer & AI (MCP).
Readme
@dropspot/mcp — Drop Spot MCP Server
Official Model Context Protocol (MCP) server for Drop Spot — the passwordless client document intake and automated follow-up platform for accountants, law firms, and service professionals.
Connect Drop Spot directly to Claude Desktop, Cursor AI, or Google Antigravity. Instruct your AI in plain English to prepare client checklists, dispatch secure zero-password upload links, monitor completion status, and review incoming paperwork—with zero coding required.
⚡ Quickstart
1. Get your Drop Spot API Key
- Sign in to your Drop Spot workspace at godropspot.com.
- Go to Settings → API / MCP Tooling.
- Click Generate New API Key, select your desired scopes (or Full Access), and copy your token (
ds_live_...).
Details
- Repository
- github.com/officialdropspot/dropspot-mcp
- Website
- godropspot.com
- Category
- Documents & Knowledge
- Package
@dropspot/mcp- Transport
- STDIO
- Auth
- Required
- Registry
- MCP registry, active
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