@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 → Developer API & MCP.
Click Generate New API Key, select your desired scopes (or Full Access), and copy your token (ds_live_...).

2. Configure Your AI Client

Option A: Claude Desktop

Add the following to your claude_desktop_config.json:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "dropspot": {
      "command": "npx",
      "args": ["-y", "@dropspot/mcp"],
      "env": {
        "DROPSPOT_API_KEY": "ds_live_YOUR_ACTUAL_KEY_HERE",
        "DROPSPOT_API_BASE_URL": "https://godropspot.com/api/v1"
      }
    }
  }
}

Option B: Cursor AI

Add to .cursor/mcp.json in your project or global settings:

{
  "mcpServers": {
    "dropspot": {
      "command": "npx",
      "args": ["-y", "@dropspot/mcp"],
      "env": {
        "DROPSPOT_API_KEY": "ds_live_YOUR_ACTUAL_KEY_HERE",
        "DROPSPOT_API_BASE_URL": "https://godropspot.com/api/v1"
      }
    }
  }
}

Option C: Claude Code (CLI)

Add Drop Spot to Claude Code:

claude mcp add dropspot npx -y @dropspot/mcp --env DROPSPOT_API_KEY=ds_live_YOUR_ACTUAL_KEY_HERE DROPSPOT_API_BASE_URL=https://godropspot.com/api/v1

Option D: Windsurf / VS Code / Antigravity

Add to your client's MCP configuration (mcpServers):

{
  "mcpServers": {
    "dropspot": {
      "command": "npx",
      "args": ["-y", "@dropspot/mcp"],
      "env": {
        "DROPSPOT_API_KEY": "ds_live_YOUR_ACTUAL_KEY_HERE",
        "DROPSPOT_API_BASE_URL": "https://godropspot.com/api/v1"
      }
    }
  }
}

🌐 Public Registries & Discovery

Drop Spot is an open, unproxied MCP server available across major AI registries:

Smithery.ai: Direct registry listing indexed via smithery.yaml (Arcade.dev-powered, zero proxy latency).
Glama.ai: Verified MCP listing claimed via glama.json (glama.ai/mcp/servers).
PulseMCP: Listed in the community catalog (pulsemcp.com).
Official Model Context Protocol: Cataloged on modelcontextprotocol/servers.
npm: Zero-install direct execution via npx -y @dropspot/mcp.

💬 Prompts Your AI Understands

Once connected, your AI gains native understanding of your Drop Spot workspace:

"Create an intake request for Sarah Jenkins using our 2026 Tax Return template."
"Show me our client list and search for Acme Corp."
"Update Sarah's phone number to (555) 234-5678 and add a note that she is a VIP client."
"Check if Sarah uploaded her W-2 form yet."
"Review Sarah's uploaded W-2 and approve it."
"Reject item #2 with the note: 'Page 2 is blurry. Please re-upload a clear scan.' "
"List all our active document requests with pending items."
"Create a reusable checklist template called 'Quarterly Bookkeeping Close'."

🛠️ Available MCP Tools (12 Tools)

Tool Name	Description
`create_intake_request`	Create a new document intake dossier with an itemized checklist. Generates a passwordless magic upload link and optionally emails the client.
`list_intake_requests`	List and filter active document requests in the workspace by status or client email.
`get_intake_request`	Retrieve complete details of a specific request, including each checklist item, upload statuses, and file metadata.
`review_item`	Review an uploaded file: approve it or reject it with custom feedback to prompt the client for a re-upload.
`get_file_download_link`	Generate a short-lived (5-minute) secure presigned URL to inspect or download an uploaded client file.
`list_clients`	Search and browse your firm's client directory by name, email, or company.
`get_client`	Fetch a client record with their full intake history and metadata.
`create_or_update_client`	Add a new client or update existing contact details (phone, company, notes).
`list_templates`	View your reusable checklist templates (e.g. 1040 Tax Return, KYC, Mortgage Intake).
`get_template`	Inspect a specific checklist template and its default items.
`create_template`	Create a new reusable checklist template with predefined items and categories.
`update_template`	Edit an existing template's name, description, or checklist items.

🔒 Security, Privacy & Compliance

Zero AI Training: Client documents and personal data are never used to train public or proprietary AI models.
Short-Lived Signed URLs: File downloads use ephemeral 5-minute pre-signed URLs; file binaries are never permanently exposed over the wire.
Scoped API Tokens: Generate API keys restricted strictly to specific operations (requests:read, requests:write, items:review, clients:write, etc.).
Human-in-the-Loop: AI tools execute actions on your behalf with complete audit trails. You retain full oversight with real-time logs and 1-click token revocation.

mcp

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