Marble MCP: Connector Setup and Support

Marble's MCP

Connect Marble to Claude to access specialized tax research and client intake capabilities directly within your AI conversations.

  • Model Context Protocol
  • Tax research
  • Client intake

Overview

Connecting Marble to Claud

The Marble connector uses the Model Context Protocol (MCP) to securely connect Claude with supported capabilities in your Marble account.

  • 2 capabilities

    Tax research and client intake

  • SOC 2 Type II

    US-based infrastructure

What can I do with the Marble connector?

The Marble connector currently supports two core capabilities. Marble’s broader tax preparation and return analysis capabilities are available within the Marble platform but are not currently exposed through the Claude connector.

  • Tax Research

    Use Marble to research complex federal and state tax questions, investigate tax scenarios, and retrieve research-backed answers with supporting citations.

  • Client Intake

    Access supported information from existing Marble intakes to understand available client documentation and help identify information needed for tax preparation.

How to Connect Marble to Claude

  1. Open Claude and navigate to Settings → Connectors.
  2. Find Marble in the connector directory.
  3. Select Marble and choose Connect.
  4. Sign in to your Marble account.
  5. Review and authorize the requested permissions.
  6. Return to Claude and begin using Marble.

Example Prompts

Research a tax question

“Using Marble, research the tax treatment of shareholder loans to an S corporation.”

Investigate a tax scenario

“Using Marble, explain the federal and New York state tax implications of converting a traditional IRA to a Roth IRA.”

Review client intake information

“Using Marble, review the documents available in my client’s 2025 tax intake.”

Identify outstanding documents

“Using Marble, identify the outstanding items in my client’s intake and help me draft a follow-up email.”

Security and Privacy

Marble is built with enterprise-grade security and data privacy at its core.

Marble is SOC 2 Type II certified and uses US-based infrastructure.

When you connect Marble to Claude, you authorize Claude to access supported information from your Marble account.

Information shared with Claude through the connector may also be subject to Anthropic’s applicable privacy and data-handling policies.

Troubleshooting

Contact Support

For help with the Marble connector, contact Marble Support at support@marble.ai.