AI Email for Accounting and Tax Firms

const response = await fetch('https://api.multimail.dev/v1/mailboxes', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer mm_live_your_api_key',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    address: '[email protected]',
    display_name: 'Tax Services Department',
    oversight_mode: 'gated_send',
    forward_to: '[email protected]'
  })
});

const mailbox = await response.json();
console.log(`Accounting mailbox created: ${mailbox.id}`);

const response = await fetch('https://api.multimail.dev/v1/emails', {
  method: 'POST',
  headers: {
    'Authorization': 'Bearer mm_live_your_api_key',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    from: '[email protected]',
    to: '[email protected]',
    subject: '2024 Tax Return - Documents Needed',
    text: 'Dear Mr. and Mrs. Thompson, to prepare your 2024 federal and state tax returns, we need the following documents by March 1: (1) W-2 forms from all employers, (2) 1099 forms (interest, dividends, retirement distributions), (3) Mortgage interest statement (1098), (4) Property tax statements, (5) Charitable donation receipts. Please upload to your secure client portal at portal.yourfirm.cpa or contact us at (555) 234-5678. IRS Circular 230 Disclosure: This communication is not intended as tax advice and cannot be used to avoid penalties. Regards, Your CPA Firm.',
    tags: ['document-request', 'tax-2024', 'individual-return']
  })
});

const email = await response.json();
console.log(`Status: ${email.status}`); "cm">// 'pending_approval'

"cm">// MCP tool calls for accounting firm email triage

const inbox = await mcp.check_inbox({
  mailbox: '[email protected]',
  unread: true
});

for (const message of inbox.messages) {
  const email = await mcp.read_email({ message_id: message.id });

  const tags = ['client-communication'];

  if (email.body.match(/document|W-2|1099|receipt|upload/i)) {
    tags.push('document-submission', 'route-preparer');
  }
  if (email.body.match(/question|advice|should I|tax implication/i)) {
    tags.push('tax-question', 'route-manager', 'circular-230-applies');
  }
  if (email.body.match(/extension|deadline|late|filing/i)) {
    tags.push('deadline-inquiry', 'priority-high');
  }
  if (email.body.match(/audit|IRS|notice|letter from/i)) {
    tags.push('irs-notice', 'route-partner', 'priority-critical');
  }
  if (email.body.match(/invoice|bill|fee|payment/i)) {
    tags.push('billing', 'route-billing');
  }

  await mcp.tag_email({ message_id: message.id, tags });
}

"cm">// Send quarterly estimate reminders
const estimateClients = await mcp.search_contacts({
  tags: ['quarterly-estimates', 'active-client']
});

for (const client of estimateClients.results) {
  const estimate = await getEstimateAmount(client.email, 'Q1-2024');

  await mcp.send_email({
    from: '[email protected]',
    to: client.email,
    subject: 'Q1 2024 Estimated Tax Payment Reminder - Due April 15',
    text: `Dear ${client.name}, this is a reminder that your Q1 2024 estimated tax payment is due April 15, 2024. Federal estimate: $${estimate.federal}. State estimate: $${estimate.state}. Payment options: IRS Direct Pay (irs.gov/payments), EFTPS, or mail voucher 1040-ES. State payment: ${estimate.state_payment_url}. Please confirm payment by replying to this email. IRS Circular 230 Disclosure: This communication is not intended as tax advice and cannot be used to avoid penalties. Questions? Call (555) 234-5678.`
  });
}