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AI Guides & How-Tos
Practical guides for professionals using AI to save time and work smarter
How to Use the Adobe Creative Cloud MCP for Batch Editing (Photographers)
Wire Adobe's Lightroom + Express APIs into Claude via MCP and chain with the Photographer Vault to batch-edit a wedding gallery, draft delivery copy, and stage social posts — without leaving the conversation.
How to Use the ATTOM Data MCP to Pull Comps for Real Estate Agents
Configure the ATTOM Data MCP server in Claude and chain it with the Real Estate Vault to pull comparable sales, build a CMA outline, and draft the listing description — without leaving the chat.
How to Use the Koncile MCP for Ambient Accounts-Payable Automation (Accountants)
Wire Koncile's document-extraction API into Claude via MCP, then chain it with the Accountant Vault to classify, code, and queue invoices for approval — automatically, between client check-ins.
How to Use a Legal MCP for Contract Redlining (Solo Lawyers)
Wire a legal-tech MCP into Claude to surface contract risk in plain English, draft your redline in firm voice, and chain into client-facing explainers — without losing the trail of your legal judgment.
How to Use the Lender Price MCP to Run Rate Comparisons for Loan Officers
Wire Lender Price's pricing engine into Claude via MCP and chain it with the Loan Officer Vault to produce TILA/RESPA-safe rate explainers in your voice — without screen-scraping or PDF math.
How to Use the Lido MCP to Extract Data from Veterinary Intake Forms
Wire Lido's spreadsheet-OCR engine into Claude via MCP to auto-extract structured data from paper or scanned intake forms, then chain it for client comms in your practice voice.
How to Use the MarketXLS MCP to Build Portfolio Reports (Financial Advisors)
Wire MarketXLS's portfolio + market-data APIs into Claude via MCP, then chain it for quarterly client letters that explain returns in plain English — without the compliance pitfalls of generic AI.
How to Use the Pipedream MCP to Connect QuickBooks + Gmail for Bookkeepers
Wire 500+ SaaS apps into Claude via Pipedream's MCP, then chain with the Bookkeeper Vault to draft month-end close letters, variance commentary, and client follow-ups — without leaving the conversation.
How to Use the Playwright MCP to Pull MLS Listings for Real Estate Agents
Wire the Playwright MCP into Claude to scrape MLS-supplied data your agent dashboard exposes, then chain with the Real Estate Vault for a fair-housing-safe CMA outline and listing description — without copy-pasting from 6 tabs.
How to Use the Playwright MCP to Run Candidate Research for Recruiters
Wire the Playwright MCP into Claude to automate LinkedIn-style profile research, draft outreach in your voice, and run a one-person sourcing pipeline — without the bulk-scraping that gets accounts banned.
Claude for Small Business + Accountant Vault: Surviving Tax Season
How Anthropic's Claude for Small Business plugin and the Accountant Vault stack from January 15 through April 15 — without writing 200 reminder emails by hand.
Claude for Small Business + Bookkeeper Vault: Compliance-Grade Month-End Close
How to stack Anthropic's Claude for Small Business plugin with the Bookkeeper Vault to run month-end close in your firm's voice, with the CPA-boundary guard locked in.
Claude for Small Business + Contractor Vault: Running a Contracting Business
Pair Anthropic's Claude for Small Business plugin with the Contractor Vault to run bids, change orders, and project comms — with the lien-and-license guard locked in.
Claude for Small Business + Photographer Vault: Studio Operations
Stack Anthropic's Claude for Small Business plugin with the Photographer Vault to run a working studio — inquiries to gallery delivery — in your voice, with model releases and copyright baked in.
Claude for Small Business + Real Estate Vault: A Solo Agent's Practice
Stack Anthropic's Claude for Small Business plugin with the Real Estate Vault to run a solo agent's practice — listings, buyer comms, sphere outreach, with Fair Housing locked in.
Claude for Small Business + Social Media Manager Vault: On-Brand Growth Campaigns
How to pair Anthropic's Claude for Small Business plugin with the SMM Vault to run a Q4 launch campaign — operator strategy plus practitioner-level platform captions, in each client's voice.
How to Write a Mortgage Refinance Analysis with AI in 2026
A practical walkthrough for writing refinance analyses with AI — the right structure, what to never let AI invent, and the free tool that handles it. For mortgage brokers and loan officers running rate-and-term, cash-out, and break-even comparisons.
How to Write a Recruiter Offer Letter with AI in 2026
A practical walkthrough for writing offer letters and offer-vs-current comparison summaries with AI — the right structure, what to never let AI invent, and the free tool that handles it. For in-house recruiters and agency search professionals.