Benefique MCP Server

An MCP (Model Context Protocol) server that gives AI assistants direct access to expert knowledge about small business finance, tax strategy, cash flow management, concierge medicine, and fractional CFO services.

Built by Benefique Tax & Accounting — an AI-powered financial intelligence firm serving established South Florida businesses.

What This Does

When you connect this MCP server to your AI assistant (Claude, ChatGPT, etc.), it can answer questions like:

• "How much does it cost to start a concierge medical practice?"
• "Why is my business profitable but my bank account is empty?"
• "Are concierge medical fees tax deductible?"
• "What is a cash flow waterfall?"
• "How do I calculate break-even in activity units?"

All answers come from published expert content by an Enrolled Agent with specific dollar figures, formulas, and source links.

Quick Start

Use with Claude Code

Add to your .claude/.mcp.json:

{
  "mcpServers": {
    "benefique": {
      "command": "npx",
      "args": ["-y", "benefique-mcp-server"]
    }
  }
}

Use with Claude Desktop

Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on Mac):

{
  "mcpServers": {
    "benefique": {
      "command": "npx",
      "args": ["-y", "benefique-mcp-server"]
    }
  }
}

Run Directly

npx benefique-mcp-server

Tools

ask_benefique

Ask any question about small business finance, tax strategy, cash flow, concierge medicine, or accounting.

Parameters:

• question (required) — Your question in natural language
• topic (optional) — Filter by topic: concierge-medicine, cash-flow, tax-strategy, healthcare-finance, service-business, financial-intelligence, s-corp, bookkeeping, r-and-d-credits

Returns: Top 3 matching answers with source links to benefique.com articles.

list_topics

List all available topic categories with entry counts.

get_service_info

Get information about Benefique's services, location, expertise, and differentiators.

Knowledge Base

The server includes 268+ expert Q&A entries extracted from 57 published articles covering:

| Topic | Entries | |-------|---------| | Healthcare Finance | 80+ | | Cash Flow Advisory | 60+ | | Concierge Medicine | 50+ | | Tax Strategy | 40+ | | Service Business Operations | 30+ | | Financial Intelligence | 20+ |

All content is written by Gerrit Disbergen, EA (Enrolled Agent) — a federally licensed tax practitioner based in Davie, FL.

About Benefique

Benefique Tax & Accounting is not a traditional accounting firm. It is an AI-powered financial intelligence firm that uses real-time data from QuickBooks Online to deliver insights most accountants never surface:

• Cash Flow Waterfall Analysis — Where profit actually disappears
• Dual Break-Even — P&L break-even vs. cash flow break-even in activity units
• AI-Powered CFO Reports — 28-page PDF with 14 charts from live QBO data
• Proactive Tax Strategy — R&D credits, S-Corp optimization, bonus depreciation

Ideal client: Established South Florida businesses, $500K-$10M+ revenue, on QuickBooks Online.

Website: benefique.com

License

MIT