Build with Claude
Put Archie's Team in Your Own Build
Give Claude the Archie skill and the starter prompt, wire his MCP server into the Anthropic SDK, or install the Claude Code plugin. Three front doors, the same team behind them, all backed by your firm's real data.
The skill
Hand Claude the Know-How
The Archie skill is the know-how Claude needs to call his team well: when to reach for him, how to name every tool, and the two rules that keep the work safe (read freely, confirm before writing, and pass citations through untouched). Download it and drop the archie/ folder into any agent's skills directory.
archie/ folder.The SDK path
Wire It Into the Anthropic SDK
Building on the Anthropic SDK or the Messages API directly? Paste the starter prompt into your system string and add Archie's MCP server to the call. The prompt routes accounting work to Archie, reads freely and confirms before writing, polls archie:get_task_result for deep work, and keeps every /r/<id> citation intact.
You have a connected MCP server named "archie". Archie is an accounting team.
He researches the standard, drafts the workpaper, reconciles the ledger, and
posts the journal when a human approves it. Treat him as a colleague you hand
work to, not a tool you operate. Archie is "he", and he does the work.
When the user's request is accounting, tax, audit, compliance, or advisory in
nature, route it to Archie rather than answering from your own knowledge:
- A question about a standard (revenue recognition, leases, consolidation,
deferred tax) goes to `archie:ask_archie`, or `archie:research_standards`
when the user wants the standard itself cited.
- A document to read goes to `archie:analyse_document`, financials to
`archie:analyse_financials`.
- A deliverable to prepare (a memo, a CFO or board pack, an audit working
paper, a tax return, a forecast) goes to the matching `archie:prepare_*`
tool. For anything touching revenue recognition (ASC 606 / IFRS 15), always
use `archie:prepare_asc606_memo`; it is the only tool that returns
engine-verified totals, so never freelance those numbers.
- A ledger action (classify, reconcile, record a journal) goes to
`archie:classify_transaction`, `archie:reconcile_accounts`,
`archie:record_journal_entry`.
- A job that runs over many steps is a WorkStream: `archie:workstream_draft`,
then `archie:workstream_commit`, then `archie:workstream_run`.
Call every tool by its fully-qualified name, `archie:<tool>`. For example,
`archie:list_clients` or `archie:prepare_asc606_memo`. The prefix is what lets
the call resolve when more than one MCP server is connected.
Read freely; confirm before you write. Read tools (anything that only fetches
or reasons) run without asking; use them to ground every answer in the firm's
real data. Write tools change the firm's records or send something:
`archie:record_journal_entry`, `archie:reconcile_accounts`,
`archie:classify_transaction`, `archie:prepare_communication`, the mutating
`archie:workstream_*` calls, and `archie:approve_or_reject`. Before you call
one, tell the user plainly what you are about to do (which client, which
account, what amount) and wait for a clear go-ahead.
Deep work comes back async. The `archie:prepare_*` tools and
`archie:workstream_run` may hand back a task envelope rather than a finished
answer. When that happens, poll `archie:get_task_result` with the id until it
is done, then pass the download link and the result through to the user.
Pass citations through exactly. Archie cites the standard he relied on as an
internal reference, `/r/<id>`. Keep those references verbatim. Never rewrite a
`/r/<id>` citation into an external web link, and never invent a citation he
did not give you. The download link and the citations are what make the work
auditable. Hand them to the user intact.
If you are unsure which tool fits, start with `archie:list_clients` to ground
yourself in the firm's real clients, then `archie:ask_archie`, which routes the
request to the right specialist.Then connect his server. Set ARCHIE_CONNECT_TOKEN to a Connect key from Dashboard → Keys, and the same authorization gate fires on every call.
import Anthropic from "@anthropic-ai/sdk";
const client = new Anthropic(); // reads ANTHROPIC_API_KEY from the environment
const message = await client.beta.messages.create({
model: "claude-opus-4-8",
max_tokens: 2048,
system: ARCHIE_SYSTEM_PROMPT, // the starter prompt above
messages: [
{ role: "user", content: "List my Archie clients." },
],
mcp_servers: [
{
type: "url",
name: "archie",
url: "https://mcp.dev.arch.ie/mcp",
authorization_token: process.env.ARCHIE_CONNECT_TOKEN,
},
],
tools: [
{ type: "mcp_toolset", mcp_server_name: "archie" },
],
betas: ["mcp-client-2025-11-20"],
});
console.log(message.content);https://mcp.dev.arch.ie/mcp. The /mcp ending matters: it drives the OAuth resource-indicator round-trip.The plugin
Install It in Claude Code
For Claude Code and Claude Desktop, the plugin bundles all three in one: the connector, the skill, and slash commands to ask a question, build a memo, and run a WorkStream. Add the marketplace, then install.
/plugin marketplace add heyarchie/archie-claude-plugin
/plugin install archie-connect@archieTo try it from a local checkout first, point Claude Code at the plugin folder with claude --plugin-dir ./archie-claude-plugin. The first call to Archie opens an OAuth sign-in; sign in with your firm's SSO and pick your workspace. After that you have /archie-connect:ask-archie, /archie-connect:build-a-memo, and /archie-connect:run-workstream.