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tellenai

tellen

by tellenaiv0.1.0

Tellen is the AI agent workforce for accounting firms. Connect Claude to your firm's Tellen deployment for standards research, substantive testing, document processing, and workflow automation.

Installation guide →
4 skillsMIT GitHub

Keywords

auditaccountingsubstantive-testingus-gaapdocument-processingworkflow-automationmcp

Documentation

# Tellen Claude Plugin

Connect Claude to [Tellen](https://tellen.ai) for substantive audit testing, US GAAP research, document processing, and workflow automation.

## Installation

```
/plugin marketplace add tellenai/tellen-claude-plugin
/plugin install tellen@tellenai
```

Or install directly:

```
/plugin install --dir https://github.com/tellenai/tellen-claude-plugin
```

## Setup

After installing, run `/tellen:tellen-setup` to configure your connection. You'll need:

1. A Tellen workspace URL
2. OAuth client credentials (created in Settings → Agent MCP & API Access)
3. An access token (exchanged via the OAuth token endpoint)

Set these environment variables:

```bash
export TELLEN_URL="https://app.tellen.ai"
export TELLEN_ACCESS_TOKEN="your_access_token"
```

## Skills

### `/tellen:substantive-testing`

Run substantive attribute testing on audit samples. Create test types, define attributes, upload supporting documents, execute tests, and export results.

### `/tellen:research`

Research US GAAP accounting standards using Tellen's ASC knowledge base. Get authoritative citations for any accounting question.

### `/tellen:workflow-agent`

Execute Tellen's pre-built workflow agents for multi-step audit procedures like engagement letter review, analytical procedures, and risk assessment.

### `/tellen:tellen-setup`

Configure the Tellen MCP server connection, create OAuth credentials, and verify connectivity.

## MCP Tools

This plugin connects to Tellen's MCP server, which exposes:

| Tool | Description |
|------|-------------|
| `process_document` | Upload and process documents (PDF, DOCX, XLSX, images) |
| `search_files` | Natural language search across all workspace documents |
| `research_us_gaap` | Research US GAAP standards with ASC citations |

## Requirements

- [Claude Code](https://claude.com/claude-code) or [Claude Cowork](https://claude.com/cowork)
- A [Tellen](https://tellen.ai) workspace with an active subscription
- Node.js 18+ (for the MCP client)

## License

MIT