# Connect your software and your AI assistant

Bring Rutledge into the way your team already works. Connect business software to practice records through the public API. Give an AI assistant cited research, reference data and scenario tools through MCP. Every connection is scoped, permission-checked and recorded.

## Public API: connect business software
The REST API is organized by service line. Wealth integrations read and maintain accounts and investment models. Tax integrations work with filing records. Commercial Insurance integrations work with businesses and policies. Practice records cover households, people, touchpoints, tasks and documents. OpenAPI schemas and a .NET client come with every approved integration.

Keys come in three kinds: user keys tied to a professional, agent keys that also name the agent system, and firm keys for organization-level integrations. [Explore the public API](/developers/api).

## MCP: give an AI assistant useful tools
Model Context Protocol connects a compatible AI assistant to a governed set of tools. It can run synthetic retirement and tax scenarios, search cited reference material, look up reference rates, read public retirement-plan filings and fee benchmarks, and use securities and portfolio tools. Your organization decides which tools are on, and every call is recorded.

[Explore MCP tools](/developers/mcp) and the connection steps.

## Useful across every profession
A tax professional can test how a fictional income change affects a retirement scenario. An advisor can pull a tax reference before reviewing an assumption. A commercial insurance agency can keep its policy records in step with its accounting software. A law firm can search cited reference material in financial, tax and insurance subjects. The professional reviews the inputs, sources and conclusions.

API and MCP access sit alongside the [professional seat and firm subscription](/pricing). Discuss the access your workflow needs.

## Start with one concrete workflow
Tell us the software you use, the task you want to connect, the service line involved and whether the integration needs client records or public reference information. We review the operations, permissions, reference material and usage terms with you.

[Talk with us about an integration](/contact) or explore [Security & Control](/trust) and [how AI is used](/ai).