Point your AI assistant at the CPE Today catalog.
We run a live MCP server — a standard way for AI assistants like Claude and ChatGPT to use real tools. Connect it once and your assistant can search our courses, pull exact NASBA credit detail, find what satisfies a requirement, and read our articles — then send you straight to enrollment. No copy-paste, always current.
https://www.cpetoday.com/mcp
What you can ask
Once connected, just talk to your assistant normally — it decides when to reach for our tools.
The tools
Five read-only tools over our live public catalog and articles. Retired courses and past events drop out automatically.
search_courses
Search the live CPE Today catalog of courses and events. Returns matching items with slug, title, URL, credit hours, credit types, fields of study, format, price, and (for events) the next date. Use get_course for full detail.
get_course
Full detail for one course or event by its slug: description, credit hours and types, fields of study, program level, learning objectives, major topics, prerequisites, NASBA sponsor and IRS program number, price, upcoming dates, and the enrollment URL. Also what's included with the course (handout, slides, demonstration/sample files), the attendee rating breakdown, and real attendee reviews. For an event, the full day-by-day agenda. Returned as clean markdown plus structured fields.
check_credit_requirements
Find courses that supply a specific kind of CPE credit — useful for building a compliance plan (e.g. 'I need 4 hours of Ethics'). Maps a credit type / field of study to qualifying live courses and their credit hours. Note: this reports what our catalog grants, not a jurisdiction's legal requirement — always confirm state board rules.
search_articles
Search CPE Today's published articles (instructor-written technology and practice guidance). Returns title, slug, URL, excerpt, topics, author, and publish date.
get_article
Read one published article by slug, returned as clean markdown with byline, publish date, topics, and any attachments.
search_sessions
Semantic search across CPE Today's recorded session transcripts — by meaning, not keywords. Returns the exact moments where a topic is taught (session, chapter, timestamp, excerpt) and the course to enroll in for CPE credit, plus an optional short answer grounded ONLY in those excerpts. Best for how-to and 'what did the instructor recommend about X' questions.
search_policy_templates
Search CPE Today's free, editable policy templates for firms (WISP, BYOD, AI use, wire authorization, records retention, incident response, and more). Returns title, slug, URL, category, summary, and the regulations each maps to. Only published templates are returned. These are starting points, not legal advice.
get_policy_template
Read one free policy template by slug: the full editable text as markdown (with [bracketed] fill-ins), its category, summary, the fields to complete, the regulations it maps to, guidance on what to customize, its version and CC BY 4.0 license, and the page URL for the Word/PDF download. Use it to help a firm ADAPT the policy — always keep the 'starting point, not legal advice, have counsel review' framing.
search_prompts
Search CPE Today's free AI Prompt Library — ready-to-run prompts for accounting/tax firms (client emails, tax research, firm SOPs, study coaching, and more). Returns title, slug, URL, category, kind (user/system), and summary. Published only.
get_prompt
Read one prompt from the library by slug: the full prompt text (with [bracketed] fill-ins), its kind (user/system), category, the variables to fill, tags, and how-to. Reminder to keep in the prompt: don't paste real client data into public AI tools; verify tax/accounting output.
Connect your assistant
It's a remote (hosted) MCP server — nothing to install. Add the URL below in your assistant's connector settings.
- Open connector settings
In Claude (web or desktop), go to
Settings → Connectorsand chooseAdd custom connector. - Paste the server URL
Name it “CPE Today” and paste
https://www.cpetoday.com/mcp, then add it. No API key or authentication is needed. - Enable it in a chat
Open the tools / attachments menu in a conversation and switch on the CPE Today connector. Now ask away.
Custom connectors are available on Claude's paid plans (Pro, Max, Team, Enterprise). Exact menu labels can vary by app version.
- Open connector settings
In ChatGPT, go to
Settings → Connectors(enable developer / advanced mode if your plan requires it for custom MCP servers). - Add an MCP server
Choose to add a custom MCP server and paste
https://www.cpetoday.com/mcp. Authentication: none. - Use it in a chat
Select the CPE Today tool from the connectors / tools menu and ask your question.
Custom MCP connectors are available on ChatGPT's paid tiers and may require developer mode. Exact labels vary by release.
Any MCP-capable client (Cursor, VS Code, an agent SDK, your own code) can use it as a Streamable HTTP server:
{
"mcpServers": {
"cpetoday": {
"type": "http",
"url": "https://www.cpetoday.com/mcp"
}
}
}Discovery documents: server card · API catalog (RFC 9727).
Two more ways in
Not every agent speaks MCP — so the whole site is agent-friendly by default.
📄 Markdown on request
Every course, event, and article page returns clean markdown instead of HTML when you
ask — cheaper to read, no layout noise. Send Accept: text/markdown, or just
append .md to any URL:
https://www.cpetoday.com/course/<slug>.md🟢 Open by design
Our robots.txt declares open content signals — AI search, input, and training are all welcome — and llms.txt maps the site for assistants. We want to be found, understood, and recommended.