What this article covers
How to connect Claude to your Finstack organisation using Finstack's MCP connector. Once connected, Claude can read your Finstack reporting data on your behalf and answer questions about it — for as long as the connection stays active.
Before you start
The MCP connection is part of the Connector Pack add-on, which also includes the two-way spreadsheet sync (previously called Spreadsheet Sync). See our pricing page for details, or ask for a human agent in the chat to enable it for your organisation.
Only team members with the Owner role can set up the connection.
You need a Claude account with access to custom connectors.
How do I set up the connection?
Step 1: Open Claude's Settings
In Claude, click your account name and choose Settings.
Step 2: Add a custom connector
Go to the Connectors tab.
Click Add (top right).
Select Add custom connector.
Step 3: Configure the connector
Name: choose a name, e.g. Finstack.
Copy this URL: https://api.finstack.io/mcp/organisation
Click Continue.
Step 4: Add the connector
Leave the default settings as they are, scroll down, and click Add.
Step 5: Connect
Open the Finstack connector and click Connect. This opens your browser and prompts you to log in to Finstack. If you're already logged in, you may be redirected automatically.
Step 6: Give consent
Review what the connection allows, tick I consent to Claude accessing my Finstack data via MCP, and click Continue.
Step 7: Authorize
Click Authorize to finish. The connection is secured with OAuth 2.1.
You can now ask Claude questions about your Finstack organisation.
What can Claude access?
Through the connection, Claude can read the reporting data of your Finstack organisation — the same data you know from Reporting and the Excel Add-in. That includes your Profit & Loss, Balance Sheet, and Cash Flow figures across entities and cost centers, with drill-down to the underlying transactions, and your forecast scenarios. Claude uses this to answer questions like "how did revenue and EBITDA develop per entity this year, compared to budget?".
The access is read-only: Claude cannot change anything in your Finstack environment. The connection can only be set up by an Owner, runs via that Owner's Finstack login, and stays active until you disconnect it.
How do I disconnect Claude from Finstack?
Go to Settings → Connectors in Claude, open the Finstack connector, and disconnect or remove it there.