Using finstory with Claude and other AI assistants (MCP)
The finstory connector lets Claude work with your finstory workspace: answer questions about your figures, build reports and draft stories. This page explains what it does, how to add it, how sign-in and approval work, and what you can ask.
What the connector does
Section titled “What the connector does”| Job | Example |
|---|---|
| Answer questions about the numbers | How last month went against budget, or which cost lines are over plan. |
| Build and edit reports | A P&L by entity with actual, budget and variance. A new report stays hidden until it is published. |
| Draft and update stories | A board story built from your existing reports, with headlines and commentary. |
Claude quotes figures as finstory returns them. The connector works only in the workspace you approve and only within your finstory role.
| Your role | What Claude can do for you |
|---|---|
| User | Answer questions; read reports and stories. |
| Editor | Also create stories and build reports as drafts. |
| Power user, Admin | Also publish or unpublish reports, move them between groups, and edit published reports. |
The connector cannot delete reports or stories, and it cannot load or delete financial data.
Before you start
Section titled “Before you start”- You need a finstory login that is a member of a workspace with data loaded.
- On Claude Team and Enterprise plans, an Owner of your Claude organisation has to allow the connector first.
Add the connector in Claude
Section titled “Add the connector in Claude”- In Claude, open Customize > Connectors and choose to add a custom connector. (Menu names in Claude can change.)
- Give it a name, such as finstory, and enter this address:
https://mcp.finstory.ai/mcp-finstory - Choose to connect. Claude opens finstory in your browser.
Sign in and approve
Section titled “Sign in and approve”- If you are not signed in to finstory, sign in as usual.
- Read the approval screen. It names the app that is asking and lists what it will be able to do.
- If you belong to several workspaces, pick one under Choose the workspace to connect. A connection works in one workspace.
- Choose Allow access. You return to Claude, and the connector is ready. Cancel stops the connection.
An approval request lasts 10 minutes and works once. If it has expired, go back to Claude and start the connection again.
Other AI assistants
Section titled “Other AI assistants”Other assistants that support MCP connectors can use the same address. The approval screen then shows the assistant’s own name marked as an unverified app, and tells you where you will be sent after you approve. Only continue if you started the connection yourself from an app you trust.
What you can ask
Section titled “What you can ask”- “How did the last closed month go against budget? Give me the three biggest variances in operating income and what drove each one.”
- “Which cost lines are over budget year to date, and by how much?”
- “Build a report with revenue, gross margin and EBITDA by month for this year, actual against budget. Show me a preview before you publish it.”
- “Draft the board story for the last closed month: a P&L page, a revenue page and a cash page, each with a headline and two lines of commentary.”
Tips:
- Claude reads your Company profile in every answer. Admins and power users keep it up to date in Settings > Company profile.
- A report Claude builds is a draft. A power user or admin publishes it, in finstory or by asking Claude.
Disconnect or reconnect
Section titled “Disconnect or reconnect”- You can disconnect finstory in Claude at any time. To end all sessions, contact support@finstory.ai.
- If you do not use the connector for 30 days, Claude asks you to sign in and approve again.
- If you are removed from the workspace, the connector stops working for you within a few minutes.
- If your organisation added one of finstory’s earlier connectors (story builder, report builder or data analysis), replace it with the address above. The earlier addresses stop working on 31 March 2027.
Loading data from Claude
Section titled “Loading data from Claude”The finstory connector does not load or delete data. finstory has a separate Data Admin connector for that. It has its own approval screen, which lists what it can change: loading and deleting data, models and their structure, source connections and schedules. What it can do for you still depends on your finstory role.