FinanceOS AI Integration (MCP)

FinanceOS allows you to securely connect your AI assistant to your Datarails financial data.

Using the Model Context Protocol (MCP), you can analyze data, profile tables, run queries, generate reports, and extract validated financials directly from the AI platform you already use.

FinanceOS works with:

• Claude Code

• Claude CoWork

• Claude.ai

• ChatGPT

• Lovable

• CoPilot - Coming soon

What You Can Do

Once connected, your AI assistant can:

• Discover available financial tables

• Understand schema and relationships

• Profile data quality

• Detect anomalies

• Run filtered queries

• Perform aggregations

• Generate Excel intelligence workbooks

• Extract validated financials

• Produce charts and reports

All access is securely authenticated via OAuth.

Connecting Your AI Assistant

FinanceOS provides a secure MCP endpoint:

https://mcp.datarails.com/mcp

Authentication is handled automatically using OAuth 2.1.
On first connection, your AI client will redirect you to log in.

Setup Instructions by Platform

Claude Code

Run:

claude mcp add datarails-finance-os --transport http https://mcp.datarails.com/mcp

Restart Claude Code.
The server will appear in your MCP tools list.
You will be prompted to authenticate on first use.

Claude Desktop

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "datarails-finance-os": {
      "type": "streamable-http",
      "url": "https://mcp.datarails.com/mcp"
    }
  }
}

Restart Claude Desktop and authenticate when prompted.

ChatGPT, Gemini, or Other MCP Clients

Configure your MCP client with:

https://mcp.datarails.com/mcp

The client will redirect you to log in on first connection.

Available FinanceOS AI Tools

1. Discovery and Profiling

2. Querying and Aggregation

3. Reports and Workflows

Security and Authentication

FinanceOS uses:

• OAuth 2.1 authentication

• Secure token encryption

• Rate limiting

• Enterprise-grade hosting

You will always authenticate through Datarails before your AI assistant can access your data.

No credentials are stored in your AI client.

Data Hosting and Transmission

The FinanceOS MCP service is hosted in the United States.

All data exchanged between your AI client and Datarails is encrypted in transit using secure HTTPS. Only the data required to fulfill a specific request is transmitted, and access remains limited to your existing Datarails user permissions.

No full dataset replication occurs as part of the MCP integration.

Frequently Asked Questions

Is my financial data secure?

Yes. All access is authenticated via OAuth and encrypted in transit. FinanceOS follows enterprise security best practices.

Does this give AI access to all my data?

Only data you have permission to access in Datarails is available through FinanceOS.

Are there query limits?

Yes:

• Filtered queries: up to 500 rows

• Custom queries: up to 1,000 rows

• Aggregations: no row limit

Do I need to install anything in Datarails?

No. FinanceOS works via secure API integration.

Need Help?

If you need assistance connecting your AI platform to FinanceOS, contact Datarails Support or your Customer Success Manager.

Updated May 04, 2026 15:10