Documentation

FinLoom for Claude

The FinLoom connector lets Claude read your financial models, run analysis on your actuals and budgets, and generate board-ready summaries — all in your normal Claude conversation. Built on the Model Context Protocol (MCP).

What This Connector Does

FinLoom is a financial planning and analysis platform for small and mid-sized businesses. The Claude connector exposes your FinLoom data and analysis capabilities directly to Claude so you can have a conversation with your financials instead of clicking through reports.

Once connected, Claude can pull your P&L data, compare actuals to budget, consolidate across multiple business units, surface anomalies, recommend budget values, and write board-ready summaries — all using the data you've already imported or synced into FinLoom.

Connecting Your Account

Sign in to Claude.ai and open the Connectors directory.
Find FinLoom and click Connect.
You'll be redirected to finloom.io. Log in with your FinLoom account if you aren't already, then approve the requested permissions.
You'll be returned to Claude. FinLoom is now connected to your conversation.

You only see your own data. The connector uses your FinLoom account's access controls, so Claude only works with data your FinLoom user already has permission to access. Claude reads your financials and recommends budget values, but it never writes them automatically. You review and accept recommendations in FinLoom, exactly like the in-app AI Budgeter. Claude can adjust your alert settings or start an import when you ask, but it cannot change your actuals, delete anything, or alter your historical results. Multi-shop owners with scoped manager logins only see what their FinLoom role allows.

Account Requirements

To use the connector you need:

A FinLoom account (sign up at finloom.io)
An active P3 Finance subscription
At least one P&L model with imported actuals (either via direct accounting integration or CSV/Excel import)
For AI-powered features (budget recommendations, anomaly investigations, board summaries): the AI add-on subscription

Example Conversations

Monthly P&L Review

"Pull my latest P&L from FinLoom and tell me how this month compares to my trailing 3-month average. Flag anything that looks off."

AI Budget Recommendations

"Look at my FinLoom actuals for the last 12 months and recommend budget values for each line item. Use T3M for revenue and flat-to-actuals for operating expenses."

Multi-Entity Consolidation

"Pull all three of my FinLoom P&Ls and show me the consolidated revenue, gross margin, and net income. Which location is dragging down the overall margin?"

Anomaly Investigation

"FinLoom flagged a 4-point gross margin drop last month. Pull the COGS breakdown and tell me which line item caused it and whether it looks like a one-time spike or a trend."

Board Prep

"Write a 3-paragraph board summary from my FinLoom P&L data covering revenue trajectory, margin trends, and the biggest risk heading into next quarter."

Available Tools

The connector exposes the following tools that Claude can invoke on your behalf. All are scoped to data your FinLoom account can already access.

get_models

List your P&L models

get_pl_data

Read a P&L's monthly values

get_consolidated_pl

Rolled-up parent P&L

get_budget

Read the budget layer

get_actuals

Read actuals only

get_bva

Budget vs Actual variance

get_forecast_preview

Preview a forecast method

recommend_budget

Recommend budget values (you accept in-app)

run_anomaly_scan

Run anomaly detection

generate_board_summary

Generate a narrative summary

get_margin_analysis

Analyze margin trends

get_revenue_mix

Revenue by segment

get_kpis

Standard financial KPIs

set_alert_preferences

Configure weekly alerts

import_pl

Trigger an import job

Data Handling

Your data, your access. The connector only fetches data when you ask Claude a question that requires it. No background polling, no proactive transmission.
No third-party AI. Data sent through the connector is processed by Claude (Anthropic) only. FinLoom does not relay your data to other AI providers.
Session-scoped. FinLoom does not store the content of your Claude conversations. Each tool invocation is a stateless query.
Encrypted in transit. All MCP traffic uses HTTPS/TLS.
At-rest encryption. Your FinLoom data is encrypted at rest in our hosting database. OAuth tokens are AES-256-GCM encrypted at the application layer.
Authentication. The connector uses OAuth 2.0 with a static client. Your Claude session is scoped to a single FinLoom user account via access token.

Disconnecting

You can disconnect the FinLoom connector at any time from Claude's Connectors settings. On disconnect:

The access token between Claude and FinLoom is revoked immediately
Claude can no longer query your FinLoom data
Your FinLoom data and account are untouched, disconnecting only severs the Claude integration
You can reconnect later by repeating the connect flow

Troubleshooting

The connection didn't complete

If the sign-in window closed without connecting or showed an error, the most common cause is a blocked popup. Allow popups for finloom.io and click Connect again. If you closed the Intuit authorization screen before approving, just restart the connect flow and approve the requested permissions.

Claude can't find your models or data

The connector only sees data your FinLoom account can access. Confirm you have at least one P&L model with imported actuals in FinLoom, and that you connected the same FinLoom account that holds it. If you just created a model, give it a moment and ask again.

The numbers look out of date

The connector reads what is currently stored in FinLoom. If your QuickBooks data has changed since your last sync, run a sync in FinLoom (or re-import your latest actuals) first, then ask Claude again. The connector does not pull live from QuickBooks on every request.

AI features are not responding

Budget recommendations, anomaly detection, and board summaries require an active AI add-on and are subject to usage limits. If one of these tools returns a limit message, you have reached your plan's AI allowance for the period. Read-only tools such as P&L data, budget vs actual, and KPIs continue to work regardless.

It is showing the wrong company

Each FinLoom account maps to its own data. If you manage more than one business, make sure you connected the FinLoom account that holds the company you are asking about. You can disconnect and reconnect with the correct account at any time from Claude's Connectors settings.

The connection stopped working

Access can expire or be revoked over time. If Claude reports it can no longer reach FinLoom, open Claude's Connectors settings, disconnect FinLoom, and connect again. Reconnecting never affects your FinLoom data.

If none of these resolve the issue, email geoff@finloom.io and we will help.

Privacy & Terms

Use of the connector is governed by the FinLoom Privacy Policy and Terms of Service. Both are linked in the footer of every FinLoom page and from the Anthropic connector directory listing.

Support

For connector-specific questions, integration issues, or feature requests, email geoff@finloom.io. We respond within one business day.