The Iris MCP Connector for Claude

Connect Iris to Claude and investigate revenue, COGS, marketing spend, inventory, cohorts, and cash in plain English. No SQL. No dashboards. No waiting on month-end close.

Stop Hunting Through Dashboards and Data

The Iris MCP connector exposes your full financial model to Claude. Any question you'd ask your finance team can be answered in seconds with the actual data behind it.

Trace any metric. To the SKU.

Ask Claude where the change came from, and watch it work backwards. Claude pulls the metric, breaks it down by channel, by SKU, by campaign and shows you exactly what moved and by how much.

The same diagnostic work that takes a finance analyst half a day, returned in a single conversation. With the underlying data attached.

• Compares actuals against your targets automatically
• Surfaces the top contributors so you don't have to dig
• Variance breakdowns by channel, SKU, cohort, and campaign

Plan vs. Actual. On Demand.

Ask for any plan-vs-actual report and get it instantly by channel, by quarter, by metric. Claude pulls your targets, your actuals, and the variance in one go. No more rebuilding the same report every Friday.

The board deck that took your finance lead two days, drafted in two minutes. Course-correct mid-month, not after the quarter closes.

• Targets and actuals across every connected ad platform
• Channel, SKU, and campaign-level breakdowns
• Variance vs. plan, calculated automatically

Custom Metrics. No Tickets.

Need a metric that isn't pre-built? Tell Claude what you want to measure and it generates the SQL, validates against your live data, and surfaces the result. The metric you needed three weeks ago, now in three minutes.

Stop waiting for the analytics team. The metrics you wish you tracked, defined, validated, and ready to query without writing a line of code.

• AI-generated metric definitions from plain-English descriptions
• Validates against your live data before saving
• Reuse, modify, and share custom metrics across the team

Inventory and Demand. In a Sentence.

Stop building reorder reports. Ask Claude which SKUs are running low, which have demand to support reordering, and which are sitting dead. Claude pairs days-of-stock with recent velocity and flags exactly what needs attention.

Inventory decisions tied to actual sell-through, not gut feel. The reorder list that takes ops a Monday morning, returned before your coffee's cold.

• Days-of-stock with low-stock and out-of-stock flags
• Daily SKU-level revenue and velocity from every channel
• WMS inventory across on-hand, sellable, and committed

GET CONNECTED

Three steps. Two minutes.

Step 1 : Open Claude → Settings → Connectors → Browse.

Step 2: Find Iris. Click Connect. Sign in with your Iris credentials.

Step 3: Approve permissions. The connector is live in every new conversation.

WHAT CLAUDE CAN SEE

Your Full Iris Data, On Tap.

Claude has read access to the same financial model your team uses inside Iris across four areas.

Revenue & Marketing

Revenue, CAC, contribution margin, cohort LTV, campaign performance across every ad platform, discount analytics, and cross-channel metric tracing.

Inventory

Days-of-stock, sellable units, low-stock and out-of-stock flags, daily SKU-level revenue, and full COGS component breakdowns.

Cash & Accounting

Bank transactions from your connected accounts, AP/AR invoices from QuickBooks, Bill, and Xero, plus monthly balance sheets with rolled-up totals.

Custom Metrics

Build, validate, and query new metric definitions in plain English. The metrics you've been waiting on — without the engineering ticket.

Connect Iris to Claude

Iris connects directly to Claude through the Model Context Protocol. Ask anything about your business in any conversation, and Claude pulls answers from your live financial data. Same Iris. Same data. Now in Claude.

CUSTOMERS

Trusted by Leading Brands You Buy Everyday

"I’m obsessed with Iris Finance. In a matter of a week, it went from "I'll try it out" to "How did I ever live without this?" Iris has become an essential tool in the stack at Allermi, giving me a crystal-clear, real-time read on our entire financial picture."

Shani Steinberg

CEO, Allermi

“Having every single dollar accounted for on a daily basis is incredible — nothing like big red numbers to let you know when you lose money on the day.”

TJ Bongiorno

Founder, Ramp Health

FAQ's

• Is the Iris MCP connector read-only?
• What data can Claude see?
• Can I use this with non-Claude AI tools?
• How is the connection secured?
• Do I need a special Iris plan to use the MCP connector?
• How do I switch the connector to a different Iris organization?

Stop Digging. Start Prompting.

Connect Iris to the AI you already use. Get answers from your live financial data in any conversation, any time.