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.
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
Log in to Iris first — this populates your OAuth credentials so Claude can connect.
STEP 01 · CUSTOMIZE
Open Customize
In the Claude sidebar, click Customize.
STEP 02 · CONNECTORS
Add a connector
Go to Connectors and click the + button to add a custom connector.
STEP 03 · MCP URL
Enter the MCP URL
Paste the following URL into the MCP URL field:
STEP 04 · CONNECT
Connect with your Iris credentials
Click Add, then authenticate using your Iris Finance login.
You’re all set — Iris Finance is now connected to Claude.
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.
"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."
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.”
Founder, Ramp Health
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FAQ's
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?
