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
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
"Iris' data warehousing capabilities allow us to input all of our financial data to get a clear picture of our Company's financial health in real-time. It is also great that we can export this data, as their platform consolidates several items."
CMO, LivFresh
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FAQ's
What data can Claude see?
Whatever's in the Iris organization the connecting user has access to in the dashboard. Revenue, COGS, marketing spend, inventory, cohorts, cash, balance sheets, and custom metrics. Never data from organizations you don't already have access to.
Can I use this with non-Claude AI tools?
Yes. Iris exposes a full Model Context Protocol (MCP) server, so any MCP-compatible client can connect — Cursor, Windsurf, Zed, and others. Claude is the most prominent integration today, but the protocol is open and the ecosystem is growing.
How is the connection secured?
The connector uses OAuth 2.0 with PKCE, with short-lived access tokens (1 hour) and refresh tokens (30 days). The token carries your organization context as a signed claim, enforced on every request. Iris does not store conversation transcripts — tool inputs and outputs are processed in-memory and logged only as anonymized structured metrics.
Do I need a special Iris plan to use the MCP connector?
No additional license required for current Iris customers. If you're not yet on Iris, get a demo and we'll get you connected.
How do I switch the connector to a different Iris organization?
If your account belongs to multiple organizations, the connector defaults to your most-recently-active one. To switch, log into the Iris dashboard, change orgs, then re-connect in Claude.
