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New
8 months ago

🔌 Connect your Abacum data to Claude, ChatGPT and more with Abacum MCP

Your financial data now lives wherever your AI does. Abacum MCP lets you securely chat with your live models, scenarios, and actuals from your favorite AI assistant — no exports, no copy-paste.

✨ What's new

  • Ask questions, get live answers. Query your P&L, run variance analysis, or prep for a board call — all from Claude or ChatGPT, using your real Abacum data.
  • Local + Cloud in one conversation. Drag a PDF contract into your AI chat and ask: "Does this fit within my Q4 Marketing budget?" The AI reads your file and checks it against live Abacum data simultaneously.
  • Secure by design. OAuth authentication, user-level permissions, and Super Admin activation control. The AI only sees what you can see in Abacum.

⚙️ How to set up

  1. A Super Admin enables the MCP server in Company Settings → Connections & API.
  2. Open your AI assistant (Claude or ChatGPT), go to Connectors and select Abacum when prompted.
  3. Start asking questions.

⚠️ Good to know

  • Only Super Admins can activate the MCP server. Once active, all Admins can connect.
    • If your plan does not include a "Super Admin" account, please contact your CS manager.
  • Member-role users are not supported in this release.
  • Your financial data is sent to the AI provider you connect to. Consult your security team before enabling.

📚 Learn more in the Abacum Academy