Ask your own Claude about the whole group

MCP for financial analysis: connect Claude, ChatGPT or Codex to Control and ask in plain words. It reads every entity’s ledger, already consolidated, and every figure it quotes opens to the transactions behind it.

Taito.ai · The team can also query its financial data through the MCP integration, bringing the same structured numbers into the AI tools it already uses.

Claude · connected to ControlExample Group · four entities on Netvisor, Procountor, QuickBooks and XeroIllustrative data
You

Give me a summary of the group’s finances for September.

  1. Read the group P&L for Septemberget_group_statement_actuals
  2. Compared the four entitiescompare_entities_statement_actuals
  3. Read the September budgetget_budget_plan_values
Claude
Where the money comes from
Revenue of €1,400k: Finland Oy 600, US Inc 400, Services Oy 290, UK Ltd 200, less €90k of management fees eliminated.
Where it goes
€560k of cost of sales and €525k of operating costs. EBITDA is €315k, a 22.5% margin.
Against budget
Revenue is €20k above budget: Finland Oy invoiced two implementation fees a month early. EBITDA is €10k below budget: operating costs ran €20k over, €14k of it marketing services in Finland Oy.
You

Any transactions this year that look odd?

  1. Searched this year’s entries in Netvisor, Procountor, QuickBooks and Xeroget_group_transactions_browse
  2. Checked the eliminations month by monthget_elimination_review
Claude

Four things look odd. Each one opens its entries.

  1. A €36k annual software licence expensed in full in March by Finland Oy. Spread over 12 months it is €3k a month.Opens its entries
    Entries behind finding 1, from Netvisor
    12 Mar 2026Tidewater Analytics, annual licence, Apr 2026 to Mar 2027Finland Oy · Netvisor · 6540 Software licences−€36,000
  2. The March management fee: Finland Oy booked it in March, UK Ltd in April. The elimination does not match in either month.Opens its entries
    Entries behind finding 2, from Netvisor and Xero
    31 Mar 2026Management fee to UK Ltd, MarchFinland Oy · Netvisor · 3900 Management fees, group€30,000
    2 Apr 2026Management fee from Finland Oy, MarchUK Ltd · Xero · 7400 Management fees−€30,000
  3. Interest on the loan from Finland Oy to US Inc has no elimination rule, so it stays in the group P&L.Opens its entries
    Entries behind finding 3, from Netvisor and QuickBooks
    31 Mar 2026Interest on the loan to US Inc, MarchFinland Oy · Netvisor · 9100 Interest income, group€2,500
    31 Mar 2026Interest on the loan from Finland Oy, MarchUS Inc · QuickBooks · 9400 Interest expense−€2,500
  4. Office rent of €8.4k posted to Marketing in Services Oy.Opens its entries
    Entries behind finding 4, from Procountor
    2 Mar 2026Office rent, MarchServices Oy · Procountor · 6800 Marketing−€8,400
Claude proposes the corrections. Nothing is saved without write access and your approval.
  • 01Your own loginThe client signs in as you and sees only what your role in Control allows.
  • 02Asks before it writesCorrections and budget values stay proposals until you approve them. A locked version refuses every write.
  • 03Your provider, your decisionControl’s own AI processes data in the EU. What your client reads is processed under your agreement with its provider.

Ledger access, write-back and ISO/IEC 27001 are on trust.control.dev.

Connect

Connect in three steps

Your Control administrator registers the client once. After that, each person connects with their own login.

Setup for each client in the product docs
  • 1. Copy your server URL

    In Control, open Data outputs and then MCP Server. The URL there points at your workspace.

  • 2. Add it to your client and sign in

    Add Control to Claude, ChatGPT or Codex as a remote MCP server, then sign in with your Control login.

  • 3. Ask something you already know

    One company, one month, one figure. Check it against the same view in Control, then ask the bigger questions.

Already built your own?

Keep your agents. Give them a group to read

If your team has wired Claude to a ledger itself, Control becomes the layer your agents and skills read from.

  • Consolidated before the agent reads it

    Every entity is mapped to one group chart of accounts, with eliminations and currency translation already done.

  • Finance tools, not raw tables

    Statements, cash flow, entity comparisons, the elimination review and transaction search, each with the entries behind the figure.

  • Your skills keep working

    Skills live in your own client and run with the permissions of the connected workspace.

More finished work from one sentence, from a checked month to a budget, is on AI agents in finance. The monthly board pack in last month’s format is on Financial reporting.

Questions

What teams ask before they connect a client

Ask us about connecting your client
Does Control.dev have an MCP server?

Yes. Every Control.dev workspace has a remote MCP server. Claude, ChatGPT and Codex connect to it with OAuth, each person signs in with their own Control login and their Control role applies, and other MCP clients that support remote servers and OAuth sign-in connect the same way. MCP access is included in every plan, from €249 a month.

Which AI clients can connect?

Claude, ChatGPT and Codex connect to Control over MCP. Other MCP clients that support remote servers and OAuth sign-in connect the same way.

Can we limit a connection to reading?

Yes. A read-only connection gets no write tools, and Control checks the access again on every call. It is a choice you make per connection, not the default, so set it before the first sign-in.

What does our administrator need to do?

Register the client once in Control. After that, each person adds the workspace’s server URL to their client and signs in with their own Control login.

How is this different from connecting Claude to our accounting system’s API?

The ledger’s API gives one company’s raw rows. Control gives the whole group, mapped to one chart of accounts with eliminations and currencies done, as statements with the entries behind each figure.

Ask your first question in the call

In 30 minutes we connect Claude, ChatGPT or Codex to a four-ledger sample group, ask the two questions above and go through what your security team will want to know.

The app works best on a desktop browser.

MCP access is included in every plan, from €249 a month. See pricing.