MCP server for finance AI

Use Claude and OpenAI to build finance outputs in minutes

The xpna MCP server gives AI models governed access to reporting and planning workflows, so finance teams can generate deterministic Excel reporting decks, forecasting input templates, commentary, dashboards, and calculations that can be reused month-to-month.

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MCP finance workspace

Claude / OpenAI connected

Live

Board pack creation

Excel output via xpna MCP

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User

Create a board pack for April with a P&L, balance sheet, and cash flow statement.

xpnAI

Happyto.ShouldIusetheboardtemplatefromMarchandincludeconsolidatedgroupplusentity-leveltabs?

User

Yes. Use March as the format, show group first, then the five operating entities.

xpnAI

UsingthexpnaMCPserver,IpulledAprilactuals,refreshedtheP&L,balancesheet,andcashflowstatement,thenaddedentitytabsandreviewnotes.

xpnAI

Draftboardpackisready:12Excelsheets,threestatementviews,variancecallouts,andcommentaryplaceholdersforfinancereview.

P&LBalance sheetCash flow

Claude and OpenAI ready

An MCP server for practical finance automation

Connect trusted AI assistants to xpna workflows so they can help build the reporting, forecasting, dashboarding, and commentary assets finance teams actually need.

MCP for finance AI

Let Claude and OpenAI work through the xpna MCP server to build deterministic Excel reporting decks and forecasting input templates in minutes.

Natural language analysis

Ask governed finance questions in plain English and generate commentary that explains variance, trends, and business drivers.

Automated finance buildout

Create reusable dashboard widgets and industry-specific calculations from prompts, then refresh them month-to-month inside the reporting model.

AI finance workspace

Create the draft faster. Keep the answer governed.

Use natural language to generate finance artifacts from trusted xpna context, then review, adjust, and reuse them inside the same controlled reporting process.

Create finance outputs

Ask for Excel board packs, forecast inputs, dashboard widgets, industry calculations, or commentary drafts and let AI produce a review-ready first version.

Use governed context

Claude and OpenAI work through the xpna MCP server, so generated work uses reporting context, source data, mappings, permissions, and reusable model logic.

Keep finance in control

Generated decks, templates, commentary, widgets, and calculations come back to finance for review before they become part of the reporting process.

Reuse the result

Outputs are deterministic, month-to-month reusable, and refreshed from the same source logic instead of becoming disconnected prompt experiments.

MCP server for finance teams

See how xpna turns AI prompts into finance outputs

Use Claude or OpenAI to generate deterministic reporting decks, forecast templates, commentary, dashboard widgets, and industry calculations that finance can reuse month after month.

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