datarails-finance-os-mcp

# Datarails Finance OS MCP Server A [Model Context Protocol](https://modelcontextprotocol.io) (MCP) server that connects Claude to [Datarails](https://datarails.com) Finance OS for financial data analysis, profiling, and reporting. ## Prerequisites - **Python 3.10+** — [python.org/downloads](https://www.python.org/downloads/) - **Claude Code** — `npm install -g @anthropic-ai/claude-code` (requires [Node.js 18+](https://nodejs.org/)) ## Setup ### Step 1: Install ```bash pip install datarails-finance-os-mcp ``` With report generation (Excel, PowerPoint, PDF): ```bash pip install datarails-finance-os-mcp[reports] ``` ### Step 2: Authenticate ```bash datarails-mcp authenticate ``` This opens your browser where you log in, select your environment, and grant consent. Tokens are stored securely in your system keychain. JWT tokens auto-refresh when expired. ### Step 3: Connect to Claude Code ```bash datarails-mcp setup --claude-code ``` Or manually: ```bash claude mcp add datarails-finance-os -- datarails-mcp serve ``` ### Step 4: Restart Claude Code Close and reopen Claude Code for the MCP server to appear. ### Verify ```bash datarails-mcp status ``` Should show: ``` ✓ Authenticated • Organization: yourcompany.com • Environment: https://app.datarails.com • API URL: https://app.datarails.com/finance-os/api ``` **Claude Desktop** (add to `claude_desktop_config.json`): ```json { "mcpServers": { "datarails-finance-os": { "command": "datarails-mcp", "args": ["serve"] } } } ``` **Project-level** (`.mcp.json`): ```json { "mcpServers": { "datarails-finance-os": { "command": "uvx", "args": ["datarails-finance-os-mcp", "serve"] } } } ``` ## Available MCP Tools ### Authentication | Tool | Description | |------|-------------| | `authenticate` | Connect to Datarails via OAuth (opens browser) | | `disable` | Disconnect — revoke tokens and clear credentials | | `auth_status` | Check current authentication status | #…