Cube MCP Server: The MCP Server for Finance | Cube

AI Assistants via MCP

Your AI assistant just got finance-grade answers.

Cube is the MCP server for finance, connecting Claude, ChatGPT, Copilot, and any MCP-compatible AI assistant to governed, decision-ready data. Every answer traces to the source transaction.

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The problem

You live in your LLM. The numbers still need a login.

Your assistant already reaches the rest of the stack through MCP. Finance is the holdout, so the work stops while someone goes and fetches a number.

Everything else is connected

The CRM, the docs, the warehouse: all one prompt away through your other MCPs. The finance question is the one that breaks the flow.

The workaround is paste

So screenshots and CSV exports go into the chat, and the assistant answers from last Tuesday's numbers.

Pasted numbers are ungoverned

No permissions, no lineage. AI can be 80% right, and in finance that is 100% wrong.

Under the hood

How the Cube MCP Server answers.

Your assistant asks over an OAuth-secured connection. Charlie plans the work, routes it to the right agent team, and the answer comes back decision-ready, with the lineage attached.

You ask, anywhere

ChatSlack, Teams Slack logo

SpreadsheetsExcel, Google Sheets Microsoft Excel logo

The Cube appcubesoftware.ai

AI assistantsClaude, ChatGPT, Copilot Claude logo

Charlie

The super agent orchestrating every team.

Plans the workBreaks your question into tasks
Routes to the teamsPuts the right specialists on each piece
The agents run itPull, reconcile, model, and draft, autonomously
Checks the answerEvery figure verified against the source

One question. One decision-ready answer.

The answer comes back

Variance, explainedSmart Analysis

Forecast, refreshedSmart Forecasting

Board deck, draftedDeck Builder

Close, on trackMonth-End Close

Watch a governed answer land in the assistant.On the demo, we ask for March opex, drill to the Datadog true-up, and show the permissions doing their job.

Book a demo

Ask why

A variance deep-dive from a single question.

Ask why opex ran $160K over in March and the assistant walks the bridge. Cloud and software is the big step, $412K against a $328K budget, traced to the true-up behind it.

Write-back

A reforecast, built in conversation.

An assistant grows the full-year forecast off actuals, charts it against budget, and publishes the scenario back to Cube, gated by the Use MCP (Write) permission. One prompt can also produce a complete board deck, and Cube Decks keeps those slides live. Behind every request, Charlie routes the work across the agent teams below.

CHARLIE

the super agent

FP&AGENTS

The Planners

Plans, forecasts, and scenario modeling

The Analysts

Variance, drilldowns, and insights

The Business Partners

Reports, boards, and presentations

The Data Managers

Data prep, mapping, and validation

Cube MCP Server

Powers any agent you build

Charlie plans and routes every request · the Cube MCP Server powers any agent you build

Why teams connect

Answers you can put in front of the board.

Does it solve my problem?

Real figures, no pasting

The assistant reads live from Cube. Nobody exports a CSV, and nobody answers from last month's snapshot.

How is it different?

Lineage travels with the answer

Every figure carries its context and traces to the GL transaction, so the follow-up question has somewhere to go.

Can I trust it?

Access follows the user

Role-based access is enforced on every query. The assistant can never show anyone a number Cube would withhold from them directly.

Bring your CFO and your IT lead.One demo answers both questions: what the assistant can do, and what it can never see.

Book a demo

Adoption

Setup your IT team will actually like.

The connection is OAuth-secured from Cube, with nothing to export and no developer resources required. It works alongside the AI tools your team already uses.

Works with

Claude

ChatGPT

Copilot + any MCP-compatible assistant

2 min

OAuth setup

Connect an assistant in under two minutes.

100s

of sources

Hundreds of source systems feed the model, with pre-built connectors for major platforms.

Rip-and-replace

Cube deploys alongside your stack and the assistants you already run.

No code

Finance-led

Your team turns it on from Cube, and permissions stay in your admins' hands.

Two ways in

Use our agents, or build your own.

Use the FP&Agents

Charlie and the four teams ship ready to work. Ask from Cube, chat, or your spreadsheet, and the FP&Agents pick it up with governance already on.

Build on the Cube MCP Server

Your platform team can point any agent framework at the same governed model, with permissions and lineage on every query. Building on ungoverned data is a faster way to build the wrong thing.

Security & controls

Every answer passes governance before anyone sees it.

The CFO sees everything. A VP sees their cost center. An external auditor sees read-only with exec comp redacted. Same source, different access, enforced at the cell level.

SOC 2 Type II SSO & SAML Full audit trail Cell-level security

Role-based access on every query

The MCP connection inherits the user's Cube permissions. There is no separate AI access path.

"Use MCP (Write)" permission

Reading and writing are separate grants. Write-back requires its own dedicated permission from your admins.

OAuth-secured connections

Assistants connect through secure OAuth from Cube, with no keys to paste into chat tools.

Full audit trail

Every change is logged with who, when, and before and after values, and publishes can be undone.

SSO

Okta, Microsoft Entra, and Google, with SAML support.

Cell-level security

Sensitive lines like exec comp stay redacted for the roles you choose, down to the cell.

Read the full security overview

Trace to the source

Behind one answer.

The $412K your assistant just quoted opens to its accounts and the transactions underneath. The auditor's follow-up already has its answer.

Cloud & software · Mar 2026$412K ▾

Infrastructure & hosting 6410$268K ▸

Software subscriptions 6420$144K ▾

Mar 04	Datadog	annual true-up	NetSuite	$38K
Mar 18	Snowflake	usage overage	NetSuite	$22K
+ 41 more transactions

every figure your assistant returns stands on this

See it on your own assistant.Claude, ChatGPT, or anything MCP-compatible. We connect it to a governed Cube model and you drill the answers.

Book a demo

FAQ

Questions CFOs and IT ask.

What is an MCP server for finance?+

An MCP server for finance is a Model Context Protocol server that gives AI assistants governed access to a company's financial model, with permissions and transaction lineage enforced on every query. The Cube MCP Server is that layer for your Cube model: the assistant asks in plain language, and the answer comes from the same governed model Cube delivers everywhere work happens, with the source transaction one click away.

Which AI assistants work with the Cube MCP Server?+

Claude, ChatGPT, Copilot, and any MCP-compatible AI assistant can connect. The connection is OAuth-secured and takes under two minutes to set up, with no exports and no developer resources required. If your team would rather ask in Slack or Teams, the same AI Analyst answers there.

Can an AI assistant change my numbers?+

Only with the write permission. Write-back is gated behind a dedicated permission called Use MCP (Write), granted by your admins. Everything else is read-only, and every change in Cube lands in the full audit trail with before and after values.

Does the assistant see data the user can't?+

No. Access follows the user's permissions on every query, enforced down to the cell. An assistant acting for a VP sees that VP's cost center, and an assistant acting for the CFO sees everything, exactly as they would in Cube.

How is this different from pasting finance data into ChatGPT?+

Pasted data is a stale copy with no permissions and no lineage. Through the Cube MCP Server, the assistant reads live from the governed model, your business logic and role-based access apply to every query, and every figure traces to the source transaction.

Is the Cube MCP Server the same thing as Cube's APIs?+

The Cube MCP Server is the part of Cube's APIs built for AI assistants. It uses the open Model Context Protocol, so any MCP-compatible tool can query the governed model without custom integration work.

Can we build our own agents on Cube?+

Yes. The Cube MCP Server speaks the open Model Context Protocol, so your platform team can point any agent framework at the governed model. Custom agents inherit the same role-based access, audit trail, and transaction lineage the FP&Agents use, so every figure they return is one your finance team can stand behind.

Who can use the Cube MCP Server today?+

The Cube MCP Server is generally available to all Cube customers, and usage limits may apply. Your admins control who can connect an assistant and who holds the Use MCP (Write) permission.

Make every AI tool in the company finance-literate.

Thousands of finance professionals run on Cube. Book a demo and watch a governed answer land in your assistant, traced to the source.

Book a demo

You live in your LLM. The numbers still need a login.

Everything else is connected

The workaround is paste

Pasted numbers are ungoverned

How the Cube MCP Server answers.

Charlie

A variance deep-dive from a single question.

A reforecast, built in conversation.

Answers you can put in front of the board.

Real figures, no pasting

Lineage travels with the answer

Access follows the user

Setup your IT team will actually like.

OAuth setup

of sources

Rip-and-replace

Finance-led

Use our agents, or build your own.

Use the FP&Agents

Build on the Cube MCP Server

Every answer passes governance before anyone sees it.

Role-based access on every query

"Use MCP (Write)" permission

OAuth-secured connections

Full audit trail

SSO

Cell-level security

Behind one answer.

Questions CFOs and IT ask.

Make every AI tool in the company finance-literate.

Schedule a Demo.