Connect Claude, ChatGPT or another AI tool to Caleido

You can connect an AI tool such as Claude or ChatGPT to Caleido through the Caleido MCP server. The AI tool can then answer questions from your organization’s figures: reports, KPIs, bank balances, transactions, and receivables and payables. The connection is read-only, so the AI tool can’t change anything in Caleido.

Before you start: allow AI features

AI features are off until someone in your organization allows them. One user turns them on for the whole organization.

Open Settings and select AI.
Under AI features, switch on Allow AI features for this organization.

The Connect via MCP section with the server URL appears in the same view once AI features are allowed.

Connect your AI tool

Copy the server URL

In Settings > AI, copy the URL under Connect via MCP. You can also click Connect MCP in the top bar. The URL is https://api.caleido.io/v1/mcp.

Add a custom connector

In your AI tool, add a custom connector (MCP server) and paste the server URL as the connector’s URL. Leave any client ID or secret fields empty.

Your browser opens Caleido. Sign in with your Caleido account, choose the organization and click Allow.

Or connect with one prompt

If you’re not sure where your AI tool adds connectors, let the AI tool guide you.

Open a new chat in the AI tool you want to connect.
Copy the prompt below and paste it into the chat.
Follow the AI tool’s instructions. When your browser opens Caleido, sign in, choose the organization and click Allow.

Prompt to copy

I want to connect you to Caleido, our financial planning and reporting software, through its MCP server. Please guide me step by step.

Connection details:
- MCP server URL: https://api.caleido.io/v1/mcp
- Sign-in: OAuth in the browser with my Caleido account. There is no API key.
- Access: read-only. The connection can't change anything in Caleido.

Please do this:
1. Tell me exactly where in this app I add a custom connector or MCP server, using the menu names of the app I'm using right now. If you're not sure of the current menu names, say so and point me to the app's own help page instead of guessing.
2. Tell me to paste the server URL above and to leave any client ID or secret fields empty.
3. Explain that my browser will open a Caleido page called "Connect ... to Caleido", where I sign in, choose the organization and click Allow.
4. When I say I'm done, call the get_organization_context tool and tell me the organization name, the accounting currency and how fresh the data is, so we know the connection works.
5. Then suggest three questions I could ask about my figures.

When you answer questions about my Caleido data later:
- Call get_organization_context first in each conversation, and use find_entities to turn names I mention into ids.
- Always say which period, budget and organization a figure is from.
- Don't guess figures. If a tool returns nothing or an error, tell me.

What happens when you connect

When the AI tool starts the connection, your browser opens the Connect … to Caleido page.

Sign in to Caleido if you aren’t signed in already. If the page shows someone else’s account, click Not you?
Under Organization, choose the organization the AI tool may read. It only sees data from that organization. To connect another organization, add the connection again
Click Allow to connect, or Deny to cancel. You’re then sent back to the AI tool

The AI tool has the same access rights as your Caleido user in that organization. Hidden dimensions stay hidden and anonymized organizations stay anonymized.

What the AI tool can read

Area	What the AI tool can do
Organization	Check today’s date, the accounting currency, how fresh the data is and which budgets exist
Reports	Read your report templates, such as the income statement, balance sheet and cash flow, for actuals and budgets
KPIs	Calculate metrics from the metric library, such as equity ratio, EBITDA margin or DSO, for any period. The values match the figures in your reports
Bank balances	Read bank account balances on a date, and opening balance, inflows, outflows and closing balance per account and period
Transactions	List the transaction lines behind a figure, filtered by period, account, counterparty or dimension
Receivables and payables	See open and paid sales and purchase invoices, what is overdue and what falls due when
Search	Find accounts, counterparties, dimension items, budgets and templates by name

Example questions

How did revenue develop compared with the budget this year?
What was our EBITDA margin per quarter last year?
How much cash do we have, and how did it change last quarter?
Which customers have the most overdue receivables?
Why did external services grow last quarter? Show the largest transactions.

Disconnect

Remove the Caleido connector in your AI tool’s settings. The AI tool can no longer read your data.

Troubleshooting

Message or problem	What to do
None of your organizations can be connected yet	AI features aren’t allowed for your organization. Turn on Allow AI features for this organization in Settings > AI
Connect via MCP doesn’t show in Settings > AI	Allow AI features first. The section appears once they are on
This connection request isn’t valid	Start connecting again from the AI tool
The AI tool doesn’t find a place to add a connector	Some AI tools allow custom connectors only on certain plans or with an admin’s approval. Check the AI tool’s own help
Answers are slow or stop	The connection handles a limited number of requests at a time. Ask one question at a time and try again after a moment

Get started

Integrations

AI

Workbooks

Reporting

Budgeting

Cash flow

Receivables & payables

Dimensions

Transactions

Settings

Concepts

Reference

Connect Claude, ChatGPT or another AI tool to Caleido

Before you start: allow AI features

Connect your AI tool

Or connect with one prompt

What happens when you connect

What the AI tool can read

Example questions

Disconnect

Troubleshooting

​Before you start: allow AI features

​Connect your AI tool

​Or connect with one prompt

​What happens when you connect

​What the AI tool can read

​Example questions

​Disconnect

​Troubleshooting

Before you start: allow AI features

Connect your AI tool

Or connect with one prompt

What happens when you connect

What the AI tool can read

Example questions

Disconnect

Troubleshooting