Examples: ask "Which customers generated the most revenue last quarter?" or "Export the customer report for January to March as Excel". Access covers one ScaleXP organization.
Full setup instructions, including the connector URL and OAuth client ID, are on our website: Connect Claude to ScaleXP - customer setup guide.
Before you start
- You need the Admin role in the ScaleXP organization you want to connect - see How to add team members and change permission levels.
- You need access to custom connectors in Claude on the web (claude.ai). On Claude Team or Enterprise, your organization owner may need to add the connector first.
What Claude can access
- Access is read-only: the connector can read data and generate supported report exports, but cannot create, change or delete anything in ScaleXP.
- Each connection is limited to the organization you select at sign-in. To work with another organization, disconnect and connect again.
- Every request is logged for audit purposes, and you can disconnect at any time from Claude's Connectors settings.
Claude can answer questions such as:
- Financial reports: your saved reports, compared period over period or between chosen columns, with how each row is calculated. Excel downloads match the formatting in ScaleXP.
- Figures without a saved report: by month, quarter or quarter to date, against the previous period or a budget or forecast you choose, by subsidiary or tracking category, and broken down into groups and accounts. This includes KPIs from Google Sheets or Microsoft Excel.
- Transactions: the ledger lines behind a figure, filtered by entity on a consolidated group, with each line also shown in your reporting currency.
- Consolidated groups: which entities a group has, their connections, and the eliminated inter-company accounts.
- FX rates: the average rates used for the P&L and the month-end rates used for the balance sheet, with any overrides marked.
- Renewals: contracts renewing in the months you choose, with their renewal value and status.
- Revenue configurations: how each revenue configuration is set up, and summaries of grouped configurations.
Need a hand connecting? Email [email protected].