finstory in Claude
Updated 28 September 2026
Connect finstory to Claude, add the finstory plugin, and work on your own close in a conversation. Ask about the numbers, build reports and draft board stories. Here is what Claude can and can't do, who can do what, and what to do when something doesn't work.
What it does
finstory in Claude lets you work with your finstory workspace from a conversation with Claude. It does three jobs:
- Questions about the numbers. Ask how the month went, what drove a variance or which cost lines are over budget. Claude takes the figures from your finstory workspace.
- Reports. Claude creates and edits reports in your workspace, and publishes them when you are happy with them.
- Board stories. Claude drafts a story page by page, with headlines and commentary, and updates last month's story for the new month.
Claude reads and writes: it can create and edit reports and stories. It does not load or delete financial data, it never moves money, and it never deletes a report or a story. When you ask Claude to get rid of a report, it moves the report to the "To Be Deleted" group, and a person deletes it in the finstory app.
Before you start
You need:
- a finstory subscription;
- a finstory login (Google, Microsoft or email) that has been invited to your company's workspace;
- your data in finstory: we load it with you during onboarding, from NetSuite or Excel;
- a Claude plan that supports connectors: Pro, Max, Team or Enterprise. On Team and Enterprise, an Owner allows the connector first.
What Claude can see and change follows your finstory role: Claude can do what you can do in finstory, and nothing more.
Connect finstory
To add the connector by hand:
- In Claude, open Settings > Connectors and choose Add custom connector.
- Name it
finstoryand enter the addresshttps://mcp.finstory.ai/mcp-finstory. - Sign in with your finstory login and authorize the connector for your workspace.
Roles
Claude inherits your finstory role. Readers can ask questions. Editors can build and publish reports and stories. Power users can manage reports and data. Only admins can grant admin rights, and only admins can load data through Claude, and always after a dry run with a rollback copy saved.
When something doesn't work
If the connector won't authorize, check that your Claude plan supports connectors and, on Team or Enterprise, that an Owner has allowed it for your workspace. If Claude can't see a report or figure you expect, check your role in finstory: Claude only sees what you can see. For anything else, email support@finstory.org.