Finaloop

Connect Margins to your favorite chat like Claude or ChatGPT and ask about your sales, margins, cash, expenses, and inventory the same way you'd ask a teammate. Your chat will be able to read your financial data and answer in plain English. It can never change your books.

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Click your profile icon in the bottom left corner, then click Settings.

In the settings sidebar, under Customize, click Connectors.

Click Add then Browse connectors to open Claude's connector directory.

Search for Margins, then click the + next to the Margins connector.

Sign in using the same email and password you use for the Margins app.

Click Allow to give Claude access to your Margins data.

Open any chat in Claude and start asking questions about your financials.

1. Click your profile icon in the bottom left corner, then click Settings.
2. In the settings sidebar, under Customize, click Connectors.
3. Click Add then Browse connectors to open Claude's connector directory.
 
 
 
4. Search for Margins, then click the + next to the Margins connector.
 
 
 
5. Sign in using the same email and password you use for the Margins app.
6. Click Allow to give Claude access to your Margins data.
7. Open any chat in Claude and start asking questions about your financials.

1. Open the Claude Desktop app. Click your profile icon in the bottom left corner, then select Settings.
2. In the settings sidebar, under Customize, click Connectors.
3. Click Add then Browse connectors, then search for Margins.
 
 
 
4. Click the + next to the Margins connector.
 
 
 
5. A sign-in window will open. Use the same email and password you use for the Margins app, then click Allow.
6. Open any chat in Claude and start asking questions about your financials.

1. Tap the menu icon in the top left corner of the app.
2. Tap Settings, then under Customize tap Connectors.
3. Tap Add then Browse connectors, then search for Margins.
4. Tap the + next to the Margins connector.
5. Sign in with your Margins account when the window opens, then tap Allow.
6. Start a new chat and ask your first question.

Claude Code is the command-line version of Claude, used mostly by developers. If you're not sure, use the Claude.ai tab instead.

1. In your terminal, run:
 claude mcp add --transport http margins https://mcp.finaloop.com
 
2. Sign in with your Margins account when the browser opens.
3. Type <code>/mcp</code> inside Claude Code to confirm the connection.

You can connect Margins to ChatGPT if you have a paid plan. 

Click on Settings icon in the bottom left-hand corner of the screen.

Click Security and login and enable the Developer mode.

Click Plugins from the left-hand menu.

Next to the search bar, click + to add a new plugin.

Note: If you do not see this option, custom MCP servers may not yet be available on your ChatGPT account.

1. Name – A recognizable name for your server (e.g., My Margins MCP)
2. Description - Optional brief detail of what the server does.
3. MCP Server URL – copy and paste this URL: 
 https://mcp.finaloop.com
4. Authentication – Select OAuth

Check the box indicating you want to continue and click Create.

Follow the authentication flow and grant ChatGPT permission to access Margins.

Open any chat in ChatGPT and start asking questions about your financials.

1. Click on Settings icon in the bottom left-hand corner of the screen.
2. Click Security and login and enable the Developer mode.
3. Close out the Settings window.
4. Click Plugins from the left-hand menu.
5. Next to the search bar, click + to add a new plugin.
 Note: If you do not see this option, custom MCP servers may not yet be available on your ChatGPT account.
6. Enter the following details:
 1. Name – A recognizable name for your server (e.g., My Margins MCP)
 2. Description - Optional brief detail of what the server does.
 3. MCP Server URL – copy and paste this URL: 
 https://mcp.finaloop.com
 4. Authentication – Select OAuth
7. Check the box indicating you want to continue and click Create.

8. Follow the authentication flow and grant ChatGPT permission to access Margins.
9. Open any chat in ChatGPT and start asking questions about your financials.

Once connected, paste this into any chat to verify the connection and explore what's available:

"List the available Margins datasets and provide an overview of what I can learn and analyze using the MCP. Include a few example questions I can ask."

Sign-in error? Make sure you're signing in with the email linked to your active Margins account. You can check at margins.finaloop.com. Still stuck? Email <a href="mailto:support@finaloop.com" target="_blank" rel="nofollow noopener noreferrer">support@finaloop.com</a>.

Connection not working? Remove the Margins connector in settings, add it again, and restart the app. Still stuck? Email <a href="mailto:support@finaloop.com" target="_blank" rel="nofollow noopener noreferrer">support@finaloop.com</a>.

How do I disconnect? Remove the Margins connector in your AI app's settings. To fully revoke access, email <a href="mailto:support@finaloop.com" target="_blank" rel="nofollow noopener noreferrer">support@finaloop.com</a>.

Ask your store's financials anything, in plain English. This guide gets our MCP connected in under 2 minutes.

Connect Margins to Your AI Stack

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Connect Margins to Your AI Stack

About

1. Connect Margins to Claude

Claude.ai (web)

Claude Desktop (Mac/Windows)

Claude Mobile (iOS / Android)

Claude Code

2. Connect Margins to ChatGPT

3. Your first question

4. Troubleshooting