About
Once the Finaloop MCP is connected, you can ask your books almost anything in plain English, the same way you'd ask a teammate. The hard part isn't the connection; it's knowing what's worth asking.
This article is a starting library. Every prompt below runs against your live, reconciled Finaloop data, so the answer reflects your actual books, not a snapshot you pasted in.
This article covers prompts for sales and channels, margin and COGS, spend and vendors, ads and customers, your financial reports, invoices and bills, and how to phrase a prompt so it lands.
Who is this for? The Finaloop MCP is in beta. You can connect it if your Finaloop role is Admin, CFO, Tax CPA/Accountant, or Operator/VA – Full access. To connect it, see Connect Finaloop to Your AI Stack.
1. Start here
If you've just connected, run this one first. It confirms the connection is live and shows you what a good answer looks like:
Fetch my P&L year-to-date.
You'll get your Profit & Loss (P&L) for the year so far, pulled live from your books. If it comes back empty or errors, see Finaloop MCP: common issues and fixes.
Note: Reports are the easiest place to start and the least of what the MCP does. The questions in sections 2 to 5 are the ones customers keep coming back for, because they answer things no single report shows.
2. Sales, channels and products
The most-asked category by a wide margin. See What the Finaloop MCP can see and change for why that differs from your P&L.
What you want to know | Ask |
What sold best | Rank my top 10 products by revenue and by profit, year to date. |
The shape of an order | Get monthly order counts, gross sales, shipping income and average order value (AOV) for the last 12 months. |
Where returns are concentrated | Show refund rate by channel and by product for last quarter. |
A number for a meeting | Summarize August sales by channel for today's executive briefing. |
Which channel is growing | Compare net sales by sales channel for January to July 2026 against the same months in 2025, and show which channels grew or shrank. Note: If you started your Finaloop books in 2026, you can compare between periods in 2026 but not against previous years. |
3. Margin, COGS and landed cost
What you want to know | Ask |
Which products earn their shelf space | Rank my products by contribution margin for the last 90 days, with units sold alongside. |
What a unit really costs | Pull per-SKU landed cost per unit from my most recent Cost of Goods Sold (COGS) data. |
Where margin went | Break down COGS, channel fees and delivery costs by product for last month. |
What's sitting in the warehouse (InventoryIQ only) | Show me current inventory quantities and flag anything with fewer than 30 days of cover at last month's sell-through rate. |
Note: Margin answers are only as good as the costs behind them. If you have units with missing costs, the MCP reports the same gaps your reports show.
4. Spend, vendors and bills
What you want to know | Ask |
Where the money went | List my top 20 vendors by total spend over the last 6 months. |
What's driving the burn | Break down fixed operating expenses and delivery costs by type over the last 6 months, and tell me what's driving the increase. |
Subscription creep | Find every recurring software or subscription charge in each of the last 3 months. |
What's overdue | List all unpaid vendor bills with due dates in August 2026, oldest first. |
The categorization backlog | List the bank transactions still waiting on categorization, largest first. |
5. Ads and customers
What you want to know | Ask |
What acquisition costs | Get total ad spend by platform and month for the last 6 months so I can compute customer acquisition cost (CAC). |
Whether the spend worked | Show return on ad spend (ROAS) by platform and campaign for last month. |
Who comes back | How many unique customers bought last quarter, and how many of them were repeat buyers? |
A hypothesis you want tested | Test whether refund rates rose in months when the number of products sold shrank. |
6. Your financial reports
These answer from your books, on whichever basis you ask for.
What you want to know | Ask |
This month against last | Compare my P&L for this month against last month and show me the three biggest changes. |
How the year is tracking | Show revenue, gross profit and net profit by month for the last 12 months. |
Spend inside one account | Show me every transaction in my Software & subscriptions account for the last 6 months. |
What's on the Balance Sheet | Pull my Balance Sheet as of the end of last month and explain what changed since the month before. |
Tip: Ask for a breakdown by category, vendor, or sales channel and the report comes back segmented - "my P&L for last month, broken down by category and vendor" saves you doing it afterwards.
7. Cross-checking Finaloop against another tool
Ask Finaloop MCP a verification question: does Finaloop agree with the other system? These work well because the MCP can pull the exact slice you need to compare.
Check whether Finaloop has complete daily Amazon sales for August 4 to 17, so I can see whether it can replace my other analytics feed.
Show me net sales by day for last month so I can reconcile against my Shopify dashboard.
Break down January sales tax collected by state so I can check it against my filing.
Which bank transactions in July haven't been reconciled?
Important: Answers come back at most 1,000 rows at a time. That's plenty for totals and breakdowns, and not enough for a row-by-row reconciliation of a busy month. When you need every row, like a tax filing, or an audit, ask for an export instead: "export my January sales detail as a file." See Finaloop MCP: common issues and fixes.
8. Making changes and working in MCP
The MCP doesn't only read your books. With your approval it can make many of the operational changes you could make yourself in the app. The prompts below are the common ones, not the limit.
Important: Some changes can't be undone, and some send email outside your account. Keep every change tool set to Ask every time, and read what your AI tool proposes before you approve it. See What the Finaloop MCP can see and change.
What you want to do | Ask |
Raise an invoice | Create an invoice for Acme Co. for $4,200 for consulting, due in 30 days. Show it to me before you save it. |
Enter a bill | Create a bill from this vendor invoice: [paste or attach the details]. |
Start a PO (InventoryIQ only) | Create a Purchase Order for 500 units of Product A from Vendor B at $12 per unit. |
Clear the backlog | Show me last month's uncategorized bank transactions and suggest a category for each. Don't apply anything yet. |
Send a document | Send invoice #1043 to the customer. |
Tip: Adding "show it to me before you save it" to any create prompt gives you a review step even when the tool is set to run without asking. It's worth doing every time for anything that categorizes in bulk, writes off a balance, or sends an email.
9. How to phrase a prompt that works
Six habits that turn a vague answer into a useful one:
Name the period. "Last month", "year to date", "between January 1 and March 31, 2026". Without one, you'll get whatever the tool assumes.
Say which numbers you want. "From my books" gets accounting-recognized figures; "from my sales data" gets orders as they happened, fulfilled or not.
Ask for the breakdown. "By product", "by channel", "by vendor", "largest first". The data is there; you have to ask for the cut.
Use your app's own words. Category names, vendor names, and product names as they appear in Finaloop match faster than a description of them.
Ask a follow-up instead of restarting. "Now show me just the Shopify orders" keeps the context you already built.
Ask it to show its work. "Which transactions make up that number?" turns an answer you have to trust into one you can check.
Key takeaway: A prompt with a period, a breakdown, and your own category names will beat a longer, vaguer one every time.