Adding BrizoConsol to Claude | BrizoConsol Documentation

What this article covers: How to connect BrizoConsol to Claude as an MCP data source, so Claude can read your group’s financial data when you ask it questions.

BrizoConsol exposes a Model Context Protocol (MCP) server that Claude can connect to. Once connected, you can ask Claude questions about your consolidation — trial balances, financial statements, transactions, KPIs — and it reads the live data from BrizoConsol to answer.

🛈 Before you start: A BrizoConsol group administrator must first enable AI Access and select which companies and data scopes are permitted. See AI Access. The BrizoConsol MCP server is available on every plan, including the free trial.

1. Get the Endpoint URL

Go to Settings → Global Settings → Integrations → AI Access. Under MCP server, click Copy to copy the endpoint URL. You will need this when configuring Claude.

2. Cowork (Personal Plans)

On a personal plan (Pro or Max), each user adds BrizoConsol themselves as a custom connector. The connector is tied to your Claude account, so once added it is available in Cowork on the desktop app as well as on claude.ai.

In the Claude desktop app, go to Settings → Connectors.

Click Add custom connector, enter a name (e.g. BrizoConsol) and paste the MCP endpoint URL from step 1. Click Add.

Click Connect. A browser window opens at BrizoConsol — sign in and approve the connection.

Start a task in Cowork and ask a financial question. Claude reads the companies and scopes your BrizoConsol administrator has permitted.

3. Claude for Team or Enterprise

On Team and Enterprise plans, members cannot add custom connectors themselves. An Owner of the Claude organisation must add BrizoConsol first; each member then connects with their own BrizoConsol login.

Claude Owner: go to Admin settings → Connectors.

Click Add custom connector, enter a name and paste the BrizoConsol MCP endpoint URL. Click Add. BrizoConsol is now available to members of the organisation.

Each member: go to Settings → Connectors, find BrizoConsol and click Connect. Sign in to BrizoConsol in the browser window and approve.

💡 Tip: Each member approves with their own BrizoConsol login, so every connection appears separately under Connected clients on the AI Access page and can be ended individually.

4. What Claude Can Ask For

Once connected, Claude can call any of the tools your BrizoConsol administrator has permitted through scopes — reading trial balances, financial statements, transactions, KPI values, and lists of currencies, periods, and accounts. Claude cannot write to BrizoConsol; the connection is read-only.

5. Revoking Access

To disconnect a user’s Claude session from BrizoConsol, go to the AI Access page in BrizoConsol and click End beside their connection in the Connected clients list. You can also disconnect it from Settings → Connectors in Claude.