{"id":2456,"date":"2026-11-09T11:21:28","date_gmt":"2026-11-09T11:21:28","guid":{"rendered":"https:\/\/www.orama.ai\/?page_id=2456"},"modified":"2026-11-09T13:06:25","modified_gmt":"2026-11-09T13:06:25","slug":"mcp-treasury","status":"publish","type":"page","link":"https:\/\/www.orama.ai\/en\/features\/mcp-treasury\/","title":{"rendered":"Connect your AI to Orama (MCP)"},"content":{"rendered":"\t\t
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Ask your AI
about your cash<\/span><\/h1>\n

With Orama's MCP connector, Claude, ChatGPT and other AIs check your balances, forecasts and transactions with your own permissions and, if you allow it, make changes for you. You sign in with your Orama user and your AI never sees your password.<\/p>\n

\n Book a demo<\/a>\n Start your 7-day free trial<\/a>\n <\/div>\n

30-min demo \u00b7 7-day free trial, no card required<\/p>

\n \n <\/g><\/g><\/g><\/svg><\/span>\n on Capterra \u00b7 300+ companies use Orama<\/span> <\/a>\n <\/div>\n <\/div>\n
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\"Claude\"\"\"ChatGPT<\/span><\/span>\u00b7 Orama connector<\/span><\/span><\/div>\n
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?<\/span>How much cash will I have at month end?You<\/span><\/span><\/span><\/div>\n
\u2713<\/span>Forecast balance on 30 NovemberOrama \u00b7 4 banks<\/span><\/span>\u20ac412,300<\/span><\/div>\n
\u2713<\/span>Receipts due this weekPending<\/span><\/span>+\u20ac38,900<\/span><\/div>\n
!<\/span>Payroll on the 28thForecast<\/span><\/span>\u2212\u20ac31,800<\/span><\/div>\n <\/div>\n
\u2726<\/span>With your own permissions<\/b><\/span><\/div>\n
\u2713<\/span>Sign in with your Orama user<\/b><\/span><\/div>\n<\/div><\/div><\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n Feature<\/span>

How your AI works with Orama<\/h2> <\/div>\n
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What MCP is and how to connect it<\/h3>\n

MCP (Model Context Protocol) is the open standard AIs use to connect to other applications. Orama has its own MCP server: you add Orama as a connector in your AI, sign in with your Orama user and click Allow. From then on, your AI works with your treasury.<\/p>

<\/svg>Works with Claude (web, desktop, mobile and Claude Code), ChatGPT and other MCP-compatible AIs.<\/span><\/div>\n
<\/svg>Nothing to install: all you need is the address https:\/\/mcp.orama.ai\/mcp.<\/span><\/div>\n
<\/svg>The setup steps are in Orama Academy.<\/span><\/div>\n <\/div>\n
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\"Claude\"\"\"ChatGPT<\/span><\/span>\u00b7 add custom connector<\/span><\/span><\/div>\n
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1<\/span>NameConnector<\/span><\/span>Orama<\/span><\/div>\n
2<\/span>URLMCP server<\/span><\/span>mcp.orama.ai\/mcp<\/span><\/div>\n
3<\/span>Sign in and click AllowYour Orama user<\/span><\/span>\u2713<\/span><\/div>\n <\/div>\n
\u2713<\/span>Your AI never sees your password<\/b><\/span><\/div>\n<\/div> <\/div>\n <\/article>\n
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Ask in your own words, get answers from your data<\/h3>\n

Your AI reads your treasury in Orama and answers with real figures: balances and cash flow table, forecast receipts and payments, bank transactions, categories and reports. No exporting to Excel, no switching screens.<\/p>

<\/svg>\u201cHow much cash will I have at the end of the month?\u201d<\/span><\/div>\n
<\/svg>\u201cWhich receipts expected this week haven't arrived?\u201d<\/span><\/div>\n
<\/svg>\u201cCompare forecast vs actual for September by category.\u201d<\/span><\/div>\n <\/div>\n
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Questions to your AI<\/span><\/div>\n
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\u2713<\/span>This week's receipts not yet in3 customers<\/span><\/span>\u20ac21,450<\/span><\/div>\n
\u2713<\/span>Forecast vs actual \u00b7 SeptemberBy category<\/span><\/span>96 %<\/span><\/div>\n
\u2713<\/span>Runway with current cashReport<\/span><\/span>14 months<\/span><\/div>\n <\/div>\n
\u2726<\/span>In plain language<\/b><\/span><\/div>\n<\/div> <\/div>\n <\/article>\n
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And, if you allow it, let it do the work<\/h3>\n

With the Edit level, your AI uses Orama's editing features: it creates or changes categories and forecasts and organises your treasury just as you would. Before a change that can't be undone, it shows you what it would do and asks you to confirm.<\/p>

<\/svg>Two levels: View (read-only) or Edit.<\/span><\/div>\n
<\/svg>Nothing irreversible without your OK.<\/span><\/div>\n
<\/svg>It doesn't move money: Orama only reads your banks and doesn't make payments.<\/span><\/div>\n <\/div>\n
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Changes your AI proposes<\/span><\/div>\n
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\u2713<\/span>Create category \u201cWarehouse rent\u201dDone<\/span><\/span>\u2212\u20ac4,200\/month<\/span><\/div>\n
\u2713<\/span>December receipts forecastUpdated<\/span><\/span>+\u20ac86,000<\/span><\/div>\n
!<\/span>Delete duplicate categoryAwaiting your confirmation<\/span><\/span>OK?<\/span><\/div>\n <\/div>\n
\u2713<\/span>Nothing irreversible without your OK<\/b><\/span><\/div>\n<\/div> <\/div>\n <\/article>\n
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Your AI can never do more than you<\/h3>\n

AI access is off by default and the administrator turns it on, person by person. Your AI only sees the companies and sections you can see and signs in with your Orama user. Each connected AI appears in your devices: set it to read-only or disconnect it whenever you like.<\/p>

<\/svg>What your AI looks up in Orama is sent to that AI: choose one that meets your company's data policy.<\/span><\/div>\n
<\/svg>It doesn't use Orama AI credits: it uses your own AI's allowance.<\/span><\/div>\n <\/div>\n
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User profile \u00b7 My devices<\/span><\/div>\n
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\u2713<\/span>AI assistantEnabled by the administrator<\/span><\/span>Edit<\/span><\/div>\n
\u2713<\/span>ClaudeConnected<\/span><\/span>Read-only<\/span><\/div>\n
\u2713<\/span>ChatGPTConnected<\/span><\/span>Edit<\/span><\/div>\n <\/div>\n
\u25c9<\/span>Disconnect it instantly<\/b><\/span><\/div>\n<\/div> <\/div>\n <\/article>\n <\/div>\n <\/div>\n \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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How to set it up<\/strong>Steps for Claude, Claude Code and ChatGPT, and the permissions you need \u00b7 See the guide in Orama Academy (Spanish)<\/a><\/div>\t\t\t\t<\/div>\n\t\t\t\t
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Related<\/strong>AI for treasury<\/a>Security<\/a>Integrations<\/a><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Frequently asked questions<\/h2>\n <\/div>\n \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n What is Orama's MCP?+<\/span><\/summary>\n
It is the standard connector (Model Context Protocol) your AI, such as Claude or ChatGPT, uses to work with Orama: it checks your treasury and, if you have edit permission, makes changes for you, always with your own permissions.<\/div>\n <\/details>\n
\n What is the address of Orama's MCP?+<\/span><\/summary>\n
https:\/\/mcp.orama.ai\/mcp. You add it as a custom connector in your AI. Knowing the address doesn't give access: you have to sign in with an Orama user who has permission, in a company with MCP enabled.<\/div>\n <\/details>\n
\n Which AIs does it work with?+<\/span><\/summary>\n
Claude (web, desktop, mobile and Claude Code), ChatGPT and other MCP-compatible AIs that let you add custom connectors. The steps for each one are in Orama Academy.<\/div>\n <\/details>\n
\n Can I connect Claude to Orama?+<\/span><\/summary>\n
Yes. In Claude (web, desktop or mobile), go to Settings \u203a Connectors \u203a Add custom connector, name it \u201cOrama\u201d with the address https:\/\/mcp.orama.ai\/mcp, sign in with your Orama user and click Allow. It also works in Claude Code. The steps, with screenshots, are in Orama Academy.<\/div>\n <\/details>\n
\n Can I connect ChatGPT to Orama?+<\/span><\/summary>\n
Yes, if your ChatGPT plan lets you add custom connectors. Add Orama with the address https:\/\/mcp.orama.ai\/mcp, sign in with your Orama user and click Allow. Then you can ask it about your balances, forecasts and transactions. The steps are in Orama Academy.<\/div>\n <\/details>\n
\n How do I turn it on?+<\/span><\/summary>\n
Ask your Orama contact or request it in a demo. We enable MCP for your company, for reading and, if you want, for making changes too (writing). Then the administrator grants the permission to each user.<\/div>\n <\/details>\n
\n Can my AI see everything in my company?+<\/span><\/summary>\n
No. It only sees the companies and sections you can see, and it only changes something if you have Edit on the AI assistant permission and on that section. You can also set it to read-only or disconnect it from your devices.<\/div>\n <\/details>\n
\n Can my AI make payments?+<\/span><\/summary>\n
No. Orama only has read access to your banks and doesn't make payments, so your AI can't move money either.<\/div>\n <\/details>\n
\n Does it use Orama AI credits?+<\/span><\/summary>\n
No. What you ask your connected AI uses your own AI's allowance, according to your plan with it.<\/div>\n <\/details>\n <\/div>\n \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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Orama Academy<\/h3>

Learn how to get the most out of Orama. Guides, videos and training, step by step.<\/p> Go to Orama Academy <\/svg><\/a> <\/div>\n <\/div>\n \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n <\/span>\n

Start controlling your cash flow this week<\/h2>

7 days free. No card. No commitment. And if you'd like us to walk you through it, we'll book a 30-minute demo.<\/p>

\n Book a demo <\/svg><\/a> Start your 7-day free trial<\/a> <\/div>\n <\/div>\n \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":3,"featured_media":0,"parent":397,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"content-type":"","_joinchat":[],"footnotes":""},"class_list":["post-2456","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.orama.ai\/en\/wp-json\/wp\/v2\/pages\/2456","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.orama.ai\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.orama.ai\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.orama.ai\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.orama.ai\/en\/wp-json\/wp\/v2\/comments?post=2456"}],"version-history":[{"count":1,"href":"https:\/\/www.orama.ai\/en\/wp-json\/wp\/v2\/pages\/2456\/revisions"}],"predecessor-version":[{"id":2457,"href":"https:\/\/www.orama.ai\/en\/wp-json\/wp\/v2\/pages\/2456\/revisions\/2457"}],"up":[{"embeddable":true,"href":"https:\/\/www.orama.ai\/en\/wp-json\/wp\/v2\/pages\/397"}],"wp:attachment":[{"href":"https:\/\/www.orama.ai\/en\/wp-json\/wp\/v2\/media?parent=2456"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}