Helu MCPBETA
Your finance context.
In every AI tool.
The Helu MCP server connects Claude, ChatGPT and more directly to your financial data, KPIs and FP&A logic. Secure, with your permissions, and without uploading a single file.
WORKS WITH
Microsoft Copilot
+ any MCP-ready tool
● Helu MCP connectedHow long does our cash last in the worst case?
helu · get_scenario("Worst Case")
In the worst case, cash lasts 14 instead of 19 months. Main drivers: revenue −15% and Q4 capex.
Source: Helu · “Worst Case” scenario · sample data
The same logic – in your AI tool
via Helu MCP · Claude · ChatGPT · Copilot
An open standard that lets AI talk to your systems.
01 · YOUR AI TOOL
Ask right in your AI tool
In Claude, ChatGPT, Copilot or your code editor – in plain language.
→
02 · HELU MCP SERVER
Helu delivers the context
KPIs, definitions, mappings and scenarios – checked against your permissions.
→
03 · YOUR ANSWER
Reliable and traceable
Consistent numbers based on your definitions.
THE FOUNDATION
Your data, continuously synced
DATEV, banks, HR and CRM – validated and up to date before any AI touches them.
THE CONTEXT
Answers that know your numbers
What helu AI does inside the product is available to Claude, ChatGPT and more via MCP.
What you can ask and get done with Helu MCP.
Helu spots the warning sign. Your AI tool explains it – with your numbers.
Churn, plan assumptions and the impact on budget and runway come straight from Helu. Ask in Claude or ChatGPT – the answer uses the same definitions as your reporting.
“Why is our churn rising and what does it mean for the 2027 budget?”
Understand your numbers
Ask for any KPI – and get it by your definition, not the AI’s best guess.
“What is our gross profit YTD per entity?”
Explain variances
Plan vs. actuals with root causes down to cost center and booking.
“Why are personnel costs above plan in September?”
Run scenarios
What-if questions based on your planning logic.
“How does our runway change if revenue drops by 15%?”
Prepare board & reporting
Summaries, commentary and slides straight from validated numbers.
“Summarize Q3 for the advisory board in five points.”
Financial data in every workflow
Numbers in docs, emails or presentations – no exports, no copy-paste.
“Write the monthly team update with the latest KPIs.”
Build your own agents
Developers use Helu as a reliable financial data source for their own AI workflows.
Why Helu MCP
Same AI.
Different context.
Different answer.
Upload raw exports to an AI and it has to guess what the numbers mean. With Helu MCP it gets your semantic layer, your business context and mappings up front – before it starts reasoning.
File upload to AI
× Outdated exports, uploaded by hand
× No definitions, mappings or KPI logic
× Different answers to the same question
× Sensitive files leave your control
Via Helu MCP
✓ Live data from DATEV & other sources
✓ Semantic layer, KPIs & your calculation logic
✓ Consistent, traceable answers
✓ No upload – your permissions still apply
Bring your finance context into your AI.
In 30 minutes, we’ll show you how Helu MCP works with your numbers and your AI tool.