Hi Reader ,

Most finance professionals use AI the same way today.

Export data from the ERP.

1. Open Excel.
2. Clean the data.
3. Copy it into ChatGPT or Claude.
4. Wait for the analysis.
5. Then copy the results back into Excel or PowerPoint.

It works—but it's also slow, repetitive, and introduces unnecessary manual steps.

What if AI could work directly with your finance data instead?

Enter MCP

MCP stands for Model Context Protocol.

The name sounds technical, but the idea is actually quite simple.

Think of MCP as a standard that allows AI tools such as Claude to securely connect to your business systems and retrieve the information they need.

Instead of manually feeding AI your data, the AI can access the right source and perform the analysis for you.

For example, imagine asking Claude:

Or:

Or:

Or:

Instead of copying tables into a chat window, Claude retrieves the data, performs the analysis, and presents the results.

No copy-paste.

No manual exports.

No reformatting.

Why this matters for finance

This is a significant shift.

AI is moving beyond being a chatbot that only knows what you paste into it.

With technologies like MCP, AI can become an assistant that works with your actual finance data, helping you answer questions, investigate variances, prepare reports, and automate repetitive analysis.

Of course, this doesn't eliminate the need for finance professionals.

You'll still review the outputs, validate assumptions, and apply business judgment.

But it can remove hours of manual work every week.

This is a small preview on how it would work:

See a full free masterclass on this live

If you'd like to see exactly how this works, my friend Nicolas Boucher will be demonstrating MCP in a free live masterclass today.

He'll show how Claude connects to finance data and walk through practical examples you can apply immediately.

We'll also cover how tools like Claude, ChatGPT, Copilot, and Gemini fit into the modern finance toolkit—and when to use each one.

If you work in FP&A, Finance, Accounting, or Controllership, I think you'll find it incredibly valuable.

Register for free here:

​https://nicolasboucher.online/op/ai-cfo-live-masterclass/?utm_medium=partners&utm_source=christian-martinez&utm_campaign=wky-become-an-ai-cfo​

In case you cannot attend and want to watch the recording, let me know and I'll try to get it for you!

Thanks,

Christian Martinez