Your AI can
- Read your budgets, scenarios, financial statements and ratios
- Try "what if…" without changing anything, and compare scenarios
- Compare actuals with the budget and enter a month's actuals
- Create and edit sales, positions, expenses, investments and financing, each with its assumption
- Suggest tax credits and write from your company profile
- Undo its own changes
Never
- Delete lines or budgets
- Edit the company profile
- Touch accounts, the team, sharing or billing
- Unlock a locked budget
Before you start
You need an Orbinance account on the Solo (read-only), Pro or Accounting firm plan, and an AI that accepts MCP connectors (Claude, ChatGPT in developer mode, Codex, Claude Code…).
Orbinance's address
https://app.orbinance.com/mcpThe steps
- In Claude (claude.ai or the app): Settings › Connectors › Add custom connector.
- Name: Orbinance. URL: paste the address above. Leave the advanced settings empty.
- Click "Connect", sign in to Orbinance, choose the access, then click "Allow".
- In a conversation, turn on Orbinance in the tools. The ready-made commands ("Bâtir ma projection financière", "Revue mensuelle"…) are in the commands menu.
Menus can change between versions of each AI. The same steps are in Orbinance, Settings › AI connections, where the connected app appears after "Allow".
Security
You stay in control
- You sign in on Orbinance's page, never in the AI
- You choose "Read-only" or "Read and edit"
- Your 6-digit code is asked for if two-step verification is on
- "Remove access" in Settings › AI connections cuts the app off at once
Everything can be undone
- Every AI change keeps the version before it
- A banner tells you what the AI changed since your last visit
- Settings › Security shows each AI's activity
- At most 60 changes per minute
Example requests
- “List my Orbinance budgets and summarize the main one.”
- “Is my plan healthy? What's wrong?”
- “What if my sales dropped 15% and I delayed hiring by 3 months?”
- “Here are my October actuals: compare them with the budget.”
- “Which tax credits could apply to my business?”
- “Add $2,400 a month of rent starting in March, with the assumption.”
Frequently asked questions
The AI answers "401" or "Missing bearer token".
The address was pasted into a conversation instead of being added as a connector. A conversation can't sign in: add Orbinance in the AI's settings (connector, OAuth authentication), then click "Connect". If an Orbinance connector created another way already exists, delete it first.
The "Allow" page refuses the connection.
The connector is included in the Solo (read-only), Pro and Accounting firm plans. If two-step verification is on for your account, also enter your 6-digit code when signing in.
My AI doesn't offer "Connect".
Create a personal link in Settings › AI connections and paste it into your AI as the server address. Keep it secret: anyone with this link can access your projections. You can revoke it anytime.
The AI made a mistake.
Ask it to "undo that": it puts back the version before. You can also restore any version in Settings › Version history. An undo can itself be undone.
What data does my AI see?
Only the budgets and companies your account can access, each time the AI uses the connector, until you remove access. What the AI reads is processed by that AI's provider (Anthropic, OpenAI…) under its own terms.
More questions? See the FAQ or write to us.