Accounting + contracts
Explain what changed
Bring ERP expense activity from CloseCore together with vendor contracts available to your assistant to investigate renewals, price changes, and new subscriptions.
CloseCore MCP
Your close,
connected to your AI.
Bring CloseCore into the AI assistant you already use. Combine your accounting data with its other connected tools and sources, then turn the conversation into action.
Enterprise intelligence for your close
Your accounting data is only part of the story.
The explanation often lives somewhere else: in a contract, a customer record, or a planning workbook. MCP makes CloseCore part of the same conversation as the other sources connected to your assistant, so you can work with both the numbers and the context behind them.
Accounting + CRM
Add the commercial context
Review revenue movements alongside customer and deal information from a connected CRM to help investigate the business activity behind the numbers.
Accounting + spreadsheets
Make reporting more useful
Combine CloseCore report figures with planning spreadsheets your assistant can access to draft management commentary with the relevant assumptions at hand.
Your assistant brings the sources together. Available workflows depend on the tools, files, and permissions you give it.
From insight to action
Work through your close in a conversation.
01
Get from a question to the underlying detail
Ask about your close or investigate a number. Your assistant can use CloseCore to find the accounting context, then bring in relevant information from its other connected sources.
- See close progress, overdue tasks, unassigned work, and open review notes.
- Query ERP balances and transaction details across entities and periods.
- Read CloseCore reports, available ERP reports, and connected AP bills and attachments.
Try asking
“What is holding up the October close across our subsidiaries?”
Find the overdue work, owners, and review notes behind the headline numbers.
02
Turn the conversation into progress
Keep the next step with the analysis. Ask your assistant to make supported updates in CloseCore, using the same access you have in the app.
- Create and update checklist items, reconciliations, assignments, and due dates.
- Add, reply to, and resolve review notes, and save Flux explanations.
- Link existing ERP journal entries to tasks and find supporting files in your close folders.
Try asking
“Save this explanation to the software expense Flux item for October.”
Put the explanation where your team reviews the variance.
03
Build and supervise repeatable close work
Use your assistant to help define the work, then let CloseCore agent tasks carry it out within your close workflow.
- Create agent tasks with instructions, steps, assignees, and recurring settings.
- Test instructions in Training, review the results, and publish recurring tasks.
- Start and stop runs, answer questions, review outputs, and approve or request changes to drafted emails.
Try asking
“Help me turn our monthly reconciliation process into a recurring agent task.”
Develop the instructions, test them, and review the output before rolling out the workflow.
Connected to your workflow. Governed by your controls.
Connect with your own CloseCore account. Your assistant works within your role, entity access, and folder permissions.
Your existing permissions apply
Connecting an assistant does not grant extra access. CloseCore checks permissions for each requested operation.
Your team controls sign-off
Sign-off through MCP is disabled by default. An administrator can enable it, with the usual sign-off rules and checks.
ERP posting stays in your review process
Read ERP data and link existing entries to close tasks. The MCP connector does not post journal entries to your ERP.
Questions about CloseCore MCP
Model Context Protocol (MCP) is a standard for connecting AI assistants to tools and data. CloseCore’s MCP connector lets your assistant read your accounting and close data and perform supported actions in CloseCore, on your behalf.
Yes. When other tools or data sources are available to the same assistant, it can use them alongside CloseCore. For example, it can investigate ERP activity using context from contracts, CRM records, or spreadsheets. Those sources need their own connections or files supplied to the assistant. What it can access and do depends on each connection’s capabilities and permissions.
No. You sign in with your own CloseCore account and authorize the connection. CloseCore checks your permissions, entity access, and restricted-folder access when handling requests. Features also need to be enabled for your organization. Other sources connected to your assistant retain their own access controls.
Sign-off through MCP is disabled by default. An administrator can enable “Allow sign-off through MCP” in Organization Settings, after which your normal sign-off permissions and workflow checks apply. MCP sign-off changes CloseCore review state only. The connector does not post journal entries to your ERP.
The connector can find close folders and files and return available links. This does not give it direct access to read or edit every cloud file. Your assistant can use files you supply or its separately connected file tools. You can also use MCP to manage CloseCore agent tasks that prepare workpapers through their own review workflow.
The built-in assistant and agent tasks work inside CloseCore. MCP brings supported CloseCore capabilities into an external assistant, where they can be used alongside that assistant’s other tools and data sources. You can also use the connector to create and supervise CloseCore agent tasks.
Bring the bigger picture to your next close.
See how CloseCore can work alongside the tools and data your team already uses.