Ask Claude about your numbers
Connect Claude to Foresail with a personal token, then ask about the P&L, balance sheet, cash flow and cash forecast, departments against budget, the forecast, KPIs and health checks from Claude itself. Claude sees only what you can see in Foresail, as your role is now. It can read but not change anything: views, scenarios, imports and requests stay in the app. Every call is in the activity log.
Tokens last 90 days, make up to 500 calls a day, and stop working if you revoke them or leave the workspace. If Ask Foresail is switched off for the workspace, so are these.
Tokens can't be created in the demo.
Connect Claude Code
Run this in a terminal, with your token in place:
claude mcp add --transport http meridian https://foresail.app/api/mcp --header "Authorization: Bearer <your token>"
Other MCP clients: the server is https://foresail.app/api/mcp (Streamable HTTP), with the header Authorization: Bearer <token>.