> ## Documentation Index
> Fetch the complete documentation index at: https://docs.francis.app/llms.txt
> Use this file to discover all available pages before exploring further.

# MCP Server

> Connect Claude, ChatGPT, Cursor, and other AI clients to Francis through the Francis MCP server. Read-only access to your Francis data, available on every plan.

The Francis MCP server lets AI clients such as Claude, ChatGPT, and Cursor read your Francis data. Ask questions about your model in the AI tool you already use, without exporting to Excel or copying numbers into a chat.

MCP (Model Context Protocol) is an open standard for connecting AI apps to external data. Any client that supports MCP can connect to Francis once a workspace Owner has authorized it.

## What the MCP server can do

> [!NOTE]
>
> The MCP server is currently read-only. Write access is expected to launch by the end of 2026.

Use it for questions like these:

* *"What was our gross margin in Q3, and how does it compare to budget?"*
* *"Which OPEX accounts are furthest over forecast year to date?"*
* *"Summarize the revenue trend for the e-commerce channel over the last 12 months."*

## Availability

The MCP server is available on every Francis plan at no extra cost.

The MCP server isn't supported for [Limited Viewers](https://docs.francis.app/features/admin/members-and-roles.md#limited-viewer). Every other role (Owner, Admin, Editor, and Viewer) can connect an authorized client.

## Setup

Two things need to be in place before you can connect an app.

1. **A workspace Owner must authorize the client.** Every client is off by default. An Owner turns each one on separately, under **Settings > AI > Authorized apps**. Once a client is authorized, any member of the workspace with full access can connect it.
2. **You need full access to the workspace.** Members with Limited Viewer access can't connect apps to that workspace. An Owner or Admin can change your role under **Settings > Workspace > Members**.

> **Claude**
>
> **1. In Claude, open **Customize → Connectors****
>
> **2. Search Francis**
>
> **3. Click **Connect** and sign into Francis**

> **Claude Code**
>
> **1. Add Francis as an MCP server**
>
> ```text theme={null}
> claude mcp add --transport http francis https://launch.francis.app/api/v1/mcp
> ```
>
> **2. In Claude Code, run **/mcp****
>
> **3. Select Francis and press **Authenticate****
>
> **4. Sign in to Francis and choose your workspace**

> **ChatGPT**
>
> **1. In ChatGPT, open **Settings → Apps****
>
> **2. Turn on **Developer mode** in **Advanced settings**.**
>
> On Business and Enterprise plans, an admin may need to allow it first.
>
> **3. Select **Create app** and pick **OAuth** authentication**
>
> **4. Paste the Francis MCP Server URL**
>
> ```text theme={null}
> https://launch.francis.app/api/v1/mcp
> ```
>
> **5. Click **Connect** and sign into Francis**

> **Codex**
>
> **1. Add Francis as an MCP server**
>
> ```text theme={null}
> codex mcp add francis --url https://launch.francis.app/api/v1/mcp
> ```
>
> **2. Sign in to Francis and choose your workspace**
>
> ```text theme={null}
> codex mcp login francis
> ```

> **GitHub Copilot**
>
> **1. Add Francis as an MCP server**
>
> ```text theme={null}
> copilot mcp add --transport http francis https://launch.francis.app/api/v1/mcp
> ```
>
> **2. Sign in to Francis and choose your workspace**

> **Cursor**
>
> **1. In Cursor, open **Settings → MCP****
>
> **2. Add a new MCP server**
>
> ```text theme={null}
> https://launch.francis.app/api/v1/mcp
> ```
>
> **3. Click **Connect** an sign in to Francis**

### Supported clients

Francis supports the following AI clients. A workspace Owner authorizes each one separately before members can connect it.

* Claude
* Claude Code
* ChatGPT
* Codex
* Cursor
* GitHub

Using a client that isn't on the list? Email [support@francis.app](mailto:support@francis.app) and the Francis team will consider adding it.

## FAQ

> **Can the AI change my model or numbers?**
>
> Not yet. The MCP server is currently read-only. Write access is expected to launch by the end of 2026.

> **I can't connect my AI app to Francis**
>
> Check two things. First, a workspace Owner must authorize that specific client under **Settings > AI > Authorized apps**, since every client is off by default. Second, you need full access to the workspace. Limited Viewers can't connect apps, so ask an Owner or Admin to change your role if you need access.

> **I'm a Limited Viewer. Can I use the MCP server?**
>
> Not at the moment. The MCP server isn't supported for Limited Viewers. An Owner or Admin can change your role to Viewer or above under **Settings > Workspace > Members**.

> **Does the MCP server cost extra?**
>
> No. The MCP server is available on every Francis plan.

> **Which AI clients can I connect?**
>
> Claude, Claude Code, ChatGPT, Codex, Cursor, and GitHub. Each client must be authorized separately by a workspace Owner before members can connect it.

> **How do I stop an AI app from accessing our Francis data?**
>
> An Owner can turn off a client under **Settings > AI > Authorized apps**. 

> **Can the AI see data I don't have access to in Francis?**
>
> Answer coming soon.

> **Is our financial data used to train AI models?**
>
> Answer coming soon.

> **Can I connect more than one workspace?**
>
> Answer coming soon.


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