Connect FinTel to Claude

Ask Claude about any of your clients and it answers from FinTel: forecasts, debt schedules, revenue builds, labor plans and every month of history. If you allow it, Claude can also draft forecast changes for you to review in FinTel. Setup takes about two minutes.

Before you start

What do you need?

A DMW FinTel account
  • ▸A CFO account. Claude only sees the clients your account can see.
  • ▸Client portal logins can't be connected.
A Claude account
  • ▸Works on Free, Pro and Max plans. The Free plan allows one custom connector.
  • ▸On Team and Enterprise plans, an Owner adds the connector for the organization first.
Setup

Add FinTel as a custom connector

Server URL: https://dmwfintel.ai/mcp
Already connected with the earlier https://dmwtech.ai/mcp address? It keeps working; no change needed.

Free, Pro and Max plans
  • 1In Claude, open Customize → Connectors.
  • 2Click Add custom connector.
  • 3Name it FinTel and enter https://dmwfintel.ai/mcp as the server URL. If Claude asks how to sign in, choose Sign in now and Register automatically.
  • 4Click Add, then Connect.
  • 5Sign in to FinTel, choose what Claude may do, and approve.
Team and Enterprise plans
  • 1An Owner opens Organization settings → Connectors, selects Add → Custom (type Web), enters https://dmwfintel.ai/mcp and clicks Add.
  • 2Each member opens Customize → Connectors, finds FinTel under Custom, clicks Connect and signs in to FinTel with their own account.
Permissions

What can Claude do with your FinTel data?

FinTel's approval screen lists each permission with its own checkbox. Untick anything you don't want.

Read
  • ▸Read your clients' forecasts, reports and financial data.
Draft changes
  • ▸Draft forecast changes for your review. Nothing is applied automatically.
Documents
  • ▸Download the source documents your clients uploaded.

To disconnect, remove FinTel under Customize → Connectors in Claude. To revoke FinTel-side access, email support@dmwtech.ai.

Try it

What can you ask Claude?

  • ▸"How is [client] revenue trending, and when is their debt due?"
  • ▸"Which of my clients are most likely to need cash in the next 90 days?"
  • ▸"Summarize [client]'s labor plan and the hires planned for next quarter."

Claude is a trademark of Anthropic, PBC. DMW FinTel is not affiliated with or endorsed by Anthropic.

FAQ

Frequently Asked Questions

It is a custom connector that lets Claude answer questions from your live FinTel data: forecasts, debt schedules, revenue builds, labor plans, and every month of client history. You add it once with the server URL https://dmwfintel.ai/mcp, and setup takes about two minutes.
In Claude, add a custom connector and paste the server URL https://dmwfintel.ai/mcp. FinTel's approval screen then lists each permission with its own checkbox, so you grant only what you want. If you connected earlier with the https://dmwtech.ai/mcp address, it keeps working and no change is needed.
Only if you allow it. The approval screen lists each permission separately, and you can untick anything you do not want. With write access enabled, Claude can draft forecast changes for you to review in FinTel — nothing is applied to your model without your review.
Remove FinTel under Customize → Connectors in Claude, which stops new requests immediately. To revoke access on the FinTel side, email support@dmwtech.ai and the team will clear the underlying authorization. Both steps take under a minute, and you can reconnect at any time by adding the connector again.
No. Claude is a trademark of Anthropic, PBC, and DMW FinTel is not affiliated with or endorsed by Anthropic. The connector simply uses Claude's custom connector support to answer from your FinTel data, and you bring your own Claude account and choose exactly which FinTel permissions to grant.