Jedox MCP

Jedox MCP: Build models and new use cases with any AI

Governed AI access to your planning model and reports

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Jedox MCP: Build models and new use cases with any AI

Enterprise AI is moving beyond standalone assistants toward connected ecosystems of agents, copilots, and intelligent workflows. To create value, those systems need more than data, they need appropriate access to trusted business context.

Jedox MCP connects AI to the planning data, models, business logic, and governance framework that drive decision-making across the enterprise. Instead of creating another isolated AI experience, MCP helps organizations establish a trusted planning foundation that can support AI across teams, tools, and workflows.

The result is reliable AI, greater flexibility in the tools you use, and more confident business decisions.

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AI accelerates model development as business conditions change

Jedox MCP gives AI governed access to the structure behind your numbers: dimensions, hierarchies, and business logic. Modelers and System Analysts can create a new dimension, extend a hierarchy, write planning logic or build reports simply by describing what they need, in any MCP-compatible AI tool. That same access turns JedoxAI Planning and Reporting agents and reporting into something sharper: every answer is grounded in the same planning logic, hierarchies, and business rules Finance uses to run the business — live, governed, and always current. No static exports, no disconnected dashboards, just AI working from the real model and controlled by the Finance team.

  • Build and adjust dimensions, hierarchies, and business logic with AI
  • Give Modelers a faster way to build models and reports
  • Improve the relevance and reliability of AI outputs
  • Support better planning, forecasting, and decision-making

Use any AI model your teams choose

Enterprise AI is evolving quickly. Your planning foundation shouldn’t change every time a new AI tool emerges. Jedox MCP creates a standardized connection between Jedox and the growing ecosystem of AI assistants, agents, and applications. Whether teams use frontier models like ChatGPT, Google Gemini, Microsoft Copilot, and Claude, or custom agents, or with future AI workflows including agent-to-agent communication, they can securely access trusted planning and performance data through MCP. By making Jedox available across the enterprise AI ecosystem, organizations gain the flexibility to adopt new AI capabilities without duplicating data, rebuilding integrations, or creating disconnected workflows.

  • Connect Jedox to any MCP-compatible AI tool

  • Enable AI workflows across systems and teams

  • Reduce reliance on exports and manual data movement

  • Future-proof your AI strategy as technology evolves

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Ensure secure and governed AI access

AI access should follow the same rules as the business processes behind it.

Jedox MCP extends existing governance controls to AI interactions, ensuring access remains aligned with established roles, permissions, and security policies. AI agents can work with planning structures and performance data without bypassing controls or creating unmanaged copies of sensitive information. Through AI tools, teams can work with only the planning structures and data they are authorized to use.

Where AI supports actions, workflows, or writeback, Jedox MCP helps keep interactions aligned with defined approval processes, human oversight, and enterprise governance requirements. This allows organizations to scale AI adoption confidently while maintaining decision lineage through visibility, compliance, and control over critical business data.

  • Maintain decision lineage through transparency and auditability
  • Apply existing governance policies to AI interactions
  • Protect sensitive data from improper use
  • Scale AI adoption without sacrificing control
Jedox MCP

Build your planning model at the speed of your business

AI is changing how organizations plan, analyze, and make decisions. But without trusted business context, even the most advanced AI tools can produce incomplete or unreliable results. Jedox MCP connects AI to the planning data, models, business logic, and governance framework your organization already trusts—helping Finance teams own the process and work confidently across a growing enterprise AI ecosystem.

DEMO

Turn raw data into a plan with Jedox MCP and JedoxAI

Most Finance teams know the pain: a raw data file lands in your inbox, packed with columns, and turning it into something useful means hours of manual mapping, back-and-forth with IT, and a planning model that’s already out of date by the time it’s ready.

With Jedox MCP and JedoxAI agents, that process collapses into a single conversation.

  • Drop in your file and describe what you need
  • AI automatically scans your data and maps the right fields
  • A model structure is proposed and ready for your review
  • No manual coding, no hand-offs

What it’s like to work with Jedox

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Within a three-month time period, from signature to go-live, we transformed the way the financials for the company are structured and presented.

Charlie Gaddis
Chief Financial Officer
Libra Industries

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Agrogen achieves 50% faster budget cycles with secure, integrated planning
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Henkell Freixenet reduces work hours by 80% annually, creating more time for analysis
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One platform, one source of truth: LRG’s fast-track to smarter Finance
FAQ

Frequently asked questions

MCP stands for model context protocol. It’s an open standard that allows AI applications and agents to connect with external systems, data sources, tools, and workflows in a standardized way. For enterprise planning, MCP helps AI systems access the trusted business context they need to deliver more relevant and useful responses.
Jedox MCP connects external AI agents and enterprise AI tools to trusted performance data, planning logic, business context, and workflows in Jedox. It helps AI systems interact with governed planning structures instead of relying on disconnected data exports, copied files, or isolated prompts.
Jedox MCP acts as a governed connection layer between compatible AI tools and Jedox. In practice, organizations connect AI tools like ChatGPT, Gemini, Copilot, Claude, or custom tools to Jedox’s MCP connector and authenticate it with their Jedox environment. The connector then exposes selected Jedox capabilities as defined tools, allowing AI agents to retrieve context, interact with planning data, and support workflows based on the permissions and configuration in place. Exact setup steps may vary depending on the AI tool, environment, and deployment scenario.
Enterprise planning depends on trusted data, business logic, permissions, workflows, and context. MCP matters because it connects AI agents to that foundation. This allows AI to support planning, reporting, and decision-making with context that reflects how the business actually operates.
Yes. Jedox MCP is available as an add-on to the Full Suite user license and includes a versioned Jedox Claude Plugin that includes best practice cookbooks to speed structured and efficient model development for new use cases. Contact us for pricing details.

Uploading files into an AI tool creates a static, disconnected interaction. The AI can only work with a snapshot of information, without continuous access to the latest planning context, permissions, workflows, or business logic. MCP creates a governed connection to business context in Jedox. Instead of working with outdated copies or isolated exports, AI agents can interact with trusted planning data, structures, and logic through a controlled connection.

Jedox MCP is designed for governed enterprise access. AI agents interact with Jedox through controlled connections and defined permissions, so access can remain aligned with existing user rights, business logic, and enterprise governance requirements. This helps organizations connect AI to planning workflows without losing control over sensitive performance data.
AI agents can use MCP to interact with selected Jedox capabilities through defined tools. This may include accessing planning data, retrieving KPIs, understanding business context, supporting analysis, and enabling AI-assisted planning or reporting workflows. The exact available capabilities depend on the MCP tools exposed, the environment configuration, and the user’s permissions.
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