Analyse an accounting export from inside Claude — no account required.
K-Φ is a treasury and financial planning platform. This connector exposes its accounting engine over the Model Context Protocol, so an assistant can turn a raw ledger export into financial statements and KPIs during a conversation. The figures come from the same engine that serves paying customers, not from the assistant's own reading of the file.
No account, no OAuth, no API key. In Claude: Settings → Connectors → Add custom connector, then:
https://mcp.k-phi.com/mcpTransport is Streamable HTTP. The server is stateless; each request stands on its own.
Download mcp-sample-fec.txt — a small French-standard FEC covering three months for a fictional company — paste its contents into Claude and ask:
Voici mon grand livre, sors-moi mes ratios de liquidité
et vérifie mes covenants bancaires.Claude calls kphi_analyze_ledger and returns revenue, EBITDA,
margins, working capital, DSO/DPO, leverage, DSCR and a set of consistency
checks, followed by a personal link that opens the full statements in K-Φ.
The same works in English ("here is my general ledger, analyse it") and with exports from Sage, Cegid, QuickBooks, Xero, Odoo, Pennylane or a generic CSV. Debit/credit columns and signed-amount columns are both understood.
kphi_analyze_ledger | Read-only. Takes the export contents (up to 2 MB) and optional bank covenants; returns 20+ KPIs, alerts and the link. This is the tool that does the work. |
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kphi_request_upload | Write. Returns a signed upload link, valid 15 minutes, for exports above 2 MB. The file goes straight to K-Φ and never passes through the assistant. |
kphi_get_analysis | Read-only. Fetches a completed analysis by id, after an upload or to re-read an earlier one. |
kphi_explain_kpi | Read-only. Returns the formula and the accounts used for a given KPI, so any figure can be traced back to the ledger. |
The balance sheet is a cumulative position at the last period in the file; the P&L is summed over the periods it covers. Both are computed by the K-Φ engine, deterministically: the same file gives the same numbers every time.
A first import runs without configuration, so some results are deliberately simple and are labelled as such in the answer — entities are summed without intercompany elimination, and a single currency is assumed. These are settings to refine in the application, not errors; the answer says so explicitly rather than presenting them as final.
The engine also reports genuine data problems when it finds them: reversed debit/credit columns, an unbalanced export, a partial file.
| Retention | Each analysis lives in its own database for 24 hours, then the whole store is deleted — schema dropped, not merely unlinked. |
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| Keeping it | Confirm your email from the analysis page and that database becomes your account, with 30 days free. This is the only way anything is kept, and the only point at which K-Φ learns who you are. |
| Training | Nothing from this path is used to train models, benchmark, or produce analytics. |
| Before it reaches us | You give the file to the assistant, so it passes through your AI provider first, under their terms. |
Full detail in the privacy policy, under “Analysis without an account”.
kphi_request_upload, up to 500 MB.Questions, bug reports, or a file that will not parse: support@k-phi.com. Sending the export is not necessary — the format name and the header row are usually enough.