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You are helping a user connect cfo.ai to an external AI client. The cfo.ai MCP server exposes the same workspace tools Ari uses, including tools that can read and change a live financial Model. You can configure the MCP client. The user completes account creation, sign-in, any required plan setup, and browser-based authorization. A connection is complete only when the client lists the server and can use an authorized cfo.ai tool.

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Confirm account access

Ask whether the user can already sign in to app.cfo.ai. If they cannot, direct them to create or access their account and complete any required setup in the browser. Wait for the user to finish browser-only steps. Never ask for their password, verification code, payment details, or authorization token.

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Register the MCP server

The production server URL is:
For Claude Code:
For Codex:
For another client, add https://api.cfo.ai/mcp as a remote HTTP MCP server named cfoai. If you cannot execute a setup command, give the matching command to the user and wait for them to complete it.

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Complete browser authentication

The user approves the connection in a browser while signed in to cfo.ai.
  • In Claude Code, restart the session if needed, open /mcp, select cfoai, and choose Authenticate.
  • In Codex, run codex mcp login cfoai and approve the connection in the browser.
  • In another client, follow its normal OAuth or remote-MCP authorization flow.

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Verify the connection and workspace

Confirm that the client lists cfoai and exposes its tools. A user with one workspace can usually use that workspace automatically. If the user has access to more than one workspace, call list_orgs and pass the intended workspace’s ID or slug as org_id on subsequent calls. Use a read-only inspection call to verify access before reporting success. If the client does not see the newly registered server, restart the session and check its MCP server list again.

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Understand the Model before changing it

The MCP connection provides cfo.ai’s modeling instructions during initialization. When the connected client exposes inspect_reference, use it to read the relevant product guidance. Use the available inspect_variables, inspect_dimensions, and inspect_table_blocks tools to understand the existing workspace before creating or changing content. The important mental model is:
  • A workspace contains a financial Model, Pages, Scenarios, Variables, Dimensions, and connected data.
  • Main is the primary working Scenario. Use a different Scenario when the user wants a saved alternative.
  • inspect_variables, inspect_dimensions, and inspect_table_blocks read the existing Model.
  • edit_table_blocks changes visible saved tables and their formulas.
  • edit_variables changes Variable definitions or genuinely table-independent formulas.
  • Write operations apply to the user’s live Model and must match the user’s request and workspace access.

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Troubleshoot access

  • If cfoai is missing, restart the client and check whether the server registration succeeded.
  • If browser authentication fails, confirm that the user is signed in to the intended cfo.ai account and has access to the intended workspace.
  • If tools report authorization errors after a previous success, repeat the client’s authentication flow.
  • If a workspace is ambiguous, call list_orgs and pass the intended workspace as org_id.