AI In Finance

AI In Finance

How to build a real Financial Story with Claude MCP

We combined an MCP server with a Claude skill so the model pulls real data from NetSuite, analyzes it, and asks you 3 sharp questions per page before writing a word. Your judgment goes in.

AI In Finance's avatar
AI In Finance
Jul 05, 2026
∙ Paid

Build your first financial story in Claude with an MCP server in 15 minutes

The paid section walks you through the full flow.

  • The demo URL.

  • The MCP connector setup in Claude.

  • The finstory-story-builder skill file.

  • The exact prompt to kick it off.

  • The three rounds of questions and answers.

  • The finished, published board story you can share with your team.

15 minutes from blank chat to board-ready story. Built with your hands. Your judgment. Our framework. By the end you will have one question.

How do I do this with my own NetSuite data?

If you have been waiting for the right moment to bring this stack into your own finance function, this is it.

Step 1: Open the finstory demo

Before we start the storytelling process, take a look at the Born2Cycle demo application of finstory:

Copy/Paste Demo URL below

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