Turn CXO Questions Into Trusted Answers.
CEOs, CFOs, CMOs and category managers ask Claude about margin, stock and cash. Rudder Analytics builds a custom MCP server on your warehouse, where Shopify, ERP, marketplace and ad data meet. Each answer uses your metric definitions and shows the calculation, filters and period.
Sale buyers come back at half the rate. After 120 days, 12% of spring-sale customers ordered again, against 25% of full-price buyers.
Built on the open MCP standard. Sits on the stack you already run.
Introducing Rudder Analytics MCP
A leadership team traces a Q3 EBITDA miss through its causes to a dated Q4 action plan, in one Claude chat. Each answer names the AI OS module it reads and leads to the next question.
Answers Beyond the Dashboard
Leadership meetings raise questions that existing reports do not cover. Answering them can mean joining data across systems or waiting for an analyst.
The Answer Spans Several Systems
Sales units, product costs and refunds often come from different systems. A one-off question needs those records joined and interpreted consistently.
Every New Cut Becomes a Ticket
An analyst rebuilds context, writes SQL and sends a spreadsheet. By then, the meeting has moved on.
Exports Drift From the Truth
Last week's CSV disagrees with this week's close. The Monday meeting debates which file is right instead of what to do.
Valid SQL Can Still Give the Wrong Answer
A query can run successfully and still use the wrong currency, period or definition. The result looks credible until someone checks the logic.
Rudder Analytics builds business definitions and query checks into the MCP server, with access controls enforced for each user.
“What was net revenue in Q3?”
- Added USD and EUR orders together as one currency
- Counted budget and forecast rows as actual results
- Ignored returns that posted after quarter close
- Quoted September in full before the last week finished loading
Actual Q3 net revenue, in USD reporting currency: $46.1M. The reply overstates it by $12.7M.
Every Module, One Conversation
The MCP server answers across the business: sales, orders and inventory, merchandising, and the full finance suite, from the P&L and cash flow to the borrowing base and its simulator.
Finance
From the monthly close to the lender call: the P&L against budget, cash in and out, borrowing base availability and margin by SKU, with two simulators for what-if questions.
- Where did last month land against budget, by cost group?
- Which customers carry the largest overdue balances?
- Which single lever adds the most borrowing availability?
Where did last month land against budget, by cost group?
profit_and_lossbudget$1.88Mover budget on September costs. Freight and paid media drove most of it.
Sales
Channel, region and rep performance against last year and against plan, including wholesale reps, commissions and the weekly channel report.
- Which channels drove last month's growth, and did any slip?
- Which reps are furthest behind their prorated targets?
- Where did gross sales grow but gross profit fall?
Which channels drove last month's growth, and did any slip?
sales_kpisweekly_sales+$3.9Mnet sales growth in September against September last year. Wholesale was the only channel down.
Orders & Inventory
The open order book, stock cover and inventory value, so leaders can see what is late, what is blocked and where cash sits in stock.
- How much open wholesale order value sits on blocked or inactive items?
- Which best sellers will stock out before the next receipt?
- Which locations' inventory value moved most last month?
How much open wholesale order value sits on blocked or inactive items?
open_ordersitems$2.81Mof open orders sit on 138 blocked or inactive items. Footwear carries about half of it.
Merchandising
Range, price, discount, basket and newness analysis, so merchants see which styles earn their place and where discounting gives margin away.
- Which styles were discounted deeper than their margin at list price last quarter?
- Did discounting rise because we discounted more often or deeper?
- Which cross-sell pairings were missed most?
Which styles were discounted deeper than their margin at list price last quarter?
sales_lineprice_list$0.93Mgross loss on below-cost sales across 14 styles in Q3
An Analyst That Already Knows How Your Business Counts
The assistant queries the data behind your dashboards through the MCP server. Rudder Analytics configures the metric definitions and access rules so leaders can explore questions beyond existing reports.
Ask follow-up questions across the data your role can access. The assistant uses the server’s tools to find relevant tables and run permitted queries. Results can be exported where an approved export workflow is available.
Which regions grew online sales this year but lost margin to shipping costs?
ordersshipping_costproduct_costPermitted query · read-only
$2.6Mmargin lost to free-shipping orders in 4 of 12 regions, while their online sales grew 15–22%
Rudder Analytics documents agreed KPI formulas and builds reusable queries for common questions. These are checked against the corresponding dashboard metrics during setup.
(net sales − COGS) ÷ net salesstock ÷ weekly sales rateunits sold ÷ units receivedunits returned ÷ units shippedGross margin, last 12 months: one formula, one figure
Each number arrives with its formula, filters and period. A CFO can audit the logic without opening SQL.
$8.42M+6.2% on Q2
Where Q3 DTC net sales went$26.84M
The chart tool uses returned query values to generate each chart, keeping the plotted figures tied to the result.
Gross profit by month, $M
6 rows returned · 12 points plotted · 0 values typed
The server checks the last loaded day for each table it touches, and flags partial periods in the answer.
sales_lineOct 8 · 07:30profit_and_lossSep closedinventory_moveWeek 41 partialWeek 41 is partial. Stock moves are loaded through Thursday, Oct 8, and the answer says so.
Each leader signs in individually. Rudder Analytics maps that identity to the data they are permitted to access. Assistant licensing and usage limits depend on the selected platform and plan.
- CEOChief executiveClaude · individual sign-inAll areas
- CFOFinanceClaude · individual sign-inFinance · Sales
- COOOperationsClaude · individual sign-inOrders · Stock
- VPSalesClaude · individual sign-inSales
OAuth sign-in per person · access mirrors their portal role
Curated questions help leaders explore sales, orders, finance and merchandising. They can use a starter or ask their own question.
Business Context Behind Every Query
The assistant needs to know how your business counts revenue, groups channels and reports across entities. Rudder Analytics documents those rules, builds the query tools and validates the results. The definitions are maintained as your business changes.
Learns the Business
Loads entities, channels, the fiscal calendar and house rules for the analysis.
get_business_contextFinds the Right Data
Opens only the tables a question needs, with their required filters and relationships.
describe_tableChecks Freshness
Confirms the last fully loaded day before quoting any period.
get_data_freshnessRuns the Numbers
Uses a governed metric where one exists, and read-only SQL where none does.
query_metricShows the Working
Returns the figure with formula, filters, period and a chart from real rows.
render_chartDashboards Show the Business. The Server Answers the Follow-Up.
AI OS gives leadership one governed view of sales, finance, operations and supply chain. The MCP server lets the same leaders ask the next question in Claude, from the same data and definitions.
- Every answer names the AI OS module it used
- The same metric definitions in the dashboard and in the chat
- Each leader sees only the data their role allows
Access Controls and Query Governance
Rudder Analytics configures warehouse permissions, query checks and audit logging as part of deployment. Your security team reviews the access model, data flow and retention settings before launch.
Read-Only by Construction
The server uses read-only warehouse credentials and exposes no tools for changing business records.
Access Matched to Each Role
Rudder Analytics maps each authenticated user to permitted data. Restricted requests return a permission notice.
Every Call on the Record
Each call is logged with who asked, when, and what came back.
Required Filters Enforced
A query that skips a mandatory currency or scenario filter is refused.
Plans Never Pass as Actuals
Budgets and targets stay labeled as plans, never as results.
Query Result Limits
Interactive responses are capped at 300 rows. Query execution limits are configured separately for your warehouse.
Per-Person Sign-In
Each leader authenticates individually. Access is revoked per person.
No Separate Analytics Warehouse
Queries run in your existing warehouse. Returned results are sent to the connected assistant under the agreed access and data-handling policies.
Why Not Just Use the Connector Your Vendor Ships?
A Shopify or Fulfil connector gives Claude access to data from that platform. Questions about margin after ad spend, freight and returns need data from several systems. Rudder Analytics MCP brings together the connected data in your warehouse, including loaded spreadsheets and files, and applies your business rules.
| Vendor connectorsShopify MCP, Fulfil MCP and similar | Built in-housean AI model your team points at the warehouse | Rudder Analytics MCPcustom, across your connected business data | |
|---|---|---|---|
| Data it answers from | Its own platform | Tables your team connects | Connected sources in your warehouse |
| Spreadsheets, CSVs and flat files | Additional files may need a separate integration | If your team loads them | Loaded budgets, plans and exports |
| Questions that span platforms | Requires combining connectors and data | Your team links the data | One answer across connected sources |
| Your business rules and context | Cross-system rules need additional setup | Your team writes and maintains them | Built in: channels, fiscal calendar, returns, currency |
| Matches your dashboards | Requires checks against your dashboard definitions | Your team checks it | Checked during setup |
| Read-only access and audit log | Depends on the vendor | Your team sets them up | Configured for your deployment |
| Upkeep as the business changes | Each vendor separately | Your team | Rudder Analytics |
What Leadership Teams Ask First
Still have one? Bring it to the strategy call.
How can I verify the figures?
The MCP server retrieves figures from your warehouse using your defined metrics. Each answer shows the source data, calculation, filters and reporting period, so you can trace how the result was reached.
Which AI assistants does it work with?
Rudder Analytics builds and tests each server for Claude. Other MCP-capable assistants can be assessed during setup. Compatibility depends on the specific product, plan, authentication method and tools required.
Does it cover finance, or just sales and operations?
Both. Leaders ask about the P&L against budget, cash flow, the borrowing base, contribution margin and SKU margin, and run what-if questions through the contribution-margin and borrowing-base simulators. Budgets and plans stay labeled as plans, never as actuals.
How does it relate to AI OS?
AI OS gives leadership a governed command center of dashboards, scored KPIs and AI insights. The MCP server lets the same leaders ask follow-up questions from their AI assistant, reading the modules and the warehouse tables behind them, with the same metric definitions in both places.
Do we need a new warehouse or BI platform?
No new warehouse or BI platform is required. The server uses your existing warehouse. Rudder Analytics checks whether the data, metric definitions and access controls are ready during the assessment.
Can it change or delete anything?
The server uses read-only warehouse access and exposes no tools to update your business systems. Questions can retrieve permitted data but cannot change business records.
What does it cost to run?
Costs include setup, server hosting, warehouse queries and ongoing support, alongside assistant licenses or model usage. Rudder Analytics scopes these costs against your expected users and workload.
How does it stay accurate as the business changes?
Business definitions, table guides and the metric catalog are version-controlled. Changes are tested against agreed results before deployment. Query reviews and new reporting needs inform updates.
Does this require AI expertise in-house?
No. Rudder Analytics builds, validates and maintains the server and its context layer. Your team brings the questions and signs off on the metric definitions.
Move From Governed Answers to Connected Decisions
Custom MCP Server answers questions from your warehouse. Explore the connected products that turn those answers into executive visibility, buying decisions and customer growth.
See the business in one governed system
A commerce command center across sales, finance, operations and supply chain in one AI OS.
Explore AI OSCustom MCP Server
Ask questions in an AI assistant using your governed warehouse data.
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Explore Growth & RetentionBring the One Question Your Dashboards Can't Answer
In a 30-minute strategy call, Rudder Analytics maps it to your data. You'll see which tables and metrics it touches, and what a governed MCP server would take for your business.
