Drivetrain for Claude — MCP Connector
The Drivetrain MCP Connector allows you to access and interact with your Drivetrain environment directly from Claude using natural language.
Once connected, you can query financial metrics, explore planning models, create reports, inspect datasets, and ask product-related questions without leaving Claude.
Before you begin
Make sure you have:
An active Drivetrain account
Access to a Drivetrain tenant
Access to Claude.ai
Connect Drivetrain to Claude
To connect your Drivetrain account to Claude:
Sign in to your Drivetrain tenant and note the email address you use to log in.
Example:
https://<your-company>.drivetrain.aiOpen Claude.ai.
Navigate to Settings → Connectors.
Search for Drivetrain.
Alternatively, add a custom connector using the following URL:
https://id.drivetrain.ai/drive/api/v1/public/atlas/sseClick Connect.
You’ll be redirected to the Drivetrain login page. Sign in using the same email address associated with your Drivetrain account.
Approve the requested permissions.
Once authentication is complete, the connector is ready to use.
Use the connector
After connecting, start a new conversation in Claude and ask questions about your Drivetrain environment.
Query financial metrics
Retrieve and analyze metrics across time periods, versions, and dimensions.
Example prompts:
“Show me revenue for Q1 2025”“What is our headcount by department this year?”“Compare Actual vs Budget for OpEx month by month”“What was our cash burn rate last quarter?”
Build and view reports
Create reports or retrieve existing boards.
Example prompts:
“Create a board showing MRR trend for the last 12 months”“Get board 42 and summarize what’s on it”“Build a revenue vs budget variance report for this year”
Explore your planning model
Inspect modules, metrics, variables, and formulas within your planning model.
Example prompts:
“What variables are in my Headcount module?”“Show me the metrics section of my planning model”“Validate this formula: if(dims.t <= time.moduleActualsEndDate, 0, metrics.Base_Salary * 0.1)”
Explore dimensions and datasets
Understand your data structure, dimensions, and dataset contents.
Example prompts:
“What dimensions do I have?”“Show me all values for the Department dimension”“List my datasets and their columns”“What are the distinct values in the Region column of my Sales table?”
Get product help
Ask questions about Drivetrain functionality and concepts.
Example prompts:
“How does scenario planning work in Drivetrain?”“What is the difference between a dataset and a dimension?”“How do I configure RBAC?”
Available tools
The following tools are available through the Drivetrain MCP Connector to help AI agents query data, manage models and dashboards, explore datasets, and interact with the platform programmatically.
Search Metrics
Search for available business metrics by name or concept using semantic search
Describe Metrics
Retrieve detailed metadata for specific metrics by their system names
List Versions
List available data versions (e.g., Actual, Budget, Forecast)
List Scenarios
List available planning scenarios (e.g., Base Case, Optimistic, Pessimistic)
Query Metric Values
Fetch numerical metric data over a date range with granularity, dimension breakdowns, and version comparison
Create Board
Create a new financial dashboard with charts and layout
Get Board
Retrieve the full definition of an existing board by ID
Update Board
Edit an existing board — add/remove charts, change layout, update attributes
Resolve Dimensions
Detect which dimension a value belongs to (e.g., "America" → Region)
Search Documentation
Search Drivetrain's product documentation for how-to and concept questions
Validate Formula
Validate the syntax of a Drivetrain planning formula before saving
Get Model DTML
Read sections of your planning model (meta, folder, metrics, templates, scenarios)
List Dimensions
List all dimensions available in the system with their attributes
Get Dimension Values
List all unique values for a specific dimension
List Datasets
List all data connectors and their datasets
List Dataset Columns
List all columns and data types for a specific dataset table
Get Dataset Column Values
Fetch distinct values for a specific column in a dataset
Get Dataset Transformations
View the current transformation steps applied to a dataset
Troubleshooting
Unable to connect
Verify that you have an active Drivetrain account and access to a tenant.
If needed, contact your Drivetrain administrator.
Authentication issues
If authentication fails:
Clear your browser cookies
Retry the connection flow
Verify that your SSO provider is accessible if your organization uses SSO
Session expired or disconnected
If your session expires:
Open Claude Settings → Connectors
Disconnect the Drivetrain connector
Reconnect and authenticate again
Tool errors or permission issues
Some actions require specific permissions within Drivetrain.
For example, creating or editing boards requires board editing access.
Contact your Drivetrain administrator to verify your role and permissions.
Data appears outdated or incorrect
The connector retrieves live data from Drivetrain.
If results appear incorrect:
Verify the same data directly in Drivetrain
Confirm that the relevant datasets and models are up to date
Contact support if the issue persists
Support
If you continue to experience issues with the connector, contact the Drivetrain support team or your internal Drivetrain administrator.
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