# 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:

1. Sign in to your Drivetrain tenant and note the email address you use to log in.

   Example:\
   `https://<your-company>.drivetrain.ai`
2. Open Claude.ai.
3. Navigate to **Settings → Connectors**.
4. Search for **Drivetrain**.

   Alternatively, add a custom connector using the following URL:

   `https://id.drivetrain.ai/drive/api/v1/public/atlas/sse`
5. Click **Connect**.
6. You’ll be redirected to the Drivetrain login page. Sign in using the same email address associated with your Drivetrain account.
7. 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.

| Tool                            | Description                                                                                                  |
| ------------------------------- | ------------------------------------------------------------------------------------------------------------ |
| **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:

1. Open **Claude Settings → Connectors**
2. Disconnect the Drivetrain connector
3. 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:

1. Verify the same data directly in Drivetrain
2. Confirm that the relevant datasets and models are up to date
3. 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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://integrations.drivetrain.ai/extending-drivetrain/drivetrain-for-claude-mcp-connector.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.