Cortena FinOps

Cortena is a finance operating system for SMB finance teams. AI agents that run payables pre-accounting against your accounting system. This connector lets Claude work with your live Cortena data using the same permissions as the web app. Who it’s for: Finance operators and approvers who use Claude and want answers like “What invoices need my approval?” or “Show overdue unpaid payables this week” without switching tabs. What you can do - Search and inspect payables: list and open invoices with the same filters as the Cortena workspace (due date, payment status, workflow step, supplier, and more). - Check your approval and review queues: find invoices where you are eligible at an approval or review step. - Read Pulse dashboard metrics: action-required and insight cards with clickable deep links into filtered lists. - Browse workflows: see active workflow definitions and human step types. - Upload payables: ingest PDF, image, or XML invoice files through the same pipeline as manual upload. - Approve, complete review, or reject: changes use a prepare → you confirm → commit flow. Cortena never applies workflow actions from a single silent tool call. Security and access - Each user connects with their own Cortena login (OAuth authorization code + PKCE). - A tenant admin must grant MCP access per tenant. - Org admins register the connector once; each user connects individually at claude.ai/customize/connectors. - Read-only and read + write access modes are configurable when creating the OAuth client in Cortena Settings. Setup: Create an OAuth client under Settings → MCP access in Cortena, then connect Claude to https://app.cortena.ai/api/mcp