Rillet MCP: Get Started in 5 Minutes

What is Rillet MCP?

Rillet MCP connects your Rillet account directly to Claude. Once it's integrated, you can ask Claude questions about your actual books and get real answers from your live GL without logging into Rillet, running a report, or exporting anything.

Why it matters to you

If you're a CFO

‍Your job is to bring the answers to the room, not find them after. Whether it be board prep, investor updates, pipeline questions, or cash conversations, all require pulling numbers, composing them into a narrative, and doing it fast. Rillet MCP means you can ask Claude questions directly, like "What does our net burn look like this quarter, and how does it compare to last?" The answer will be right there in Claude, without you opening a single tab. The data is live. The narrative is yours to shape.

If you're a Controller

‍Close week is already a sprint. Rillet MCP offers you a way to ask the questions you'd normally spend an hour tracking down in seconds. It might be missing accruals, vendor spend outliers, or balances that don't look right in plain English. You stay in control, and you still review and approve everything. Rather, instead of spending most of your time hunting for problems, you can focus on resolving them and actually closing on schedule.

How to turn Rillet MCP on

1. Go to claude.ai/connectors and search for Rillet
2. Click Connect and sign in with your Rillet credentials
3. Authorize the connection
4. That’s it. Rillet is now live in any Claude conversation

Queries to try out

If you're a CFO

• "What's our cash runway at current burn?"
• "Show me the ARR and NRR trend for the last four quarters."
• "Which customers make up more than 10% of our revenue?"
• "Draft a summary of our Q1 financial performance."
• "What does our P&L look like vs last quarter?"

If you're a Controller

• "What accruals might I be missing for March?"
• "Show me the Accrued Expenses balance by account at February month-end."
• "Which invoices are more than 60 days outstanding?"
• "Top 10 vendors by spend last month."
• "Are there any journal entries over $50k created this month?"
• "Break out bills by vendor for the last 3 months."

What to keep in mind

Everything Claude surfaces comes from your live books. Not last night's sync. Not last month's close. So when your CEO asks about cash runway between closes, or your board wants an ARR bridge at 9 pm, you already know the answer, and it’s an answer you can confidently stand behind. That's not a chatbot feature—it's what Rillet’s real-time architecture makes possible. Every other ERP would have to batch-process first. 

Get connected, and ask away.