Connect AI Agents to Etropo

Etropo supports the Model Context Protocol (MCP), an open standard that lets AI assistants connect directly to your budget data. Once connected, you can ask questions, pull reports, and even update your budget — all from within your AI tool of choice.

Think of it as giving your AI assistant a direct line to your marketing budget, with the same access controls and permissions you already have in Etropo.

Supported AI Clients

The following AI tools have been tested and work with Etropo’s MCP connection:

• Claude Code (CLI)
• Claude (claude.ai)
• Claude Desktop app

More MCP-compatible clients will be supported as the ecosystem grows.

Getting Connected

Connecting your AI assistant to Etropo takes just a few steps. The exact process varies slightly depending on which AI client you’re using, but the general flow is the same:

1. In your AI client, add Etropo as an MCP connection using the URL: https://app.etropo.com/api/mcp
2. Your AI client will open a browser window asking you to sign in to Etropo
3. You’ll see a consent screen asking you to approve the connection
4. Click Approve to grant access
5. You’re connected — start asking questions about your budget

You only need to authorize the connection once. After that, your AI assistant can access your budget data whenever you need it.

Connecting in Claude

To add Etropo as an MCP connection in Claude (claude.ai or the Desktop app):

1. Open Claude’s settings
2. Navigate to the Integrations or MCP section
3. Add a new connection with the URL: https://app.etropo.com/api/mcp
4. Follow the authorization prompts in the browser window that opens
5. Once approved, Etropo tools will appear in your Claude conversations

What You Can Do

Once connected, your AI assistant gains access to your budget data and can help you with a range of tasks — from quick lookups to making updates.

Search Your Budget

Ask your AI assistant to find specific line items across your budgets. It uses smart matching, so you can describe what you’re looking for in plain language.

Example: “Show me all social media advertising spend”

Your AI assistant will search through your budget and return matching line items like “Facebook Ads” and “LinkedIn Sponsored Content”, along with their planned and actual amounts for each month.

Analyze Variance

Get a breakdown of how your actual spend compares to your plan for any time period.

Example: “Which line items were over or under budget in February?”

You’ll get a per-item breakdown showing exactly where you’re ahead or behind, with category-level and budget-level summaries.

Ask Product Questions

Not sure how a feature works? Your AI assistant can search Etropo’s documentation and give you an answer on the spot.

Example: “How do I invite team members to my organization?”

Add Line Items

Create new line items in your budget directly from your AI assistant.

Example: “Add a TikTok Ads line item to the Paid Social category”

The new item is created with draft status and assigned to you as the owner.

Update Planned and Actual Amounts

Set or update the planned and actual values for your budget line items.

Example: “Set the planned amount for TikTok Ads to $5,000 for January through March”

Create Categories

Organize your budget by creating new categories or subcategories. This requires admin permissions.

Example: “Create an Events category under Marketing”

Permissions and Access

Your AI assistant has the same level of access to budget data as your Etropo user account:

• All users can search line items, analyze variance, ask product questions, and update values for items they have access to
• Admins can additionally create new categories
• Member access is governed by the same category-level permissions you see in Etropo — if you can’t access a category in the app, your AI assistant can’t either

No one else can see or use your connection. Each person authorizes their own AI assistant independently.

Best Practices

• Be specific when searching — “Q1 Google Ads spend” gives better results than “show me everything”
• Use natural language — describe what you want the way you’d ask a colleague
• Combine tools in a single conversation — search for items, analyze their variance, then update values, all in one chat
• Review changes — when your AI assistant creates items or updates values, review the results in Etropo to make sure everything looks right

Privacy & Security

Authentication

Your AI assistant connects to Etropo using the same secure sign-in process you use in the browser. The connection uses industry-standard OAuth 2.1 with PKCE, and you must explicitly approve the connection before any data is shared.

Data Access

• Your AI assistant can only access data you have permission to see in Etropo
• All requests are authenticated with your personal credentials
• Organization-level data isolation ensures your data is never mixed with other organizations
• Role-based access control (admin vs. member) is enforced on every request

Data Storage

• Location: All data is stored in EU-central-1 (Frankfurt, Germany) via Supabase
• Encryption: AES-256-GCM encryption for sensitive data at rest
• No budget data is stored by the AI assistant — it accesses your data in real time and doesn’t retain it

Rate Limits

To protect your account, the connection is limited to 15 requests per minute. This is more than enough for normal use.

For complete details about how we handle your data, please review our Privacy Policy .

Support

For additional help you can reach out to our support team at: help@etropo.com