Oracle EPM Cloud MCP Server

Connect AI agents to Oracle EPM Cloud (Planning, PBCS, EPBCS) via REST APIs. Automate month-end close, run business rules, manage substitution variables, refresh databases, export data slices, and monitor job status through natural language. Built by Fred Mamadjanov, Oracle ACE and EPM Solution Architect.

Connect Claude AI (or any MCP-compatible client) to Oracle EPM Cloud via REST APIs.

Built by Fred Mamadjanov, Oracle ACE Pro and EPM Solution Architect. More atfmepm.com.

If this saved you time, pleasestar the repo. Stars are how other Oracle EPM folks find this work, and it's the clearest signal I have that it's useful.

- Watch on YouTube:youtu.be/At4_ZIq2jBY
- Full article on fmepm.com:How to Connect Claude AI to Oracle EPM Cloud

- Watch on YouTube:youtu.be/kgUDAKARk7c
- Full setup guide on fmepm.com:How to Set Up an AI Agent for Oracle EPM Cloud

You (natural language) → Claude Desktop → MCP Protocol → This Server → Oracle EPM REST APIs → Your EPM Cloud

Available in v2.0.0 and later. Download the Desktop Extension, install it, done. No path editing, no JSON config file.
- Downloadoracle-epm-cloud-2.0.0.mcpbfrom thelatest release.
- Open Claude Desktop. Go to Settings → Extensions → Advanced → Install Extension.
- Select the.mcpbfile.
- That's it. Mock mode works out of the box. No Oracle credentials needed to test.

- Node.js 18+ installed (download)
- Claude Desktop installed (download)

Need a video walkthrough?WatchEpisode 3 on YouTubeor read thestep-by-step guide on fmepm.com.

git clone https://github.com/fmepm/oracle-epm-mcp-server.git cd oracle-epm-mcp-server npm install

{ "mcpServers": { "oracle-epm-cloud": { "command": "node", "args": ["/FULL/PATH/TO/oracle-epm-mcp-server/server/index.js"] } } }

Replace/FULL/PATH/TO/with the actual path on your machine.

{ "mcpServers": { "oracle-epm-cloud": { "command": "node", "args": ["C:\\Users\\Fred\\oracle-epm-mcp-server\\server\\index.js"] } } }

{ "mcpServers": { "oracle-epm-cloud": { "command": "node", "args": ["/Users/fred/oracle-epm-mcp-server/server/index.js"] } } }

Quit Claude Desktop completely and reopen it. You should see the MCP tools icon (hammer) in the chat input area. Click it to verify "oracle-epm-cloud" is listed.

"What EPM applications are available in my environment?"

Claude will use thelist_applicationstool and return the mock data.

Switching to Live Mode (Real EPM Environment)

Before you do this in a company environment, read the note at the top of this page: get approval from your IT, security, and compliance teams first.

When you have access to an Oracle EPM Cloud environment, set these environment variables in your Claude Desktop config:

{ "mcpServers": { "oracle-epm-cloud": { "command": "node", "args": ["/FULL/PATH/TO/oracle-epm-mcp-server/server/index.js"], "env": { "EPM_MODE": "live", "EPM_BASE_URL": "https://epm-YOURDOMAIN.epm.REGION.oraclecloud.com", "EPM_USERNAME": "IDENTITYDOMAIN.your_username", "EPM_PASSWORD": "your_password", "EPM_APP_NAME": "Vision" } } } }

Same 7 tools, now hitting your real environment.

The REST APIs use Basic Authentication. Your username format must beidentitydomain.username. This is the single most common mistake. If you get 401 errors, check this first.

Accounts with multi-factor authentication (MFA) enabled cannot use Basic Auth. You'd need OAuth 2.0 instead, which isn't covered in this version.

Here's the sequence an AI agent would follow to automate a month-end close:
- Check current period:get_substitution_variablessees CurrMonth = "Mar"
- Run aggregation:run_business_rulewith "Agg_AllData"
- Wait for completion:check_job_statuswith the returned job ID
- Validate data:export_data_slicefor Revenue, COGS, Net Income
- Roll period forward:update_substitution_variableCurrMonth from "Mar" to "Apr"
- Confirm:get_substitution_variablesverifies CurrMonth = "Apr"

This is the same workflow a finance team does manually each month. Now executable through natural language.

- OAuth 2.0 supportfor environments with MFA enabled
- FCCS-specific tools:consolidation, intercompany elimination
- Data integration tools:file upload and download via Migration APIs
- Groovy rule execution:run Groovy scripts via REST API

This server is part of an ongoing series on connecting AI agents to Oracle EPM Cloud. For more Oracle EPM content, tutorials, and tools:

- Overview article:How to Connect Claude AI to Oracle EPM Cloud
- Setup tutorial:How to Set Up an AI Agent for Oracle EPM Cloud, Step by Step
- All insights and articles:fmepm.com/insights
- YouTube channel:@fmepm
- Website:fmepm.com
- LinkedIn:Fred Mamadjanov

Work with Oracle EPM and want to discuss AI integration?Book a Discovery Call.

Paid remote MCP for agentic workflow budget quotes, policy checks, spend approvals, usage receipts, and cost evidence exports.