EPM MCP™
Your close and your planning cycle, run from your AI assistant.
EPM Admiral connects Claude, or any MCP client, to Oracle Financial Consolidation and Close and to Oracle EPM Planning, signed in as you. Every write waits for your OK.
EPM Admiral for FCC
Your financial close, run from your AI assistant.
Ask where the close is stuck, clear the journal backlog or lock the period. Only with your OK.
Close week means checking approvals, journals, intercompany and tasks screen by screen, then locking in the one order FCC accepts. A step out of order is refused.
Your assistant reads and works FCC through 102 tools, signed in as you. It says where the close stands, plans each step, and every write waits for you.
Close readiness
Before you consolidate: FX rates, unposted journals, approvals, your own validation forms, intercompany and late tasks, each graded ok, warn or fail from live data.
Close cockpit
Where is the close stuck? Every approval unit with its owner and Oracle’s own blocker, the journals still unposted and the late tasks, in one briefing a controller can act on.
Journals
The backlog for a period, grouped by status with the next step for each: submit, approve, post. Act on one journal or many, and open or close journal periods.
Consolidation and IC
Run consolidations and follow them to the finish. Intercompany pairs are compared both ways, entity against partner, and the biggest differences are listed first.
Approvals and locking
It works out the lock order FCC enforces from the live chain, then approves and locks across a range of periods as one job. Period rollover runs the close end to end.
Every write approvedSafety by design
Each change is previewed in plain language with the exact call Oracle will receive, and the model cannot approve it for you. Posting and unposting are flagged as destructive.
Oracle EPM is the harbour and the close is the run into port. EPM Admiral is the harbour pilot: it knows every berth, brings the boats in the order FCC demands, and never moves one without your say-so.
One briefing
Approvals, journals, intercompany and tasks come back in one answer, not ten screens.
Steps in the right order
The lock plan follows the chain FCC enforces, so steps aren’t refused for running out of order.
The real verdict
FCC can answer “OK” and still refuse. Each write is read back, so a refusal is reported as one.
A record of every call
Every read, preview and write is logged: who asked, which environment, and what Oracle answered.
Watch a close get unstuck.
A controller runs the October close by asking in plain language. EPM Admiral reads the live system, shows every write before it runs, and never quotes a number it did not fetch.
Close readiness · Actual FY26 Oct READY WITH WARNINGS
- ✓FX rates — average and ending rates present for all 6 currencies (against GBP).
- ✓Approvals — 11 of 14 entities complete.
- ⚠Journals — 3 not posted: FX Reval Oct (Submitted), IC Elim Oct (Working), Accrual Reversal (Approved).
- ✗Validations — 1 of 9 forms failing, 2 cells: Balance Sheet Control.
- ⚠Intercompany — 2 mismatches of 48 compared, |difference| 14,500; largest Larchmoor ↔ Oakfield 9,000.
- ✓Tasks — no late tasks; 5 open, 1 due today.
The close is close, but two things stand between you and a clean consolidation: a balance-sheet control is off in Harbourstone Group plc, and two intercompany pairs disagree. The three unposted journals are expected at this stage. Want me to open the validation failure first?
Validations · Actual FY26 Oct 1 FAILING
9 of 9 forms ran, tolerance ±0.5. One form holds a non-zero cell:
| entity | row | column | value |
|---|---|---|---|
| Harbourstone Group plc | Assets − Liabilities − Equity | Oct | 2 |
| Larchmoor Flooring Ltd | FA rollforward tie-out | Oct | 2 |
It traces to the UK fixed-asset rollforward — a 2 against a balance sheet of ~48m, so a rounding, not a real imbalance. I can note it against the close and move on, or you can fix the entry first.
Europe is Impacted — 7 of 9 descendants need a run. Consolidating the parent covers them in one pass.
Running a consolidation overwrites the consolidated numbers for that scope, so I need your go-ahead:
- Operation
- CONSOLIDATE
- Application
- FinClose (PROD)
- Scope
- Europe · Actual · FY26 · Oct
- Endpoint
- POST /HyperionPlanning/rest/v3/applications/FinClose/jobs
{
"jobType": "CONSOLIDATE",
"parameters": {
"entity": "Europe", "scenario": "Actual",
"year": "FY26", "period": "Oct"
}
}Job 10482 — Success in 47s. Europe and its 7 impacted descendants now read OK.
Lock plan · Harbourstone Group plc → Actual Oct FY26
The chain is locked through Sep FY26, so the order is:
- approve Oct FY26 — FCC locks only Approved (or Unlocked) units; this one is Under Review.
- lock Oct FY26 — once Approved, locking may start at Oct and run to the target.
Lock is refused unless the previous period is locked — Sep is, so Oct can go next. Each step runs as a confirmed bulk action, and I’ll read the status back rather than trust FCC’s acknowledgement. Shall I run step 1?
Illustrative transcript against a demo application. FinClose, Harbourstone Group plc and the figures shown are fictional. EPM Admiral works as the signed-in user with their Oracle roles; reads run freely, every write is previewed and approved, and each figure comes from a live tool result.
EPM Admiral for Planning
Your planning cycle, run from your AI assistant.
Ask why the forecast moved, roll the month forward or find who still holds a submission. Only with your OK.
The cycle runs on lists of who has submitted, variance commentary written by hand and a month-end rollover one person remembers. AI assistants see none of it.
Your assistant reads and works your Planning application through 81 tools, signed in as you. It quotes only figures Oracle returned, and every write waits for you.
Variance, explained
Ask why an entity missed EBITDA against plan. The server drills the hierarchy and computes each driver’s share of the gap, so the commentary quotes calculated numbers, never estimates.
Scenarios and insights
Actual, Plan and Forecast on one live grid, exactly as Oracle returned them, plus the IPM Insights Oracle found in your data. Words like EBITDA and forecast map to your own members.
The budget cycle
See which approval units are still out, who holds each one, who is next and why it was last sent back. Promote or reject units from chat, each with your OK.
Month-end rollover
Roll substitution variables forward, run your business rules in order and check the results, stopping at the first failed job. Every variable change and rule run waits for you.
Data, rules and loads
Query and load data slices, run Data Management rules and pipelines, and launch jobs to the finish. A REPLACE load is flagged as destructive before it runs.
Every write approvedSafety by design
Each change is previewed in plain language with the exact call Oracle will receive, and the model cannot approve it for you. Read-only mode and opt-in security tools.
Oracle EPM is the harbour and your plan is the voyage. EPM Admiral is the navigator: it reads the charts of your plan, takes the helm as you, and never changes course without your say-so.
Commentary, drafted
Variance narrative starts from a computed drill-down, ready to edit, not from scratch.
Fewer status chases
Who still holds a submission is one question, with the owner and the last comment.
Figures you can trust
The assistant quotes only figures a tool returned, and every write is read back.
A record of every call
Every read, preview and write is logged: who asked, which environment, and what Oracle answered.
Run your close and your plan from your AI assistant.
EPM Admiral runs on your PC and contacts only your Oracle EPM environment and, with OAuth, your identity domain. Ask us for access.
contactus@captain-epm.com · Part of the Captain EPM fleet: EPM Conductor™, EPM Commander™, EPM Admiral™