Oracle EPM Cloud Server

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

Built by Fred Mamadjanov, Oracle ACE and EPM Solution Architect. More at fmepm.com.

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

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What This Does

This MCP server gives AI agents the ability to interact with Oracle EPM Cloud. Instead of manually running Postman calls or EPM Automate commands, you can ask Claude to:

• "What applications are in my EPM environment?"
• "Show me the current substitution variables"
• "Run the Agg_AllData business rule"
• "Export Q1 revenue data for North America"
• "Roll the current month forward from Mar to Apr"

The server translates these natural language requests into Oracle EPM REST API calls.

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📺 Video Tutorials and Full Articles

Episode 2: How I Built This Building an AI agent for Oracle EPM Cloud using MCP and REST APIs.

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

Episode 3: How to Set Up (Step by Step) Install and configure this MCP server in 5 minutes.

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

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Architecture

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

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Available Tools

Tool	What It Does	EPM REST API
get_api_version	Test connectivity, discover API versions	GET /HyperionPlanning/rest/
list_applications	List all EPM applications	GET /HyperionPlanning/rest/v3/applications
get_substitution_variables	Read current month, year, scenario variables	GET .../substitutionvariables
run_business_rule	Execute a calc script or business rule	POST .../jobs
check_job_status	Poll whether a job completed or errored	GET .../jobs/{jobId}
export_data_slice	Pull data from the cube by dimension members	POST .../exportdataslice
update_substitution_variable	Change a substitution variable value	PUT .../substitutionvariables

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Install

Two options. Pick the one that fits how you work.

Option A: One-Click Install (Recommended)

Available in v2.0.0 and later. Download the Desktop Extension, install it, done. No path editing, no JSON config file.

1. Download oracle-epm-cloud-2.0.0.mcpb from the latest release.
2. Open Claude Desktop. Go to Settings → Extensions → Advanced → Install Extension.
3. Select the .mcpb file.
4. That's it. Mock mode works out of the box. No Oracle credentials needed to test.

For live mode (real EPM environment), configure your environment variables through Claude Desktop's extension settings.

Option B: Manual Install (For Developers)

Use this if you want to read or modify the code.

Prerequisites

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

Need a video walkthrough? Watch Episode 3 on YouTube or read the step-by-step guide on fmepm.com.

Step 1: Clone and install

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

Step 2: Configure Claude Desktop

Open Claude Desktop → Settings → Developer → Edit Config.

Add this to your claude_desktop_config.json:

{
  "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.

Windows example:

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

Mac example:

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

Step 3: Restart Claude Desktop

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.

Step 4: Try it

Type in Claude Desktop:

"What EPM applications are available in my environment?"

Claude will use the list_applications tool and return the mock data.

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Switching to Live Mode (Real EPM Environment)

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.

Authentication Note

The REST APIs use Basic Authentication. Your username format must be identitydomain.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.

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Month-End Close Automation Example

Here's the sequence an AI agent would follow to automate a month-end close:

1. Check current period: get_substitution_variables sees CurrMonth = "Mar"
2. Run aggregation: run_business_rule with "Agg_AllData"
3. Wait for completion: check_job_status with the returned job ID
4. Validate data: export_data_slice for Revenue, COGS, Net Income
5. Roll period forward: update_substitution_variable CurrMonth from "Mar" to "Apr"
6. Confirm: get_substitution_variables verifies CurrMonth = "Apr"

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

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Troubleshooting

Error	Cause	Fix
MCP tools not showing in Claude	Config path wrong	Check claude_desktop_config.json path is absolute
401 Unauthorized	Username format	Use identitydomain.username, not just username
403 Forbidden	Insufficient permissions	User needs EPM admin or appropriate role
Connection refused	Wrong URL	Check EPM_BASE_URL matches your environment
ETIMEDOUT	Network/firewall	Verify you can reach the EPM URL from your machine

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What's Next

• OAuth 2.0 support for 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

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About

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.

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This is not an Oracle product. Oracle EPM Cloud is a trademark of Oracle Corporation.