Oracle EPM Cloud Server

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Connect AI agents to Oracle EPM Cloud (Planning, PBCS, EPBCS) via REST APIs. Automate month-end close, run business rules, manage substitution variables, refres

автор: fmepm

GitHub

Описание

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.

README

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

Built by Fred Mamadjanov — Oracle ACE, EPM Solution Architect | fmepm.com

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.

📺 Video Tutorials & 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

Architecture

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

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`

Quick Start (Mock Mode — No EPM Environment Needed)

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: Download and install

# Clone or download this folder
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/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\\index.js"]
    }
  }
}

Mac example:

{
  "mcpServers": {
    "oracle-epm-cloud": {
      "command": "node",
      "args": ["/Users/fred/oracle-epm-mcp-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.

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/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"
      }
    }
  }
}

That's it. Same 7 tools, but now hitting your real environment.

Authentication Note

The REST APIs use Basic Authentication. Your username format must be identitydomain.username — this is the #1 most common mistake. If you get 401 errors, check this first.

Accounts with multi-factor authentication (MFA) enabled cannot use Basic Auth. You would need OAuth 2.0 instead (not covered in this version).

Month-End Close Automation Example

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

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

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

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

What's Next

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

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 & 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.

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

Как установить

Добавь это в claude_desktop_config.json и перезапусти Claude Desktop.

{
  "mcpServers": {
    "oracle-epm-cloud-mcp-server": {
      "command": "npx",
      "args": []
    }
  }
}

Oracle EPM Cloud Server

Описание

README

What This Does

📺 Video Tutorials & Full Articles

Architecture

Available Tools

Quick Start (Mock Mode — No EPM Environment Needed)

Prerequisites

Step 1: Download and install

Step 2: Configure Claude Desktop

Step 3: Restart Claude Desktop

Step 4: Try it

Switching to Live Mode (Real EPM Environment)

Authentication Note

Month-End Close Automation Example

Troubleshooting

What's Next

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Как установить

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Oracle EPM Cloud Server

Описание

README

What This Does

📺 Video Tutorials & Full Articles

Architecture

Available Tools

Quick Start (Mock Mode — No EPM Environment Needed)

Prerequisites

Step 1: Download and install

Step 2: Configure Claude Desktop

Step 3: Restart Claude Desktop

Step 4: Try it

Switching to Live Mode (Real EPM Environment)

Authentication Note

Month-End Close Automation Example

Troubleshooting

What's Next

About

Как установить

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