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.

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Oracle EPM Cloud MCP 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.

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 and Full Articles

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

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

Architecture

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

Available Tools

ToolWhat It DoesEPM REST API
get_api_versionTest connectivity, discover API versionsGET /HyperionPlanning/rest/
list_applicationsList all EPM applicationsGET /HyperionPlanning/rest/v3/applications
get_substitution_variablesRead current month, year, scenario variablesGET .../substitutionvariables
run_business_ruleExecute a calc script or business rulePOST .../jobs
check_job_statusPoll whether a job completed or erroredGET .../jobs/{jobId}
export_data_slicePull data from the cube by dimension membersPOST .../exportdataslice
update_substitution_variableChange a substitution variable valuePUT .../substitutionvariables

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

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.

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.

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.

Troubleshooting

ErrorCauseFix
MCP tools not showing in ClaudeConfig path wrongCheck claude_desktop_config.json path is absolute
401 UnauthorizedUsername formatUse identitydomain.username, not just username
403 ForbiddenInsufficient permissionsUser needs EPM admin or appropriate role
Connection refusedWrong URLCheck EPM_BASE_URL matches your environment
ETIMEDOUTNetwork/firewallVerify 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 and 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:

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.

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