How can you use Claude connected to your accounting data to interactively analyze finances (e.g., largest cost categories, recurring payments)?

Using a private MCP connection to the accounting platform (set up without needing separate approval from Claude), a user can chat directly with their financial data inside Claude. Example queries demonstrated: asking for the largest cost category year-to-date across properties (returned 'general repairs' as the largest), and asking when insurance is paid (Claude answered it's paid monthly, roughly $1,500/month, based on the connected data). It also proactively flagged a data issue -- spotting that one loan record appeared broken. The tool can also be directed to review transaction categorization, such as scanning the general repairs category for items that look miscategorized; in one case it flagged a 'commercial property insurance' line item that had incorrectly been coded as general repairs.