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Oracle EPM Cloud MCP Server

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, 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.


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

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:

  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 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 was built as part of the demonstration of connecting an AI agent to Oracle EPM Cloud. For more Oracle EPM content, tutorials, and tools:


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

-
security - not tested
A
license - permissive license
-
quality - not tested

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