Overview
Cortena is a finance operating system for SMB finance teams. AI agents that run payables pre-accounting against your accounting system. It also allows to directly read your accounting system data, e.g. trial balances, posting history and chart of accounts from DATEV, Exact Online and Twinfield. This connector lets Claude work with your live Cortena data using the same permissions as the web app. Who it’s for: Finance operators and approvers who use Claude and want answers like “What invoices need my approval?” or “Show overdue unpaid payables this week” without switching tabs. What you can do - Search and inspect payables: list and open invoices with the same filters as the Cortena workspace (due date, payment status, workflow step, supplier, and more). - Check your approval and review queues: find invoices where you are eligible at an approval or review step. - Read Pulse dashboard metrics: action-required and insight cards with clickable deep links into filtered lists. - Browse workflows: see active workflow definitions and human step types. - Upload payables: ingest PDF, image, or XML invoice files through the same pipeline as manual upload. - Approve, complete review, or reject: changes use a prepare → you confirm → commit flow. Cortena never applies workflow actions from a single silent tool call. Security and access - Each user connects with their own Cortena login (OAuth authorization code + PKCE). - A tenant admin must grant MCP access per tenant. - Org admins register the connector once; each user connects individually at claude.ai/customize/connectors. - Read-only and read + write access modes are configurable when creating the OAuth client in Cortena Settings. Setup: Create an OAuth client under Settings → MCP access in Cortena, then connect Claude to https://app.cortena.ai/api/mcp
