Harmonize MCP Server gives approved AI assistants governed, read-only access to your Harmonize payments analytics. Ask questions in Claude, ChatGPT or Cursor and get answers computed from the same data that powers your Harmonize dashboards.
Before you connect
You need a Harmonize Analytics Portal login before you can connect Harmonize MCP. Confirm this first.
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Try signing in to the Harmonize Analytics Portal. If you can sign in and have your Organization ID, you're ready to connect.
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If you don't have access, email [email protected] to request an invite.
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Look for an email from [email protected] with the subject "You've been invited to Harmonize by Optimized Payments." If it isn't in your inbox, check your spam or junk folder.
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Open the invite and set your password.
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Save the Organization ID from the invite. You will enter it when you connect MCP.
Start here
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I want to... |
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Review security, data handling and how it works |
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Connect my AI assistant |
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See example questions or fix a problem |
At a glance
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Read-only. It never changes your data or configuration.
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Scoped to your organization. Users sign in with their work account through Auth0.
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Governed. Every query comes from the governed metric catalog. No free-form SQL, no transaction export.
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Included with Harmonize Analytics and Harmonize Data Exchange.
Need help? Email [email protected] or contact your Optimized Payments consultant.