Browse categories
Explore
Fiverr Pro
English
$
USD
I will a custom claude mcp server for financial excel data
Vamsi K
About this gig
Are generic AI bots hallucinating numbers or failing on your financial spreadsheets? Standard RAG and vector search fail on multi-period statements and complex financial models.
I build custom Model Context Protocol (MCP) servers that connect your financial Excel workbooks directly to Claude (Desktop or Hosted). Powered by an analytical DuckDB engine, you get 100% computational accuracy with zero hallucinations.
What You Get:
- Zero Hallucinations: DuckDB executes deterministic queriesno guessed figures.
- Cell-Level Citations: Direct links back to source cells, sheets, and filings.
- Complex Structure Support: Handles debt maturity buckets, multi-year periods, and line-item hierarchies.
- Custom FastMCP Tools: Instant metric search, company comparisons, and sheet catalog lookups.
- Security & Auth: Local Claude Desktop (stdio) or hosted OAuth 2.0 / JWT with row-level permissions.
- Web Admin Panel: Ingest and validate new Excel models effortlessly.
Built for FP&A teams, PE/VC analysts, and CFO consultants who require audit-grade financial intelligence.
Please message me with a sample of your Excel model before ordering!
Get to know Vamsi K
Vamsi K
AI, Data Engineer LLMs, Data Pipelines
- FromIndia
- Member sinceSep 2022
Languages
Telugu, English, Hindi
As an AI & Data Engineer with hands-on experience at one of India's largest IT firms, I specialise in solving the problems that slow data teams down: slow pipelines, bloated APIs, poorly integrated LLMs, and data systems that break under real-world load.
What makes me different from most freelancers:
I don't build toy examples. Everything I know comes from production systems handling real data, real scale, and real deadlines. When I take your project, I treat it the same way.
If you need fast, high-quality data or AI engineering work — let's talk.
FAQ
Why use an MCP server instead of uploading my Excel file directly into ChatGPT or Claude?
Uploading massive spreadsheets directly hits context limits, costs excessive tokens, and frequently results in math errors or hallucinations. An MCP server connects Claude to a dedicated DuckDB analytical engine: Claude queries the exact numbers it needs via structured tools, ensuring 100% computati
Can I run this locally on my computer without sending data to external servers?
Yes! The Basic package runs via stdio directly inside your local Claude Desktop app. Your Excel data and DuckDB files stay entirely on your local machine.
Can this handle custom, non-standard spreadsheet layouts?
Yes. The ingestion pipeline handles custom row hierarchies, maturity buckets, text fields (credit ratings, benchmark indices), and multi-period structures.
Can multiple team members connect with restricted company permissions?
In the Premium package, we configure hosted OAuth 2.0 / JWT authentication with row-level security (RLS), allowing you to restrict specific company data per user or team.
