How to Set Up an AI Agent for Oracle EPM Cloud - Step by Step
0:00 Intro & Prerequisites
0:27 Clone Repo + Install Dependencies
0:54 Configure Claude Desktop
1:24 Quit & Reopen Claude (Important)
1:45 Verify the MCP Connection
2:13 Test 1: List EPM Applications
2:49 Test 2: Get Substitution Variables
3:17 Mock Mode vs Live Environment
3:48 What's Next
In 5 minutes, I walk you through setting up the Oracle EPM MCP Server connecting Claude AI to Oracle EPM Cloud through natural language. No Postman. No EPM Automate scripts. Just ask.
In this tutorial:
→ Clone the GitHub repo
→ Configure Claude Desktop to point to the MCP server
→ Verify the connection
→ Run your first queries in plain English
This video covers the setup in mock mode, perfect for testing without touching a live environment. Connecting to your actual Oracle EPM tenant is a different conversation (authentication, identity domain, MFA, security posture).
📋 Resources:
🔗 GitHub repo (MIT): https://github.com/fmepm/oracle-epm-m...
🔗 Full companion article: https://fmepm.com/setup-ai-agent-orac...
🔗 Node.js: https://nodejs.org
🔗 Claude Desktop: https://claude.ai/download
🔗 Episode 2: How I Built the Oracle EPM MCP Server: • How to Connect Claude AI to Oracle EPM Clo...
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Welcome to FMEPM The expert you work with, not through. I share walkthroughs, tips, and lessons from real Oracle EPM projects. Planning, budgeting, consolidation, profitability, automations, integrations if it helps finance teams work better, it belongs here.
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Topics: Oracle Cloud EPM, MCP Server, Model Context Protocol, AI Agent, REST API, Claude Desktop, Claude AI, EPBCS, PBCS, EPM Automate, FP&A automation, natural language interface, Oracle ACE
#OracleEPM #AIAgent #ClaudeAI #MCP #EPMCloud #OracleACE #FMEPM #FPandA #MCPServer