> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getnovaplan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect your LLM

> Turn your own copilot into an FP&A operator with the Novaplan MCP server.

Novaplan ships a native **MCP server**. MCP (the Model Context Protocol) is an open standard that lets an AI assistant call external tools. By connecting your own MCP-capable client (Claude, or any assistant that speaks MCP) to Novaplan, you give it governed access to your FP\&A data and a set of safe actions, all under your permissions.

This is the same data and the same guardrails as [Ask Nova](/nova/ask-nova), exposed to the copilot you already use day to day.

## What you get

Once connected, your assistant can query Novaplan and run a curated set of operations as MCP tools. At a high level, the surface covers:

* **Identity and orientation.** Confirm who you are, list budget versions, departments, dimensions, and the metrics catalog.
* **Read your numbers.** Pull headcount summaries and snapshots, GL actuals and summaries, revenue and ARR breakdowns, comparison overviews, P\&L templates, currency rates, and variance decompositions.
* **Plan operations.** Create and update budget versions, and manage dimension and currency reference data.
* **Data operations.** Inspect an upload, suggest column mappings, run a curation, ingest a source, and revert an ingestion batch.
* **Skills and search.** List and fetch Novaplan skills (the prebuilt analysis recipes) and search across the workspace.

<Note>
  Every MCP call runs under your role's data access, exactly like Nova in the app. The server never returns a figure your permissions mask. A read your role cannot see in the UI is a read it cannot make over MCP either.
</Note>

## Set it up

You manage access from your account settings. Tokens live at **Account, then MCP access tokens**, and the connections you have authorized live at **Account, then LLM connections**.

<Steps>
  <Step title="Create an access token">
    Open **Account, then MCP access tokens** and create a token for your copilot. Give it a recognizable name (for example "Claude desktop") so you can revoke just that one later. Copy the token when it is shown; you will not be able to read it again.
  </Step>

  <Step title="Add Novaplan to your MCP client">
    In your assistant's MCP settings, add Novaplan as a server and paste the token. Claude and other MCP-capable clients each have a connectors or MCP servers panel where you register an external server.
  </Step>

  <Step title="Ground the assistant">
    Ask your copilot to confirm the connection by identifying you (a "who am I" check). A healthy connection returns your name and workspace, which means the token and permissions resolved correctly.
  </Step>

  <Step title="Operate">
    Now ask your copilot to query plans, pull a revenue breakdown, or check a comparison overview, all on your live Novaplan data. Review the connections you have authorized any time at **Account, then LLM connections**.
  </Step>
</Steps>

## Example prompts for your copilot

* "Using Novaplan, list my budget versions and tell me which one is live."
* "Pull the headcount summary for the rolling forecast and summarize the trend."
* "Compare planned versus actual spend by department for Q2 from Novaplan."
* "Get the ARR breakdown for this quarter and explain the largest movement."

## Manage access

<Warning>
  Treat an MCP token like a password. It carries your permissions. If a token is exposed or a device is lost, revoke it at **Account, then MCP access tokens** and create a new one. Revoking a token immediately cuts off any copilot using it.
</Warning>

* Create a separate token per client so you can revoke one without disrupting the others.
* Review **Account, then LLM connections** periodically and remove anything you no longer use.
* Permissions changes apply on the next call. Lower a role's access and the copilot's reach narrows automatically.

## Related

<CardGroup cols={2}>
  <Card title="Ask Nova" icon="sparkles" href="/nova/ask-nova">
    The same governed intelligence, built into the Novaplan app.
  </Card>

  <Card title="Core concepts" icon="book-open" href="/concepts">
    Budget versions, dimensions, and lock levels that the MCP tools read against.
  </Card>
</CardGroup>