Know your cash

Most finance teams spend more time wrestling data out of their tools than actually using it. You know what you need to see, you just can’t get it on your terms. This package connects your AI model to Kleer’s MCP server and gets you a working liquidity dashboard in under two weeks. What’s included: Connection & configuration. We connect your AI model to Kleer’s MCP and configure it to pull the right data for your needs, the right periods, the right view. Liquidity dashboard. A clean web app showing your liquidity data the way you actually want to see it, downloadable to Excel. Output adapts to whichever AI model you’re using. Follow-up. Two weeks in, we check how it’s going and explore where to take it next.