Productivity & Project Management · Simplekpi + Claude
Simplekpi MCP with Claude: Track KPIs and Surface Performance Insights Faster
The short answer
Claude connects to Simplekpi through the Model Context Protocol, a secure standard that lets Claude use the software with permissions you control. Once connected, Claude can help create KPIs, update metrics, generate performance reports and analyse trends when people ask in plain language, while approvals keep humans in charge of key changes.
What is Simplekpi?
Simplekpi is cloud-based KPI software for creating, managing and analysing performance indicators. Teams use it to track targets, record results and report progress without spreadsheet clutter. It suits operations managers, finance teams, project leads and executives who need a clear view of how the business is performing against its goals each week or month.
How Claude connects to Simplekpi through MCP
The Model Context Protocol, or MCP, is an open standard that acts like a universal adapter between Claude and other software. It lets Claude securely read information from a tool and take actions in it, using access permissions that your organisation sets and controls.
Once Simplekpi is connected, Claude can typically look up existing KPIs, read current metrics, update values you supply, create new indicators and generate performance summaries. A manager could simply ask for a monthly view of targets missed across regions, and Claude would pull the figures and explain the pattern.
Permissions and approvals keep people in charge. Access is limited to the actions each user needs, sign-in uses the basic method Simplekpi supports, and consequential changes such as editing approved targets can require a person to confirm before they are saved.
What you can automate
Weekly performance reporting
Claude can gather the latest metrics from Simplekpi and draft a short summary for leadership. Each report highlights what improved, what slipped and why it may matter. Managers review the draft before it is shared, saving hours of manual compilation every week.
Creating new KPIs from a brief
When a new project starts, a department head can describe the goals in plain language. Claude can propose KPI names, definitions and targets, and create them in Simplekpi once the owner approves the structure. This keeps indicators consistent across teams.
Updating metrics from daily inputs
Staff often hold figures in emails or chat messages. Claude can help turn those inputs into structured metric updates, flagging anything that looks unusual for a person to check before it is recorded. Data stays accurate without repetitive typing.
Trend analysis for managers
Leaders can ask questions such as which KPIs have declined for three months running. Claude can analyse the stored results, identify patterns and suggest areas for a closer look. Teams spend more time acting on insights and less time building charts.
Preparing board and review packs
Before quarterly reviews, Claude can assemble performance highlights, comparisons against target and commentary drafts from Simplekpi data. Finance and strategy leads check and adjust the content, so the final pack reflects their judgement.
An end-to-end workflow: Monthly operations KPI pack
TriggerThe first working day of each month, when the operations lead asks Claude for the previous month's performance pack.
Claude reads the agreed KPI set and latest metrics from Simplekpi.
Claude compares actual results against targets and the prior month.
Claude pulls supporting order and delivery figures from the organisation's ERP system for context.
Claude drafts a summary with trends, exceptions and suggested discussion points.
The operations lead reviews and approves the draft, and any target changes are confirmed by a person.
The approved pack is saved to Microsoft 365 and shared with the leadership team.
OutcomeLeadership receives a consistent, reviewed performance pack within hours instead of days, and the team spends its time discussing actions rather than gathering numbers. Results will vary by organisation.
How we set it up
Free automation audit
We review how your teams track KPIs and report results today, and identify the workflows worth automating with Simplekpi and Claude.
Connection design
We set up the connection to Simplekpi using its MCP server or direct API, with the basic sign-in method it supports, and agree least-privilege access for each role.
Workflow design
We design the end-to-end process across Simplekpi and your other systems such as Microsoft 365, CRM or ERP, defining exactly which actions need human approval.
Testing with real cases
We test the workflow against past reporting cycles and real KPI data, checking accuracy and refining prompts until outputs meet your standards.
Launch and training
We launch with monitoring and audit logs enabled, then train your team on asking for reports, updating metrics and reviewing Claude's output.
Who benefits
- Operations managers
- Receive consistent performance reports without manual data gathering each cycle.
- Finance and planning leads
- Spot variances against targets quickly and prepare review packs with less effort.
- Department heads
- Create and maintain KPIs for their teams while keeping definitions consistent across the business.
- Executives
- Ask direct questions about performance in plain language and get clear, reviewed answers.
Security and control
- Least-privilege access so each user can only read or change the KPIs their role requires.
- Human approval for consequential actions such as altering approved targets or publishing reports.
- Audit logs recording what Claude read and changed in Simplekpi, so every update can be traced.
- Basic sign-in handled according to your organisation's security policies, with access reviewed regularly.
- Testing against real data before launch, so accuracy is checked in your own context.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can host the workflow in their chosen region to support their data protection obligations. In India, the Digital Personal Data Protection Act, 2023 governs personal data, and we design access and hosting with it in mind. For organisations in the UAE and Saudi Arabia, local data protection laws shape where data is stored and who can access it. Hosting region is chosen to meet your specific requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Simplekpi MCP server do?
The Simplekpi MCP server acts as a secure bridge between Claude and your Simplekpi account. It lets Claude read KPI and metric data and carry out permitted actions, such as creating indicators or updating values, under the access controls you set. It is a connection layer, so your data stays within Simplekpi and your chosen hosting environment.
Is connecting Simplekpi to Claude secure?
Security depends on how the connection is configured. We use least-privilege access, the basic sign-in method Simplekpi supports, approval steps for consequential changes and audit logs. Together these limit what Claude can do and let you trace every action. We also review your security policies before launch.
What can Claude do with Simplekpi once connected?
Typically Claude can look up KPIs, read current metrics, update values you provide, create new indicators, generate performance reports and analyse trends. Users make these requests in natural language. The exact actions available depend on the permissions granted to each user.
How long does setup take?
Timelines depend on how many KPIs, reports and other systems are involved. A focused connection with a single reporting workflow is often quicker than a multi-team rollout. Following the free automation audit, we agree a schedule covering connection, design, testing and training.
Which plan or permissions do I need?
Requirements depend on your Simplekpi subscription and the access level your organisation grants. Generally, the connection needs an account with permission to read and, where needed, write the KPIs in scope. We confirm the exact requirements during the audit, so your administrator can prepare appropriate access before setup begins.