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Funnel Cohort Analyst
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Month End Close Agent
Multi-step month-end close review from your ledger: deterministic close checklist, anomaly detection, and an advisory summary. Read-only.
Works with
Claude (web & desktop)ChatGPT (Plus / Pro)CursorVS Code (Copilot)Claude CodeGemini CLIWindsurfClineContinueZedLM StudioGooseJetBrains AI AssistantWarpPostmanand more
Before you connect: what this agent would do
A preview derived from this agent’s definition — not a live run. Nothing runs and no key is sent until you connect. FindAgent runs it in an isolated sandbox on the hosted connection.
Credentials it will ask for (2)
- Anthropic API Key· optional
Only ever sent to: api.anthropic.com
- OpenAI API Key· optional
Only ever sent to: api.openai.com
Safety rails that guard it
- Every result is scanned for leaked secrets and prompt-injection before it reaches you — a check no agent can turn off.
Connect over MCP — runs anywhere
Month End Close Agent runs on FindAgent and connects over MCP — no download, no local runtime. Add the server URL to any MCP-capable client.
1 · Choose your client
2 · Add the server URL
remote MCP
https://mcp.findagent.cloud/agents/month-end-close-agentChatGPT (Plus / Pro): Settings → Connectors → add a remote MCP server, then paste the URL and approve it.
You add this server inside your client and approve it once — that in-client step is a security check, so there's no one-click button for it.
Signing in: the first time you connect, your client opens a FindAgent sign-in page — approve once and you're connected. There's no API key or token to copy; access is tied to your FindAgent account.
What you'll need — and where to get it
You enter these when you connect. They're encrypted, only ever sent to the agent's allowed hosts, and never shared with the creator.
Anthropic API Key · optional
Optional. Enables the LLM-written advisory review summary via Anthropic. Without a key (and no host sampling) the agent falls back to a deterministic template. The checklist and anomalies are always code-derived.Create a key on the Anthropic Console API keys page (console.anthropic.com → API keys).Paste the value as a single line.Only sent to: api.anthropic.comOpenAI API Key · optional
Optional. Enables the LLM-written advisory summary via OpenAI instead of Anthropic.Create a secret key on the OpenAI API keys page (platform.openai.com → API keys).Paste the value as a single line.Only sent to: api.openai.com
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