Drivetrain

Drivetrain is an AI-native business planning platform for finance teams. This connector lets Claude work directly with your company's Drivetrain workspace, so you can ask questions of your actual and forecast data.

With the Drivetrain connector, Claude can:

• Find and explain metrics: search your metric catalog, inspect how a metric is defined, and review its formula and dimensions before using it.
• Query results: pull metric values across any time range, scenario, version, or dimension breakdown (region, product, department, cohort) to compare actuals against budget, plan, and forecast.
• Explore dimensions and lists: browse dimension values and reference lists so numbers can be sliced the way your business is organized.
• Work with datasets: list datasets and columns, inspect column values, and review or update the transformations applied to source data from your ERP, CRM, HRIS, and billing systems.
• Build and update boards: create new dashboards in Drivetrain or update existing ones straight from a conversation.
• Check model logic: validate formulas and read model definitions before making changes.
• Search Drivetrain's product documentation for how-to guidance.

Access is authorized with OAuth against the user's own Drivetrain account, so Claude sees only the data that user can already access in the product.

Typical uses: month-end variance commentary, board and QBR prep, scenario and version comparisons, quick answers to questions like "what was net revenue retention by segment last quarter", and drafting a dashboard for a new business review.