Portfolio and credit teams do not lack questions about a borrower’s financial health. They lack fast, reliable ways to get them answered without waiting on a manual spreadsheet pull.

Validis MCP puts those questions directly to Claude, ChatGPT, Copilot, or your internal LLM:

• “How has working capital moved month by month this year?” 

• “What share of the receivables book sits with the top 5 customers?” 

• “AR aging as of month end, and which customers hold the largest 90+ day balances.” 

• “Reconcile EBITDA to cash and list EBITDA normalisation candidates.” 

• “Show the monthly trend for current ratio, DSO, and interest cover.” 

In practice

Ask: “AR aging as of month end, and which customers hold the largest 90+ day balances.”
Validis: returns AR aging with overdue concentration and largest customer exposure, computed from the same standardized ledger data your team already relies on for portfolio monitoring.

The questions this raises, answered directly

Is the data used to train the AI? That depends on your own AI provider and plan, not on Validis, we don’t provide the AI. Enterprise tiers of Claude, ChatGPT, and Copilot generally exclude business data from training by default.

Can the AI change or expose the data? No. The connection is read-only, it can’t create, modify, or delete anything, and only writes to its own analysis cache. Your team sees only the engagements they already have access to, there’s no free-form database access, and every call is logged for your admin to inspect.

How do you know the numbers are right? The math runs in the Validis analytics engine, on standardized data, not in the AI. Every result comes back with the figures behind it, so the working is checkable, with a full audit trail.

• Governed by design: read-only, one sign-in, every call logged, access mirrors your existing Validis permissions, data stays in region.
• 19 out-of-the-box tools: a broad analytics and prompt library, working capital, ratio analytics, AR/AP aging, and more, run against standardized ledger data.
• Claude, ChatGPT, Copilot, Internal LLM: connects to the tools your team already uses.

See Validis MCP

Existing customer? Talk to your Account Manager about connecting your team.