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Case study: Foundation MCP connectorFoundation

A construction CFO now asks his ERP questions in plain English

An Arizona electrical contractor connected Claude to its Foundation database through Beiing Human’s MCP connector. Daily cash checks, past-due invoice follow-ups and the weekly dashboard now arrive on their own, verified against Foundation.

Company
Union electrical contractor, Arizona
ERP
Foundation, in use for 16 years
Solution
Beiing Human Foundation MCP connector + Claude
Led by
CFO, hands-on
A chat request flows through a connector hub to a construction database, and a report comes back

Hear it from the CFO

From “Finance at the Jobsite,” Beiing Human’s podcast for construction finance leaders.
The Challenge

The challenge

The company has run Foundation since 2010. It handles job costing and the construction-specific accounting the team relies on, and its standard reports export to PDF or Excel. Getting anything beyond those reports meant querying the database directly, a skill Foundation teaches in a two-and-a-half-day course.

The CFO had taken that course and built a weekly dashboard from Excel queries, pivot tables and a macro. It worked, but because the data was confidential, only he could change the parameters and run it. Adding a new line, such as subcontractor costs, meant rewriting queries and rebuilding the macro.

Other routine work was just as manual. Checking the daily cash position took nine steps inside Foundation. A team member reviewed past-due invoices by hand, highlighted them in a PDF and sent them to project managers. The monthly profit-share accrual meant pulling the same payroll report over and over and retyping figures from one screen into another.

The Solution

The solution

Beiing Human builds MCP connectors that let AI assistants like Claude work directly with construction systems, and has built more than 60 of them. The company already used Beiing Human for AP automation, and connected Claude to Foundation using Beiing Human’s Foundation MCP connector.

With the connection in place, the CFO can query almost anything in Foundation by asking Claude in plain English: reconciling accounts payable, building financial statements, or researching a customer. No SQL is required.

The connector is designed for speed and accuracy. Rather than handing Claude the raw database, Beiing Human builds focused tools so Claude does the reasoning while the heavy computation runs in code. When the CFO’s past-due report surfaced an issue, Beiing Human updated the connector’s tool based on his feedback.

What runs today

Each workflow was verified against Foundation’s own reports before the team relied on it. Several are saved as Claude skills, so they can be shared with colleagues or run on a schedule.

Nine manual tasks replaced by one automatic email
  1. Every day

    Cash balance report

    A cash report lands in the CFO’s inbox at a set time. Claude suggested using code names for the accounts so the email wouldn’t read as a cash report if it reached the wrong person. It matched Foundation’s balance sheet from the first run.

  2. Every week

    Invoices 30+ days past due

    A list of overdue invoices with customer, invoice number and job number arrives automatically. The first version pulled invoices that were years old. Given a correct AR aging report as a reference, Claude found the problem in under a minute: it needed to return only invoices with an open status.

  3. Every week

    Dashboard and weekly pulse

    The Excel-and-macro dashboard is rebuilt from the Foundation connection. Drilling into deposits, customer invoices or vendor payments is now a single question, and a chart view shows trends over 13, 26 or 52 weeks.

  4. Last Friday of the month

    Profit-share accrual

    Instead of retyping payroll data, Claude updates the accrual spreadsheet from Foundation on a schedule after the month’s last payroll closes.

  5. Every payroll

    Time card review

    Claude checks time cards against the company’s union overtime rules and flags missing time and week-over-week changes. When it flagged an approved arrangement as an error, the team updated the rule so it wouldn’t flag it again.

Calendar showing reports that run daily, weekly, every payroll and on the last Friday of the month

The impact

BeforeAfter
Nine steps in Foundation to check the cash positionCash balances emailed automatically every day
Past-due invoices highlighted by hand in a PDFPast-due list delivered every week
Dashboard updates only the CFO could runDashboard customized by asking Claude
New reports meant writing database queriesPlain-English questions, no SQL
Payroll figures retyped between screensAccrual updated on a monthly schedule
  • 9 → 0manual steps for the daily cash check
  • 100%cash report accuracy from the first run
  • < 1 minfor Claude to diagnose the past-due report
  • 60+MCP connectors built by Beiing Human
I’m not a programmer. I didn’t have to take a two-and-a-half-day seminar to learn how to get the information out of the database using Claude with the connection to Foundation.
— CFO, Arizona electrical contractor

Built with guardrails

As CFO, he owns security and governance for the company’s data, so he built these workflows himself to understand where data flows and who can see it. The company’s AI policy keeps automation centralized and reviewed rather than built ad hoc across the organization.

The next step is writing to Foundation, starting with low-risk job number creation. Every write tool in Beiing Human’s connector is reversible from within Claude and logged, so the team can see what was written, by whom and when.

  • Claude reads Foundation through a read-only user
  • Nothing leaves the organization without review
  • No transactions happen without review
  • No payments are made with AI
  • Write actions are reversible and logged
Shield with a lock surrounded by icons for read-only access, review, approvals, no payments and undo
If you know that you can go back and reverse things, review things, it really does bring the comfort level up a lot.
— CFO, Arizona electrical contractor

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