J
Josh Solomon
I'd like to request an enhancement to the Financial Cents MCP to expose the SharePoint/OneDrive folder linked to a client profile.
Our firm plans to use Financial Cents as the source of truth for client information, including the location of each client's document folder in SharePoint. We want AI agents using the Financial Cents MCP to be able to retrieve that folder location and then access the corresponding documents through the Microsoft SharePoint connector.
Currently, the MCP's
get_client
endpoint returns the existence of a OneDrive integration, including its integration ID and connection status, but does not expose the linked folder's URL or path.
Requested functionality:
  • Include the linked SharePoint/OneDrive folder URL in the
    get_client
    response, either directly or through an optional
    include
    parameter.
  • Alternatively, provide a dedicated MCP tool to retrieve the document-management integration details for a specified client.
  • Ideally, return the folder's web URL, SharePoint site/library information, and folder or drive ID where available.
I assume the same info would be helpful for Google Drive, but we are a Microsoft shop.