EPM Copilot — AI agents for Oracle EPM
EPM Copilot by MySynergy.ai connects Claude and other AI assistants to Oracle EPM through MCP (Model Context Protocol) servers. Finance teams ask questions in plain language and the agent works directly in Oracle Financial Consolidation and Close (FCCS), Oracle EPM Planning (EPBCS), Profitability and Cost Management (PCM), Essbase and Hyperion HFM, deployed inside your network.
Manual EPM work vs. EPM Copilot
| Task | Manual today | With EPM Copilot |
|---|---|---|
| Answer an ad-hoc CFO question | Build a Smart View grid or run a data export | Ask in chat; the agent queries FCCS or Planning |
| Check close status | Open consolidation and journal screens entity by entity | "Which entities haven't consolidated, and which journals are unposted?" |
| Run rules and data loads | EPM Automate scripts or the UI | The agent runs business rules and Data Exchange jobs and reports back |
| Understand HFM consolidation rules | Read VBScript line by line | The HFM Rules agent explains and validates them in plain language |
| Prepare FCCS for IFRS 18 | Remap the P&L by hand | The IFRS 18 agent proposes Operating / Investing / Financing mappings for review |
Frequently asked questions
What is EPM Copilot?
EPM Copilot, by MySynergy.ai, is a set of AI agents built as MCP servers. They connect Claude and other AI assistants to Oracle EPM so finance teams can ask questions and run tasks in FCCS, Planning (EPBCS), PCM, Essbase and HFM in plain English or Portuguese.
Which Oracle EPM modules does it support?
FCCS, Oracle EPM Planning (EPBCS/PBCS), PCM/EPCM, Essbase and on-premises Hyperion HFM. A OneStream MCP server is also available.
Is there an MCP server for Oracle FCCS?
Yes. The EPM Copilot FCCS MCP server exposes 36 tools over the FCCS REST API and works with Claude Desktop, Claude Code and other MCP clients.
Does our financial data leave our network?
EPM Copilot is deployed inside your corporate network and connects to Oracle EPM with your own service accounts.
How is it different from Oracle's built-in EPM AI?
Oracle's native AI features run inside Oracle Cloud EPM. EPM Copilot connects your chosen AI assistant to several EPM modules at once through MCP, including on-premises HFM, tailored to your dimensions and rules.
Who is behind EPM Copilot?
MySynergy AI LTDA, São Paulo, Brazil, founded by Yannis Vossos, with more than 15 years of Oracle EPM experience.