Congratulations! We are delighted to announce that you are the winner of the Month 3 AI Prompt Challenge.

You submitted 1,605 prompts over the month, the highest level of activity in the challenge. That kind of consistent, hands-on use is exactly what we hoped to see, and it shows how much value finance teams can get when AI becomes part of their everyday workflows. Thank you for the energy you bring to the Prophix Community.

You will receive an email from us shortly so you can claim your $50 gift card.

Thank you for taking part, and congratulations again on a well-earned win!

1. Create the Members, set up formulas for your Plan Rule Sets:

   1. One for Period:

      

   2. One for Year:

      

2. Once set up, just add to your grids and set up a few ifs statements to denote which periods are Actuals vs Forecast (Note: for scenarios using carryovers from Actuals, those two accounts would be blanks so you will have to set up your if statement to take that into account).

Hope you find this useful!

Hernan

We are starting a new series on adopting the Prophix MCP (Model Context Protocol) server. This first post covers setup, and the pieces that follow will show you how to put the connection to work.

This series is also Month 3 of the AI Prompt Challenge. Step one is connecting MCP. Step two is prompting your Prophix data, and the most prompts in the month wins.

What is MCP?
The Prophix MCP server connects FP&A Plus to AI tools such as Claude, ChatGPT, and Microsoft Copilot. Once connected, you can ask questions about your Prophix data in plain language, for example: “What was our year-to-date revenue versus budget?”

Why it matters

• Natural-language access to your data. You do not need to know which tool or model to use. The AI works out which Prophix models to query and builds the plan itself.

• Your existing security stays in place. The MCP server uses your current Prophix permissions. If you cannot see certain data in Prophix, the AI cannot retrieve it for you.

• Calculations stay in Prophix. The AI sends a request to Prophix, which performs the calculation against your model and returns the result.

• Read-only by design. The MCP server cannot write data back to Prophix.

• Cross-model questions. You can combine data across models, such as financial performance and headcount, in a single conversation.

• Practical use cases. These include variance commentary, department budget vs. actual views, cost volatility analysis, mid-year reforecast scenarios and etc.

How to get started
Setup has two parts. An administrator completes the one-time connector setup for your organization. Each user then connects their own account with their regular Prophix credentials. The full steps for administrators and users are in the help article below:

MCP Connections for AI

If you are not an administrator, share the article with your Prophix administrator so setup can begin.

What is coming next
We will be posting short videos in this community showing MCP in action across multiple use cases. Follow this space and turn on notifications so you do not miss them.

Join the conversation
Which AI tool is your team planning to connect first, and what is the first question you would ask your Prophix data? Share your thoughts below.

Congratulations Kevin Rigodanzo ! We are delighted to announce that you are the winner of the Month 2 AI Prompt Challenge.

You submitted 400 prompts over the month, the highest level of activity in the challenge. That kind of consistent, hands-on use is exactly what we hoped to see, and it shows how much value finance teams can get when AI becomes part of their everyday workflows.

Thank you for the energy you bring to the Prophix Community.

You will receive an email from us shortly so you can claim your $50 gift card.

Thank you for taking part, and congratulations again on a well-earned win!