Setup Guide - Torii Financial Intelligence on Claude

What you'll have at the end

A SaaS portfolio dashboard and a NetSuite spend accuracy report, in Claude, pulling data directly from your Torii tenant via MCP. The accuracy report shows you exactly how close Torii's numbers are to your ERP — and helps us adjust the configuration based on your accounting setup.

Prerequisites

A Torii account with at least Viewer permissions
Claude (desktop app, web)
saas-rationalization-dashboard.skill installed — the NetSuite accuracy skill builds on top of this and requires it to be present first (see Part 2)
Your NetSuite spend figures as a CSV or XLSX export (or a NetSuite MCP connector — optional)

Part 1 — Connect the Torii MCP

Open Claude and click the plugin/connector icon in the sidebar. The official Torii support knowledge base article for the MCP can be found here.
Search for Torii and click Install.
Authenticate with your Torii subdomain and credentials.
Verify it's working: open a new chat and ask — "Can you call list_apps with size 3 and show me what comes back?" You should see a JSON response with app names, states, and expense fields.
Note your MCP UUID — it appears in the tool names listed in your session, e.g. mcp__ce101254-8a16-491a-96c4-ea90dd7799gf__list_apps. The UUID is the string between mcp__ and __list_apps.

Tip: If expenses shows as 0 for all apps, your NetSuite integration may not be syncing yet. Check Settings → Integrations → NetSuite in Torii.

Part 2 — Install the SaaS Rationalization Dashboard

This gives you a live portfolio view: app states, license utilization, active users, spend, contract renewal exposure, and a decision queue — all from your Torii tenant.

Get the saas-rationalization-dashboard.skill from your Torii CSM. Self-install or get help from Torii to set it up.
In Claude, go to Customize → Create Skill --> Upload a Skill and select the .skill file or .zip file.
In a new chat, type: "Set up the SaaS rationalization dashboard for my Torii tenant."
Claude will discover your available fields, walk you through selecting an Organizational View (e.g., Department), and create a live sidebar artifact.
The artifact auto-refreshes each time you open it.

Part 3 — Install the NetSuite Accuracy Skill

Prerequisite: The saas-rationalization-dashboard skill (Part 2) must be installed before this step. The NetSuite accuracy skill relies on it for Torii field discovery and MCP connectivity patterns.

This adds the financial accuracy layer: compare Torii's reported spend against NetSuite, diagnose gaps, and get a config recommendation to improve accuracy.

Get the torii-netsuite-accuracy-skill.skill from your Torii CSM. Self-install or get help from us to set it up.
Install it the same way: Plugins → Install from file.
In a new chat, type: "I want to run the NetSuite accuracy report for my Torii tenant."

Claude will ask you which mode to use:

Option A — You have a NetSuite spend export: Attach your XLSX or CSV file. Claude reads it, matches the vendor names to your Torii apps, and builds a pre-populated gap report artifact. No live NetSuite connection needed.

Option B — You want to enter figures manually: Claude creates the artifact with editable input fields. Enter your NetSuite figures per app directly in the table.

Option C — You have a NetSuite MCP connector: Claude queries it live alongside Torii. Both data sources refresh each time you open the artifact.

Part 4 — Understand your accuracy score

The gap report shows you three things:

Config Journey tab — if you have multiple Torii snapshots from different configuration states, this shows how accuracy changed across each one. The headline is a single accuracy percentage per state.

App Detail tab — per-app gap ($, %) against your NetSuite figures, colour-coded by accuracy band, with a notes column for root cause annotations.

Export — use "Export HTML" for a self-contained point-in-time report you can share with Finance, or "Export CSV" for a spreadsheet.

What the accuracy score means

Score	Meaning
90%+	Within expected range — rolling window timing accounts for most of the residual gap
85–90%	Acceptable for best-effort accrual config (Scenario 5)
Below 80%	Structural issue — run the config wizard to diagnose

If your score is below 80%, ask Claude: "Can you run the NetSuite configuration wizard for my tenant?" It will walk you through 6 question blocks and produce a config JSON that you can provide your to your Torii team.

What's next

Schedule a refresh — ask Claude to set up a weekly accuracy digest that emails you a summary
Add the config wizard — if you're not yet on the right NetSuite scenario, the skill guides you through it step by step
Connect live NetSuite — when you're ready to replace the file-based source with a live MCP connector, update the UUID in the artifact and it switches over automatically