---
updatedAt: 2026-05-11T05:34:30.000Z
agentTools:
  projectIndex: https://developers.toriihq.com/llms.txt
---

# Setup Guide - Torii Financial Intelligence on Claude

A SaaS portfolio dashboard and a NetSuite spend accuracy report, both running in your Claude, pulling data directly from your Torii tenant via MCP.

<Image align="center" border={true} src="https://files.readme.io/729a75d02bc40883ee873a47f121a0a27ea4c0c191a36f19f3875149b128e76e-spend_accuracy_report_variant.png" className="border" />

## 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

1. Open Claude and click the **plugin/connector icon** in the sidebar.  The official Torii support knowledge base article for the MCP can be found <Anchor label="here" target="_blank" href="https://support.toriihq.com/hc/en-us/articles/49894290637467-Connecting-AI-Assistants-to-Torii-with-MCP">here</Anchor>.
2. Search for **Torii** and click **Install**.
3. Authenticate with your Torii subdomain and credentials.
4. 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.
5. 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.

1. Get the **`saas-rationalization-dashboard.skill`** from your Torii CSM.  Self-install or get help from Torii to set it up.
2. In Claude, go to **Customize → Create Skill --> Upload a Skill** and select the `.skill` file or `.zip` file.
3. In a new chat, type: *"Set up the SaaS rationalization dashboard for my Torii tenant."*
4. Claude will discover your available fields, walk you through selecting an Organizational View (e.g., Department), and create a live sidebar artifact.
5. 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.

1. Get the **`torii-netsuite-accuracy-skill.skill`** from your Torii CSM.  Self-install or get help from us to set it up.
2. Install it the same way: **Plugins → Install from file**.
3. 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

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