SpreadX AI Connector — Reports & Analytics

Last Update: 07-07-2026

This page describes how the SpreadX AI connector supports reporting and analytics tasks for Claude and other supported AI platforms. It's intended for both end users and the IT administrators who review and approve connector access for their organization.

Once a workspace is connected, users can ask Claude in natural language to summarize sales performance, review product and catalog data, and pull supporting records — without needing to log into SpreadX or build a report manually.

Key Features

• Summarize sales performance over a given date range
• Break down invoice counts, gross sales, net sales, and VAT
• Review the product catalog, including SKUs and cost pricing
• Cross-reference contacts and payment methods used in reporting
• Ask follow-up questions in plain language instead of rebuilding reports

Supported Use Cases

Sales Performance Summary

Users can ask Claude to pull a sales summary for a specific period, and Claude will return figures such as invoice count, gross sales, net sales, and VAT for that range.

Show my sales summary from June 1 to June 30, 2026.

Period Comparisons

Users can ask Claude to compare sales summaries across two or more periods to spot trends, such as month-over-month or quarter-over-quarter changes.

Compare my sales summary for Q1 2026 vs Q1 2025 and highlight what changed.

Catalog and Product Analysis

Users can ask Claude to review the product catalog alongside sales data, for example to look at cost pricing relative to sales performance.

List my top products by name and show their current cost price.

Supporting Context for Reports

Users can ask Claude to pull related contact or payment method records to add context to a report, such as identifying which customers or payment types a summary covers.

Available Tools

Tool	Purpose
get_sales_summary	Retrieves a summary of completed sales — invoice count, gross/net sales, and VAT — for a given date range and vendor.
get_products	Retrieves catalog products for the vendor, including IDs, names, SKUs, and cost prices.
get_contacts	Retrieves customers and suppliers associated with the vendor, including IDs and names, for use as report context.
get_payment_methods	Retrieves available payment methods for the vendor, for use as report context.

Note: place_online_order is also part of this connector but is not a reporting tool — see the main connector documentation for details on draft order creation.

Data Access

Reporting tools only access data from the authenticated user's authorized SpreadX workspace.

Depending on the user's permissions, these tools may access:

• Sales summary data (invoice count, gross/net sales, VAT)
• Product catalog data (names, SKUs, cost prices)
• Contact records (customers and suppliers)
• Payment method labels or configuration

Access is controlled by SpreadX user permissions and OAuth authorization. No sales, product, or contact data is stored by the connector outside of the current conversation.

Authentication

The SpreadX connector uses OAuth-based account linking. Users must sign in to their SpreadX account and authorize Claude before Claude can retrieve any reporting data.

Users can revoke access at any time from their SpreadX account or from Claude connector settings.

Security and Permissions

Reporting tools follow the user's existing SpreadX permissions. A user can only retrieve report data that their SpreadX account is already authorized to view.

These tools do not:

• Modify or delete sales, product, or contact records
• Transfer money or charge payment methods
• Export data outside of the current conversation
• Bypass SpreadX user permissions