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ORCHARD / YOUR ANALYTICS, IN CLAUDE & COWORK

Claude or Cowork.
Your data, ready to work.

Use your analytics in Claude and Cowork. Orchard connects your systems, establishes shared business definitions and sets up MCP access—so your team can ask questions, explore results and put unified data to work in either experience.

Let’s set up your analytics
TWO WAYS TO WORK WITH DATA IN CLAUDE & COWORK

Easy to start.
Built to keep working.

A quick start gets you a first answer. A governed foundation supports growing teams and recurring decisions.

01 / AN UNGOVERNED SETUP

A useful experiment.
Harder to scale.

Export files, connect sources directly and rebuild the logic for each question.

Trust
Different copies and improvised definitions can produce different answers.
Freshness
Snapshots go stale. Someone has to export, upload and reconcile them again.
Speed
Repeated extraction, joins and tool calls can make questions slow as data grows.
Token use
Passing large raw results through the model consumes context and can drive up token costs or usage limits.
Access
Shared exports can lose the source system’s per-user restrictions. Governance needs to be designed in.

Useful for one-off questions. Fragile for recurring team workflows.

02 / THE ORCHARD APPROACH

A shared foundation.
Designed to scale.

Connect Claude and Cowork through MCP to governed models and purpose-built analytics tools.

Trust
Validated models and agreed definitions give people and apps a consistent starting point.
Freshness
Scheduled pipelines, monitored updates and visible refresh times keep data usable.
Speed
Filter, join and aggregate in the data platform. Return the relevant result to the model.
Token use
Send focused results and context instead of unnecessary raw rows, reducing avoidable token consumption.
Access
Authenticate users and enforce permissions in the connected data service, including for vibe coded apps.

Built for growing teams and data, with managed capacity and costs.

MCP provides the connection; the data architecture makes it scalable. Actual speed and cost depend on the workload. Why filtering before the model helps

THE FOUNDATION BEHIND THE ANSWER
  1. 01 / YOUR SYSTEMS

    Bring the records together.

    Orders, finance, customer records and operations, connected and refreshed on an agreed schedule.

  2. 02 / UNIFIED DATA & CONTEXT

    Agree what the numbers mean.

    Shared models, metric definitions and business rules that your team and AI can reference.

  3. 03 / MCP CONNECTION

    Make the right data accessible.

    Configured analytics tools and permissions for the people using them.

  4. 04 / CLAUDE, COWORK & YOUR TEAM

    Ask, explore and put it to work.

    Investigate results, create charts and build data apps using a consistent foundation.

WHAT ORCHARD SETS UP

Give Claude and Cowork the context
to do useful work.

Data that fits together.

We connect sources and reconcile identifiers, dates and records so questions can span systems. A customer, order or location has a consistent place in the data.

Definitions your team agrees on.

We document how you calculate revenue, margin, retention and other measures. Claude and Cowork can reference those definitions alongside the relevant business context.

A connection scoped to the work.

We configure the MCP tools, authentication and access controls around the analytics your team needs. Permissions are enforced in the connected systems.

Efficient queries and useful results.

We organize the data work so the system can calculate the relevant result before returning it to Claude or Cowork. This can reduce repeated extraction and the amount of data passed into a conversation.

Answers you can check.

We validate priority questions against known reporting and make definitions, data freshness and query results available for review. Your team has a way to investigate an unexpected answer.

A setup that stays useful.

We help your team learn the workflows, maintain connections and update the business context as your systems and priorities change.

GOVERNED DATA FOR VIBE CODED APPLICATIONS

Let your team build.
Give them data they can trust.

Empower your team to build vibe coded dashboards and applications with Claude and Cowork. Orchard sets up the governed data foundation underneath: validated numbers, monitored refreshes and access matched to each user.

Correct, consistent numbers.

Apps use shared models and agreed metric definitions. We test the data against source records and trusted reporting, so each new dashboard starts from the same business logic.

Up to date, visibly.

Scheduled pipelines, freshness checks and failure alerts keep updates on track. Show when data last refreshed so users can spot stale information before acting on it.

Permissioned underneath.

Enforce access in the connected data service for each authenticated user, including row and field restrictions where needed. A generated interface or prompt cannot grant extra access.

Ready to share responsibly.

Check calculations, filters and access before a prototype becomes a shared tool. Governed source data gives the app a strong foundation; we also validate how the app uses and displays it.

Your team builds the views they need. Orchard helps keep the data behind them reliable, current and accessible to the right people.

EXAMPLE / FROM QUESTION TO FOLLOW-UP

“What happened to
margin this quarter?”

With orders, invoices and product costs connected, Claude or Cowork can use an agreed margin definition to investigate the question.

START WITH THE BUSINESS QUESTION

“Show margin by product line, using our finance definition.”

FOLLOW THE CHANGE

“Break out the effect of discounts, returns and product costs.”

MAKE IT USEFUL TO THE TEAM

“Create a chart and summarize the changes we should review.”

An illustrative workflow. The available analysis depends on the connected data and tools; important conclusions still need review.

A few useful details.

Does MCP make the data accurate?+

MCP provides the connection. Data quality, meaningful definitions, permissions and answer validation come from how the underlying system is built and operated. That is the work Orchard helps with.

Do we need to replace our existing stack?+

We can build on your existing infrastructure or implement deepgreen. We first check how your analytics can be exposed through MCP and what work is needed to make the connection useful.

Can we keep using dashboards and reports?+

Yes. MCP adds another way to work with your analytics. Your reports, dashboards and data apps can use the same shared models and definitions.

Can we use both Claude and Cowork?+

Yes. We set up remote MCP connections for Claude and Cowork, with access and tools matched to your team’s workflows. MCP is also an open standard; we can assess other compatible AI tools you use.

LET'S GET INTO IT.

What business problem
are you trying to solve?

Tell us what you're working on and who's on your team.
We'll work out where Orchard can help and
what level of support makes sense.

Let's talk

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