• PERCENTAGE
  • EFFICIENCY
  • INSIGHT
  • HUMAN

How to calculate marketing ROI with your AI

Connect your financial data to your AI client to turn raw spend and revenue numbers into clear performance metrics. Your agent handles the math while you focus on the strategy.

Ask AI about this page

Short answer

How can I use AI to find my marketing ROI?

You provide your marketing spend and the resulting revenue to your AI client. It uses the Finance Toolkit to run the calculations and output specific ROI percentages for each campaign. You get a clear breakdown of what worked and what didn't.

The results you get

The outcomes of your analysis

Once you provide your data, your AI generates these specific results.

PERCENTAGE

Exact ROI figures

The AI calculates the precise return for every dollar spent. You get a direct percentage for each specific marketing channel.

EFFICIENCY

Spend vs Revenue

The agent compares your total costs against your total earnings. This shows you exactly where your budget is most effective.

INSIGHT

Performance trends

Your AI identifies which campaigns are driving the most profit. You can see which specific spends are dragging down your averages.

HUMAN

Strategic decisions

The AI provides the math, but you decide how to reallocate your budget. You use these numbers to plan your next move.

The workflow

What your AI does when the data arrives.

The AI acts as your personal financial analyst, moving from raw data to finished reports.

  1. Data ingestion

    Your AI reads your marketing spend and revenue figures from your connected sheets or databases.

    calculate_roi

  2. Math execution

    The agent runs the specific ROI formulas against your provided datasets.

    calculate_roi

  3. Comparison

    The AI compares different spend categories to find the highest performing channels.

    calculate_roi

  4. Reporting

    The agent formats the final percentages into a readable summary for you.

    calculate_roi

Try it

Copy these to start.

Use these prompts to kick off your analysis immediately.

Starting points

Replace the bracketed text with your actual file names or channel names.

Finance Toolkit Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_a8BK9rquvt03nS511Zq6D2QDwhccx83foWWpjwe7/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Finance Toolkit capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "finance-toolkit-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_a8BK9rquvt03nS511Zq6D2QDwhccx83foWWpjwe7/mcp"
    }
  }
}
Copy into chat04

  • Calculate the ROI for my Facebook Ads spend in the 'Q3_Marketing' sheet.

  • Compare the ROI of my Google Search spend against my LinkedIn spend.

  • What was the ROI for the 'Summer_Campaign' based on the revenue in my sales tracker?

  • Show me the ROI percentage for each marketing channel listed in my budget spreadsheet.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Finance Toolkit once, then ask.

Just link the Finance Toolkit to your preferred AI client. Your credentials stay encrypted, and you can start asking for calculations right away.

Connect Finance Toolkit to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my actual budget in my spreadsheet?

    No. The AI can only read your data and perform calculations. It cannot edit or delete your original files.

  • 02

    Does the AI need me to format my data in a specific way?

    It works best if your spend and revenue are clearly labeled in columns, but your agent will tell you if it can't find the numbers.

  • 03

    Can the AI create new marketing campaigns for me?

    No. This specific tool is for calculating ROI. It does not have the capability to create or launch campaigns.

  • 04

    Will the AI remember my ROI from last month?

    The AI only knows what is in the data you provide during the current session or what is accessible in your connected files.

  • 05

    Can I use this with Claude or Cursor?

    Yes, as long as you are using an MCP-compatible client, you can use this toolkit.

  • More questions about Finance Toolkit? The Connector page answers them. See everything the Finance Toolkit Connector can do

Connect Finance Toolkit to Claude, Cursor, ChatGPT & more