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ProFormaEngine

Claude connectorCommunity

Build, test and compare multi-year financial models in plain language, with readable formulas, tables, charts and a working Excel download.

View in Claude directory

ProFormaEngine lets Claude build and maintain multi-year financial models (pro formas, rate studies, budgets and debt plans) that live in your account rather than in a chat.

Describe a model and Claude creates its inputs, line items and plain-text formulas such as revenue[t-1] * (1 + growth), so every number can be traced. It can add tables and charts, model bonds and loans with principal and interest, group and tag line items, and copy a model to try a scenario, then compare the two and show which results changed and why.

Every model also appears in the ProFormaEngine web app as a spreadsheet, with formulas, precedents and dependents, and downloads as an Excel workbook in which formulas stay formulas.

What Claude can do with the connector:

  • Read: list models; read values, summaries, tables and charts; compare two models; export a model as JSON
  • Build and edit: create and copy models; add inputs, line items, formulas, tables, charts and groups; set values, tags, labels, notes and formats
  • Remove: reset models, clear values, and remove items, tables and charts. Claude asks you to confirm these first, and may leave permanently deleting a model to you in the web app

The connector only works on models in your own account. ProFormaEngine is invite-only for now: join the waitlist at www.proformaengine.com.

Tools
47

exposed by this connector

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#7844of 8,953160places down24h—7d
#7,135#7,329#7,523#7,717Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

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Popularity score

1,585024h—7d
1,585Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Trending score

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In its categories

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Financial services1,127th of 1,227 by popularity · not ranked by trending score
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Tools

  • add_chart
  • add_groups
  • add_line_item
  • add_line_items
  • add_scalar
  • add_scalars
  • add_table
  • clear_values
  • copy_model
  • create_model
  • delete_model
  • diff_models
  • export_json
  • get_chart
  • get_model_summary
  • get_table
  • get_value
  • get_values
Show all 47
  • get_values_grid
  • import_json
  • list_models
  • remove_chart
  • remove_group
  • remove_line_item
  • remove_scalar
  • remove_table
  • rename_item
  • rename_model
  • reorder_groups
  • reorder_line_items
  • reset_model
  • set_archived
  • set_chart
  • set_description
  • set_formula
  • set_group
  • set_label
  • set_notes
  • set_periods
  • set_read_only
  • set_scalar
  • set_table_rows
  • set_tags
  • set_value
  • set_value_format
  • set_values
  • sort_by_dependency
Categories
Made by
ProFormaEngine · Website
Sign-in
Required
Connector URL
https://mcp.proformaengine.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 28, 2026
More info
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