MCP Server

Connect your favorite AI tool to Finpy and manage your fund data through conversation.

What is Finpy MCP?

AI-powered access to your fund management data.

Finpy MCP is a Model Context Protocol server that connects AI tools like Claude Desktop, Cursor, and VS Code to your Finpy data. Instead of navigating the UI, you can manage cap tables, deals, holdings, valuations, and financials through natural language conversation. The server exposes 50 tools across 11 categories.

Compatible Clients

Works with any MCP-compatible AI tool.

Claude Desktop

Anthropic's desktop app for macOS & Windows.

VS Code / Cursor

IDE extensions with MCP support.

Claude Code / CLI

Terminal-based AI coding assistants.

Installation

Get up and running in 3 steps.

Install the MCP server

pip install finpy-mcp — or with uv: uv tool install finpy-mcp

Run finpy-cli login in your terminal. It opens your browser for authentication, then saves credentials locally.

Configure your AI client

Add the Finpy MCP server to your client's configuration (see Configuration below).

CLI Commands: Other useful commands: finpy-cli status (check auth), finpy-cli set-org 4 (switch org), finpy-cli logout (delete credentials).

Configuration

Add the Finpy server to your AI client.

Claude Desktop

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json · Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "finpy": {
      "command": "finpy-mcp"
    }
  }
}

Restart Claude Desktop after saving.

Cursor

macOS: .cursor/mcp.json · Windows: .cursor\mcp.json

{
  "mcpServers": {
    "finpy": {
      "command": "finpy-mcp"
    }
  }
}

Restart Cursor after saving.

Claude Code

claude mcp add finpy -- finpy-mcp

Available Tools (50)

Organized by category.

Context (4)

Tool	Description
list_organizations	List orgs the user has access to
set_context	Set active organization + entity for all operations
list_entities	List entities in current organization
get_entity_details	Get details of a specific entity

Entity (2)

Tool	Description
create_entity	Create new entity (fund/company/individual/syndicate)
update_entity	Update name, currency, entity_type, is_discoverable

Cap Table (13)

Tool	Description
list_stakeholders	List stakeholders on current entity's cap table
create_stakeholder	Add stakeholder with type, governance rights, carry, pref return
update_stakeholder	Update type, carry %, pref return, voting, pro rata, board seats, tier
list_funding_rounds	List funding rounds for current entity
create_funding_round	Create round (seed, series_a, etc.) with target/raised amounts
list_securities	List all securities across funding rounds
create_security	Create security class (common, preferred, convertible, etc.)
list_transactions	List all security transactions on current entity
create_transaction	Create transaction (issuance, distribution, etc.) with debit/credit
get_cap_table	View computed cap table with ownership breakdown
list_commitments	List capital commitments (pro-rata subscription lifecycle)
list_positions	List stakeholder positions (investor view across cap tables)
list_distributions	List distributions received as investor

Deals (7)

Tool	Description
list_deals	List deals for current entity
create_deal	Create deal (fundraising, acquisition, etc.)
update_deal	Update name, target_amount, share_price, is_discoverable
update_deal_status	Change deal lifecycle: draft → active → closed → cancelled
list_deal_commitments	List commitments on a deal
express_interest	Express soft/firm interest in a deal
execute_deal	Execute deal → creates funding round + security + transactions

Deal Pipeline (3)

Tool	Description
list_deal_pipeline	List prospective deals being evaluated
create_pipeline_entry	Add deal to pipeline (from pitch deck, info memo, etc.)
update_pipeline_entry	Advance status, update thesis, add DD notes

Holdings (7)

Tool	Description
list_holdings	List portfolio holdings
create_holding	Create holding (equity, debt, etc.)
update_holding	Update status, fair_value, ownership %, investment amount
list_holding_cash_flows	List cash flows on holdings (investments, distributions, fees)
create_holding_cash_flow	Record cash flow (debit = cash IN, credit = cash OUT from entity)
get_entity_performance	View computed entity performance (IRR, TVPI, DPI, RVPI)
get_holdings_performance	View per-holding performance breakdown

Performance (1)

Tool	Description
get_stakeholder_returns	View per-stakeholder return metrics

Valuations (3)

Tool	Description
list_valuations	List NAV/valuation snapshots over time
create_valuation	Create valuation snapshot with optional performance metrics
update_valuation	Update valuation value, NAV, IRR, TVPI, etc.

Fees (2)

Tool	Description
list_fees	List fees (management, performance, setup, etc.)
create_fee	Create fee with amount/percentage, frequency, type

KPIs (4)

Tool	Description
list_kpis	List KPI definitions for current entity
create_kpi	Define a KPI (Revenue, MRR, Burn Rate, etc.)
list_kpi_values	List data points for a specific KPI
create_kpi_value	Add a KPI data point (year, quarter, value)

Financials (4)

Tool	Description
create_income_statement	Create with revenue, COGS, expenses
create_balance_sheet	Create with assets, liabilities, equity
create_cash_flow_statement	Create with operating, investing, financing flows
create_financial_metrics	Create financial metrics record

Example Prompts

Start a conversation and try these.

“List my entities”

→ calls list_entities() → shows your entities

“Set context to Acme Capital”

→ calls set_context(org=1, entity=1) → confirms

“Show me the cap table”

→ calls get_cap_table() → shows stakeholders + ownership

“Create a stakeholder John Doe as limited partner with 8% preferred return”

→ calls create_stakeholder(...) → confirms creation

“Activate deal Series A”

→ calls update_deal_status(deal_id=1, status="active") → confirms

“Set fair value of Acme Corp holding to $10M”

→ calls update_holding(holding_id=1, current_fair_value=10000000) → confirms

“Add a 2% annual management fee for 2026”

→ calls create_fee(year=2026, fee_type="management", percentage=2, frequency="annual")

“Create KPI Revenue as decimal, then add $1M for 2026”

→ calls create_kpi(name="Revenue") → then create_kpi_value(kpi_id=1, year=2026, value=1000000)

Security

How your data stays safe.

Password never reaches the LLM — login happens in terminal only

entity_id comes from context — the LLM cannot access entities it shouldn't

No delete tools — prevents accidental data loss through LLM

No update on securities/transactions — immutable financial records

Credentials stored locally — ~/.finpy/credentials.json with chmod 600

Auto token refresh — transparent 401 → refresh flow

Update

Keep the MCP server up to date.

pip

pip install --upgrade finpy-mcp

uv tool upgrade finpy-mcp

Requirements

What you need to run the MCP server.

• Python 3.12+

• Active Finpy account

• Active login via finpy-cli login