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ProFormaEngine

ClaudeCommunityby ProFormaEngine

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.

Details

ProductivityData AnalyticsFinancial Services
Listed Oct 29, 2026
by ProFormaEngine
MCP endpoint: https://mcp.proformaengine.com/mcp · streamable-http

Available tools (47)

add_chartadd_groupsadd_line_itemadd_line_itemsadd_scalaradd_scalarsadd_tableclear_valuescopy_modelcreate_modeldelete_modeldiff_modelsexport_jsonget_chartget_model_summaryget_tableget_valueget_valuesget_values_gridimport_jsonlist_modelsremove_chartremove_groupremove_line_itemremove_scalarremove_tablerename_itemrename_modelreorder_groupsreorder_line_itemsreset_modelset_archivedset_chartset_descriptionset_formulaset_groupset_labelset_notesset_periodsset_read_onlyset_scalarset_table_rowsset_tagsset_valueset_value_formatset_valuessort_by_dependency