EXIGYN AI
Exigyn MCP Server
Give your AI assistant direct, audit-ready access to your Exigyn budget, forecast, workforce, clinical, revenue, and runway data — query everything in natural language, no dashboard navigation required.
Overview
Exigyn provides a hosted Model Context Protocol (MCP) server that gives AI assistants direct, role-scoped access to your financial planning model. Once connected, you can build scenarios, push forecast lines, ingest CRO budgets and EDC actuals, recompute runway, and generate board decks using natural language — without ever opening the dashboard.
A typical workflow looks like:
• Discover — list your scenarios, accounts, departments, projects and studies
• Ingest — load CRO budgets, site fees, enrollment actuals, GL actuals and roster
• Plan — write forecast lines, allocations, workforce, CapEx, BD deals, financing
• Report — compute P&L / BS / CF, runway, BvA, clinical accruals and board decks
Available Tools
The Exigyn MCP server exposes ~99 tools organised by module. Permissions follow the connected user's plan and access scope — Sandbox users get read-only on demo data, Core unlocks core planning, Full Suite adds clinical, revenue, allocations and CapEx.
CATEGORY
TOOL
DESCRIPTION
Scenarios & Org
list_scenarios
List all scenarios with versions and lock state
upsert_scenario
Create or update a scenario (name, code, opening equity)
clone_scenario / delete_scenario
Branch scenarios or archive obsolete ones
list_accounts
Chart of accounts with type, parent, statement
list_departments / upsert_department
Department dimension management
list_projects / upsert_project
Project dimension management
list_context_nodes / upsert_context_node
Org context tree for narrative + commentary
Forecast & Actuals
list_forecast_lines
Read forecast by account / dept / project / period
upsert_forecast_lines
Write forecast lines with notes (auto-mirrored to OpEx grid)
delete_forecast_lines
Remove forecast lines by composite key
list_actuals_lines
Read posted actuals by account / period
upsert_actuals_lines
Ingest GL actuals; fan-out fills across active scenarios
Financial Statements
get_financial_statements
P&L, Balance Sheet, and indirect-method Cash Flow
get_financial_statement_snapshot
Frozen point-in-time statement for audit support
list_financial_report_templates
Saved report templates (builder mode)
list_bs_snapshot_lines / upsert_bs_snapshot_lines
Seed opening balance sheet for new entities
Workforce
get_workforce_assumptions / update_workforce_assumptions
Loaded-cost factors, benefits %, bonus, employer taxes
upsert_workforce_employees / delete_workforce_employees
Chunked roster ingestion (≤100/call, merge-by-id)
load_workforce_roster / update_workforce_roster
Full roster read / full-replace write with guardrails
get_workforce_roster_summary
Headcount, fully-loaded cost, ramp by department
get_workforce_gl_forecast
Workforce-driven GL lines per period and account
get_workforce_project_allocations
% time per employee per project — basis for allocations
Clinical Programs
list/get/upsert_clinical_study
Studies, phase, indication, enrollment plan
list_clinical_sites / upsert_clinical_sites
Activated sites, PI, country, status
list_clinical_contracts / upsert_clinical_contract
CRO contracts & amendments (versioned, audit-tracked)
list_clinical_budget_lines / upsert_clinical_budget_lines
Visit/procedure unit costs from SOA
import_cro_budget / import_cro_billing
Ingest CRO grid & invoices; reconcile units to spend
import_site_budget / import_site_fees / import_site_roster
Site SOAs, per-visit fees, site activations
import_enrollment_actuals / upsert_clinical_enrollment_actuals
EDC subject-level enrollment (consented/randomised/dosed)
import_patient_visits
Visit-level completion for partial-visit accruals
upsert_clinical_visit_schedule / upsert_clinical_visit_procedures
Protocol schedule of activities
upsert_clinical_term_mappings
SOA ↔ CRO grid line mapping (avoids re-keying)
get_enrollment_status
Plan vs actual enrollment curve by site
compute_clinical_forecast / materialize_clinical_forecast
Enrollment-driven spend forecast → posts to forecast_lines
get_clinical_cost_summary
Burn by study, site, category and contract
Revenue Planning
list_revenue_assumptions / upsert_revenue_assumption
Epi funnel, pricing, GTN, payer mix per product
compute_revenue_forecast / get_revenue_forecast
Patient funnel → gross → net revenue by period
get_gtn_waterfall
Gross-to-net waterfall (WAC → discounts → 340B → net)
CapEx & Prepaid
list/upsert/delete_capex_asset
Capital assets with in-service date & useful life
get_capex_depreciation_schedule
Monthly depreciation by asset / GL account
list/upsert/delete_prepaid_item
Prepaid balances, amortization schedule, GL mapping
get_prepaid_schedule
Period-by-period amortization expense
Allocations
list/upsert/delete_allocation_driver
Drivers (headcount, sqft, % time, custom)
list/upsert/delete_allocation_rule
Source pools → target dept/project allocations
set_driver_values
Period-aware driver values (sqft per month, etc.)
Financing & BD
list/upsert/delete_bd_deal
Business development deals — upfronts, milestones, royalties
Milestones
list/upsert/delete_milestone
Program milestones pinned on the runway chart
shift_milestone_date
Slip a milestone and cascade dependents
list_dependency_rules
Cross-module dependency graph
Cash Runway
get_cash_runway / get_cash_runway_card
Months of runway, low-cash date, monthly burn
recompute_cash_runway
Re-run cash flow after model changes
compare_runway_scenarios
Side-by-side runway diff across scenarios
get_runway_executive_summary
Narrative summary for board / investor decks
BvA & Accruals
generate_bva_report
Budget-vs-actual variance with flux commentary
get_bva_commentary / upsert_bva_commentary
Read & write per-line variance explanations
list_accrual_decisions / record_accrual_decision
Month-end accrual ledger with full audit trail
Vendor Mappings
list_vendor_mappings / upsert_vendor_mappings
Vendor → account/department/project rules
Board Deck & Activity
build_board_deck / get_board_deck_data
One-shot board pack: runway, BvA, milestones, narrative
fetch_agent_activity
Audit log of MCP writes (who/what/when)
MCP Server URL
All organizations share a single multi-tenant endpoint. Auth determines which org and projects you can see.
PRODUCTION
https://start.exigyn.com/api/mcp
Permissions & Access
MCP authenticates with your Exigyn account. All existing role and per-department/project scopes apply — the MCP client can only see and write data the connected user can already access in the dashboard.
• Admin — full read/write on all modules
• Editor — write within their scoped departments and projects
• Viewer — read-only on scoped data; write tools are blocked
Module availability follows plan tier: Sandbox = read-only on demo data, Core unlocks core planning, Full Suite adds clinical, revenue, allocations and CapEx.
Connecting to the MCP Server
The Exigyn MCP server uses standard OAuth — sign in with your Exigyn credentials and authorize the client. No tokens to copy, no service accounts to manage.
Claude Desktop
Settings → Connectors → Add Custom Connector. Paste the URL below and complete the Exigyn OAuth flow:
https://start.exigyn.com/api/mcp
Claude Code
claude mcp add --transport http exigyn https://start.exigyn.com/api/mcp
Then run /mcp inside Claude Code and complete the OAuth flow in your browser.
ChatGPT
Settings → Connectors → Advanced → enable Developer Mode → add a custom connector with MCP Server URL https://start.exigyn.com/api/mcp and Authentication = OAuth.
Cursor / Other JSON-configured clients
Open ~/.cursor/mcp.json (or your client's MCP config) and add:
{
"mcpServers": {
"exigyn": {
"command": "npx",
"args": ["-y", "mcp-remote", "https://start.exigyn.com/api/mcp"]
}
}
}
Save the file — Cursor will prompt you to authorize with Exigyn on first connect.
Example Queries
Once connected, try asking your AI assistant:
PLANNING & FORECASTING
"Clone my Baseline scenario into Q3 Reforecast and reduce G&A headcount by 10%."
"Push monthly forecast lines for travel into the Marketing department, $8k/month from July through December."
"Recompute cash runway after my latest changes and tell me how many months we have."
CLINICAL ACCRUALS
"Ingest this CRO budget for study LX-201 — it's amendment 3, effective Aug 1."
"Reconcile last month's site invoices against enrollment actuals and flag any units that don't tie."
"How many patients are randomised vs planned across all active studies?"
BvA & CLOSE
"Generate the May BvA report by department with flux commentary on variances over $50k."
"Record the accrual decisions we made for May close and freeze a financial statement snapshot."
BOARD & INVESTOR
"Compare our Base, Upside, and Bear runway scenarios side-by-side."
"Build the board deck for the August meeting — runway, BvA, milestones, and a one-page executive summary."
Security & Audit
When connected, your AI assistant can read and write to Exigyn on your behalf, scoped to the connected user's role and access. Your Exigyn data is sent to whichever AI provider you choose (Claude, ChatGPT, etc.) — review that provider's data handling policies before connecting.
• Every MCP write is logged to the org audit trail (who, what tool, when, payload)
• Row-Level Security in Supabase enforces org isolation server-side
• Destructive tools (delete_*, full-roster replace) require explicit confirmation and respect dept/project scope
• Budget versions, amendments and accruals are immutable — old versions remain for auditors
Rate Limits
A maximum of 600 MCP requests per hour per user. Bulk-ingestion tools (CRO budgets, enrollment actuals, roster) chunk automatically to stay within payload limits.