Company access and existing entitlements still apply. The tools use your connected Finta identity; you do not supply a company ID. See MCP setup to connect.
Find the right worksheet
For a request such as “What hiring assumptions are in our cash forecast?”, first find the document:list_sheets. Each result contains id, name, url, and document-wide revision. Pass the result ID to get_sheet:
ranges, this returns metadata, including worksheet IDs, names, used ranges and grid dimensions. It does not download every cell or run financial calculations. Worksheet IDs are stable IDs, not zero-based tab positions.
Use search_sheet_cells to locate a label before reading nearby assumptions:
contains is the default; exact requires the whole authored text to match. Both are case-insensitive. Results identify the worksheet ID/name, A1 cell and saved input string. This searches authored inputs and formula text, not evaluated results. To search only one tab, supply its worksheet_id.
Both list and search accept limit from 1 to 500 (default 100) and opaque starting_after. Pass next_cursor back unchanged with the same filters. Search cursors are tied to the document revision; if it changes, restart the search without the old cursor.
Read formulas alongside results
Callget_sheet with qualified A1 ranges:
'Plan' part is the tab name. For a name containing an apostrophe, double it: 'Bob''s Plan'!A1. Alternatively supply worksheet_id and an unqualified range like A1:B2. If both forms identify a worksheet, they must agree. A bare range without an ID works only when the document has one worksheet.
Values and formulas use rectangular row-major arrays. Up to 100 ranges and 10,000 selected cells are accepted per call. Read ranges must fit the existing grid; metadata gives
row_count and column_count.
include is an array in MCP, unlike the HTTP comma-separated query parameter. formats returns explicit formatting for selected cells. charts returns embedded chart definitions, not images. Omit both to keep the response smaller.
Interpret the result
Sheet cells preserve worksheet units. An amount of $20,000 is20000; do not divide it by 100 because other financial API fields use cents. Saved FINTA formulas calculate using the existing formula engine and financial authorization. Saved numbers remain snapshots. Authored whitespace-only strings remain text in calculated values rather than becoming numeric zero.
Inspect calculation.status whenever values were requested:
complete: evaluation finished without formula errors; warnings can remain.error: one or more formulas failed; inspect the errors and affected null cells.unavailable: value matrices are omitted. Readable formulas remain available withboth; retry the selected read when appropriate.
uncategorized_transactions qualify the result rather than changing the saved formula. See calculation details.
Delete a document
Usedelete_sheet only when the user intends to remove the whole document and every worksheet:
revision_conflict means the document changed. Reread it and reconsider the deletion before retrying; do not blindly substitute current_revision. Missing documents return resource_missing. Deleting a sheet is not a way to clear cells or remove one tab.
Prompts to try
- “Find our cash forecast and show the hiring assumptions alongside their formulas.”
- “Which cells in the income statement contain FINTA formulas?”
- “Show the saved growth-rate assumption and the calculated ending cash from the Plan tab.”