Phasefolio

com.phasefolio/phasefolio

Connects agents to PhaseFolio, a biotech valuation workspace for risk-adjusted NPV, probability-of-success benchmarks, scenario analysis, and Monte Carlo simulation. Reach for it when an agent needs to reason about drug pipeline economics, compare assumptions, or produce diligence artifacts without rebuilding spreadsheet models by hand. The useful angle is provenance: PhaseFolio emphasizes signed exports, evidence registers, methodology versions, backtests, and a verify endpoint, so downstream agents can check that a valuation or dossier is tied to a specific engine, dataset, and methodology before using it in an investment workflow.

tools: 10
auth: Secret needed
transport: STDIO, HTTP
env var: 1
last updated: May 3, 2026

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Install

From registry metadata

$ npx add-mcp https://app.phasefolio.com/api/mcp --name phasefolio --header 'Authorization: Bearer ${API_TOKEN}'

Run in your terminal. add-mcp asks which agents to add it to, then asks for each value it needs. Add -g to install it for every project.

Review the command, arguments and environment values before installing. MCP servers run with your local permissions.

Other ways

Claude Code

$ claude mcp add --transport http phasefolio https://app.phasefolio.com/api/mcp --header 'Authorization: YOUR_AUTHORIZATION'

Run in your terminal. Add --scope user to make it available in every project.

Tools

Verified live · 10 tools

Verified live against the running server on Nov 6, 2026.

get_projectFetch a PhaseFolio project's metadata: indication, sub-indication, modality, biomarker, asset name, and stage at entry. Use this when you need to ground an analysis question in the project's clinical context before fetching scenarios.1 params

Fetch a PhaseFolio project's metadata: indication, sub-indication, modality, biomarker, asset name, and stage at entry. Use this when you need to ground an analysis question in the project's clinical context before fetching scenarios.

Parameters* required

project_id*string

UUID of the PhaseFolio project. Get from the project URL in the dashboard or from a prior list_scenarios call.

list_scenariosList all scenarios in a PhaseFolio project. Returns scenario IDs, names, created/updated timestamps, and top-line eNPV/rNPV. Use this to discover what scenarios exist before fetching one in detail.2 params

List all scenarios in a PhaseFolio project. Returns scenario IDs, names, created/updated timestamps, and top-line eNPV/rNPV. Use this to discover what scenarios exist before fetching one in detail.

Parameters* required

limit*integer

Maximum number of scenarios to return (1–200). Defaults to 50; raise for projects with many what-if branches.default: 50

project_id*string

UUID of the parent project whose scenarios to list.

get_scenarioFetch a PhaseFolio scenario's complete inputs (stage costs, durations, PoS, commercial assumptions, IRA settings) and computed outputs (eNPV, rNPV, cumulative PoS, per-stage breakdown, top sensitivity drivers). This is the authoritative model output — every signed export ties...1 params

Fetch a PhaseFolio scenario's complete inputs (stage costs, durations, PoS, commercial assumptions, IRA settings) and computed outputs (eNPV, rNPV, cumulative PoS, per-stage breakdown, top sensitivity drivers). This is the authoritative model output — every signed export ties...

Parameters* required

scenario_id*string

UUID of the scenario. Get from list_scenarios or the scenario URL in the dashboard.

get_evidenceFetch the evidence register entries for a scenario — the citations, sources, and supporting documents the analyst attached to back the assumptions. Use this when an analysis question references 'what's the evidence for X?'1 params

Fetch the evidence register entries for a scenario — the citations, sources, and supporting documents the analyst attached to back the assumptions. Use this when an analysis question references 'what's the evidence for X?'

Parameters* required

scenario_id*string

UUID of the scenario whose evidence register entries to fetch.

get_dossierFetch the structured asset snapshot JSON for a scenario — the same content rendered in the PDF/Excel exports, in machine-readable form. Includes verdict, drivers, assumptions, evidence summary, and (if available) signed-export hashes pointing to the latest signed artifacts.1 params

Fetch the structured asset snapshot JSON for a scenario — the same content rendered in the PDF/Excel exports, in machine-readable form. Includes verdict, drivers, assumptions, evidence summary, and (if available) signed-export hashes pointing to the latest signed artifacts.

Parameters* required

scenario_id*string

UUID of the scenario to fetch the asset snapshot payload for.

query_drug_riskFetch human-reviewed drug-specific clinical-risk signals for a project, including biomarker quality, Phase 1 ORR flag-only data, provenance, extractor versions, and pending-review counts. Use this before interpreting model 2.6.0 drug-specific multipliers or flags.1 params

Fetch human-reviewed drug-specific clinical-risk signals for a project, including biomarker quality, Phase 1 ORR flag-only data, provenance, extractor versions, and pending-review counts. Use this before interpreting model 2.6.0 drug-specific multipliers or flags.

Parameters* required

project_id*string

UUID of the project whose reviewed drug-specific clinical-risk signals should be queried.

query_benchmarksQuery PhaseFolio benchmark availability. Source-backed PoS benchmarks are available separately; network cost distributions and duration percentiles are planned but currently return coming_soon with null estimates rather than PhaseFolio's manual planning defaults.3 params

Query PhaseFolio benchmark availability. Source-backed PoS benchmarks are available separately; network cost distributions and duration percentiles are planned but currently return coming_soon with null estimates rather than PhaseFolio's manual planning defaults.

Parameters* required

indication*string

Indication name (e.g. 'NSCLC', 'Rheumatoid Arthritis', 'Atopic Dermatitis'). Free-form; the model fuzz-matches to the canonical indication taxonomy.

metric*string

Which benchmark family to request. Cost and duration network benchmarks are currently coming_soon and return no estimate; manual wizard defaults are not returned as benchmarks.one of pos · cost · duration · all

modalitystring

Optional modality filter ('Antibody', 'Small Molecule', 'Cell Therapy', 'Gene Therapy', etc.). Omit to return cross-modality stats.

verify_exportVerify a signed PhaseFolio export by content hash. Returns verification status (valid/tampered/unknown), issued timestamp, methodology version, and an anonymized originating-org identifier. Use this when a user shares a PhaseFolio asset snapshot and you want to confirm it's au...1 params

Verify a signed PhaseFolio export by content hash. Returns verification status (valid/tampered/unknown), issued timestamp, methodology version, and an anonymized originating-org identifier. Use this when a user shares a PhaseFolio asset snapshot and you want to confirm it's au...

Parameters* required

hash*string

64-character hex SHA-256 of the signed artifact's content. Embedded in every signed PhaseFolio PDF (footer) and Excel (cover tab).

triage_assetProduce a transparent, provenance-linked CONDITIONAL READ on a drug asset for deal triage. Pass either `text` (a teaser/abstract — fields are machine-extracted and the result is marked inputs_unconfirmed) or pre-confirmed `fields`. Returns a reasoning chain (each claim grounde...2 params

Produce a transparent, provenance-linked CONDITIONAL READ on a drug asset for deal triage. Pass either `text` (a teaser/abstract — fields are machine-extracted and the result is marked inputs_unconfirmed) or pre-confirmed `fields`. Returns a reasoning chain (each claim grounde...

Parameters* required

fieldsobject

Pre-confirmed structured fields.

textstring

Unstructured asset text; triggers extraction (inputs_unconfirmed=true).

get_methodologyFetch a PhaseFolio methodology section's full content (rNPV model, backtest, PoS calibration, IRA framework, development paths, deal-term modelling, holding valuation, clinical stage normalization, evidence standards, network benchmarks, COGS benchmark, SG&A benchmark, tax ben...1 params

Fetch a PhaseFolio methodology section's full content (rNPV model, backtest, PoS calibration, IRA framework, development paths, deal-term modelling, holding valuation, clinical stage normalization, evidence standards, network benchmarks, COGS benchmark, SG&A benchmark, tax ben...

Parameters* required

section*string

Which methodology section to fetch. 'rnpv' covers the core risk-adjusted NPV calculation: cumulative PoS, midpoint-discounted risk-adjusted development costs, the S-curve ramp/plateau/LOE revenue l...one of rnpv · backtest · pos-calibration · ira-framework · development-paths · deal-term-modelling

Configuration

PHASEFOLIO_TOKENsecret

Bearer token for org-scoped tools. Without it, only the 3 public tools are usable.

Details

Website: app.phasefolio.com
Package: @phasefolio/mcp
Transport: STDIO, HTTP
Auth: Required
Registry: MCP registry, active
Tools verified: Nov 6, 2026