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Hemrock MCP

tdavidson/mcp-hemrock

Connects Claude to Hemrock's financial modeling prompt library over MCP. Exposes six tools: get_context pulls template-specific primers (cap table, SaaS, fund models), get_prompts returns task prompts for revenue, expenses, or fundraising workflows, get_checks runs sanity checks against common AI modeling errors, get_best_practices surfaces formatting and structure guidance, and list_concepts plus get_concept fetch methodology guides explaining how exit waterfalls, anti-dilution, or circular references actually work. Free public endpoint at mcp.hemrock.com/mcp, no auth required. Useful when you're editing a Hemrock template with AI and need it to understand sheet structure, locate the right cells, and avoid hallucinated formulas without copy-pasting primers every conversation. Works in Claude Desktop, Claude.ai, and ChatGPT via connector settings.

tools
23
transport
HTTP
last updated
Apr 20, 2026

Install

From registry metadata
$ npx add-mcp https://mcp.hemrock.com/mcp --name mcp-hemrock

Run in your terminal. add-mcp asks which agents to add it to (Claude Code, Codex, Cursor and more). 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 mcp-hemrock https://mcp.hemrock.com/mcp

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

Tools

Verified live · 23 tools

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

get_contextReturns the universal context-setting primer for Hemrock models, plus an optional template-specific addendum. Always run this first before any other prompts.1 params

Returns the universal context-setting primer for Hemrock models, plus an optional template-specific addendum. Always run this first before any other prompts.

Parameters* required
template_namestring
Optional. If provided, appends a template-specific primer to the universal context.one of standard · cap_table · venture_fund · venture_fund_quarterly · runway · saas
get_promptsReturns task-specific Layer 2 prompts for a given template and task type. These are ready-to-use prompts for common modeling tasks.2 params

Returns task-specific Layer 2 prompts for a given template and task type. These are ready-to-use prompts for common modeling tasks.

Parameters* required
task_typestring
Optional task type filter.
template_name*string
The Hemrock template being used.one of standard · cap_table · venture_fund · venture_fund_quarterly · runway · saas
get_checksReturns Layer 3 sanity-check and validation prompts — the 'where AI gets financial modeling wrong' guidance. Use these to audit AI-generated work or catch common modeling errors.1 params

Returns Layer 3 sanity-check and validation prompts — the 'where AI gets financial modeling wrong' guidance. Use these to audit AI-generated work or catch common modeling errors.

Parameters* required
template_name*string
The template to get checks for. Use "all" for universal checks only.one of standard · cap_table · venture_fund · venture_fund_quarterly · runway · saas
get_best_practicesReturns Hemrock's financial modeling best practices and design principles for a given topic. Useful as background context for AI interactions.1 params

Returns Hemrock's financial modeling best practices and design principles for a given topic. Useful as background context for AI interactions.

Parameters* required
topicstring
Optional topic filter. Returns all best practices if omitted.one of formatting · structure · inputs · assumptions · review · sharing
list_conceptsLists Hemrock financial-modeling concept docs — the methodology behind the math (exit waterfalls, anti-dilution, convertibles, cohorts, circular references, unit economics, and more). Returns a compact index of slugs, titles, and descriptions. Optionally filter by template_nam...2 params

Lists Hemrock financial-modeling concept docs — the methodology behind the math (exit waterfalls, anti-dilution, convertibles, cohorts, circular references, unit economics, and more). Returns a compact index of slugs, titles, and descriptions. Optionally filter by template_nam...

Parameters* required
tagstring
Optional. Filter to concepts whose tags contain this string (e.g. "cap tables").
template_namestring
Optional. Filter to concepts relevant to a specific Hemrock template.one of standard · cap_table · venture_fund · venture_fund_quarterly · runway · saas
get_conceptReturns the full text of a single Hemrock concept doc by slug. Use this to learn how a financial-modeling calculation actually works before building or auditing it. Get valid slugs from list_concepts.1 params

Returns the full text of a single Hemrock concept doc by slug. Use this to learn how a financial-modeling calculation actually works before building or auditing it. Get valid slugs from list_concepts.

Parameters* required
slug*string
The concept slug, from list_concepts (e.g. "waterfall", "anti-dilution").
list_modelsLists the hosted Hemrock calculation engines (cap table, exit waterfall, fund economics, and the free unit economics, SaaS forecast and ecommerce forecast models), what each computes, and its price and checkout link. Free and needs no sign-in, so call it when the user asks wha...

Lists the hosted Hemrock calculation engines (cap table, exit waterfall, fund economics, and the free unit economics, SaaS forecast and ecommerce forecast models), what each computes, and its price and checkout link. Free and needs no sign-in, so call it when the user asks wha...

No parameters. Call it with no arguments.

get_accessReturns public access terms for an engine: product, annual price, billing period, annual allowance, and a customer checkout URL. This is informational and does not purchase or confirm account-specific access; use get_account_access for the authenticated account.1 params

Returns public access terms for an engine: product, annual price, billing period, annual allowance, and a customer checkout URL. This is informational and does not purchase or confirm account-specific access; use get_account_access for the authenticated account.

Parameters* required
model*string
Model key to check access for.one of cap-table · exit-waterfall · fund-economics
get_account_accessReturns whether this connection is signed in, its annual product access and remaining calculations. Does not consume allowance. Call it before a compute tool if you are unsure the user can run one. If the result contains action_required (not signed in, no purchase, allowance u...

Returns whether this connection is signed in, its annual product access and remaining calculations. Does not consume allowance. Call it before a compute tool if you are unsure the user can run one. If the result contains action_required (not signed in, no purchase, allowance u...

No parameters. Call it with no arguments.

get_account_usageReturns signed-in usage history and endpoint/source breakdown. Does not consume allowance. If the result contains action_required (not signed in, no purchase, allowance used), relay it to the user with its links and offer to retry. Never skip the calculation silently.2 params

Returns signed-in usage history and endpoint/source breakdown. Does not consume allowance. If the result contains action_required (not signed in, no purchase, allowance used), relay it to the user with its links and offer to retry. Never skip the calculation silently.

Parameters* required
fromstring
Optional UTC start date (YYYY-MM-DD).
tostring
Optional UTC end date (YYYY-MM-DD).
cap_table_computeUse whenever the user asks who owns what after a financing: founder splits, option pools, priced rounds, SAFEs and convertible notes converting, warrants, pro-rata, or dilution across several rounds. Takes the financing events in order and returns fully diluted ownership after...2 params

Use whenever the user asks who owns what after a financing: founder splits, option pools, priced rounds, SAFEs and convertible notes converting, warrants, pro-rata, or dilution across several rounds. Takes the financing events in order and returns fully diluted ownership after...

Parameters* required
events*array
idempotency_keystring
Optional retry key; reuse only with identical input.
exit_waterfall_computeUse whenever the user asks what each holder gets at an exit, acquisition or liquidation: liquidation preferences, participating vs non-participating preferred, participation caps, seniority, whether a series converts, options and warrants in or out of the money. Takes the cap...3 params

Use whenever the user asks what each holder gets at an exit, acquisition or liquidation: liquidation preferences, participating vs non-participating preferred, participation caps, seniority, whether a series converts, options and warrants in or out of the money. Takes the cap...

Parameters* required
exitValuation*number
idempotency_keystring
Optional retry key; reuse only with identical input.
model*object
fund_economics_computeUse whenever the user asks how a venture fund's terms play out: fund size, management fees and step-downs, carry, investment period, recycling, reserves, deployment pace, and resulting net returns to LPs. Takes fund inputs (start from the defaults and change only what the user...7 params

Use whenever the user asks how a venture fund's terms play out: fund size, management fees and step-downs, carry, investment period, recycling, reserves, deployment pace, and resulting net returns to LPs. Takes fund inputs (start from the defaults and change only what the user...

Parameters* required
featuresobject
firstCloseDatestring
formatstring
one of json · xlsx · xlsx_url
fundNamestring
granularitystring
one of year · quarter · none
idempotency_keystring
Optional retry key; reuse only with identical input.
inputs*object
unit_economics_computeUse when the user asks what a customer is worth or whether acquisition pays back: lifetime value, LTV to CAC, CAC payback, gross margin per customer, for recurring (subscription), one-time and transaction (repeat purchase) revenue in any mix. Takes up to three revenue lines an...1 params

Use when the user asks what a customer is worth or whether acquisition pays back: lifetime value, LTV to CAC, CAC payback, gross margin per customer, for recurring (subscription), one-time and transaction (repeat purchase) revenue in any mix. Takes up to three revenue lines an...

Parameters* required
inputsobject
The model inputs. Send only what differs from the defaults; anything left out takes its default.
saas_forecast_computeUse when the user wants a SaaS or subscription revenue forecast: subscribers, MRR and ARR, new, renewed, churned and reactivated MRR, billings and deferred revenue under annual or multi-month contracts and billing, marketing spend, LTV to CAC and CAC payback. Takes new subscri...1 params

Use when the user wants a SaaS or subscription revenue forecast: subscribers, MRR and ARR, new, renewed, churned and reactivated MRR, billings and deferred revenue under annual or multi-month contracts and billing, marketing spend, LTV to CAC and CAC payback. Takes new subscri...

Parameters* required
inputsobject
The model inputs. Send only what differs from the defaults; anything left out takes its default.
ecommerce_forecast_computeUse when the user wants an ecommerce or DTC forecast built on customer cohorts: each month's new customers become a cohort that reorders along a retention curve, and the forecast adds the cohorts up into orders, revenue, cost of sales, marketing spend, operating income, contri...1 params

Use when the user wants an ecommerce or DTC forecast built on customer cohorts: each month's new customers become a cohort that reorders along a retention curve, and the forecast adds the cohorts up into orders, revenue, cost of sales, marketing spend, operating income, contri...

Parameters* required
inputsobject
The model inputs. Send only what differs from the defaults; anything left out takes its default.
list_saved_modelsLists the cap tables, exit waterfalls, fund models and unit economics, SaaS and ecommerce forecasts saved to the user's Hemrock account, plus fund models others have shared with them, newest first. Each has its kind, id, name, the user's role (owner, editor, viewer) and a url...1 params

Lists the cap tables, exit waterfalls, fund models and unit economics, SaaS and ecommerce forecasts saved to the user's Hemrock account, plus fund models others have shared with them, newest first. Each has its kind, id, name, the user's role (owner, editor, viewer) and a url...

Parameters* required
kindstring
"cap-table" (Cap Table builder), "waterfall" (Exit Waterfall builder), "fund" (the web Venture Capital Model), or "unit-economics", "saas-forecasting", "ecommerce-forecasting" (the web models with...one of cap-table · waterfall · fund · unit-economics · saas-forecasting · ecommerce-forecasting
get_saved_modelReturns a saved model's contents in the shape the compute tools take: a cap table's events and options, a waterfall's model and saved exit, a fund's inputs, the features switched on, and featuresSavedButOff (configured but switched off), or a forecast's inputs. Free: uses no c...2 params

Returns a saved model's contents in the shape the compute tools take: a cap table's events and options, a waterfall's model and saved exit, a fund's inputs, the features switched on, and featuresSavedButOff (configured but switched off), or a forecast's inputs. Free: uses no c...

Parameters* required
id*string
The model id from list_saved_models.
kind*string
"cap-table" (Cap Table builder), "waterfall" (Exit Waterfall builder), "fund" (the web Venture Capital Model), or "unit-economics", "saas-forecasting", "ecommerce-forecasting" (the web models with...one of cap-table · waterfall · fund · unit-economics · saas-forecasting · ecommerce-forecasting
run_saved_modelCalculates a saved model as it stands, with the same engine as the browser builder: ownership after every event for a cap table, proceeds by holder for a waterfall (at the saved exit, or up to 10 exitValuations you pass), a fund's lifetime totals plus the fund by year (granula...5 params

Calculates a saved model as it stands, with the same engine as the browser builder: ownership after every event for a cap table, proceeds by holder for a waterfall (at the saved exit, or up to 10 exitValuations you pass), a fund's lifetime totals plus the fund by year (granula...

Parameters* required
exitValuationsarray
Waterfall only: sale prices to run, up to 10.
granularitystring
Fund only.one of year · quarter · none
id*string
The model id from list_saved_models.
kind*string
"cap-table" (Cap Table builder), "waterfall" (Exit Waterfall builder), "fund" (the web Venture Capital Model), or "unit-economics", "saas-forecasting", "ecommerce-forecasting" (the web models with...one of cap-table · waterfall · fund · unit-economics · saas-forecasting · ecommerce-forecasting
workbookboolean
Fund only: add a link to the live Excel workbook.
update_saved_modelSaves a change to a model in the user's account; the browser builder shows it the next time it opens. Send only the fields that change. Owners can change anything; invited editors of a fund model can change its inputs while the owner has access; viewers can't change anything....10 params

Saves a change to a model in the user's account; the browser builder shows it the next time it opens. Send only the fields that change. Owners can change anything; invited editors of a fund model can change its inputs while the owner has access; viewers can't change anything....

Parameters* required
cashFlowsboolean
Fund only: show the Forecast and Statements tabs in the builder.
eventsarray
Cap table only: the full list of financing events, in order, the same shape cap_table_compute takes. Replaces the saved list, so read the model first and send back the whole list with your change.
featuresobject
Fund only: features to switch on or off, keyed capTable, fees, waterfall, recycling, lpClasses, mgmtCo or followOn, with the same shapes as fund_economics_compute features. An object switches the f...
fundNamestring
Fund only: the fund name used in the model and its workbook.
id*string
The model id from list_saved_models.
inputsobject
Fund: fund inputs to change, the same fields as fund_economics_compute inputs. Unit economics, SaaS and ecommerce forecasting: the same inputs as that model's compute tool. Merged onto the saved in...
kind*string
"cap-table" (Cap Table builder), "waterfall" (Exit Waterfall builder), "fund" (the web Venture Capital Model), or "unit-economics", "saas-forecasting", "ecommerce-forecasting" (the web models with...one of cap-table · waterfall · fund · unit-economics · saas-forecasting · ecommerce-forecasting
modelobject
Waterfall only: the cap stack, the same shape as exit_waterfall_compute's model. Replaces the saved one.
namestring
The model name shown in the builder. Owner only.
optionsobject
Cap table: { wholeShares, pricePrecision }. Waterfall: { exitValuation, exitDate, wholeShares, pricePrecision }. Merged onto the saved options.
create_saved_modelSaves a new model to the user's account so they can open it in the browser builder and keep working on it. A fund or a forecast (unit-economics, saas-forecasting, ecommerce-forecasting) starts from Hemrock's defaults with your inputs merged on; a cap table needs events; a wate...9 params

Saves a new model to the user's account so they can open it in the browser builder and keep working on it. A fund or a forecast (unit-economics, saas-forecasting, ecommerce-forecasting) starts from Hemrock's defaults with your inputs merged on; a cap table needs events; a wate...

Parameters* required
cashFlowsboolean
Fund only: show the Forecast and Statements tabs in the builder.
eventsarray
Cap table only: the full list of financing events, in order, the same shape cap_table_compute takes. Replaces the saved list, so read the model first and send back the whole list with your change.
featuresobject
Fund only: features to switch on or off, keyed capTable, fees, waterfall, recycling, lpClasses, mgmtCo or followOn, with the same shapes as fund_economics_compute features. An object switches the f...
fundNamestring
Fund only: the fund name used in the model and its workbook.
inputsobject
Fund: fund inputs to change, the same fields as fund_economics_compute inputs. Unit economics, SaaS and ecommerce forecasting: the same inputs as that model's compute tool. Merged onto the saved in...
kind*string
"cap-table" (Cap Table builder), "waterfall" (Exit Waterfall builder), "fund" (the web Venture Capital Model), or "unit-economics", "saas-forecasting", "ecommerce-forecasting" (the web models with...one of cap-table · waterfall · fund · unit-economics · saas-forecasting · ecommerce-forecasting
modelobject
Waterfall only: the cap stack, the same shape as exit_waterfall_compute's model. Replaces the saved one.
namestring
The model name shown in the builder. Owner only.
optionsobject
Cap table: { wholeShares, pricePrecision }. Waterfall: { exitValuation, exitDate, wholeShares, pricePrecision }. Merged onto the saved options.
check_inReports what's worth knowing today about the models saved to the user's Hemrock account: for each of the ten most recently edited cap tables, exit waterfalls and fund models, notes where a number has crossed a line worth a look (a thin option pool, unconverted SAFEs, preferenc...

Reports what's worth knowing today about the models saved to the user's Hemrock account: for each of the ten most recently edited cap tables, exit waterfalls and fund models, notes where a number has crossed a line worth a look (a thin option pool, unconverted SAFEs, preferenc...

No parameters. Call it with no arguments.

request_reviewReturns how to get a person on the user's model: a one-hour working session with the person who built Hemrock's models (also the way to get a model or workflow built with AI reviewed), custom model work, or fractional CFO for venture funds. Each comes with its live price and b...2 params

Returns how to get a person on the user's model: a one-hour working session with the person who built Hemrock's models (also the way to get a model or workflow built with AI reviewed), custom model work, or fractional CFO for venture funds. Each comes with its live price and b...

Parameters* required
model_urlstring
Optional. The saved model's url from list_saved_models, for the user to bring along.
needstring
"review" for an hour on an existing model (the default), "custom" for a model built to order, "cfo" for ongoing fund finance.one of review · custom · cfo

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Readme

Details

Repository
github.com/tdavidson/mcp-hemrock
Website
hemrock.com/mcp
Category
Productivity & Office
Transport
HTTP
Registry
MCP registry, active
Resources
1
Prompts
4
Tools verified
Nov 6, 2026

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