Basis

Connect Remote server

claude mcp add --transport http mcp https://api.basis1.tech/mcp --header "Authorization: Bearer <YOUR_API_KEY>"

{
  "mcpServers": {
    "mcp": {
      "url": "https://api.basis1.tech/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

{
  "servers": {
    "mcp": {
      "type": "http",
      "url": "https://api.basis1.tech/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://api.basis1.tech/mcp

Replace the values in angle brackets with your own. Keys stay on your machine; we never see them.

Tools 26 found in our last check

• parse_workbook

  Parse an .xlsx workbook in one call and return its full semantic NDJSON: one JSON record per line (workbook_meta, sheet, cell, edge, image, image_summary, audit), covering every cell's value and formula and the formula dependency edges. Use it to read a whole file without openin…

• submit_job

  Start an async parse of an .xlsx workbook and return at once with a job handle {job_id, status: "processing", status_url, stream_url}. Use it instead of parse_workbook for large files or when you don't want to wait: call stream_job with wait_seconds to wait for the records (or s…

• stream_job

  Check on or read a parse job started by submit_job. By default it returns the job's NDJSON records once it has completed: the same output parse_workbook returns, one JSON record per line. Pass wait_seconds (up to 60) to wait that long for a job still processing; if it is still p…

• diff_workbooks

  Compare two .xlsx files cell by cell and return the differences as JSON: {summary, added, removed, changed, format_changed}. Cells are matched on (sheet title, cell ref); changed covers value and formula changes, and format-only changes are listed separately. Use it to see what…

• evaluate_formula

  Evaluate an Excel formula locally and return the computed result: a quick way to check what a formula returns on a few sample values before you put it in a workbook. Pass data as a map of cell references to values (e.g. {"A1": 100, "A2": true, "A3": "#N/A", "B1": "hello"}) and a…

• create_session

  Open a workbook in a session that the other workbook tools then use by session_id: the starting point for reading, editing, recalculating and exporting a model. Pass at most one of library_file_id (a file in your Library), base64 (raw .xlsx bytes) or url, or none for a blank wor…

• close_session

  End a session and discard its workbook: the session_id stops working and the session can't be reopened. Edits not saved with save_to_library (or downloaded with export_workbook) are lost, and its commit_session checkpoints go with it, so restore_session can't bring it back. Call…

• list_sessions

  List the sessions open for this API key, to recover a session_id you've lost or to see how many are open before create_session. Returns {sessions: [{id, documentId, libraryFileId, createdAt, updatedAt, sheetCount, memBytes}]}, times in epoch milliseconds; closed and expired sess…

• add_sheet

  Add an empty sheet at the end of a session's workbook and make it the active sheet (the one unqualified refs like "B4" point to). Only for sessions created blank (create_session with no file); on an imported workbook it fails, so work in its existing sheets with set_inputs inste…

• rename_sheet

  Rename a sheet in a session's workbook, found by its 0-based index (see the sheets list from create_session or inspect_model). Formulas, named ranges and validations that reference the sheet are rewritten to the new name, so results don't change; use it rather than add_sheet whe…

• delete_sheet

  Delete a sheet from a session's workbook, found by its 0-based index (see the sheets list from create_session or inspect_model), the way Excel does: formulas on other sheets that referenced it now read #REF! (Gone!A1 becomes #REF!A1) and evaluate to #REF!, a 3D range ending on i…

• set_inputs

  Write values or formulas into cells of a session and recalculate: the way to run a scenario on a model ("what if Revenue is 1.2M?"). Keys are defined names (e.g. "Revenue") or cell refs ("B4" on the active sheet, "Sheet1!A1"); values are numbers, booleans (logical TRUE/FALSE), e…

• set_calc_settings

  Turn iterative calculation on or off for a session and recalculate. Needed for circular models (e.g. development pro formas where loan size depends on cost, which includes the loan's interest and fees): with it on, set_inputs re-converges the loop on every call. Saved with the s…

• get_outputs

  Read computed values from a session by defined name, cell or range: the way to check what a model's formulas return, e.g. after set_inputs. Pass names as defined names, cell refs ("B4", "Sheet1!B4") or ranges ("Sheet1!H2:H18", up to 2,000 cells, one entry per cell); omit names t…

• define_variable

  Create a defined name for a cell, or repoint an existing one, so set_inputs and get_outputs can use a readable key ("Revenue") instead of a cell ref. A name that already exists in the same scope is overwritten with the new target; no cell's value or formula changes. Names follow…

• delete_variable

  Delete a defined name from a session's workbook, e.g. one you made with define_variable and no longer need. Only the name goes; the cell it pointed to keeps its value and formula. Match is by name, ignoring case, in workbook scope or, with scope_sheet, the name scoped to that sh…

• inspect_model

  Summarize a session's structure: each sheet's index, name and used rows and columns, every defined name with its target, the iterative-calc settings, and counts of cells, memory, edit events and commits. Use it to find your way around a workbook before reading or editing it: she…

• export_workbook

  Get a session's workbook back as an .xlsx file with every formula's computed value saved in it. Recalculates first. Call this when you need the file itself: to give it to the user, or to read it with pandas, openpyxl (data_only=True) or any tool that is not Excel. Returns file_b…

• recalc_workbook

  Recalculate an .xlsx file and return it with the computed values saved in every formula cell. Use this after you create or edit a workbook with openpyxl or any other library that writes formulas without results: those files have no cached values, so pandas, openpyxl (data_only=T…

• get_formula_range

  Read the formulas and computed values of one cell or a rectangular range in a session: the way to check what a cell or a block of cells computes. Pass a single cell ("B4", "Sheet1!B4") or a range ("A1:D10"). Returns {worksheet, range, cell_count, cells: [{cell, formula, value, v…

• commit_session

  Create a named checkpoint of the session's current state, e.g. before a risky edit. Returns {commit_id, message, total_commits}; pass commit_id to restore_session to roll back. Every call adds a new checkpoint. Checkpoints live in the session only and are lost when it closes or…

• restore_session

  Roll a session back to a checkpoint from commit_session: every cell edit made after it is undone, calc settings included, and the workbook is recalculated. Use it to throw away a what-if or a bad edit; it rewinds this session only and can't reopen a closed one. Returns {restored…

• trace_dependencies

  Follow formula references from one cell in a session, breadth first, up to depth levels (1-5): direction "precedents" walks to the cells it reads, "dependents" to the cells that read it, and "both" (the default) does each. Returns {root, direction, max_depth, levels: [{depth, no…

• audit_workbook

  Check a session's whole workbook for modeling problems and return a JSON report: broken references, circular references and whether they converge, hardcoded plugs (a constant or odd formula breaking a run of consistent formulas), external links, volatile functions, hidden sheets…

• save_to_library

  Save the session's workbook to the user's Library for durable storage. If the session was loaded from the Library or was previously saved, this creates a new version of that file. Otherwise it creates a new Library file. Each save is a named version in the Library's history: pas…

• list_library_files

  List the workbooks in the user's Library: the files this account owns, newest-updated first, including everything save_to_library saved. Use it to find a library_file_id to open with create_session, or to check that a save landed. Returns {files: [{library_file_id, name, size_by…

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