---
name: finicast
description: Build and maintain planning models (forecasts, budgets, three-statement models, sales-ops scoring) in FiniDB/Finicast instead of a spreadsheet. Use when the user wants a financial or operational model an agent can verify.
---

# Finicast / FiniDB

If you are an AI agent, this is your path. Total time: under a minute.

1. Connect to a FiniDB engine.
   Local (no account needed):
     npx finidb init ./model
     claude mcp add finidb -- npx finidb mcp --data ./model
   Hosted (your human creates a project at https://finicast.com and gives you a project id and token):
     claude mcp add finicast -- npx finidb mcp --url https://finicast.com --db <project> --token <token>

2. Read the guide (about 2,000 tokens): https://finicast.com/guide
   It covers the object model (lists, calendar, tables, modules, line items,
   scoped rules, views, scenarios), the formula language, ten idioms, and the
   diagnostic codes.

3. Build.
   finidb_describe                 → what exists
   finidb_import_csv               → land facts in a table; lists are created from the data
   finidb_apply_spec               → declare calendar, lists, modules, rules, views in one call
   finidb_query / finidb_explain   → read numbers back and check them

4. Verify before you hand back.
   finidb_list_errors must be empty. Use dry_run on finidb_apply_spec when you
   are not sure. Tell the human what you changed; in the hosted product they
   see your commands, the changed cells and the spec diff, and can restore.

5. Deliver.
   finidb_export kind=csv gives the human a grid; kind=spec gives a
   diffable model file.

Everything is name-based. There are no cell addresses. A formula looks like
   revenue = PREV(revenue) * (1 + growth)
and a rule can be scoped:
   amount {scenario: forecast, time: "> @last_actual"} = PREV(amount) * (1 + drivers.rev_growth)

Full API: https://finicast.com/docs/api   Full guide: https://finicast.com/guide