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Runlayer Deploy Required: This server requires Runlayer Deploy to be enabled.
Connect your AI assistant to Adaptive for financial planning and analysis. Uses username/password authentication.

Available Tools

ToolDescription
list_versionsList all available versions in your Adaptive instance
list_sheetsList all available sheets with IDs and names
list_levelsList all dimension levels (teams, programs, concepts, etc.)
list_accountsList all accounts with codes and metadata
list_levels_by_dimensionList levels grouped by dimension for filtering
query_modeled_sheetQuery data from Modeled Sheets (most common sheet type)
query_standard_sheetQuery data from Standard Sheets using account codes
query_cube_sheetQuery data from Cube Sheets for multi-dimensional analysis
get_standard_sheet_filtersGet available filters for a Standard Sheet
get_cube_sheet_filtersGet available filters for a Cube Sheet
get_modeled_sheet_filtersGet available filters for a Modeled Sheet
get_sheet_detailsGet detailed information about a specific sheet

Setup

1

Get Adaptive Credentials

  1. Log in to Adaptive with an admin account
  2. Note your login email and password
  3. If your instance uses an instance code, find it in your Adaptive settings
2

Add Server in Runlayer

  1. In Runlayer, go to Catalog > Adaptive > Install MCP
  2. Enter:
    • ADAPTIVE_USERNAME: Your Adaptive login email
    • ADAPTIVE_PASSWORD: Your Adaptive password
    • ADAPTIVE_INSTANCE_CODE (optional): Your instance code (if required)
  3. Click Deploy Server

Use Cases

  • Query budgets, forecasts, and actuals across versions
  • Analyze headcount planning and compensation data
  • Export revenue models and subscription metrics
  • Compare scenarios for financial planning
  • Build automated reports from financial data