Using the LivePlan MCP Connector

The LivePlan connector is built on the open MCP standard, so it can work with any MCP-enabled AI client. However, setup outside of Claude tends to be more technical and varies by platform.

If you're using another AI tool, check that platform's documentation for instructions on adding a custom MCP server, and use https://mcp.liveplan.com/mcp as the server URL. The rest of this article covers the Claude experience.

• Select Company (Read-only): Selects a company to work with and returns a summary of its contents, including all forecast line items. Claude typically uses this at the start of a session to orient itself.

• Create Company (Write): Creates a new company and business plan on your account.

• Get Plan Outline (Read-only): Returns the chapter and section structure of your business plan — the table of contents without the body text.

• Get Plan Content (Read-only): Returns the written content of a specific plan section.

• Search Plan Content (Read-only): Searches across the entire business plan for a word or phrase and returns matching snippets with their section names

• Get Available Sections (Read-only): Lists standard plan sections from the LivePlan library that aren't yet in your plan and could be added.

• Add Chapter (Write): Creates a new top-level chapter in your business plan.

• Add Library Section (Write): Adds a pre-built standard section from the LivePlan section library to your plan (for example, "Market Analysis" or "Competition").

• Update Plan Content (Write) Replaces the written content of an existing plan section.

• Get Milestones (Read-only): Lists all milestones on your company's plan timeline.

• Create Milestone (Write): Adds a new dated goal or target to your plan timeline.

• Delete Milestone (Write): Removes a milestone from your plan timeline.

• List Scenarios (Read-only): Lists all forecast scenarios available for your company.

• Compare Scenarios (Read-only): Returns a side-by-side comparison of two scenarios with key financial metrics and the differences between them.

• Create Scenario (Write): Creates a new forecast scenario, optionally copying the data from an existing one as a starting point.

• Delete Scenario (Write): Deletes a forecast scenario. The last remaining scenario cannot be deleted.

• Get Forecast Summary (Read-only): Returns high-level projected totals — revenue, expenses, net profit, and cash on hand — for a quick overview of how the numbers look.

• Get Financial Statements (Read-only): Returns a detailed Profit & Loss, Cash Flow Statement, or Balance Sheet with line items by period.

• Get Tax Settings (Read-only) Returns the current income tax and sales tax settings for the forecast.

• Update Tax Settings (Write): Sets the income tax rate and sales tax rate for the forecast.

• Build Revenue Stream (Write): Adds a new revenue stream to your forecast. Supports unit-based, billable hours, recurring subscription, and overall revenue models.

• Update Revenue Stream (Write): Modifies the name, pricing, or volume of an existing revenue stream.

• Delete Revenue Stream (Write): Removes a revenue stream from the forecast.

• Build Direct Cost (Write): Adds a new cost of goods sold item to the forecast. Can be modeled as a flat amount, a percentage of total revenue, a percentage of a specific revenue stream, or a per-unit cost.

• Build Expense (Write): Adds a new operating expense to the forecast. Supports constant amounts, amounts that vary over time, and expenses categorized as rent, marketing, or employee-related.

• Update Expense (Write): Modifies the name or amount of an existing operating expense.

• Delete Expense (Write): Removes an operating expense from the forecast.

• Build Personnel (Write): Adds a new employee or role to the forecast, including salary, headcount, and whether the role is a W-2 employee or 1099 contractor.

• Update Personnel (Write): Modifies the name, salary, or headcount of an existing personnel entry.

• Delete Personnel (Write): Removes a personnel entry from the forecast.

• Build Asset (Write): Adds a capital asset to the balance sheet — such as equipment, a vehicle, or a building — with depreciation over its useful life. Also supports current assets like prepaid contracts or deposits.

• Update Asset (Write): Modifies the name, value, or useful life of an existing asset.

• Delete Asset (Write): Removes an asset from the balance sheet.

• Build Dividend (Write): Adds an owner distribution or profit-sharing entry to the forecast, either as a fixed monthly amount or as a percentage of net profit.

• Update Dividend (Write): Modifies an existing dividend or distribution entry.

• Delete Dividend (Write): Removes a dividend entry from the forecast.

• Build Funding (Write): Adds a financing item to the forecast: a loan, equity investment, line of credit, or custom financing arrangement.

• Update Funding (Write): Modifies the terms of an existing funding item.

• Delete Funding (Write): Removes a funding item from the forecast.

• Get Dashboard Summary (Read-only): Lists the available performance dashboard cards that compare actuals to forecast.

• Get Dashboard Data (Read-only): Returns detailed KPI data for a specific dashboard category — such as revenue, expenses, profitability, or cash — comparing actual results to forecast.

• Get Actuals (Read-only): Returns the full actuals breakdown: real recorded revenue, expenses, direct costs, payroll, and assets with per-period values.

• Get Actuals Manual Entries (Read-only): Lists the manually entered actuals values in your forecast. (Premium accounts only)

• Update Actuals Manual Entry (Write): Updates a single manually entered actual value for a specific period. (Premium accounts only)