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Documentation Index

Fetch the complete documentation index at: https://docs.equals.com/llms.txt

Use this file to discover all available pages before exploring further.

The Equals MCP server gives AI assistants direct access to your Equals workspace. You can search workbooks and ask the Equals AI Analyst questions about your data.

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Claude

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Team, Enterprise

Adding the Equals MCP server to your Claude team will allow anyone on your team to connect Equals to their Claude sessions.
You must be an Owner in your Claude team to add a custom connector.
Visit the the Connectors page, then click the + button and select “Add custom connector”:
Screenshot 2026 04 29 At 11 07 57 AM
Then enter “Equals” as the Name, and https://go.equals.com/api/mcp as the Remote MCP Server URL, and then click Add.
Screenshot 2026 04 29 At 11 31 20 AM
Users can then enable the Equals connector in their Claude sessions. This will open a browser tab to authenticate in Equals to establish the connection.
Screenshot 2026 04 29 At 11 33 23 AM

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Free, Pro

Go to Settings → Developer and click “Edit config”:
Screenshot 2026 04 29 At 11 15 34 AM
This will open the location of the claude_desktop_config.json file. Open this file with a text editor and add the following: 
{
  "mcpServers": {
    "equals": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://go.equals.com/api/mcp"]
    }
  }
}
This should live alongside any existing preferences, like so:
Screenshot 2026 04 29 At 11 23 58 AM
Save this file, then restart Claude Desktop. On first use, a browser window will open to authorize the connection.

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Claude Code

Run the following in your terminal: 
claude mcp add --transport http equals https://go.equals.com/api/mcp
Then run /mcp inside a Claude Code session to authenticate.

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Cursor

Open Cursor Settings → MCP, then add a custom server: 
{
  "mcpServers": {
    "equals": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://go.equals.com/api/mcp"]
    }
  }
}

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VS Code (GitHub Copilot)

  1. Open the Command Palette (Ctrl/Cmd + Shift + P) and run MCP: Add Server
  2. Select Command (stdio)
  3. Enter:
npx mcp-remote https://go.equals.com/api/mcp
  1. Name it equals
  2. Activate it via MCP: List Servers
Or add directly to your settings.json: 
{
  "mcp": {
    "servers": {
      "equals": {
        "command": "npx",
        "args": ["-y", "mcp-remote", "https://go.equals.com/api/mcp"]
      }
    }
  }
}

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Windsurf

  1. Open Settings (Ctrl/Cmd + ,)
  2. Scroll to Cascade → MCP Servers
  3. Add a custom server:
{
  "mcpServers": {
    "equals": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://go.equals.com/api/mcp"]
    }
  }
}

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Zed

Open your settings (Cmd + ,) and add: 
{
  "context_servers": {
    "equals": {
      "source": "custom",
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://go.equals.com/api/mcp"],
      "env": {}
    }
  }
}

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Other Tools

Any MCP client that supports remote servers or the mcp-remote bridge can connect using:

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What You Can Do

Once connected, your AI assistant can:

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Search Workbooks

Find workbooks in your Equals workspace by name or content.

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Ask the Analyst

Ask questions about your data in natural language. The Analyst queries your connected databases, builds charts, and creates workbooks.

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Continue a Conversation

Follow up on previous Analyst threads with additional questions.

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Troubleshooting

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Authentication Errors

Make sure you have an active Equals account and that your workspace has MCP enabled. Try disconnecting and reconnecting to go through the authorization flow again.

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npx mcp-remote Not Found

Make sure Node.js is installed: 
node --version
If you don’t have it, download it from here.

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Windows

If you are on Windows, you may need to replace "command": "npx", with "command": "C:\\Program Files\\nodejs\\npx.cmd",.

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Tool Calls Time Out

The Analyst can take 1–5 minutes to answer complex questions. Your AI tool should poll for results automatically; if it gives up early, try asking it to wait and check again.