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The Equals MCP server gives AI assistants direct access to your Equals workspace. You can search workbooks and ask the Equals agent questions about your data. Please note that MCP/Slack AI calls cost normal Equals AI credits.

Claude

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:
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Then enter “Equals” as the Name, and https://go.equals.com/api/mcp as the Remote MCP Server URL, and then click Add.
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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.
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Free, Pro

Go to Settings → Developer and click Edit config:
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This will open the location of the claude_desktop_config.json file. Open this file with a text editor and add the following:
This should live alongside any existing preferences, like so:
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Save this file, then restart Claude Desktop. On first use, a browser window will open to authorize the connection.

Claude Code

Run the following in your terminal:
Then run /mcp inside a Claude Code session to authenticate.

ChatGPT

Web

Visit https://chatgpt.com/plugins and click the plus on the top right.
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Then enter “Equals” as the Name, https://go.equals.com/api/mcp as the Connection, check I understand and want to continue, and then click Create.
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Finally, click Sign in with Equals to authenticate.

Desktop

Go to Settings → Plugins → MCPs and click Add server.
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Enter “Equals” as the Name, select Streamable HTTP as the type, and https://go.equals.com/api/mcp as the URL. Leave the Bearer token env var and all of the headers fields blank. Then click Save.
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Finally, click Authenticate next to the newly added server.

Codex

Add the server to ~/.codex/config.toml (or .codex/config.toml in a project for a project-scoped setup):
Then authenticate from your terminal:
This opens a browser window to authorize the connection. If you use the Codex IDE extension instead, open the gear menu → MCP serversAdd server, choose Streamable HTTP, enter https://go.equals.com/api/mcp, then click Authenticate.

Cursor

Open Cursor Settings → MCP, then add a custom server:

VS Code (GitHub Copilot)

  1. Open the Command Palette (Ctrl/Cmd + Shift + P) and run MCP: Add Server
  2. Select Command (stdio)
  3. Enter:
  1. Name it equals
  2. Activate it via MCP: List Servers
Or add directly to your settings.json:

Windsurf

  1. Open Settings (Ctrl/Cmd + ,)
  2. Scroll to Cascade → MCP Servers
  3. Add a custom server:

Zed

Open your settings (Cmd + ,) and add:

Other Tools

If your tool isn’t listed above, it can still connect — the setup follows one of the same two patterns:
  • If it supports remote MCP servers, add https://go.equals.com/api/mcp wherever it accepts a server URL, as in the Claude, ChatGPT, and Codex setups above.
  • If it only supports local MCP servers, configure it to run the command npx -y mcp-remote https://go.equals.com/api/mcp, which bridges to the remote server — the same pattern as the Cursor, Windsurf, and Zed configs above.
Either way, a browser window will open on first use to authorize the connection with your Equals account.

What You Can Do

Once connected, your AI assistant can:

Find Workbooks

Search workbooks in your Equals workspace by name or content, and list your team’s trusted workbooks — curated, vetted analyses that are surfaced first as the most reliable sources to reference.

Query Datasources

List connected datasources, explore their schema, and directly run SQL queries.

Ask Equals

Ask questions about your data in natural language. The Equals agent can query all your connected datasources and read any workbook you have access to, and runs its own analysis to find answers. You can ask follow-up questions in the same conversation, and answers can include a full workbook you can open in Equals. Ask Equals consumes Equals AI credits.

Troubleshooting

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.

npx mcp-remote Not Found

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

Windows

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

Tool Calls Time Out

The Equals agent 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.