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Flatfile MCP Server

The Flatfile MCP Server creates a bridge between AI assistants and your Flatfile data, enabling powerful natural language interactions with your data management workflows.

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Features

The Flatfile MCP Server allows AI assistants like Claude Desktop, Claude Code, Cursor, and others to:

• Access and manage your Flatfile data using 190+ API endpoints
• View and manipulate Sheets, Workbooks, and Spaces
• Add, edit, and delete Records
• Ask questions about your data
• Generate new Sheets using natural language
• Create Workbooks from scratch
• And much more!

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Prerequisites

Before getting started, you’ll need:

• A Flatfile account
• Either a Flatfile Personal Access Token or API Key
• An AI assistant that supports the Model Context Protocol (MCP)

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Getting Your Credentials

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API Key

To get your API Key:

1. Log in to your Flatfile account
2. Navigate to the Authentication settings
3. Follow the instructions at Flatfile Authentication Documentation

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Personal Access Token

To create a Personal Access Token:

1. Log in to your Flatfile account
2. Navigate to your Account Settings
3. Follow the instructions at Personal Access Tokens

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Setup Options

The Flatfile MCP Server can be integrated with various AI assistants. Below are setup instructions for the most common platforms.

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Filtering Tools

Flatfile provides over 100 API endpoints. To improve performance and focus, you can filter the tools to only include those you need:

{
  "mcpServers": {
    "mcp-server-flatfile": {
      "command": "npx",
      "args": ["-y", "@flatfile/mcp-server", "--enabled-tools", "getRecords,updateRecords"],
      "env": {
        "FLATFILE_BEARER_TOKEN": "pat_your_token_here"
      }
    }
  }
}

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Claude Desktop Setup

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "mcp-server-flatfile": {
      "command": "npx",
      "args": ["-y", "@flatfile/mcp-server", "--enabled-tools", "getRecords,updateRecords"],
      "env": {
        "FLATFILE_BEARER_TOKEN": "pat_your_token_here",
        "FLATFILE_API_URL": "https://platform.flatfile.com/api/v1"
      }
    }
  }
}

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Claude Code Setup

To configure Claude Code with the Flatfile MCP Server:

1. Open your terminal
2. Run the following command:

claude mcp add mcp-server-flatfile -e FLATFILE_API_URL=https://platform.flatfile.com/api/v1 -e FLATFILE_BEARER_TOKEN=pat_your_token_here -- npx -y @flatfile/mcp-server --enabled-tools getRecords,updateRecords

3. Verify the installation by checking Claude Code’s configuration

See Claude Code MCP setup instructions for more details.

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Cursor Setup

Add the following to your .cursor/mcp.json:

{
  "mcpServers": {
    "mcp-server-flatfile": {
      "command": "npx",
      "args": ["-y", "@flatfile/mcp-server", "--enabled-tools", "getRecords,updateRecords"],
      "env": {
        "FLATFILE_BEARER_TOKEN": "pat_your_token_here",
        "FLATFILE_API_URL": "https://platform.flatfile.com/api/v1"
      }
    }
  }
}

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Example Use Cases

Here are some powerful ways to leverage AI assistants with Flatfile:

1. Natural Language Data Queries

   • Ask your AI assistant questions about your data like “Show me all customers who placed orders in the last month”

2. Automated Data Analysis

   • Request summaries, insights, and patterns in your data

3. Data Transformation & Cleanup

   • Use natural language to describe data transformations you want to apply

4. Workflow Creation

   • Create new Workbooks and Sheets based on verbal descriptions

5. Data Validation

   • Have your AI assistant validate data quality and suggest improvements

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Troubleshooting

If you encounter issues with your Flatfile MCP Server:

• Verify your token credentials are correct and have not expired
• Ensure your MCP configuration file has the correct syntax
• Check that your enabled tools match your requirements
• Verify your AI assistant has the necessary permissions

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Available Tools

The Flatfile MCP Server provides access to a comprehensive set of tools for the Flatfile API. Here’s a selection of the most commonly used tools:

For a complete list of all 190+ available tools, refer to the Flatfile MCP Server repo.