com.phasefolio/phasefolio
Official12 toolsBiotech rNPV/PoS engine for AI agents. Signed exports, evidence register, asset landscape.
Calculate biotech valuations and probability of success with evidence tracking for AI agents.
Captured live from the server via tools/list.
get_project
Fetch a PhaseFolio project's metadata: indication, sub-indication, modality, biomarker, asset name, and stage at entry. Use this when you need to ground an analysis question in the project's clinical context before fetching scenarios.
Parameters (1)
- project_idstringrequired
UUID of the PhaseFolio project. Get from the project URL in the dashboard or from a prior list_scenarios call.
list_scenarios
List all scenarios in a PhaseFolio project. Returns scenario IDs, names, created/updated timestamps, and top-line eNPV/rNPV. Use this to discover what scenarios exist before fetching one in detail.
Parameters (2)
- project_idstringrequired
UUID of the parent project whose scenarios to list.
- limitintegerrequired
Maximum number of scenarios to return (1–200). Defaults to 50; raise for projects with many what-if branches.
get_scenario
Fetch a PhaseFolio scenario's complete inputs (stage costs, durations, PoS, commercial assumptions, IRA settings) and computed outputs (eNPV, rNPV, cumulative PoS, per-stage breakdown, top sensitivity drivers). This is the authoritative engine output — every signed export ties back to this payload.
Parameters (1)
- scenario_idstringrequired
UUID of the scenario. Get from list_scenarios or the scenario URL in the dashboard.
get_evidence
Fetch the evidence register entries for a scenario — the citations, sources, and supporting documents the analyst attached to back the assumptions. Use this when an analysis question references 'what's the evidence for X?'
Parameters (1)
- scenario_idstringrequired
UUID of the scenario whose evidence register entries to fetch.
get_dossier
Fetch the structured dossier JSON for a scenario — the same content rendered in the IC Dossier PDF/Excel exports, in machine-readable form. Includes verdict, drivers, assumptions, evidence summary, and (if available) signed-export hashes pointing to the latest signed artifacts.
Parameters (1)
- scenario_idstringrequired
UUID of the scenario to fetch the IC dossier payload for.
query_landscape
Fetch the asset-anchored competitive landscape for a project — comparable trials, competing programs, sponsor activity, and biomarker overlap. Sourced from CT.gov + FDA + PhaseFolio's curated enrichment. Use when an analysis question asks 'who else is working on this?' or 'what's the competitive context?'
Parameters (3)
- project_idstringrequired
UUID of the project to anchor the landscape on. Indication × modality × biomarker filters derive from the project.
- phase_filterarrayrequired
Optional list of clinical phases to include (e.g. ['PHASE2','PHASE3']). Empty array means all phases.
- recency_yearsintegerrequired
How many years back to look (1–50). Defaults to 10 — broad enough to catch development-stage peers without polluting with stale failures.
query_drug_risk
Fetch human-reviewed drug-specific clinical-risk signals for a project, including biomarker quality, Phase 1 ORR flag-only data, provenance, extractor versions, and pending-review counts. Use this before interpreting engine 2.6.0 drug-specific multipliers or flags.
Parameters (1)
- project_idstringrequired
UUID of the project whose reviewed drug-specific clinical-risk signals should be queried.
query_benchmarks
Query PhaseFolio's network benchmarks — anonymized aggregate statistics across the network of scenarios (PoS by indication × modality, cost distributions, duration percentiles). L1 tier (no auth) returns lagged, low-granularity headlines; L3 tier (bearer auth) returns granular slices with biomarker stratification.
Parameters (3)
- indicationstringrequired
Indication name (e.g. 'NSCLC', 'Rheumatoid Arthritis', 'Atopic Dermatitis'). Free-form; the engine fuzz-matches to the canonical indication taxonomy.
- modalitystring
Optional modality filter ('Antibody', 'Small Molecule', 'Cell Therapy', 'Gene Therapy', etc.). Omit to return cross-modality stats.
- metricstringrequired
Which benchmark family to return: 'pos' (probability of success), 'cost' (per-stage cost distributions), 'duration' (per-stage duration percentiles), or 'all'.
verify_export
Verify a signed PhaseFolio export by content hash. Returns verification status (valid/tampered/unknown), issued timestamp, methodology version, and an anonymized originating-org identifier. Use this when a user shares a PhaseFolio dossier and you want to confirm it's authentic before citing the analysis.
Parameters (1)
- hashstringrequired
64-character hex SHA-256 of the signed artifact's content. Embedded in every signed PhaseFolio PDF (footer) and Excel (cover tab).
query_sec_deal_terms
Query SEC EDGAR deal-term extractions by indication, deal type, date range, confidence, and review state. Returns per-deal rows with source quotes and accession URLs for verification; aggregate engine medians use the separate backend aggregate function.
Parameters (7)
- indicationstring
Optional indication filter, e.g. 'antimicrobial'.
- deal_typestring
Optional deal type filter.
- sincestring
Optional inclusive effective_date lower bound in YYYY-MM-DD format.
- untilstring
Optional inclusive effective_date upper bound in YYYY-MM-DD format.
- min_confidencenumberrequired
Minimum extraction confidence threshold. Defaults to 0.5.
- include_needs_reviewbooleanrequired
Whether to include rows flagged needs_review. Defaults to true so admin users can see flags.
- limitintegerrequired
Maximum rows to return, 1-500. Defaults to 100.
triage_asset
Produce a transparent, provenance-linked CONDITIONAL READ on a drug asset for deal triage. Pass either `text` (a teaser/abstract — fields are machine-extracted and the result is marked inputs_unconfirmed) or pre-confirmed `fields`. Returns a reasoning chain (each claim grounded or marked insufficient_evidence), mechanism-plausibility flags, PoS + landscape metrics, and a meta block with engine/methodology/synthesis versions. Does NOT compute rNPV. Not an autonomous verdict.
Parameters (2)
- textstring
Unstructured asset text; triggers extraction (inputs_unconfirmed=true).
- fieldsobject
Pre-confirmed structured fields.
get_methodology
Fetch a PhaseFolio methodology section's full content (rNPV engine, backtest, PoS calibration, IRA framework, development paths, clinical stage normalization, evidence standards, network benchmarks, COGS benchmark, SG&A benchmark, tax benchmark, SEC EDGAR deal-term extraction). Designed for citation: each section has a stable URL and a methodology version identifier you can reference in analysis output.
Parameters (1)
- sectionstringrequired
Which methodology section to fetch. 'rnpv' covers the core risk-adjusted NPV calculation: cumulative PoS, midpoint-discounted risk-adjusted development costs, the S-curve ramp/plateau/LOE revenue lifecycle net of COGS/SG&A/tax, WACC discounting, the rNPV and Unadjusted-NPV equations, Monte Carlo / expected NPV, and one-at-a-time sensitivity; 'backtest' covers the validation methodology and AUC/CI numbers; 'pos-calibration' covers the indication × modality × biomarker matrix, expanded modality normalization into the eight benchmark baselines, the scored multipliers including the engine 2.6.0 biomarker_quality drug-specific multiplier (oncology solid tumor, Phase II/III), the Phase 1 ORR extracted-but-not-scored signal with its Phase 0 governance disclosure, and the non-scored drug-specific risk flags; 'ira-framework' covers the Year-9/Year-13 MFP cliff modeling and the separate IRA classification for expanded modalities such as RNA Therapeutics, Protein Degrader, Radioligand, Oncolytic Virus, and Cancer Vaccine; 'development-paths' covers development-path tiers, automatic-effect policy, and the no path-based PoS/default-multiplier rule; 'stage-normalization' covers exact clinical labels, work packages, canonical PoS gates, and the no label-only PoS modifier rule for Phase 1b/2a/2b, adaptive, pivotal, expansion, platform, bridging, and related labels; 'evidence-standards' covers source tiers and freshness rules; 'network-benchmarks' covers anonymization and cohort cuts; 'cogs-benchmark' covers the per-modality COGS% default bands and price-sensitivity methodology; 'sga-benchmark' covers the per-commercial-model SG&A% default bands (orphan/specialty/primary-care); 'tax-benchmark' covers the US-statutory-21% default tax rate, effective-rate reality, and the NOL cap; 'sec-deal-terms' covers the SEC EDGAR 8-K Item 1.01 deal-term extraction pipeline (cohort, extractor + classifier versions, fields extracted, v0 vs v1 scope).
README not available yet.
Install
Configuration
PHASEFOLIO_TOKENsecretBearer token for org-scoped tools. Without it, only the 3 public tools are usable.
claude_desktop_config.json
{
"mcpServers": {
"phasefolio": {
"command": "npx",
"args": [
"-y",
"@phasefolio/mcp@0.1.4"
],
"env": {
"PHASEFOLIO_TOKEN": "<YOUR_PHASEFOLIO_TOKEN>"
}
}
}
}