# Grid MCP MCP

> Grid MCP turns spreadsheet data into interactive dashboards and visual reports. It lets your AI client manage all field operations, tracking inspections, updating asset status, and monitoring team productivity using natural conversation.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Tags:** field-operations, data-digitization, worksheet-management, operational-dashboards, real-time-sync, data-capture

## Description

Running complex field operations used to mean opening dozens of tabs: a dashboard here, a worksheet there, an API log somewhere else. Now you can talk to your operational data directly. This MCP lets your agent act as your dedicated field coordinator for all things related to site operations and assets. You ask it to track down the latest inspection report for Site Alpha, or update the maintenance status on Excavator 456; it handles the complexity behind the scenes. It reads metadata from every worksheet structure, lists team members, checks if the API is healthy, and logs new records without you lifting a finger. Everything connects through your AI client, making sure you get accurate oversight of high-stakes workflows. You’ll find this entire catalog managed on Vinkius, giving you access to everything in one spot.

## Tools

### check_api_health
Verifies if the Grid API connection is working correctly right now.

### create_new_operational_record
Adds a brand new inspection or maintenance record into a specific worksheet.

### remove_worksheet_record
Deletes a specific record entry from a worksheet after confirming the action.

### get_authenticated_user_profile
Retrieves information about the person currently logged into the system.

### get_worksheet_details
Pulls specific structural details for one of your operational worksheets.

### list_supported_asset_types
Provides a list of asset categories that the system recognizes (e.g., vehicles, tools).

### list_grid_dashboards
Retrieves a full list of available operational dashboards within your account.

### list_worksheet_records
Pulls and displays existing records from an entire specified worksheet.

### list_team_members
Gets a directory listing of all users within your organization.

### list_configured_webhooks
Shows a list of all active webhooks set up to send data elsewhere automatically.

### list_grid_worksheets
Lists all the main operational worksheets used for data capture and tracking.

### update_worksheet_record
Changes or modifies data within an existing operational record, like changing a status.

## Prompt Examples

**Prompt:** 
```
List all active worksheets in my Grid account.
```

**Response:** 
```
I've retrieved your worksheets. You have 3 active structures: 'Site Safety Checks' (ID: ws_123), 'Equipment Maintenance' (ID: ws_456), and 'Asset Inventory' (ID: ws_789). Which one should I inspect or update?
```

**Prompt:** 
```
Add a maintenance record to 'ws_456' for 'Excavator EX01'.
```

**Response:** 
```
Record created! I've logged the maintenance entry for Excavator EX01 in the 'Equipment Maintenance' worksheet. The entry is now visible in your Grid dashboard for team review.
```

**Prompt:** 
```
Show me the latest dashboard status for field operations.
```

**Response:** 
```
Fetching dashboard metadata... I found your 'Field Operations Overview' dashboard. It indicates 85% completion across active sites with 12 records updated in the last hour. Would you like a detailed breakdown by site?
```

## Capabilities

### View and Organize Data Sources
List every active worksheet and dashboard available for reporting.

### Record Operations or Update Assets
Add new inspection reports, modify existing records, or delete data from specific worksheets.

### Manage Personnel and Inventory
List all organization users and check the types of assets your company tracks.

### Monitor System Health
Verify API connectivity or manage webhooks to ensure continuous data flow.

## Use Cases

### The Site Safety Audit
A supervisor arrives at a site and needs to know which assets have passed their last inspection. The agent first uses `list_supported_asset_types` to confirm the equipment list, then calls `list_worksheet_records` on the 'Safety Checks' sheet. It compiles a summary report showing only items needing attention.

### The Maintenance Log Update
A technician finishes servicing an excavator and needs to log the details. Instead of opening the maintenance worksheet, they just tell their agent: 'Log this service for EX01.' The agent uses `create_new_operational_record` automatically.

### The Data Cleanup Project
A data analyst spots several old records that were entered by mistake. They ask the agent to find and delete those specific entries, using `list_worksheet_records` first for verification, then running `remove_worksheet_record` on confirmation.

### The Project Status Check
A manager needs a quick overview of current site progress. They ask the agent to list all dashboards (`list_grid_dashboards`) and get the status update for the 'Field Overview' dashboard without navigating away from their chat window.

## Benefits

- Instead of manually listing sheets or opening the dashboard to see status, you can ask for it. Use `list_grid_worksheets` to get a full map of your operational data sources instantly.
- Tracking team activities is simple. You don't need to click through user reports; simply use `list_team_members` and then tell the agent who needs what record updated using tools like `update_worksheet_record`.
- System reliability is key. By checking API health with `check_api_health`, you ensure your automation won't break mid-shift, keeping operations running smoothly.
- Inventory management gets precise. Use `list_supported_asset_types` to confirm the categories of equipment, then use `create_new_operational_record` to log its details immediately.
- You never have to lose data again. When a record needs fixing or removing, you can specifically target it using `remove_worksheet_record`, ensuring clean and accurate historical records.

## How It Works

The bottom line is that once connected, your AI client uses these credentials to talk directly to the Grid system on your behalf.

1. First, subscribe to this MCP and grab your Client ID and Secret keys from the Grid dashboard's integration settings.
2. Next, connect these credentials to your preferred AI client (Claude, Cursor, etc.) via the Vinkius catalog.
3. Finally, start talking to it. Ask your agent specific questions like, 'Show me all active worksheets,' or 'Create a new record for Asset X in Worksheet Y.'

## Frequently Asked Questions

**How do I use the `list_grid_worksheets` tool?**
You ask your agent simply, 'List all operational worksheets.' The agent executes this tool and immediately returns a structured list of every active worksheet ID and name in your account.

**What is the difference between `create_new_operational_record` and `update_worksheet_record`?**
`Create_new_operational_record` adds data that didn't exist before (e.g., a brand new inspection). `Update_worksheet_record` changes existing data, like changing an asset status from 'Needs Repair' to 'Operational'.

**Can I list all team members using the `list_team_members` tool?**
Yes. You just prompt your agent to run this tool. It gives you a current, structured roster of users in your organization so you know who needs access or who logged a record.

**Does `check_api_health` fix my data problems?**
No, it doesn't fix the problem. It just confirms that the communication line between your AI client and the Grid system is currently active and working correctly.

**How do I use `list_worksheet_records` to filter data by a specific date range?**
You must pass structured criteria including column names and values. To narrow results, include a mandatory 'date' field parameter along with the start and end dates you want to check.

**What does `list_configured_webhooks` show me about system integrations?**
It lists every active webhook endpoint linked to your account. This lets you confirm which external services are set up to automatically receive data whenever an operational record changes.

**Is it safe to use `remove_worksheet_record` if I'm unsure about the data?**
The tool deletes records instantly. Always double-check your target worksheet and record ID before calling this function, since deletion is immediate and irreversible.

**How can `get_worksheet_details` help me understand a sheet's structure?**
It returns the full schema for that specific worksheet. This lets you see every available column name, its data type, and any required metadata fields before trying to input new information.

**How do I find my Client ID and Secret?**
Log in to your Grid dashboard, navigate to the **Integrations** or **API Connectors** section to generate and copy your unique credentials.

**Can I add a record to a specific worksheet via AI?**
Yes! The `create_new_operational_record` tool allows you to push new data directly into any authorized worksheet in your Grid account.

**How do I check available analytical dashboards?**
Use the `list_grid_dashboards` tool to retrieve a list of all configured analytical views and monitors in your Grid environment.