# PreciseFP MCP for AI Agents AI Agent Connect > PreciseFP MCP lets you manage wealth management client data and form engagements via your AI client. It connects your PreciseFP account to tools like Claude or Cursor, allowing you to pull client metadata, monitor onboarding progress, and trigger specific data collection forms without leaving your chat interface. ## Overview - **Category:** industry-titans - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_Ub7OHj7tgoaX4DNq6wQFS4G9amranpcBDmVV7jhi/ai-agent-connect - **Tags:** wealth-management, data-intake, financial-planning, client-onboarding, secure-forms ## Description Imagine you're a wealth manager trying to figure out which clients haven't finished their risk assessments or tax updates. Instead of logging into a separate dashboard and filtering through dozens of accounts, you just ask your AI. This Connector bridges that gap by letting your agent see exactly what's happening inside your PreciseFP account. You can pull up a client's profile, see who's on the account, and check their recent activity history in seconds. If a client needs to fill out a new tax update or a retirement planning form, you can trigger those engagements directly from the chat. It even helps you find the right PDF or form templates so you don't waste time digging through folders. By using this through the Vinkius catalog, you turn your AI into a dedicated financial operations assistant that handles the heavy lifting of data orchestration while you focus on the actual planning. You can move from a high-level summary of your book of business to a specific action, like sending a missing document, without ever switching windows. It makes the data gathering part of your workflow feel like a conversation rather than a series of manual data entries. ## Tools ### get_account_activity See the history of actions taken on a specific account. Use this to see when a client last interacted with your forms. ### get_account Pull the full details of a specific PreciseFP account. This gives your agent the context it needs to help you. ### get_form_engagement Check the status and details of a specific form a client is working on. It's the fastest way to see if someone has submitted their info. ### get_form_template Look up the details of a specific form template. This helps you ensure you're sending the right document for the right task. ### get_pdf_template Retrieve details for a PDF template in your library. Use this to find specific documents for client signatures. ### get_person Get the specific details for an individual person record. This is useful when you need to verify a co-client's info. ### list_accounts See a list of all accounts you manage. You can filter these by name or type to find the right client quickly. ### list_form_engagements See a list of recent form engagements. Use this to get a bird's-eye view of what data requests are currently out. ### list_form_templates Browse all the form templates available in your account. This helps you see what types of data requests you can send. ### list_pdf_templates View all the PDF templates you have saved. It's the best way to see your full library of downloadable documents. ### list_persons See everyone associated with a specific account. Use this to quickly audit who is included in a client's profile. ### create_form_engagement Send a specific data collection form to a client. This helps you get the info you need without manual emails. ### create_person Add a new person, like a beneficiary or child, to an existing account. This keeps your records organized and up to date. ## Prompt Examples **Prompt:** ``` Which clients haven't finished their onboarding forms yet? ``` **Response:** ``` I've checked your recent engagements. Here are the clients with pending forms over 14 days: | Client Name | Form Type | Days Overdue | | :--- | :--- | :--- | | Robert Chen | Insurance Needs Analysis | 34 | | Miller Family | Financial Planning Intake | 22 | Would you like me to send a reminder to these clients? ``` **Prompt:** ``` Add a new beneficiary for the Miller account. ``` **Response:** ``` I've added **Sarah Miller** as a beneficiary to the Miller family account. The profile is now active in your PreciseFP database. ``` **Prompt:** ``` Find the retirement planning template and send it to the Johnson family. ``` **Response:** ``` I found the **Retirement Planning Comprehensive** template. I've sent the engagement to: * **Michael Johnson** (michael@email.com) * **Susan Johnson** (susan@email.com) They will receive a secure link to complete the form. I've also scheduled a reminder for them in 3 days. ``` ## Capabilities ### Pull client account metadata Get the full details and profiles of your managed accounts instantly. ### Create new person profiles Add new individuals like beneficiaries or co-clients to an account via chat. ### Trigger specific form engagements Send out data collection forms like risk profiles or tax updates with one command. ### Search for form and PDF templates Find the correct documents in your library to send to your clients. ### Track account activity history Monitor how clients are interacting with your forms and onboarding tasks. ## Use Cases ### Identifying overdue paperwork An advisor needs to see who hasn't finished their risk assessment. They ask the agent to list form engagements and identify those pending over 14 days. ### Adding new account members A client wants to add a new beneficiary to their profile. The advisor tells the agent to use create_person to add the individual to the existing account. ### Preparing for a quarterly review To get ready for a meeting, an advisor uses list_accounts to find a client and get_account_activity to see their recent history of form interactions. ### Sending retirement documents The advisor asks the agent to find the retirement planning template and use create_form_engagement to send it to the Johnson family. ## Benefits - Stop manual tab switching by using list_accounts and get_account to see client info instantly without logging into multiple dashboards. - Speed up onboarding by using create_form_engagement to send out Fact Finder forms with one command instead of manual email drafting. - Keep your database clean by using create_person to add beneficiaries or co-clients directly via chat, ensuring records stay accurate. - Track progress more accurately with get_account_activity to see exactly where clients are in the onboarding process and who is lagging. - Save time on document prep by using list_form_templates and list_pdf_templates to find the right files quickly for your clients. ## How It Works The bottom line is you get a way to manage wealth management data through a chat interface instead of manual dashboard navigation. 1. Get your Bearer Token from your PreciseFP integration settings. 2. Add this Connector to your AI client through the Vinkius catalog. 3. Ask your agent to list clients, check statuses, or trigger new forms. ## Frequently Asked Questions **Can PreciseFP MCP help with client onboarding?** Yes, it automates the data gathering part of onboarding. You can use your AI to pull client info, check who has finished their forms, and send out new requests without leaving your chat. **How does PreciseFP MCP handle form requests?** It allows your AI agent to trigger specific form engagements. You can tell your agent to send a 'Fact Finder' or 'Risk Profile' to a client, and it handles the communication through PreciseFP. **Can I see client activity with PreciseFP MCP?** Yes, you can ask your agent to show the activity history for any account. This helps you see when clients last interacted with your forms or updated their profiles. **Does PreciseFP MCP support PDF templates?** Yes, it can access your library of PDF templates. You can ask your agent to find specific documents for signatures or review, and it will pull the details for you. **Is PreciseFP MCP good for wealth managers?** It's specifically designed for the wealth management industry. It handles the tedious parts of data intake and client metadata management so you can focus on financial planning. **Can I add people to accounts using PreciseFP MCP?** Yes, you can use your agent to create new person profiles, such as co-clients or beneficiaries, directly within an existing account to keep your records organized. **Can my AI automatically find the progress of a specific client engagement?** Yes! Use the `get_form_engagement` tool with the Engagement ID. Your agent will respond with complete metadata, including completion status and time of the last activity in seconds. **How do I find my PreciseFP Access Token?** First, contact PreciseFP support to activate API access. Once enabled, navigate to **Settings** > **Integrations** > **API Tokens** to generate your unique secret token. **Can I use the AI to see form templates?** Yes, use the `list_form_templates` tool to retrieve your library of configured forms, allowing the agent to identify which ones to send to your clients.