PreciseFP MCP. Get client data, trigger forms, and track status in chat.
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PreciseFP connects your AI agent directly to client financial data records, allowing you to orchestrate complex wealth management tasks via natural conversation.
You can list accounts and people, retrieve detailed profiles, check account activity history, and trigger specific compliance forms (like risk assessments) without leaving your chat interface.
What your AI agents can do
Create form engagement
Sends a specified form questionnaire to a client.
Create person
Adds a new person (like an executor or beneficiary) to an existing account profile.
Get account
Retrieves detailed information for one specific client account.
You can list all managed accounts and filter them by name or type to see who needs attention.
Get the full profile details for a specific client account, including its associated activity history.
You can list all people tied to an account and create new individual profiles directly through the agent.
Send out compliance or planning forms (engagements) to a client using simple language prompts.
List and retrieve details about recent form engagements to see if clients have submitted the required data.
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Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
PreciseFP: 13 Tools for Financial Data Management
Use these tools to programmatically list, retrieve, create, and manage all client accounts, person records, and compliance forms within PreciseFP.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using PreciseFP on Vinkius019dd140create form engagement
Sends a specified form questionnaire to a client.
019dd140create person
Adds a new person (like an executor or beneficiary) to an existing account profile.
019dd140get account
Retrieves detailed information for one specific client account.
019dd140get account activity
Gets a history log detailing all actions taken on a client account.
019dd140get form engagement
Retrieves the current status and details for a specific form engagement.
019dd140get form template
Gets the metadata and structure of an available client form template.
019dd140get pdf template
Retrieves details about a specific PDF document template used for client reporting.
019dd140get person
Gets all available profile data for a person linked to an account.
019dd140list accounts
Lists all PreciseFP accounts, allowing filtering by name or type.
019dd140list form engagements
Shows a list of recent form submissions and engagements across multiple clients.
019dd140list form templates
Displays all available client-facing form templates that can be used for data collection.
019dd140list pdf templates
Lists all standard PDF document templates in your library.
019dd140list persons
Retrieves a list of every person associated with a specific client account.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with PreciseFP, then connect any of our 4,800+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,800+ others, all in one place
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- Works with Claude, ChatGPT, Cursor, and more
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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by PreciseFP. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 13 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Manually collecting client data takes too many clicks.
Right now, gathering a complete client picture means jumping between the main account dashboard, then navigating to 'People' to list all related parties. After that, you have to click into an engagement tracker just to see if they submitted their annual risk form—all while copying and pasting IDs into your notes.
With this MCP server, you tell your agent: 'Show me the status of John Doe’s profile.' The agent runs `list_persons`, pulls all details via `get_person`, and checks the status using `get_form_engagement`. You get a single, structured answer. Period.
PreciseFP MCP Server: Automate client data gathering.
Gone are the days of manually searching through template libraries to find the right questionnaire. You don't have to remember if it was a PDF or a form; you just ask your agent, and it runs `list_form_templates` or `get_pdf_template` for you.
Your AI client handles the complexity—the API calls, the ID lookups, the data correlation. You get actionable insights instantly in chat. It’s that simple.
What you can do with this MCP connector
PreciseFP connects your AI agent directly to your client's financial data records, letting you run complex wealth management tasks through simple chat commands. You don't have to leave the interface or manually pull reports—your agent handles it.
To start, you can use list_accounts to see every PreciseFP account you manage; this function lets you filter those accounts by name or by type so you know exactly who needs your attention right now. If you need deep background on one client, call get_account, and you'll get the full profile details for that specific account.
You can pair that up with get_account_activity to pull a complete history log detailing every action taken on that account.
When it comes to people linked to an account, your agent gives you serious control. First, run list_persons to get a list of everyone associated with the client; this lets you see all beneficiaries or executors. You can then use create_person to add new individuals—like a co-client or beneficiary—directly into the account profile.
To pull up existing records on one person, just ask for get_person, and it delivers all available profile data.
For forms and compliance work, you're set. You can start by using list_form_templates to see every client-facing form template you have stored. If you need the specific structure of one of those templates, call get_form_template. Similarly, if you're dealing with PDF reports instead of forms, list_pdf_templates shows all available standard document templates, and get_pdf_template gives you the full details for a chosen PDF.
To actually get data from clients, your agent triggers it. You send out required questionnaires—like tax updates or risk profiles—by calling create_form_engagement, which sends that specific form questionnaire to the client's inbox. To check up on their responses, you can use list_form_engagements to see a list of recent submissions across multiple clients, or call get_form_engagement to get the current status and detailed results for one specific submission.
This setup means your agent isn't just reading data; it's orchestrating actions. You use these tools to manage the whole client lifecycle—from listing accounts with list_accounts to creating new profiles with create_person, and finishing up by checking a form status with get_form_engagement. It keeps your compliance process structured and fast, all from one chat window.
019dd141-0bf3-73e1-babf-5e7903615c21 
How PreciseFP MCP Works
- 1 Subscribe to this server on Vinkius Marketplace.
- 2 Input your PreciseFP Access Token (Bearer Token) into the integration settings.
- 3 Start talking to your AI client. You can now ask it to 'List all active clients' or 'Send a risk profile form to John Doe'.
The bottom line is, you manage financial data collection and client records by instructing your agent through natural language conversation.
Who Is PreciseFP MCP For?
Wealth managers and operational staff who spend too much time switching between CRMs, portals, and spreadsheets. If you're constantly chasing signatures or manually cross-referencing client data points across different systems, this server saves your day.
Needs to quickly pull a summary of a client's current profile and check if they completed their annual review form before the meeting.
Automates tracking completion rates for required documents (like tax updates) and triggers bulk reminders for overdue clients.
Retrieves specific person metadata or checks an account's activity history without having to log into the full web portal.
What Changes When You Connect
- Check a client's entire history instantly. Instead of navigating through separate tabs to see when the last form was sent or if an account changed hands, use
get_account_activityto pull the full log directly into your conversation window. - Automate compliance outreach. When you need to remind clients about their risk assessment, simply call
create_form_engagement. You don't need to open a separate email platform—the form is sent right from your AI client. - Avoid profile gaps with granular control. If a client has multiple roles (co-client, beneficiary), use
list_personsandget_personto build a complete identity graph for that account before drafting reports. - Never guess which template to send again. Use
list_form_templatesorlist_pdf_templatesto browse your full library of required documents right in the chat, ensuring you ask for the correct data fields every time. - Manage client onboarding end-to-end. Start by calling
list_accountsto see who's active, then useget_accountto pull their profile details, all before asking your AI agent to kick off a new questionnaire.
Real-World Use Cases
Onboarding a New Family
A team member needs to onboard the Smith family. Instead of manually pulling records from multiple systems, they ask their agent: 'Get all accounts for Smith and list associated people.' The agent runs list_accounts followed by list_persons, giving one clean summary that confirms every required person is documented.
Annual Review Deadline Chasing
It's time for annual tax updates. A coordinator asks: 'Which clients need the Tax Update form?' The agent responds by listing all overdue accounts and automatically running create_form_engagement to send the questionnaire, tracking the action via list_form_engagements.
Auditing an Account Status
An operations manager needs to see if a client's profile changed last month. They use their agent to call get_account_activity and review the history log, instantly identifying when a person was added or when a key document was viewed.
Preparing for a Meeting
Before meeting with Doe, an advisor asks: 'What is Doe's current risk profile?' The agent uses get_form_engagement to pull the latest Risk Assessment data and immediately cross-references it with the person's core details via get_person, giving a ready-to-use briefing.
The Tradeoffs
Assuming Profile Completeness
Asking the agent: 'Give me John Doe’s profile.' This might only retrieve basic contact info, missing crucial co-client or beneficiary data points.
→
To get a complete picture, you must first run list_persons on the account ID and then use get_person for each individual role. Never rely on one single call for related entity data.
Forgetting Form Status
Sending a form and assuming it's submitted because the client opened the email. You won't know if they actually filled out the required 42 fields.
→
After sending, always run get_form_engagement or list_form_engagements. This confirms not just that the form was sent, but its current status and completion metadata.
Mixing Account IDs
Trying to find a person by name alone. The agent will fail because people exist in specific accounts.
→
Always start with list_accounts to establish the scope, then use that account ID when running list_persons or get_person. Context is everything here.
When It Fits, When It Doesn't
Use this server if your workflow requires managing a full client data lifecycle: creating people, tracking forms, and monitoring history. Specifically, if you need to correlate metadata across multiple entities (accounts, persons, engagements), this toolset works. Don't use it if all you need is simple communication; for basic messaging, use a standard chat server. If your goal is only reading public data or performing generalized CRM lookups without financial compliance tracking, consider alternative general-purpose client record systems instead.
Common Questions About PreciseFP MCP
How do I check a client's full activity history using get_account_activity? +
Call get_account_activity and provide the account ID. This returns a chronological log of every action, whether it was form submission, profile update, or template access.
Can I add a new person to an existing client record using create_person? +
Yes, you run create_person and provide the account ID and the necessary details for the individual. This keeps your database accurate without needing manual entry.
What is the difference between list_persons and get_person? +
list_persons shows you every person attached to an account (a summary). get_person pulls the full, deep metadata for one specific individual's profile.
How do I send a form engagement and track it with list_form_engagements? +
First, use create_form_engagement to send the form. Then, immediately run list_form_engagements to see a summary of all recent submissions and check which ones are pending.
Does PreciseFP help me find what templates I need? +
Yes. You can use list_form_templates or list_pdf_templates to browse your entire library of required documents, ensuring you request the correct data fields every time.
How do I use list_accounts to filter for clients by specific type or name? +
The list_accounts tool supports filtering criteria directly in the call. You pass parameters like name substrings or account types (e.g., 'Estate' or 'Investment'). This lets your agent retrieve only the records you need without manually sifting through hundreds of accounts.
Before sending a form, how do I check the structure using get_form_template? +
The get_form_template tool returns the full schema and field definitions for any template ID. Use this to verify that your AI client knows exactly what data fields are required before you attempt to send an engagement. It prevents submission errors.
If my call to create_person fails, what details should I look for in the error message? +
The system returns a specific validation error detailing which field failed and why (e.g., 'Missing required SSN' or 'Invalid format'). Always check this detailed response; it tells you exactly which piece of data needs correction to successfully add the person.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.