PreciseFP MCP Server with 13 Tools Ready for AI Agents

Name: PreciseFP
Availability: InStock
Author: Vinkius

GDPR Free for Subscribers

Collect client financial data digitally with compliant intake forms designed for wealth management and financial planning firms. Unlock 13 tools ready out of the box. Connect this App Connector to instantly empower AI agents like Claude Code, Cursor, or any MCP-compatible client with advanced capabilities.

Built for AI Agents by Vinkius

Ask AI about this App Connector

Open in ChatGPT Open in Claude Open in Perplexity

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High Security·Kill Switch·Plug and Play

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

What is the PreciseFP MCP Server?

The PreciseFP MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to PreciseFP via 13 tools. Collect client financial data digitally with compliant intake forms designed for wealth management and financial planning firms. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (13)

create_form_engagementcreate_personget_accountget_account_activityget_form_engagementget_form_templateget_pdf_templateget_personlist_accountslist_form_engagementslist_form_templateslist_pdf_templateslist_persons

Tools for your AI Agents to operate PreciseFP

Ask your AI agent "List all active client accounts in PreciseFP." and get the answer without opening a single dashboard. With 13 tools connected to real PreciseFP data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

Why teams choose Vinkius

One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.

Build your own MCP Server with our secure development framework →

The PreciseFP App Connector works with every AI agent you already use

…and any MCP-compatible client

Use all 13 PreciseFP tools with your AI agents right now

Empower your AI agents to connect to PreciseFP and securely perform advanced actions on Vinkius infrastructure. Beyond a simple connection, you gain an advanced AI Gateway that provides complete visibility into agent activity, ensuring maximum governance and optimized token usage.

create_form_engagement

Send a form to a client (Engagement)

create_person

g., co-client, child, beneficiary) within an existing account. Add a person to an account

get_account

Get PreciseFP account details

get_account_activity

Get activity history for an account

get_form_engagement

Get details for a form engagement

get_form_template

Get form template details

get_pdf_template

Get PDF template details

get_person

Get details for a person

list_accounts

Supports filtering by name or type. List PreciseFP accounts

list_form_engagements

List recent form engagements

list_form_templates

List available form templates

list_pdf_templates

List available PDF templates

list_persons

List persons in an account

What the PreciseFP MCP Server unlocks

Connect your PreciseFP account to any AI agent and take full control of your financial planning data orchestration through natural conversation. PreciseFP is the premier platform for data gathering in the wealth management industry, and this integration allows you to retrieve client metadata, monitor engagement progress, and trigger custom 'Fact Finder' forms directly from your chat interface.

What you can do

Account & Client Orchestration — List all managed client and prospect accounts and retrieve detailed profile metadata programmatically to ensure your onboarding is always synchronized.
Person & Profile Intelligence — Access and monitor individual person records within accounts and create new profiles directly from the AI interface to maintain a high-fidelity database.
Engagement & Form Control — List and trigger form engagements (like tax updates or risk profiles) via natural language to drive better data collection efficiency.
Template Discovery — Access your library of form and PDF templates to ensure you always send the correct data requests to your clients.
Operational Monitoring — Track account activity history and manage engagement metadata using simple AI commands.

How it works

1. Subscribe to this server
2. Enter your PreciseFP Access Token (Bearer Token) from your integration settings
3. Start managing your financial data gathering from Claude, Cursor, or any MCP-compatible client

No more manual status checking or template searching. Your AI acts as a dedicated financial operations assistant or client coordinator.

Who is this for?

Financial Advisors & Wealth Managers — quickly retrieve client summaries and monitor onboarding progress without switching apps.
Operations Teams — automate the triggering of annual review forms and track completion rates via natural conversation.
Support Coordinators — streamline the retrieval of person metadata and monitor organizational health directly within the chat.

Frequently asked questions about the PreciseFP MCP Server

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.