How to Use the PreciseFP MCP in Claude Code

Claude Code brings PreciseFP tools to your terminal, allowing for headless automation of your wealth management data pipelines.

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Connect PreciseFP MCP to Claude Code

Create your Vinkius account to connect PreciseFP to Claude Code — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup PreciseFP with Claude Code

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Automate PreciseFP data entry with Claude Code

Use `create_person` in your scripts to push new client data from your backend directly into your system. This is perfect for custom ingestion pipelines that need to run without a UI. It removes the need for manual data entry entirely. You can pipe your existing data structures into the API with ease.

Audit PreciseFP engagements with Claude Code

Run `list_form_engagements` in your terminal to get a snapshot of current activity. This allows you to monitor status changes programmatically across your entire client base. You can feed this output into other shell tools for reporting. It makes tracking progress a standard part of your CLI workflow.

Query PreciseFP account details via Claude Code

Use `get_account` to pull specific details during your CI/CD processes. It lets you verify data consistency before deploying changes to your production environment. This gives you a reliable way to check your state. You can automate your validation checks in seconds.

Setup guide

Set up PreciseFP MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see precisefp-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest PreciseFP transactions." It will automatically discover and invoke the available PreciseFP tools.

Terminal

claude mcp add --transport http precisefp-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the PreciseFP MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "precisefp-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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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Common questions about PreciseFP MCP in Claude Code

Yes. Claude Code is designed for terminal use, making it ideal for automated pipelines. You can trigger tool calls as part of your deployment or monitoring scripts.

Run the add command in your terminal with the required transport flags. Once added, you can call tools directly from the command line interface.

All interactions are output to your terminal session. You control the logging level and where the output is saved for your own audit trails.

It uses standard environment variables and token-based authentication. Your sensitive client information is protected by the same security protocols as the rest of your terminal session.

You have full access to accounts, persons, and engagements via the available toolset. Each tool provides specific, granular control over your financial data.

Use it with your favorite AI tools

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