How to Use the PreciseFP MCP in Claude

Q: How do I configure the PreciseFP MCP Server on Claude Desktop?

Open your local claudedesktopconfig.json file and add the server configuration under the mcpServers key. Once you save and restart the desktop app, the wealth management MCP tools will show up under the hammer icon in your chat window.

Q: Can I use Claude Desktop to send specific PreciseFP templates?

Yes, you can. Your agent uses listformtemplates to find the correct document ID and then executes createformengagement to send it. You just tell the chat which form you need to send to which client.

Q: How does the PreciseFP MCP Server handle account searches in Claude Desktop?

It uses listaccounts to filter through your existing database by name or type. Your agent can search for a client, retrieve their ID, and then call getaccount to pull the precise financial data you need.

Q: Can I view completed PDF templates in the chat?

You can retrieve template details using getpdftemplate and listpdftemplates. While the server doesn't render raw PDFs directly, it pulls the structured metadata so your agent can verify which documents are ready.

Run your financial client intake from your chat. Connect Claude Desktop to PreciseFP to launch engagements and update accounts instantly.

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Connect PreciseFP MCP to Claude Desktop

Create your Vinkius account to connect PreciseFP to Claude Desktop — 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 Desktop

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Trigger PreciseFP client forms from Claude Desktop

The `create_form_engagement` tool lets you send intake documents directly to a prospect or client from your chat interface. Instead of logging into the portal, finding the template, and manually hitting send, you tell your agent which form to dispatch. Your agent pulls the exact template ID using `list_form_templates` and pairs it with the correct account. This means you can initiate onboarding sequences during a live client call without switching windows.

Audit client activity records inside your sidebar

The `get_account_activity` tool pulls the complete history of an account directly into your Claude Desktop workspace. You instantly see which forms are pending, which ones are completed, and what changes occurred. Combine this with `get_account` and `list_accounts` to run quick checks before advisor meetings. Your local desktop agent parses the raw JSON logs and summarizes recent client updates so you don't have to click through multiple CRM screens.

Add co-clients and beneficiaries via chat commands

The `create_person` tool writes new contacts, co-clients, or beneficiaries directly into an existing PreciseFP account. You type the details as they are spoken, and your agent structures the payload to update the record. Use `list_persons` to verify existing account structures before adding new family members. Running this as an MCP Server on your local machine keeps sensitive financial profiles secure while you manage complex wealth structures.

Setup guide

Set up PreciseFP MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The PreciseFP MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the PreciseFP MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under precisefp-mcp.

json

{
  "mcpServers": {
    "precisefp-mcp": {
      "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.

Why Choose Vinkius

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Common questions about PreciseFP MCP in Claude Desktop

Open your local `claude_desktop_config.json` file and add the server configuration under the `mcpServers` key. Once you save and restart the desktop app, the wealth management MCP tools will show up under the hammer icon in your chat window.

Yes, you can. Your agent uses `list_form_templates` to find the correct document ID and then executes `create_form_engagement` to send it. You just tell the chat which form you need to send to which client.

It uses `list_accounts` to filter through your existing database by name or type. Your agent can search for a client, retrieve their ID, and then call `get_account` to pull the precise financial data you need.

You can retrieve template details using `get_pdf_template` and `list_pdf_templates`. While the server doesn't render raw PDFs directly, it pulls the structured metadata so your agent can verify which documents are ready.

Yes, your client financial records and personal identity information stay secure because the desktop app runs tools as local subprocesses. Your PreciseFP API tokens are stored locally on your machine and are never sent to external servers, keeping sensitive asset and identity data protected.

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