How to Use the PreciseFP MCP in Cursor

Q: How do I add the PreciseFP MCP Server to Cursor?

Create a .cursor/mcp.json file in your project root and add the MCP Server configuration under the mcpServers key. Once saved, enable Agent mode in the Cursor chat sidebar to start calling the financial planning tools.

Q: Can I trigger a PreciseFP form engagement directly inside Cursor?

Yes, you can trigger them. By calling createformengagement through the Cursor Agent, you can send real test documents to sandbox accounts and verify the response payload instantly.

Q: How does the Cursor MCP interface help debug PreciseFP account queries?

The Cursor Agent uses listaccounts and getaccountactivity to pull live JSON responses into your chat. You can ask the editor to write TypeScript interfaces or database schemas based on these exact payloads.

Q: What is the best way to list available PDF documents?

Use listpdftemplates to find your active PDF templates. You can then use getpdftemplate to inspect the fields and map them to your database columns.

Build wealth management workflows with live API data. Use Cursor to write code that interacts directly with your PreciseFP portal.

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Connect PreciseFP MCP to Cursor

Create your Vinkius account to connect PreciseFP to Cursor — 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 Cursor

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Generate intake code in Cursor using live API data

The `list_form_templates` tool retrieves your active intake templates directly into your active coding file. Instead of hardcoding template IDs or relying on stale documentation, your agent reads the live endpoint payload. This lets you write precise integration scripts using `create_form_engagement` without leaving your editor. Cursor writes the actual API calls using active IDs, ensuring your onboarding automation doesn't break on deployment.

Inspect account structures directly in your editor

The `get_account` tool pulls complete client account details directly into your development workspace. You can instantly see the exact JSON schema returned by your PreciseFP instance. When writing scripts to sync CRM data, your agent uses `list_accounts` to test queries and verify data mapping. This eliminates the need to run separate Postman collections or write throwaway test scripts.

Test person creation tools inside Cursor Agent

The `create_person` tool allows you to programmatically add family members, beneficiaries, or co-clients to existing financial accounts. You can run and verify this tool inside Cursor Agent to see exactly how your backend handles relationship nesting. By calling `list_persons` and `get_person`, you can verify that your custom code correctly maps family structures. Running this MCP Server keeps your focus inside the terminal while building wealth management features.

Setup guide

Set up PreciseFP MCP in Cursor

Prerequisites

Cursor installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP Settings

Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".
2

Add the PreciseFP MCP

Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Enable Agent mode

Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.
4

Verify the connection

Ask Cursor something like "List my recent PreciseFP transactions." If the MCP tools are loaded correctly, Cursor will call the PreciseFP tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/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.

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Common questions about PreciseFP MCP in Cursor

Create a `.cursor/mcp.json` file in your project root and add the MCP Server configuration under the `mcpServers` key. Once saved, enable Agent mode in the Cursor chat sidebar to start calling the financial planning tools.

Yes, you can trigger them. By calling `create_form_engagement` through the Cursor Agent, you can send real test documents to sandbox accounts and verify the response payload instantly.

The Cursor Agent uses `list_accounts` and `get_account_activity` to pull live JSON responses into your chat. You can ask the editor to write TypeScript interfaces or database schemas based on these exact payloads.

Use `list_pdf_templates` to find your active PDF templates. You can then use `get_pdf_template` to inspect the fields and map them to your database columns.

Your API tokens and client account details are handled locally through Cursor's secure environment. The MCP protocol ensures that sensitive financial intake structures and client personal data are processed directly between your editor and the endpoint, without intermediate logging.

Use it with your favorite AI tools

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