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Vinkius

Integrate PreciseFP with Claude, Cursor, Chatbots & AI Agents MCP Server

Collect client financial data digitally with compliant intake forms designed for wealth management and financial planning firms.
MCP Inspector GDPR Free for Subscribers

Compatible with every major AI agent and IDE

ClaudeClaude
ChatGPTChatGPT
CursorCursor
GeminiGemini
WindsurfWindsurf
VS CodeVS Code
JetBrainsJetBrains
VercelVercel
+ other MCP clients
create

Create form engagement on PreciseFP

Send a form to a client (Engagement)

create

Create person on PreciseFP

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

get

Get account on PreciseFP

Get PreciseFP account details

get

Get account activity on PreciseFP

Get activity history for an account

get

Get form engagement on PreciseFP

Get details for a form engagement

get

Get form template on PreciseFP

Get form template details

get

Get pdf template on PreciseFP

Get PDF template details

get

Get person on PreciseFP

Get details for a person

list

List accounts on PreciseFP

Supports filtering by name or type. List PreciseFP accounts

list

List form engagements on PreciseFP

List recent form engagements

list

List form templates on PreciseFP

List available form templates

list

List pdf templates on PreciseFP

List available PDF templates

list

List persons on PreciseFP

List persons in an account

Security & Code Integrity Audit

Every tool in the PreciseFP MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

MCP Inspector
A+Score: 98.33

How Vinkius protects your data

Can I set different limits for each virtual assistant on my team?

Absolutely. You have full control in our command center. You can create an AI agent that only "reads" data so the support team can answer questions, and another superpowered agent that can "edit" and "create" information exclusively for your operations team. Each AI gets exactly the level of access you allow.

Is there a risk of the AI "going crazy" and deleting important company data?

No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.

How does the AI access my passwords and credentials?

It simply doesn't. On Vinkius, your passwords, API keys, and login details are kept in a secure vault. The AI (like ChatGPT or Claude) merely "asks" Vinkius to perform the task. Vinkius opens the door, does the work, and hands the result back to the AI. Your credentials are never seen, read, or learned by the artificial intelligence.

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.

Triggering PreciseFP via Natural Language

Securely interface Claude Code, ChatGPT, and Cursor with the PreciseFP API through semantic routing and standardized natural language triggers.

AI Semantic Routing for wealth management

Use PreciseFP to manage wealth management via conversational interfaces. The integration centralizes access control for industry titans operations performed by ChatGPT.

LLM Orchestration for data intake

The PreciseFP integration allows Cursor and ChatGPT to securely fetch data intake data. It handles the API requests required for industry titans operations.

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