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PreciseFP MCP Server for Vercel AI SDKGive Vercel AI SDK instant access to 13 tools to Create Form Engagement, Create Person, Get Account, and more

Built by Vinkius GDPR 13 Tools SDK

The Vercel AI SDK is the TypeScript toolkit for building AI-powered applications. Connect PreciseFP through Vinkius and every tool is available as a typed function. ready for React Server Components, API routes, or any Node.js backend.

Use with Your AI Agent

Ask AI about this App Connector for Vercel AI SDK

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The PreciseFP app connector for Vercel AI SDK is a standout in the Industry Titans category — giving your AI agent 13 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { generateText } from "ai";
import { openai } from "@ai-sdk/openai";

async function main() {
  const mcpClient = await createMCPClient({
    transport: {
      type: "http",
      // Your Vinkius token. get it at cloud.vinkius.com
      url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
    },
  });

  try {
    const tools = await mcpClient.tools();
    const { text } = await generateText({
      model: openai("gpt-4o"),
      tools,
      prompt: "Using PreciseFP, list all available capabilities.",
    });
    console.log(text);
  } finally {
    await mcpClient.close();
  }
}

main();
PreciseFP
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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

About PreciseFP MCP Server

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.

The Vercel AI SDK gives every PreciseFP tool full TypeScript type inference, IDE autocomplete, and compile-time error checking. Connect 13 tools through Vinkius and stream results progressively to React, Svelte, or Vue components. works on Edge Functions, Cloudflare Workers, and any Node.js runtime.

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.

The PreciseFP MCP Server exposes 13 tools through the Vinkius. Connect it to Vercel AI SDK in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 13 PreciseFP tools available for Vercel AI SDK

When Vercel AI SDK connects to PreciseFP through Vinkius, your AI agent gets direct access to every tool listed below — spanning wealth-management, data-intake, financial-planning, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise 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

Connect PreciseFP to Vercel AI SDK via MCP

Follow these steps to wire PreciseFP into Vercel AI SDK. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Install dependencies

Run npm install @ai-sdk/mcp ai @ai-sdk/openai
02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token
03

Run the script

Save to agent.ts and run with npx tsx agent.ts
04

Explore tools

The SDK discovers 13 tools from PreciseFP and passes them to the LLM

Why Use Vercel AI SDK with the PreciseFP MCP Server

Vercel AI SDK provides unique advantages when paired with PreciseFP through the Model Context Protocol.

01

TypeScript-first: every MCP tool gets full type inference, IDE autocomplete, and compile-time error checking out of the box

02

Framework-agnostic core works with Next.js, Nuxt, SvelteKit, or any Node.js runtime. same PreciseFP integration everywhere

03

Built-in streaming UI primitives let you display PreciseFP tool results progressively in React, Svelte, or Vue components

04

Edge-compatible: the AI SDK runs on Vercel Edge Functions, Cloudflare Workers, and other edge runtimes for minimal latency

PreciseFP + Vercel AI SDK Use Cases

Practical scenarios where Vercel AI SDK combined with the PreciseFP MCP Server delivers measurable value.

01

AI-powered web apps: build dashboards that query PreciseFP in real-time and stream results to the UI with zero loading states

02

API backends: create serverless endpoints that orchestrate PreciseFP tools and return structured JSON responses to any frontend

03

Chatbots with tool use: embed PreciseFP capabilities into conversational interfaces with streaming responses and tool call visibility

04

Internal tools: build admin panels where team members interact with PreciseFP through natural language queries

Example Prompts for PreciseFP in Vercel AI SDK

Ready-to-use prompts you can give your Vercel AI SDK agent to start working with PreciseFP immediately.

01

"List all active client accounts in PreciseFP."

02

"Show me all pending client questionnaires that have not been completed in the last 14 days."

03

"Send the retirement planning questionnaire to the Johnson family with a 7 day deadline."

Troubleshooting PreciseFP MCP Server with Vercel AI SDK

Common issues when connecting PreciseFP to Vercel AI SDK through the Vinkius, and how to resolve them.

01

createMCPClient is not a function

Install: npm install @ai-sdk/mcp

PreciseFP + Vercel AI SDK FAQ

Common questions about integrating PreciseFP MCP Server with Vercel AI SDK.

01

How does the Vercel AI SDK connect to MCP servers?

Import createMCPClient from @ai-sdk/mcp and pass the server URL. The SDK discovers all tools and provides typed TypeScript interfaces for each one.
02

Can I use MCP tools in Edge Functions?

Yes. The AI SDK is fully edge-compatible. MCP connections work on Vercel Edge Functions, Cloudflare Workers, and similar runtimes.
03

Does it support streaming tool results?

Yes. The SDK provides streaming primitives like useChat and streamText that handle tool calls and display results progressively in the UI.