PreciseFP MCP Server for CursorGive Cursor instant access to 13 tools to Create Form Engagement, Create Person, Get Account, and more
Cursor is an AI-first code editor built on VS Code that integrates LLM-powered coding assistance directly into the development workflow. Its Agent mode enables autonomous multi-step coding tasks, and MCP support lets agents access external data sources and APIs during code generation.
Ask AI about this App Connector for Cursor
The PreciseFP app connector for Cursor 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
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install PreciseFP and 3,400+ MCP Servers from a single visual interface.
{
"mcpServers": {
"precisefp": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* 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.
Cursor's Agent mode turns PreciseFP into an in-editor superpower. Ask Cursor to generate code using live data from PreciseFP and it fetches, processes, and writes. all in a single agentic loop. 13 tools appear alongside file editing and terminal access, creating a unified development environment grounded in real-time information.
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 Cursor 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 Cursor
When Cursor 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.
Send a form to a client (Engagement)
g., co-client, child, beneficiary) within an existing account. Add a person to an account
Get PreciseFP account details
Get activity history for an account
Get details for a form engagement
Get form template details
Get PDF template details
Get details for a person
Supports filtering by name or type. List PreciseFP accounts
List recent form engagements
List available form templates
List available PDF templates
List persons in an account
Connect PreciseFP to Cursor via MCP
Follow these steps to wire PreciseFP into Cursor. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Open MCP Settings
Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"Add the server config
mcp.json file that opensSave the file
Start using PreciseFP
Why Use Cursor with the PreciseFP MCP Server
Cursor AI Code Editor provides unique advantages when paired with PreciseFP through the Model Context Protocol.
Agent mode turns Cursor into an autonomous coding assistant that can read files, run commands, and call MCP tools without switching context
Cursor's Composer feature can generate entire files using real-time data fetched through MCP. no copy-pasting from external dashboards
MCP tools appear alongside built-in tools like file reading and terminal access, creating a unified agentic environment
VS Code extension compatibility means your existing workflow, keybindings, and extensions all work alongside MCP tools
PreciseFP + Cursor Use Cases
Practical scenarios where Cursor combined with the PreciseFP MCP Server delivers measurable value.
Code generation with live data: ask Cursor to generate a security report module using live DNS and subdomain data fetched through MCP
Automated documentation: have Cursor query your API's tool schemas and generate TypeScript interfaces or OpenAPI specs automatically
Infrastructure-as-code: Cursor can fetch domain configurations and generate corresponding Terraform or CloudFormation templates
Test scaffolding: ask Cursor to pull real API responses via MCP and generate unit test fixtures from actual data
Example Prompts for PreciseFP in Cursor
Ready-to-use prompts you can give your Cursor agent to start working with PreciseFP immediately.
"List all active client accounts in PreciseFP."
"Show me all pending client questionnaires that have not been completed in the last 14 days."
"Send the retirement planning questionnaire to the Johnson family with a 7 day deadline."
Troubleshooting PreciseFP MCP Server with Cursor
Common issues when connecting PreciseFP to Cursor through the Vinkius, and how to resolve them.
Tools not appearing in Cursor
Server shows as disconnected
PreciseFP + Cursor FAQ
Common questions about integrating PreciseFP MCP Server with Cursor.
What is Agent mode and why does it matter for MCP?
Where does Cursor store MCP configuration?
mcp.json file. You can configure servers at the project level (.cursor/mcp.json in your project root) or globally (~/.cursor/mcp.json). Project-level configs take precedence.