PreciseFP MCP Server for Mastra AIGive Mastra AI instant access to 13 tools to Create Form Engagement, Create Person, Get Account, and more
Mastra AI is a TypeScript-native agent framework built for modern web stacks. Connect PreciseFP through Vinkius and Mastra agents discover all tools automatically. type-safe, streaming-ready, and deployable anywhere Node.js runs.
Ask AI about this App Connector for Mastra AI
The PreciseFP app connector for Mastra AI 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
import { Agent } from "@mastra/core/agent";
import { createMCPClient } from "@mastra/mcp";
import { openai } from "@ai-sdk/openai";
async function main() {
// Your Vinkius token. get it at cloud.vinkius.com
const mcpClient = await createMCPClient({
servers: {
"precisefp": {
url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
},
},
});
const tools = await mcpClient.getTools();
const agent = new Agent({
name: "PreciseFP Agent",
instructions:
"You help users interact with PreciseFP " +
"using 13 tools.",
model: openai("gpt-4o"),
tools,
});
const result = await agent.generate(
"What can I do with PreciseFP?"
);
console.log(result.text);
}
main();
* 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.
Mastra's agent abstraction provides a clean separation between LLM logic and PreciseFP tool infrastructure. Connect 13 tools through Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution. deployable to any Node.js host in one command.
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 Mastra AI 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 Mastra AI
When Mastra AI 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 Mastra AI via MCP
Follow these steps to wire PreciseFP into Mastra AI. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.
Install dependencies
npm install @mastra/core @mastra/mcp @ai-sdk/openaiReplace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenRun the agent
agent.ts and run with npx tsx agent.tsExplore tools
Why Use Mastra AI with the PreciseFP MCP Server
Mastra AI provides unique advantages when paired with PreciseFP through the Model Context Protocol.
Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add PreciseFP without touching business code
Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
TypeScript-native: full type inference for every PreciseFP tool response with IDE autocomplete and compile-time checks
One-command deployment to any Node.js host. Vercel, Railway, Fly.io, or your own infrastructure
PreciseFP + Mastra AI Use Cases
Practical scenarios where Mastra AI combined with the PreciseFP MCP Server delivers measurable value.
Automated workflows: build multi-step agents that query PreciseFP, process results, and trigger downstream actions in a typed pipeline
SaaS integrations: embed PreciseFP as a first-class tool in your product's AI features with Mastra's clean agent API
Background jobs: schedule Mastra agents to query PreciseFP on a cron and store results in your database automatically
Multi-agent systems: create specialist agents that collaborate using PreciseFP tools alongside other MCP servers
Example Prompts for PreciseFP in Mastra AI
Ready-to-use prompts you can give your Mastra AI 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 Mastra AI
Common issues when connecting PreciseFP to Mastra AI through the Vinkius, and how to resolve them.
createMCPClient not exported
npm install @mastra/mcpPreciseFP + Mastra AI FAQ
Common questions about integrating PreciseFP MCP Server with Mastra AI.
How does Mastra AI connect to MCP servers?
MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.