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PreciseFP MCP Server for VS Code CopilotGive VS Code Copilot instant access to 13 tools to Create Form Engagement, Create Person, Get Account, and more

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GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.

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

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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.

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Download Free Open SourceNo signup required
Classic Setup·json
{
  "mcpServers": {
    "precisefp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}
PreciseFP
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
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.

GitHub Copilot Agent mode brings PreciseFP data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 13 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

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 VS Code Copilot 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 VS Code Copilot

When VS Code Copilot 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 VS Code Copilot via MCP

Follow these steps to wire PreciseFP into VS Code Copilot. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Create MCP config

Create a .vscode/mcp.json file in your project root
02

Add the server config

Paste the JSON configuration above
03

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown
04

Start using PreciseFP

Ask Copilot: "Using PreciseFP, help me...". 13 tools available

Why Use VS Code Copilot with the PreciseFP MCP Server

GitHub Copilot for Visual Studio Code provides unique advantages when paired with PreciseFP through the Model Context Protocol.

01

VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor

02

Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access

03

Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop

04

GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

PreciseFP + VS Code Copilot Use Cases

Practical scenarios where VS Code Copilot combined with the PreciseFP MCP Server delivers measurable value.

01

Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step

02

DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review

03

Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses

04

Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples

Example Prompts for PreciseFP in VS Code Copilot

Ready-to-use prompts you can give your VS Code Copilot 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 VS Code Copilot

Common issues when connecting PreciseFP to VS Code Copilot through the Vinkius, and how to resolve them.

01

MCP tools not available

Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.

PreciseFP + VS Code Copilot FAQ

Common questions about integrating PreciseFP MCP Server with VS Code Copilot.

01

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
02

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
03

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
04

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.