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PreciseFP MCP Server for WindsurfGive Windsurf instant access to 13 tools to Create Form Engagement, Create Person, Get Account, and more

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Windsurf brings agentic AI coding to a purpose-built IDE. Connect PreciseFP through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

Use with Your AI Agent

Ask AI about this App Connector for Windsurf

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The PreciseFP app connector for Windsurf 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

RecommendedModern Approach — Zero Configuration

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.

Windsurf's Cascade agent chains multiple PreciseFP tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 13 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your 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 Windsurf 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 Windsurf

When Windsurf 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 Windsurf via MCP

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

01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
02

Add the server

Paste the JSON configuration above into mcp_config.json
03

Save and reload

Windsurf will detect the new server automatically
04

Start using PreciseFP

Open Cascade and ask: "Using PreciseFP, help me...". 13 tools available

Why Use Windsurf with the PreciseFP MCP Server

Windsurf provides unique advantages when paired with PreciseFP through the Model Context Protocol.

01

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

02

Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively

03

JSON-based configuration means zero code changes: paste a URL, reload, and all 13 tools are immediately available

04

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

PreciseFP + Windsurf Use Cases

Practical scenarios where Windsurf combined with the PreciseFP MCP Server delivers measurable value.

01

Automated code generation: ask Cascade to fetch data from PreciseFP and generate models, types, or handlers based on real API responses

02

Live debugging: query PreciseFP tools mid-session to inspect production data while debugging without leaving the editor

03

Documentation generation: pull schema information from PreciseFP and have Cascade generate comprehensive API docs automatically

04

Rapid prototyping: combine PreciseFP data with Cascade's code generation to scaffold entire features in minutes

Example Prompts for PreciseFP in Windsurf

Ready-to-use prompts you can give your Windsurf 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 Windsurf

Common issues when connecting PreciseFP to Windsurf through the Vinkius, and how to resolve them.

01

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

PreciseFP + Windsurf FAQ

Common questions about integrating PreciseFP MCP Server with Windsurf.

01

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
02

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
03

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.