Bring Wealth Management
to Windsurf
Learn how to connect PreciseFP to Windsurf and start using 13 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the 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.
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.
How it works
1. Subscribe to this server
2. Enter your PreciseFP Access Token (Bearer Token) from your integration settings
3. Start managing your financial data gathering from Claude, Cursor, or any MCP-compatible client
No more manual status checking or template searching. Your AI acts as a dedicated financial operations assistant or client coordinator.
Who is this for?
- Financial Advisors & Wealth Managers — quickly retrieve client summaries and monitor onboarding progress without switching apps.
- Operations Teams — automate the triggering of annual review forms and track completion rates via natural conversation.
- Support Coordinators — streamline the retrieval of person metadata and monitor organizational health directly within the chat.
Built-in capabilities (13)
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
Why Windsurf?
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.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 13 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
PreciseFP in Windsurf
PreciseFP and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect PreciseFP to Windsurf through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for PreciseFP in Windsurf
The PreciseFP 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. All 13 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Windsurf only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* 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
How Vinkius secures
PreciseFP for Windsurf
Every tool call from Windsurf to the PreciseFP MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can my AI automatically find the progress of a specific client engagement?
Yes! Use the get_form_engagement tool with the Engagement ID. Your agent will respond with complete metadata, including completion status and time of the last activity in seconds.
How do I find my PreciseFP Access Token?
First, contact PreciseFP support to activate API access. Once enabled, navigate to Settings > Integrations > API Tokens to generate your unique secret token.
Can I use the AI to see form templates?
Yes, use the list_form_templates tool to retrieve your library of configured forms, allowing the agent to identify which ones to send to your clients.
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.
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.
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.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.