How do I connect my PreciseFP account?

You need to provide your PreciseFP Access Token (Bearer Token) from your integration settings after subscribing to the MCP on Vinkius.

Which AI clients can I use with this MCP?

You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.

Can I send forms to clients through the chat?

Yes, you can trigger form engagements by telling your AI client which template to send and to which client.

Does this MCP handle client onboarding?

Yes, it allows you to monitor engagement progress, list accounts, and manage person profiles to facilitate onboarding.

Can I add new people to existing accounts?

Yes, the create_person capability allows you to add co-clients, children, or beneficiaries to an account through your AI agent.

Can my AI automatically find the progress of a specific client engagement?

Yes! Use the get_form_engagement capability 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 capability to retrieve your library of configured forms, allowing the agent to identify which ones to send to your clients.

An astronaut overseeing a futuristic data hub

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Connect PreciseFP to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Manage client onboarding and data collection through natural conversation.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 13 capabilities

We ship only the actions that matter.

Capability set01 / 04

01-04

4 capabilities in this set.

Part of 13 available through PreciseFP.

01
Get account
Retrieves specific PreciseFP account details for a given account.
02
Get account activity
Fetches the activity history for a specific account to track recent changes.
03
Get form engagement
Provides detailed information regarding a specific form engagement.
04
Get form template
Accesses the specific details and configuration of a form template.

Capability set02 / 04

05-07

3 capabilities in this set.

Part of 13 available through PreciseFP.

05
Get person
Gets the profile details for an individual person within an account.
06
List form engagements
Returns a list of recent form engagements to monitor client progress.
07
List form templates
Shows all available form templates in your PreciseFP library.

Capability set03 / 04

08-10

3 capabilities in this set.

Part of 13 available through PreciseFP.

08
List persons
Lists all individual people associated with a specific account.
09
Create form engagement
Triggers the delivery of a specific form to a client.
10
Create person
Adds a new person, such as a co-client or beneficiary, to an existing account.

Capability set04 / 04

11-13

3 capabilities in this set.

Part of 13 available through PreciseFP.

11
Get PDF template
Retrieves the details for a specific PDF template.
12
List accounts
Provides a list of all PreciseFP accounts, with options to filter by name or type.
13
List PDF templates
Lists all available PDF templates in your library.

Real work

What teams actually run

Onboarding Monitoring

Ask your agent to identify which clients haven't finished their intake forms yet.

Rapid Form Deployment

Tell your AI to send a specific risk assessment template to a client immediately.

Client Profile Maintenance

Add a new beneficiary to an existing account without opening the PreciseFP dashboard.

Audit and History

Check the recent activity of a specific account to see what has changed lately.

Automate a task

Put PreciseFP to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

PreciseFP works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

Building your own app? The connector is yours to use.

You don't need a client to put PreciseFP to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

970ms average. Fast in production.

PreciseFP is checked daily against the live service.

Daily averagePeak 1191ms

Oct 3Today

Fastest day: 769ms
Slowest day: 1191ms
14-day trend: Slowing+12%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 13 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of PreciseFP, so you can see the experience inside your AI.

It does not authenticate your account with PreciseFP. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

PreciseFP Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_Ub7OHj7tgoaX4DNq6wQFS4G9amranpcBDmVV7jhi/mcp

Claude Desktop

Follow the steps below to connect in seconds.

1In Claude Desktop, open Settings → Connectors.
2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3Click Add and start a new chat — PreciseFP capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "precisefp-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Ub7OHj7tgoaX4DNq6wQFS4G9amranpcBDmVV7jhi/mcp"
    }
  }
}

Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up PreciseFP in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work PreciseFP owners hand off.

This MCP is built for wealth management professionals who need to manage client data without constant context switching.

01
Financial Advisors
They use the AI to pull client summaries and monitor onboarding progress.
02
Operations Teams
They trigger annual review forms and track completion rates through chat.
03
Support Coordinators
They retrieve person metadata and monitor organizational health.

FAQ

Questions PreciseFP owners ask.

01
How do I connect my PreciseFP account?
You need to provide your PreciseFP Access Token (Bearer Token) from your integration settings after subscribing to the MCP on Vinkius.
02
Which AI clients can I use with this MCP?
You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.
03
Can I send forms to clients through the chat?
Yes, you can trigger form engagements by telling your AI client which template to send and to which client.
04
Does this MCP handle client onboarding?
Yes, it allows you to monitor engagement progress, list accounts, and manage person profiles to facilitate onboarding.
05
Can I add new people to existing accounts?
Yes, the create_person capability allows you to add co-clients, children, or beneficiaries to an account through your AI agent.
06
Can my AI automatically find the progress of a specific client engagement?
Yes! Use the get_form_engagement capability with the Engagement ID. Your agent will respond with complete metadata, including completion status and time of the last activity in seconds.
07
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.
08
Can I use the AI to see form templates?
Yes, use the list_form_templates capability to retrieve your library of configured forms, allowing the agent to identify which ones to send to your clients.

Explore

More in Industry Titans

Connect PreciseFP to Claude, Cursor, ChatGPT & more

Your AI does the work. We keep it safe and sound.

Each Connector runs inside its own sealed environment.

One switch stops every agent. Instantly.

Spending limits that pause instead of surprise.

We ship only the actions that matter.

01-04

Get account

Get account activity

Get form engagement

Get form template

05-07

Get person

List form engagements

List form templates

08-10

List persons

Create form engagement

Create person

11-13

Get PDF template

List accounts

List PDF templates

What teams actually run

Onboarding Monitoring

Rapid Form Deployment

Client Profile Maintenance

Audit and History

Building your own app? The connector is yours to use.

PreciseFP Connector

Claude Desktop

Financial Advisors

Operations Teams

Support Coordinators

How do I connect my PreciseFP account?

Which AI clients can I use with this MCP?

Can I send forms to clients through the chat?

Does this MCP handle client onboarding?

Can I add new people to existing accounts?

Can my AI automatically find the progress of a specific client engagement?

How do I find my PreciseFP Access Token?

Can I use the AI to see form templates?

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