Download PDFMarkdown Version
ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
DeepSeekMistralCursorVS CodeWindsurfJetBrainsClineLovableVercel AI SDKLangChain

Use PreciseFP with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Collect client financial data digitally with compliant intake forms designed for wealth management and financial planning firms.

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

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

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 13 capabilities

The complete PreciseFP capability set.

These are the exact actions your AI can choose when you ask it to work with PreciseFP.

Capability set01 / 04

01-04

4 capabilities in this set.

Part of 13 available through PreciseFP.

  1. 01

    Get account

    Get PreciseFP account details

  2. 02

    Get account activity

    Get activity history for an account

  3. 03

    Get form engagement

    Get details for a form engagement

  4. 04

    Get form template

    Get form template details

Capability set02 / 04

05-07

3 capabilities in this set.

Part of 13 available through PreciseFP.

  1. 05

    Get person

    Get details for a person

  2. 06

    List form engagements

    List recent form engagements

  3. 07

    List form templates

    List available form templates

Capability set03 / 04

08-10

3 capabilities in this set.

Part of 13 available through PreciseFP.

  1. 08

    List persons

    List persons in an account

  2. 09

    Create form engagement

    Send a form to a client (Engagement)

  3. 10

    Create person

    G., co-client, child, beneficiary) within an existing account. Add a person to an account

Capability set04 / 04

11-13

3 capabilities in this set.

Part of 13 available through PreciseFP.

  1. 11

    Get PDF template

    Get PDF template details

  2. 12

    List accounts

    Supports filtering by name or type. List PreciseFP accounts

  3. 13

    List PDF templates

    List available PDF templates

Observed, not estimated

895ms average. Fast in production.

PreciseFP is checked daily against the live service.

Daily averagePeak 1214ms
Aug 22Today
Fastest day
747ms
Slowest day
1214ms
14-day trend
Improving-22%

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.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 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

FAQ

Questions PreciseFP owners ask.

  • 01

    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.

  • 02

    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.

  • 03

    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

Suggestions