• TEMPLATE
  • MATCHING
  • DEPLOYMENT
  • HUMAN

How to deploy client questionnaires with your AI

Connect PreciseFP to your AI client to automate the discovery and delivery of client data forms.

Ask AI about this page

Short answer

How can I send PreciseFP forms using my AI?

Tell your AI to find a specific template in your PreciseFP library and then tell it which client needs it. The AI handles the lookup and the engagement creation so you don't have to manually click through the PreciseFP dashboard. You'll get a direct link to the active engagement once it's ready.

The results

What you get

The AI handles the heavy lifting of matching templates to people.

TEMPLATE

Templates found

The AI scans your PreciseFP library to find the exact questionnaire you need. You get a list of available forms to choose from.

MATCHING

Client selection

The AI identifies the correct client or family profile. It ensures the data goes to the right person.

DEPLOYMENT

Engagement created

The AI triggers the form delivery. A new engagement is live in PreciseFP immediately.

HUMAN

Review required

You check the engagement details in PreciseFP. The AI doesn't change your existing client data or delete any templates.

The workflow

What your AI does when the request arrives.

Your AI acts as the bridge between your conversation and your PreciseFP library.

  1. Find templates

    The AI looks through your entire PreciseFP library to find the specific questionnaire you mentioned.

    list_form_templates

  2. Get form details

    Once you pick a template, the AI pulls the specific configuration for that form.

    get_form_template

  3. Launch engagement

    The AI links the chosen template to a specific client to start the process.

    create_form_engagement

  4. Confirm status

    The AI verifies the engagement was successfully created and ready for the client.

    create_form_engagement

Try it

Copy these to start.

Use these prompts to trigger the PreciseFP tools.

Starting points

Replace the bracketed text with your actual template names or client names.

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"
    }
  }
}
Copy into chat04

  • List all my available form templates in PreciseFP.

  • Find the 'New Client Onboarding' template and get its details.

  • Create a new PreciseFP engagement for the Smith family using the 'Tax Prep' template.

  • Which templates do I have available in my PreciseFP library?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect PreciseFP once, then ask.

One click connects your AI to your PreciseFP account. Your credentials stay encrypted and the setup is handled by Vinkius.

Connect PreciseFP to your AI

FAQ

How the Connector behaves

  • 01

    Can the AI delete my existing templates?

    No. The AI can only list and retrieve templates; it has no capability to delete anything from your library.

  • 02

    Will the AI change my client's contact information?

    No. The AI can only create new engagements; it cannot modify existing client records in PreciseFP.

  • 03

    Can I use this to update old forms?

    No. The tools only allow for listing, getting, and creating new engagements.

  • 04

    Does the AI send the email to the client automatically?

    The AI creates the engagement in PreciseFP. The delivery follows your specific PreciseFP settings for that engagement.

  • 05

    Can I ask the AI to see which clients have finished their forms?

    No. The current tools only support template management and creating new engagements.

  • More questions about PreciseFP? The Connector page answers them. See everything the PreciseFP Connector can do

Connect PreciseFP to Claude, Cursor, ChatGPT & more