• PENDING
  • COMPLETE
  • ACTIVE
  • HUMAN

How to track client onboarding progress with your AI

Connect PreciseFP to your AI client to get a real-time view of your onboarding pipeline. You can stop hunting through lists to see who still needs to finish their forms.

Ask AI about this page

Short answer

How can I see which clients haven't finished their onboarding forms?

Your AI pulls your current engagements and flags anyone with an incomplete questionnaire. You'll get a clear list of who to nudge and which accounts are ready for you to start work.

Where your data lands.

Onboarding outcomes.

The AI sorts your PreciseFP information into these categories.

PENDING

Outstanding forms

The AI finds clients who haven't submitted their questionnaires. You get a list of names to follow up with.

COMPLETE

Ready for work

The AI identifies engagements where the client finished everything. These are the files you can actually process.

ACTIVE

Current status

The AI checks where each engagement stands in your workflow. You'll see exactly how much work is left for each client.

HUMAN

Manual review

The AI flags accounts that need your attention due to missing data. You decide how to handle these specific cases.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your PreciseFP account and your chat interface.

  1. Scan engagements

    The AI looks through your active onboarding tasks to build a picture of your current workload.

    list_form_engagements

  2. Check specific status

    Once it finds a specific engagement, the AI pulls the details to see what is still missing.

    get_form_engagement

  3. Verify accounts

    The AI checks your account list to make sure the engagement data matches your client records.

    list_accounts

  4. Summarize progress

    The AI compiles the engagement data into a simple report of who is done and who is lagging.

    list_form_engagements

Try it

Copy these to start.

Use these prompts to kick off your onboarding audit.

Starting points

These are just opening lines. Swap in specific client names or engagement IDs to get better results.

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

  • Show me all the clients who haven't finished their PreciseFP questionnaires yet.

  • Check the status of the engagement for the Miller account.

  • List all active accounts and tell me which ones have pending forms.

  • Which client engagements are currently marked as complete?

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

Start here

Connect PreciseFP once, then ask.

Link your account once. Your credentials stay encrypted, and you can immediately start asking your AI about your client progress.

Connect PreciseFP to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send questionnaires to my clients?

    No. The AI can only read the status of existing engagements. You still need to trigger sends through PreciseFP.

  • 02

    Can the AI change the status of an engagement?

    No. The AI is read-only for these tools. It can tell you what the status is, but it cannot move an engagement from pending to complete.

  • 03

    Does the AI see all my client data?

    The AI only sees the data provided by the specific tools it calls, such as engagement lists and account details.

  • 04

    Can I ask about a specific client by name?

    Yes, as long as that client is part of the accounts or engagements the AI can access.

  • 05

    Will the AI delete any of my PreciseFP records?

    No. There are no tools in this MCP that allow for deleting or modifying your data.

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

Connect PreciseFP to Claude, Cursor, ChatGPT & more