PreciseFPをChatGPT、Claude、Geminiに接続

• 01 / 02質問票の展開方法
• 02 / 02オンボーディングの進捗を確認する

最速日

769ms

最遅日

1191ms

14日間の傾向

遅延傾向+12%

PreciseFP Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_Ub7OHj7tgoaX4DNq6wQFS4G9amranpcBDmVV7jhi/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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.

設定 · claude_desktop_config.jsonコピー

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

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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ PreciseFPをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  ファイナンシャルアドバイザー / ウェルスマネージャー

  アプリを切り替えることなく、クライアントの概要を素早く取得し、オンボーディングの進捗を監視できます。

• 02

  オペレーションチーム

  対話を通じて、年次レビューフォームの送信を自動化し、完了率を追跡できます。

• 03

  サポートコーディネーター

  チャット内で直接、人物のメタデータの取得や組織の稼働状況のモニタリングを効率化できます。

• 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.

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