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Vinkius

PreciseFP Connector for AI agents.

13 live capabilities

Manage wealth management client data and form engagements from your chat interface.

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Why people use PreciseFP

PreciseFP for Faster Wealth Management Data Intake

This Connector changes that by letting your AI do the navigation for you. You just tell your agent which client needs an update, and it handles the rest. You get to stay focused on the conversation while the capability handles the data orchestration.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a way to manage wealth management data through a chat interface instead of manual dashboard navigation.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Identifying overdue paperwork

    An advisor needs to see who hasn't finished their risk assessment.

  2. Real-world use case 02

    Adding new account members

    A client wants to add a new beneficiary to their profile.

  3. Real-world use case 03

    Preparing for a quarterly review

    To get ready for a meeting, an advisor uses list_accounts to find a client and get_account_activity to see their recent history of form interactions.

Complete set · 13capabilities

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 Capability

    Get account activity

    See the history of actions taken on a specific account. Use this to see when a client last interacted with your forms.

  2. 02 Capability

    Get account

    Pull the full details of a specific PreciseFP account. This gives your agent the context it needs to help you.

  3. 03 Capability

    Get form engagement

    Check the status and details of a specific form a client is working on. It's the fastest way to see if someone has submitted their info.

  4. 04 Capability

    Get form template

    Look up the details of a specific form template. This helps you ensure you're sending the right document for the right task.

Capability set02 / 04

05—07

3 capabilities in this set.

Part of 13 available through PreciseFP.

  1. 05 Capability

    Get pdf template

    Retrieve details for a PDF template in your library. Use this to find specific documents for client signatures.

  2. 06 Capability

    Get person

    Get the specific details for an individual person record. This is useful when you need to verify a co-client's info.

  3. 07 Capability

    List accounts

    See a list of all accounts you manage. You can filter these by name or type to find the right client quickly.

Capability set03 / 04

08—10

3 capabilities in this set.

Part of 13 available through PreciseFP.

  1. 08 Capability

    List form engagements

    See a list of recent form engagements. Use this to get a bird's-eye view of what data requests are currently out.

  2. 09 Capability

    List form templates

    Browse all the form templates available in your account. This helps you see what types of data requests you can send.

  3. 10 Capability

    List pdf templates

    View all the PDF templates you have saved. It's the best way to see your full library of downloadable documents.

Capability set04 / 04

11—13

3 capabilities in this set.

Part of 13 available through PreciseFP.

  1. 11 Capability

    List persons

    See everyone associated with a specific account. Use this to quickly audit who is included in a client's profile.

  2. 12 Capability

    Create form engagement

    Send a specific data collection form to a client. This helps you get the info you need without manual emails.

  3. 13 Capability

    Create person

    Add a new person, like a beneficiary or child, to an existing account. This keeps your records organized and up to date.

Set up in minutes

One URL. Then ask PreciseFP to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use PreciseFP from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_Ub7OHj7tgoaX4DNq6wQFS4G9amranpcBDmVV7jhi/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it PreciseFP, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable PreciseFP for the conversation.

Where the request belongs

Work PreciseFP can move forward.

Built around the request

This is for wealth managers and financial advisors who are buried in onboarding paperwork and need a faster way to track client progress.

01

Wealth Manager

Checking client onboarding status and sending out new forms during a live call.

02

Operations Coordinator

Tracking completion rates for annual reviews across a large book of business.

03

Support Specialist

Retrieving specific person metadata to update records quickly for client requests.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

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Codat Financial Data

Pull financial data from your customers accounting, banking, and commerce platforms through a single standardized API.

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02 12 capabilities

Railz

Financial data integration platform. connect accounting, banking, and commerce data via AI.

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03 15 capabilities

Flinks

Connect to financial institutions to aggregate banking data, verify income, and perform deep transaction analysis via Flinks.

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04 5 capabilities

Addepar

Investment management and reporting. manage portfolios, accounts, and financial performance via AI.

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05 10 capabilities

Jinshuju / 金数据

Powerful online form and data collection platform. manage forms, entries, and webhooks via AI.

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06 12 capabilities

Proforms

Online form builder and data collection.

View Connector

Bring your own AI

Change the model, client or framework. Keep PreciseFP connected.

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Before you connect

Questions about PreciseFP.

The practical details behind the request, access and result.

Can PreciseFP MCP help with client onboarding?

Yes, it automates the data gathering part of onboarding. You can use your AI to pull client info, check who has finished their forms, and send out new requests without leaving your chat.

How does PreciseFP MCP handle form requests?

It allows your AI agent to trigger specific form engagements. You can tell your agent to send a 'Fact Finder' or 'Risk Profile' to a client, and it handles the communication through PreciseFP.

Can I see client activity with PreciseFP MCP?

Yes, you can ask your agent to show the activity history for any account. This helps you see when clients last interacted with your forms or updated their profiles.

Does PreciseFP MCP support PDF templates?

Yes, it can access your library of PDF templates. You can ask your agent to find specific documents for signatures or review, and it will pull the details for you.

Is PreciseFP MCP good for wealth managers?

It's specifically designed for the wealth management industry. It handles the tedious parts of data intake and client metadata management so you can focus on financial planning.

Can I add people to accounts using PreciseFP MCP?

Yes, you can use your agent to create new person profiles, such as co-clients or beneficiaries, directly within an existing account to keep your records organized.

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.

One connection away

Give your agent a direct line to PreciseFP.

Connect PreciseFP once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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