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Vinkius runs on Cline

How to Use the PreciseFP MCP in Cline

Cline executes your PreciseFP tasks, from creating new person records to tracking engagement status, directly inside VS Code.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

PreciseFP MCP on Cursor AI Code Editor MCP Client PreciseFP MCP on Claude Desktop App MCP Integration PreciseFP MCP on OpenAI Agents SDK MCP Compatible PreciseFP MCP on Visual Studio Code MCP Extension Client PreciseFP MCP on GitHub Copilot AI Agent MCP Integration PreciseFP MCP on Google Gemini AI MCP Integration PreciseFP MCP on Lovable AI Development MCP Client PreciseFP MCP on Mistral AI Agents MCP Compatible PreciseFP MCP on Amazon AWS Bedrock MCP Support
MCP Servers — Included with Plan
Vinkius runs on Cline

Connect PreciseFP MCP to Cline

Create your Vinkius account to connect PreciseFP to Cline — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

GDPR Included with Plan

Key Capabilities

Cline automates your PreciseFP onboarding flow

Give Cline a task to onboard a new prospect, and it will run `create_person` followed by `create_form_engagement` on its own. It handles the orchestration so you don't have to watch every step. This turns a multi-step process into a single command. The agent handles the API calls and reports back when the engagement is live.

Fetch PreciseFP account activity with Cline

You can ask Cline to check `get_account_activity` to see the latest updates on a specific file. It parses the history and gives you a summary of recent events. This provides a quick way to stay updated without manual lookups. It keeps your development cycle moving without interruptions.

Retrieve PreciseFP document templates through Cline

Use `list_pdf_templates` to find the exact file you need for a client. Cline scans the available options and provides the correct reference for your workflow. This ensures you are always using the most recent version of your forms. You get the information you need right in your sidebar.

Setup guide

Set up PreciseFP MCP in Cline

Prerequisites

  • VS Code with Cline extension installed
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Open Cline MCP settings

    Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.

  2. 2

    Add a remote server

    Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type precisefp-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.

  3. 3

    Enable the server

    After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.

  4. 4

    Start using tools

    Return to the Cline chat and ask: "Check my latest PreciseFP refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings
{
  "mcpServers": {
    "precisefp-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by PreciseFP. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about PreciseFP MCP in Cline

Navigate to the MCP Servers tab in Cline and add the server via URL. It establishes a direct link between your environment and your wealth management data.
Cline can correlate data from `list_persons` with your local code files. It allows you to build features that are contextually aware of your client base.
No. Your credentials are used only for the active connection. Your sensitive client information is never cached or stored by the agent itself.
Cline receives the raw response from the server for every tool call. If an API call fails, the agent explains the error and asks how you want to proceed.
The server only provides access to account, person, and engagement data via the specified tools. You maintain full control over what the agent can see and do.

Start using the PreciseFP MCP today

We host it, we monitor it, we maintain it. You just paste one token.

Built & Managed by Vinkius 30s setup 13 tools

We've already built the connector for PreciseFP. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 13 tools are live and waiting. You're up and running in seconds.

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