How to Use the PreciseFP MCP in Mastra AI

Q: How do I load PreciseFP tools into Mastra AI?

Install @mastra/mcp@latest and initialize an MCPClient with your server URL. Call listTools() and spread the results directly into your agent's tool array.

Q: Can Mastra AI require human approval before sending PreciseFP forms?

Yes. You can enable requireToolApproval on the createformengagement tool. The workflow will pause and wait for an advisor to click approve before pushing documents to the client.

Q: Does the PreciseFP MCP Server support Mastra's automatic retries?

It does. If a call to getaccount drops due to network issues, the framework catches the failure and retries the tool execution based on your backoff settings.

Automate complex wealth management onboarding workflows with Mastra AI and the PreciseFP MCP Server.

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Setup PreciseFP with Mastra AI

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Mastra AI handles engagement failures

Sending intake documents isn't always a straight line. With this MCP Server, your Mastra AI workflow can attempt to execute `create_form_engagement` for a new prospect. If the API times out or hits a rate limit, the built-in exponential backoff catches the error. It retries the request automatically. Once the engagement succeeds, the workflow engine can immediately query `get_form_engagement` to verify delivery. You build the logic once, and the framework ensures the paperwork actually gets sent.

Branching logic for PreciseFP accounts

Advisors often deal with messy data. You can set up an agent to run `list_accounts` and check for missing information. If an account lacks a secondary contact, the workflow branches to a specific prompt asking for beneficiary details. When the data comes back, the agent triggers `create_person` to update the record. If the addition fails, Mastra routes the error to an administrator. The integration turns a manual auditing chore into an autonomous, fault-tolerant script.

Chain MCP Server tools for document prep

Preparing a client review requires specific forms. Your workflow can start by calling `list_form_templates` and `list_pdf_templates` to gather the available options. The agent evaluates the client's tier and selects the exact documents needed. Next, it pulls the historical context using `get_account_activity`. The engine aggregates this information and formats a summary for the advisor, complete with the right template IDs attached. You get a fully prepared review packet generated in the background.

Setup guide

Set up PreciseFP MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All PreciseFP tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "precisefp-mcp-client",
  servers: {
    "precisefp-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "PreciseFP Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to PreciseFP tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent PreciseFP transactions"
);
console.log(result.text);

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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.

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Common questions about PreciseFP MCP in Mastra AI

Install `@mastra/mcp@latest` and initialize an `MCPClient` with your server URL. Call `listTools()` and spread the results directly into your agent's tool array.

Yes. You can enable `requireToolApproval` on the `create_form_engagement` tool. The workflow will pause and wait for an advisor to click approve before pushing documents to the client.

It does. If a call to `get_account` drops due to network issues, the framework catches the failure and retries the tool execution based on your backoff settings.

The system auto-detects the correct transport. It will connect to the Vinkius endpoint using Streamable HTTP or SSE, whichever is optimal for the current network condition.

Tools execute in isolated runs, and the zero-trust architecture ensures that sensitive tax details pulled via `get_pdf_template` are never stored. The temporary sandbox terminates the exact millisecond the workflow step completes.

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