How to Use the PreciseFP MCP in VS Code Copilot

Q: How do we share the PreciseFP MCP Server across our team in VS Code Copilot?

Create a .vscode/mcp.json file in your repository and commit it. Any team member using VS Code Copilot with the MCP extension will automatically load the configuration and gain access to the wealth management tools.

Q: Can VS Code Copilot automate PreciseFP form deliveries?

Yes, it can write and test the automation. Copilot uses createformengagement paired with template IDs from listformtemplates to build, test, and deploy automated client intake pipelines.

Q: How do we track PreciseFP account updates using the Copilot MCP integration?

You can use getaccountactivity to pull recent changes directly into the Copilot chat. This lets you debug state synchronizations and verify that your system is catching every client update.

Q: How can we list active PDF templates?

Use listpdftemplates to fetch all active PDF templates. You can then use getpdftemplate to inspect the document structure and map its fields to your internal database.

Standardize wealth management integrations across your engineering team. Connect VS Code Copilot to PreciseFP for secure coding.

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Connect PreciseFP MCP to VS Code Copilot

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Setup PreciseFP with VS Code Copilot

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Configure PreciseFP MCP tools for your entire dev team

The `list_accounts` tool gives your engineering team immediate access to account structures directly within VS Code Copilot. By checking in a `.vscode/mcp.json` file, every developer on the team gets the same API access. This shared environment ensures that anyone writing financial planning integrations can verify account queries instantly. Your team can run queries and mock data structures without sharing raw API keys over Slack.

Monitor form engagements during team development

The `list_form_engagements` tool lists recent document transmissions, giving your team real-time visibility into test environments. When building webhook receivers, you can check the exact status of forms without leaving VS Code. Developers can use `get_form_engagement` to inspect specific payloads and verify that state changes are handled correctly in your codebase. This accelerates debugging of automated wealth management workflows.

Audit client schema definitions inside VS Code Copilot

The `get_person` tool retrieves detailed records for individuals, including co-clients and beneficiaries. This allows developers to check the precise database schema that PreciseFP uses for personal identity records. By pairing this with `list_persons`, your team can write accurate data migration scripts. Copilot uses these live schema responses to write clean, typed code that matches your production environment exactly.

Setup guide

Set up PreciseFP MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the PreciseFP MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the PreciseFP tools listed. Try asking: "List my recent PreciseFP transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

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

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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 VS Code Copilot

Create a `.vscode/mcp.json` file in your repository and commit it. Any team member using VS Code Copilot with the MCP extension will automatically load the configuration and gain access to the wealth management tools.

Yes, it can write and test the automation. Copilot uses `create_form_engagement` paired with template IDs from `list_form_templates` to build, test, and deploy automated client intake pipelines.

You can use `get_account_activity` to pull recent changes directly into the Copilot chat. This lets you debug state synchronizations and verify that your system is catching every client update.

Use `list_pdf_templates` to fetch all active PDF templates. You can then use `get_pdf_template` to inspect the document structure and map its fields to your internal database.

VS Code Copilot respects enterprise security boundaries, and the MCP Server handles all client profiles and financial transaction data using secure, isolated subprocesses. Your API credentials are saved locally or managed via secure environment variables, ensuring no sensitive financial records are leaked.

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