PreciseFP MCP Connector for Claude

Connect your PreciseFP account to any AI agent and take full control of your financial planning data orchestration through natural conversation. PreciseFP is the premier platform for data gathering in the wealth management industry, and this integration allows you to retrieve client metadata, monitor engagement progress, and trigger custom 'Fact Finder' forms directly from your chat interface.

What you can do

• Account & Client Orchestration — List all managed client and prospect accounts and retrieve detailed profile metadata programmatically to ensure your onboarding is always synchronized.
• Person & Profile Intelligence — Access and monitor individual person records within accounts and create new profiles directly from the AI interface to maintain a high-fidelity database.
• Engagement & Form Control — List and trigger form engagements (like tax updates or risk profiles) via natural language to drive better data collection efficiency.
• Template Discovery — Access your library of form and PDF templates to ensure you always send the correct data requests to your clients.
• Operational Monitoring — Track account activity history and manage engagement metadata using simple AI commands.

How it works

1. Subscribe to this server
2. Enter your PreciseFP Access Token (Bearer Token) from your integration settings
3. Start managing your financial data gathering from Claude, Cursor, or any MCP-compatible client

No more manual status checking or template searching. Your AI acts as a dedicated financial operations assistant or client coordinator.

Who is this for?

• Financial Advisors & Wealth Managers — quickly retrieve client summaries and monitor onboarding progress without switching apps.
• Operations Teams — automate the triggering of annual review forms and track completion rates via natural conversation.
• Support Coordinators — streamline the retrieval of person metadata and monitor organizational health directly within the chat.