PreciseFP

Connect PreciseFP to Claude or ChatGPT in two steps — request beta access, then add PreciseFP MCP in your AI tool.

How to activate PreciseFP MCP

Type a question in Claude or ChatGPT and get an answer from your live PreciseFP data — accounts, engagement status, team activity, and pipeline setup.

MCP - Ask: get answers about your clients, engagements, and team

Ask questions of your whole client dataset — average net worth, who has a mortgage, data completeness — and learn how to read the numbers correctly.

MCP - Analyze: understand your client data and your book

Import households from a spreadsheet, update accounts, move pipeline stages, and send engagements in batches — plus how to do it safely.

MCP - Act: create accounts, update profiles, and send engagements in bulk

Available Tools in the PreciseFP MCP Connector

Connecting PreciseFP to Claude

Beta help article. Ask, analyze and act on your PreciseFP data in plain language.

Using PreciseFP MCP with Claude or ChatGPT

PreciseFP MCP connects PreciseFP directly to Claude or ChatGPT, so advisors and their teams can search, create, and update accounts, send engagements, and pull activity reports in plain language without leaving the chat. 

PreciseFP MCP

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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