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

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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