Précis Finance MCP

Connect Remote server

claude mcp add --transport http precis-finance-mcp https://mcp.precis.finance/mcp

{
  "mcpServers": {
    "precis-finance-mcp": {
      "url": "https://mcp.precis.finance/mcp"
    }
  }
}

{
  "servers": {
    "precis-finance-mcp": {
      "type": "http",
      "url": "https://mcp.precis.finance/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://mcp.precis.finance/mcp

Tools 20 found in our last check

• precis_orientation

  Call this first. Returns how to use Précis over this connector: the data model (scenarios, metrics, statements, dimensions), the reporting-tool variants, and how to build charts. Read it before composing queries.

• list_scenarios

  List the available planning scenarios and their status.

• list_kpis

  Browse the metric catalogue — metric keys, formats, domains, and the dimensions available per metric.

• list_inspection_sources

  List the row-level sources available for inspection.

• get_inspection_schema

  Get the column schema for an inspection source.

• inspect_rows

  Inspect the row-level detail behind a figure, from an enabled inspection source. Returns a capped sample for reasoning plus a grid for the user.

• run_statement

  Run a financial statement — P&L, variance report, or executive summary. Rows are statement lines (Revenue, Direct Cost, Gross Margin, …); columns are scenarios. Supports an optional dimension breakdown (e.g. by period or cost centre). For an unspecified general P&L, prefer `full…

• run_statement_data

  Run a financial statement — P&L, variance report, or executive summary. Rows are statement lines (Revenue, Direct Cost, Gross Margin, …); columns are scenarios. Supports an optional dimension breakdown (e.g. by period or cost centre). For an unspecified general P&L, prefer `full…

• run_metric

  Break one or more metrics down by a dimension — revenue by project, utilisation by employee, headcount trends, GL account drill-down. Rows are the dimension; columns are metrics × scenarios. Pass `scenarios` explicitly and give every scenario a concise, user-facing `alias` such…

• run_metric_data

  Break one or more metrics down by a dimension — revenue by project, utilisation by employee, headcount trends, GL account drill-down. Rows are the dimension; columns are metrics × scenarios. Pass `scenarios` explicitly and give every scenario a concise, user-facing `alias` such…

• search_hierarchy

  Search the dimension hierarchies (cost centres, accounts, …) to find valid codes and ids before composing a query.

• list_dimensions

  List the dimensions defined in the model — keys, labels, and kinds (leaf / derived / ragged hierarchy). Catalogue metadata only; use search_hierarchy to list a dimension's members.

• list_variants

  List the what-if variants of a scenario.

• eval_chart_transform

  Create a chart from data_refs (an array of snapshot IDs), a bounded JavaScript function, and chart_spec. Supports line, bar, area, waterfall, scatter, horizontal_bar, forecast_line, cohort_heatmap and sparkline_row. Query first and inspect rows; the transform takes one result pe…

• export_dataset

  Export a previously returned data_ref to json or xlsx without rerunning the query. Use this for standard Excel exports of reports already shown, rather than rebuilding their JSON with Python. Financial XLSX uses shared server formatting and retains source/region metadata for add…

• get_file_download

  Renew a download capability for an available, owned artifact.

• list_load_history

  List data-load attempts from the ingestion audit trail — when each dataset landed, with what status. Answers "is April in yet?" / "when was this data last loaded?".

• get_load_status

  Fetch one data load's full detail by load_id — timestamps, status, rows landed, and any error message.

• list_bindings

  List the configured data feeds (ingestion bindings) with their schedule — which datasets load, from where, how often.

• get_binding

  Fetch one data feed's full configuration: source, target dataset, schedule, and extract parameters.

Details

More finance and crypto servers See all

• RightCard

  Which of your credit cards to use at any store, from verified bank data. No bank login.

• Africa Compliance Data

  African holidays, business days, VAT, withholding tax, tax treaties, tax IDs and filing deadlines

• BusCalc Business Calculators

  Business calculators, data lookups, replayable receipts, and documentation for enterprise pilots.

• CarLoanMath

  US car loan math: monthly payment, compare loans, max price for your budget, amortization. Free.

• InfinityVolume

  Dollar volume across 13 stock markets and US sectors, against each one's own normal. No prices.

• xytara MCP Executor

  Pay-per-call MCP tools and signed on-chain attestations: 20 free/day, then x402 or a spend key.