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Précis Finance MCP

Public read-only Précis Finance MCP demo with synthetic data; no account or credentials required.

Connector by precis-finance · GitHub account verified by the MCP Registry

IndexedLicense unknownRemote (HTTP)★ 7
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Install

Works with Claude Code, VS Code, Cursor, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install connector/precis-finance-precis-finance-mcp

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

Remote endpoint

  • https://mcp.precis.finance/mcp Remote (HTTP)

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About

Public read-only Précis Finance MCP demo with synthetic data; no account or credentials required.

Reviews

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No reviews yet. Installed it? Reviews come from verified installers only. How reviews work

Permissions

What this server can do and what it asks for, from its tool list, install config and code. Checked Oct 25, 2026.

Tools
18 read · 2 write · 0 delete
Secrets
None asked for
Install scripts
Nothing to install (hosted)
Runs as
Hosted (remote endpoint)

Tools by what they do 20

From the running server's own tool list (tools/list) on Oct 25, 2026.

Read 18 · Look things up without changing anything.

  • eval_chart_transform
  • get_binding
  • get_file_download
  • get_inspection_schema
  • get_load_status
  • inspect_rows
  • list_bindings
  • list_dimensions
  • list_inspection_sources
  • list_kpis
  • list_load_history
  • list_scenarios
Show 6 more tools
  • list_variants
  • run_metric
  • run_metric_data
  • run_statement
  • run_statement_data
  • search_hierarchy

Write 2 · Create, change, send or run things.

  • export_dataset
  • precis_orientation

Network hosts it talks to 6

  • appsforoffice.microsoft.com · found in code
  • docs.precis.finance · found in code
  • download.docker.com · found in code
  • github.com · found in code
  • mcp.precis.finance · found in remote endpoint, install command, code
  • precis.finance · found in code

Files it touches

  • /opt/precis-mcp
  • /var/lib/precis/ingest/uploads

Tools (20)

As the server listed them on Oct 25, 2026. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • eval_chart_transformread-only

    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 per ref and returns flat rows.

  • export_dataset

    Export a cached data_ref to json or xlsx without rerunning the query; returns a temporary file and download link.

  • get_bindingread-only

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

  • get_file_downloadread-only

    Renew a download capability for an available, owned artifact.

  • get_inspection_schemaread-only

    Get the column schema for an inspection source.

  • get_load_statusread-only

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

  • inspect_rowsread-only

    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.

  • list_bindingsread-only

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

  • list_dimensionsread-only

    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_inspection_sourcesread-only

    List the row-level sources available for inspection.

  • list_kpisread-only

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

  • list_load_historyread-only

    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?".

  • list_scenariosread-only

    List the available planning scenarios and their status.

  • list_variantsread-only

    List the what-if variants of a scenario.

  • 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.

Show 5 more tools
  • run_metricread-only

    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 as Actuals, Budget, Variance, or Var %. Returns a formatted table with structured data. The widget already displays this table to the user. Add useful interpretation; do not reproduce the table or restate all its rows in Markdown unless the user explicitly requests it or the widget is unavailable.

  • run_metric_dataread-only

    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 as Actuals, Budget, Variance, or Var %. Returns the raw figures (and a `data_ref`) for your own analysis or to build a chart — pass `[data_ref]` as `data_refs` to eval_chart_transform. Does not show the user a table.

  • run_statementread-only

    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_pnl` when it is listed by precis_orientation. Give every scenario a concise, user-facing `alias` such as Actuals, Budget, Variance, or Var %. Returns a formatted table with structured data. The widget already displays this table to the user. Add useful interpretation; do not reproduce the table or restate all its rows …

  • run_statement_dataread-only

    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_pnl` when it is listed by precis_orientation. Give every scenario a concise, user-facing `alias` such as Actuals, Budget, Variance, or Var %. Returns the raw figures (and a `data_ref`) for your own analysis or to build a chart — pass `[data_ref]` as `data_refs` to eval_chart_transform. Does not show the user a table.

  • search_hierarchyread-only

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

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    Stars
    7
    Forks
    0
    Open issues
    0
    Last commit
    Oct 9, 2026 (19 days ago)
    Last release
    Oct 9, 2026 (19 days ago)

    From GitHub (fetched Oct 24, 2026).

    Details

    Registry name
    io.github.precis-finance/precis-finance-mcp
    Version
    0.3.0
    Auth
    Auth not stated
    License
    License unknown
    Repository
    github.com/precis-finance/precis-finance-mcp
    Website
    precis.finance/mcp
    First seen
    Oct 24, 2026
    Last checked
    Oct 24, 2026
    Source
    Official MCP Registrygithub-graphql
    Cite this page

    Précis Finance MCP. Agent Mart. https://agentmart.dev/connectors/precis-finance-precis-finance-mcp (last updated 2026-10-24)