Précis Finance MCP
Public read-only Précis Finance MCP demo with synthetic data; no account or credentials required.
Sollte ich dies verwenden
Qualität und Sicherheit
Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.
Kontextkosten
Dies ist die ungefähre Anzahl der Tokens, die jedes Mal verbraucht werden, wenn die Tools des Servers in den Kontext eines Modells geladen werden. Höhere Werte verringern die Aufmerksamkeit, die für andere Aufgaben verfügbar ist.
Installieren
Installation mit einem Klick
Fügen Sie dies Ihrer Datei `claude_desktop_config.json` hinzu:
{
"mcpServers": {
"precis-finance-mcp": {
"url": "https://mcp.precis.finance/mcp"
}
}
}Remote-Endpunkte
https://mcp.precis.finance/mcpstreamable-httpWas es kann
Tool-Inventar
Tools (17)
🟢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.
Eingabe-Schema
{
"type": "object",
"properties": {}
}🟢list_scenarios
List the available planning scenarios and their status.
Eingabe-Schema
{
"type": "object",
"properties": {},
"additionalProperties": false,
"title": "list_scenarios"
}🟢list_kpis
Browse the metric catalogue — metric keys, formats, domains, and the dimensions available per metric.
Eingabe-Schema
{
"type": "object",
"properties": {},
"additionalProperties": false,
"title": "list_kpis"
}🟢list_inspection_sources
List the row-level sources available for inspection.
Eingabe-Schema
{
"type": "object",
"properties": {},
"additionalProperties": false,
"title": "list_inspection_sources"
}🟢get_inspection_schema(source_key)
Get the column schema for an inspection source.
Eingabe-Schema
{
"type": "object",
"properties": {
"source_key": {
"title": "Source Key",
"type": "string"
}
},
"required": [
"source_key"
],
"additionalProperties": false,
"title": "get_inspection_schema"
}🟢inspect_rows(source_key, scenario_id, filters, columns, limit, ...)
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.
Eingabe-Schema
{
"type": "object",
"properties": {
"source_key": {
"title": "Source Key",
"type": "string"
},
"scenario_id": {
"title": "Scenario Id",
"type": "string"
},
"filters": {
"anyOf": [
{
"additionalProperties": true,
"type": "object"
},
{
"type": "null"
}
],
"default": null,
"title": "Filters"
},
"columns": {
"anyOf": [
{
"items": {
"type": "string"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"title": "Columns"
},
"limit": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Limit"
},
"period_start": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Period Start"
},
"period_end": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Period End"
},
"filename": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Filename"
},
"sheet_name": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Sheet Name"
}
},
"required": [
"source_key",
"scenario_id"
],
"additionalProperties": false,
"title": "inspect_rows"
}⚪run_statement(statement, scenarios, period_start, period_end, filters, ...)
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 %. Shows the user a formatted table.
Eingabe-Schema
{
"type": "object",
"properties": {
"statement": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Statement"
},
"scenarios": {
"anyOf": [
{
"items": {
"additionalProperties": true,
"type": "object"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"title": "Scenarios"
},
"period_start": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Period Start"
},
"period_end": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Period End"
},
"filters": {
"anyOf": [
{
"additionalProperties": true,
"type": "object"
},
{
"type": "null"
}
],
"default": null,
"title": "Filters"
},
"dimensions": {
"anyOf": [
{
"items": {
"type": "string"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"title": "Dimensions"
},
"scale": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Scale"
},
"decimals": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Decimals"
},
"target": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Target"
},
"layout": {
"default": "report",
"title": "Layout",
"type": "string"
},
"filename": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Filename"
},
"sheet_name": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Sheet Name"
},
"overwrite": {
"default": false,
"title": "Overwrite",
"type": "boolean"
}
},
"additionalProperties": false,
"title": "run_statement"
}🟢run_statement_data(statement, scenarios, period_start, period_end, filters, ...)
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 the `data_ref` to eval_chart_transform. Does not show the user a table.
Eingabe-Schema
{
"type": "object",
"properties": {
"statement": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Statement"
},
"scenarios": {
"anyOf": [
{
"items": {
"additionalProperties": true,
"type": "object"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"title": "Scenarios"
},
"period_start": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Period Start"
},
"period_end": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Period End"
},
"filters": {
"anyOf": [
{
"additionalProperties": true,
"type": "object"
},
{
"type": "null"
}
],
"default": null,
"title": "Filters"
},
"dimensions": {
"anyOf": [
{
"items": {
"type": "string"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"title": "Dimensions"
},
"scale": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Scale"
},
"decimals": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Decimals"
},
"target": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Target"
},
"layout": {
"default": "report",
"title": "Layout",
"type": "string"
},
"filename": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Filename"
},
"sheet_name": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Sheet Name"
},
"overwrite": {
"default": false,
"title": "Overwrite",
"type": "boolean"
}
},
"additionalProperties": false,
"title": "run_statement"
}⚪run_metric(metrics, scenarios, period_start, period_end, filters, ...)
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 %. Shows the user a formatted table.
Eingabe-Schema
{
"type": "object",
"properties": {
"metrics": {
"items": {
"type": "string"
},
"title": "Metrics",
"type": "array"
},
"scenarios": {
"anyOf": [
{
"items": {
"additionalProperties": true,
"type": "object"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"title": "Scenarios"
},
"period_start": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Period Start"
},
"period_end": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Period End"
},
"filters": {
"anyOf": [
{
"additionalProperties": true,
"type": "object"
},
{
"type": "null"
}
],
"default": null,
"title": "Filters"
},
"dimensions": {
"anyOf": [
{
"items": {
"type": "string"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"title": "Dimensions"
},
"scale": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Scale"
},
"decimals": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Decimals"
},
"target": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Target"
},
"layout": {
"default": "report",
"title": "Layout",
"type": "string"
},
"filename": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Filename"
},
"sheet_name": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Sheet Name"
},
"overwrite": {
"default": false,
"title": "Overwrite",
"type": "boolean"
}
},
"required": [
"metrics"
],
"additionalProperties": false,
"title": "run_metric"
}🟢run_metric_data(metrics, scenarios, period_start, period_end, filters, ...)
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 the `data_ref` to eval_chart_transform. Does not show the user a table.
Eingabe-Schema
{
"type": "object",
"properties": {
"metrics": {
"items": {
"type": "string"
},
"title": "Metrics",
"type": "array"
},
"scenarios": {
"anyOf": [
{
"items": {
"additionalProperties": true,
"type": "object"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"title": "Scenarios"
},
"period_start": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Period Start"
},
"period_end": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Period End"
},
"filters": {
"anyOf": [
{
"additionalProperties": true,
"type": "object"
},
{
"type": "null"
}
],
"default": null,
"title": "Filters"
},
"dimensions": {
"anyOf": [
{
"items": {
"type": "string"
},
"type": "array"
},
{
"type": "null"
}
],
"default": null,
"title": "Dimensions"
},
"scale": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Scale"
},
"decimals": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Decimals"
},
"target": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Target"
},
"layout": {
"default": "report",
"title": "Layout",
"type": "string"
},
"filename": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Filename"
},
"sheet_name": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Sheet Name"
},
"overwrite": {
"default": false,
"title": "Overwrite",
"type": "boolean"
}
},
"required": [
"metrics"
],
"additionalProperties": false,
"title": "run_metric"
}🟢search_hierarchy(query, dimension, limit)
Search the dimension hierarchies (cost centres, accounts, …) to find valid codes and ids before composing a query.
Eingabe-Schema
{
"type": "object",
"properties": {
"query": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Query"
},
"dimension": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Dimension"
},
"limit": {
"anyOf": [
{
"type": "integer"
},
{
"type": "null"
}
],
"default": null,
"title": "Limit"
}
},
"additionalProperties": false,
"title": "search_hierarchy"
}🟢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.
Eingabe-Schema
{
"type": "object",
"properties": {},
"additionalProperties": false,
"title": "list_dimensions"
}🟢list_variants(scenario_id)
List the what-if variants of a scenario.
Eingabe-Schema
{
"type": "object",
"properties": {
"scenario_id": {
"title": "Scenario Id",
"type": "string"
}
},
"required": [
"scenario_id"
],
"additionalProperties": false,
"title": "list_variants"
}🟢list_load_history(binding_id, dataset_id, period, status, limit)
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?".
Eingabe-Schema
{
"type": "object",
"properties": {
"binding_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Binding Id"
},
"dataset_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Dataset Id"
},
"period": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Period"
},
"status": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Status"
},
"limit": {
"default": 50,
"title": "Limit",
"type": "integer"
}
},
"additionalProperties": false,
"title": "list_load_history"
}🟢get_load_status(load_id)
Fetch one data load's full detail by load_id — timestamps, status, rows landed, and any error message.
Eingabe-Schema
{
"type": "object",
"properties": {
"load_id": {
"title": "Load Id",
"type": "string"
}
},
"required": [
"load_id"
],
"additionalProperties": false,
"title": "get_load_status"
}🟢list_bindings(source_id, target)
List the configured data feeds (ingestion bindings) with their schedule — which datasets load, from where, how often.
Eingabe-Schema
{
"type": "object",
"properties": {
"source_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Source Id"
},
"target": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"title": "Target"
}
},
"additionalProperties": false,
"title": "list_bindings"
}🟢get_binding(binding_id)
Fetch one data feed's full configuration: source, target dataset, schedule, and extract parameters.
Eingabe-Schema
{
"type": "object",
"properties": {
"binding_id": {
"title": "Binding Id",
"type": "string"
}
},
"required": [
"binding_id"
],
"additionalProperties": false,
"title": "get_binding"
}Community
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