Précis Finance MCP
Public read-only Précis Finance MCP demo with synthetic data; no account or credentials required.
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Calidad y seguridad
Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.
Costo de contexto
Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.
Instalar
Instalación con un clic
Agrega esto a tu archivo `claude_desktop_config.json`:
{
"mcpServers": {
"precis-finance-mcp": {
"url": "https://mcp.precis.finance/mcp"
}
}
}Puntos de conexión remotos
https://mcp.precis.finance/mcpstreamable-httpQué puede hacer
Inventario de herramientas
Herramientas (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.
Esquema de entrada
{
"type": "object",
"properties": {}
}🟢list_scenarios
List the available planning scenarios and their status.
Esquema de entrada
{
"type": "object",
"properties": {},
"additionalProperties": false,
"title": "list_scenarios"
}🟢list_kpis
Browse the metric catalogue — metric keys, formats, domains, and the dimensions available per metric.
Esquema de entrada
{
"type": "object",
"properties": {},
"additionalProperties": false,
"title": "list_kpis"
}🟢list_inspection_sources
List the row-level sources available for inspection.
Esquema de entrada
{
"type": "object",
"properties": {},
"additionalProperties": false,
"title": "list_inspection_sources"
}🟢get_inspection_schema(source_key)
Get the column schema for an inspection source.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"type": "object",
"properties": {},
"additionalProperties": false,
"title": "list_dimensions"
}🟢list_variants(scenario_id)
List the what-if variants of a scenario.
Esquema de entrada
{
"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?".
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"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.
Esquema de entrada
{
"type": "object",
"properties": {
"binding_id": {
"title": "Binding Id",
"type": "string"
}
},
"required": [
"binding_id"
],
"additionalProperties": false,
"title": "get_binding"
}Comunidad
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