Précis Finance MCP
Public read-only Précis Finance MCP demo with synthetic data; no account or credentials required.
使うべきか
品質と安全性
ツール定義とプロトコルへの準拠に関する自動分析に基づいています。
コンテキストコスト
これは、サーバーのツールがモデルのコンテキストに読み込まれるたびに消費されるおおよそのトークン数です。数が多いほど、ほかのタスクに使える注意が減ります。
インストール
ワンクリックインストール
これを `claude_desktop_config.json` ファイルに追加してください:
{
"mcpServers": {
"precis-finance-mcp": {
"url": "https://mcp.precis.finance/mcp"
}
}
}リモートエンドポイント
https://mcp.precis.finance/mcpstreamable-httpできること
ツール一覧
ツール（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.
入力スキーマ
{
"type": "object",
"properties": {}
}🟢list_scenarios
List the available planning scenarios and their status.
入力スキーマ
{
"type": "object",
"properties": {},
"additionalProperties": false,
"title": "list_scenarios"
}🟢list_kpis
Browse the metric catalogue — metric keys, formats, domains, and the dimensions available per metric.
入力スキーマ
{
"type": "object",
"properties": {},
"additionalProperties": false,
"title": "list_kpis"
}🟢list_inspection_sources
List the row-level sources available for inspection.
入力スキーマ
{
"type": "object",
"properties": {},
"additionalProperties": false,
"title": "list_inspection_sources"
}🟢get_inspection_schema(source_key)
Get the column schema for an inspection source.
入力スキーマ
{
"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.
入力スキーマ
{
"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.
入力スキーマ
{
"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.
入力スキーマ
{
"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.
入力スキーマ
{
"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.
入力スキーマ
{
"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.
入力スキーマ
{
"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.
入力スキーマ
{
"type": "object",
"properties": {},
"additionalProperties": false,
"title": "list_dimensions"
}🟢list_variants(scenario_id)
List the what-if variants of a scenario.
入力スキーマ
{
"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?".
入力スキーマ
{
"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.
入力スキーマ
{
"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.
入力スキーマ
{
"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.
入力スキーマ
{
"type": "object",
"properties": {
"binding_id": {
"title": "Binding Id",
"type": "string"
}
},
"required": [
"binding_id"
],
"additionalProperties": false,
"title": "get_binding"
}コミュニティ
エビデンス