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Précis Finance MCP

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

사용해야 할까요

품질 및 안전성

B
설명 품질
96%
스키마 완전성
54%
이름 품질
99%
오염 위험
100%
권한 일치
100%
프로토콜 준수
100%

도구 정의와 프로토콜 준수에 대한 자동 분석을 기반으로 합니다.

컨텍스트 비용

~2,997토큰 (도구 정의)
~1.5 KB일반적인 응답 크기
상당한 주의 영향 (128k 컨텍스트의 2.34%)

이는 서버의 도구가 모델의 컨텍스트에 로드될 때마다 소비되는 대략적인 토큰 수입니다. 수치가 높을수록 다른 작업에 사용할 수 있는 주의가 줄어듭니다.

설치

원클릭 설치

`claude_desktop_config.json` 파일에 다음을 추가하세요:

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

원격 엔드포인트

https://mcp.precis.finance/mcpstreamable-http

할 수 있는 일

도구 목록

도구 (17)

🟢 읽기 전용🟡 쓰기🔴 삭제⚪ 알 수 없음
🟢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.

입력 스키마

{
  "type": "object",
  "properties": {}
}
🟢list_scenarios

List the available planning scenarios and their status.

입력 스키마

{
  "type": "object",
  "properties": {},
  "additionalProperties": false,
  "title": "list_scenarios"
}
🟢list_kpis

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

입력 스키마

{
  "type": "object",
  "properties": {},
  "additionalProperties": false,
  "title": "list_kpis"
}
🟢list_inspection_sources

List the row-level sources available for inspection.

입력 스키마

{
  "type": "object",
  "properties": {},
  "additionalProperties": false,
  "title": "list_inspection_sources"
}
🟢get_inspection_schema(source_key)

Get the column schema for an inspection source.

입력 스키마

{
  "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.

입력 스키마

{
  "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.

입력 스키마

{
  "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.

입력 스키마

{
  "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.

입력 스키마

{
  "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.

입력 스키마

{
  "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.

입력 스키마

{
  "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.

입력 스키마

{
  "type": "object",
  "properties": {},
  "additionalProperties": false,
  "title": "list_dimensions"
}
🟢list_variants(scenario_id)

List the what-if variants of a scenario.

입력 스키마

{
  "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?".

입력 스키마

{
  "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.

입력 스키마

{
  "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.

입력 스키마

{
  "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.

입력 스키마

{
  "type": "object",
  "properties": {
    "binding_id": {
      "title": "Binding Id",
      "type": "string"
    }
  },
  "required": [
    "binding_id"
  ],
  "additionalProperties": false,
  "title": "get_binding"
}

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