Précis Finance MCP
io.github.precis-finance/precis-finance-mcpPublic read-only Précis Finance MCP demo with synthetic data; no account or credentials required.
Tools · 17
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 compos…
List the available planning scenarios and their status.
Browse the metric catalogue — metric keys, formats, domains, and the dimensions available per metric.
List the row-level sources available for inspection.
Get the column schema for an inspection source.
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.
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 breakdow…
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 breakdow…
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 `sce…
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 `sce…
Search the dimension hierarchies (cost centres, accounts, …) to find valid codes and ids before composing a query.
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 the what-if variants of a scenario.
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?".
Fetch one data load's full detail by load_id — timestamps, status, rows landed, and any error message.
List the configured data feeds (ingestion bindings) with their schedule — which datasets load, from where, how often.
Fetch one data feed's full configuration: source, target dataset, schedule, and extract parameters.
Resources · 2
ui://precis/financial-table
ui://precis/inspection-grid
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How to use
Add to your Claude Desktop / Cursor / Cline MCP config:
{
"mcpServers": {
"précis_finance_mcp": {
"url": "https://mcp.precis.finance/mcp",
"transport": "streamable-http"
}
}
}