io.github.precis-finance/precis-finance-mcp

up checked 2026-11-12T13:37:52.549Z

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Publisher-provided title

Précis Finance MCP

Publisher-provided description

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

Summary by lookupd

Queries synthetic finance metrics, P&L statements and data load status, with chart creation and xlsx or json export, read-only.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http precis-finance https://mcp.precis.finance/mcp

Codex, remote (streamable-http)

codex mcp add precis-finance --url https://mcp.precis.finance/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (20 tools)

Publisher-provided text

• 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 ho
• list_scenarios List the available planning scenarios and their status.
• list_kpis Browse the metric catalogue — metric keys, formats, domains, and the dimensions available per metric.
• list_inspection_sources List the row-level sources available for inspection.
• get_inspection_schema Get the column schema for an inspection source.
• inspect_rows 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_statement Run a financial statement — P&L, variance report, or executive summary. Rows are statement lines (Revenue, Direct Cost, Gross Margin, …); columns are scenarios.
• run_statement_data Run a financial statement — P&L, variance report, or executive summary. Rows are statement lines (Revenue, Direct Cost, Gross Margin, …); columns are scenarios.
• run_metric 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; co
• run_metric_data 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; co
• search_hierarchy Search the dimension hierarchies (cost centres, accounts, …) to find valid codes and ids before composing a query.
• 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
• list_variants List the what-if variants of a scenario.
• eval_chart_transform Create a chart from data_refs (an array of snapshot IDs), a bounded JavaScript function, and chart_spec. Supports line, bar, area, waterfall, scatter, horizonta
• export_dataset Export a previously returned data_ref to json or xlsx without rerunning the query. Use this for standard Excel exports of reports already shown, rather than reb
• get_file_download Renew a download capability for an available, owned artifact.
• list_load_history 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 loade
• get_load_status Fetch one data load's full detail by load_id — timestamps, status, rows landed, and any error message.
• list_bindings List the configured data feeds (ingestion bindings) with their schedule — which datasets load, from where, how often.
• get_binding Fetch one data feed's full configuration: source, target dataset, schedule, and extract parameters.

Details

• Version: 0.4.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 1423 ms
• First indexed: 2026-11-01T09:49:53.040Z
• Last seen in registry: 2026-11-05T15:17:18.039Z
• Repository: https://github.com/precis-finance/precis-finance-mcp
• Website: https://precis.finance/mcp

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