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Précis Finance MCP Server

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Précis Finance MCP is answering right now. Last checked 3 min ago. It exposes 20 tools. Last commit 9 Oct 2026.

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

Uptime history 91 days of history
91 days agonow
100.0%
Uptime 24h
91 of 91 checks
20
Tools
read from the server
250 ms
Response time
average over 24h
7
Stars
last commit 9 Oct 2026

What changed 16

Every tool that appeared, vanished or quietly changed what it asks for. Recorded since 28 August 2026. No other catalogue keeps this.

9 Oct 4 tool descriptions were rewritten6 times that day run_metric, run_metric_data, run_statement and 1 more
9 Oct 5 tools changed the parameters they ask for inspect_rows, run_metric, run_metric_data and 2 more
9 Oct 3 tools appeared eval_chart_transform, export_dataset, get_file_download
24 Sep a tool changed version
28 Aug a tool changed version
and 2 more, back to 28 August 2026

What the code does

We read the source, 1 d ago · tools taken from the live server · rules 995398eba69f

Evidence

Things with no honest explanation: a promise that contradicts the code, code that runs at install time while hiding what it does, data leaving the machine.

Capabilities

What this server is able to do. For an MCP server this is often the job itself — a terminal server runs commands because that is what it is for. Listed so you know what you are plugging in, not as an accusation.

Builds a file path from a variable precis_mcp/ingestion/wiring.py:186
        return os.path.join(upload_root, prefix)
Executes code built at runtime precis_mcp/observability.py:164
            mod = __import__(mod_path, fromlist=[cls_name])
    <script type="text/javascript" src="https://appsforoffice.microsoft.com/lib/1/hosted/office.js"></script>

Is this your server and something here is wrong? Tell us — corrections are free and do not require a plan.

We found things in this code

Code changes quietly between releases, and nobody reads the diff of a dependency. We do, on every release — watch Précis Finance MCP and you get told the day something new turns up.

Three servers free · no card

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 3 min ago.

run in your terminal
claude mcp add precis-finance-mcp --transport http https://mcp.precis.finance/mcp
Settings → Connectors → Add custom connector, then paste this address
https://mcp.precis.finance/mcp
~/.codex/config.toml
[mcp_servers.precis-finance-mcp]
url = "https://mcp.precis.finance/mcp"
.cursor/mcp.json
{
  "mcpServers": {
    "precis-finance-mcp": {
      "url": "https://mcp.precis.finance/mcp"
    }
  }
}
.vscode/mcp.json
{
  "servers": {
    "precis-finance-mcp": {
      "type": "http",
      "url": "https://mcp.precis.finance/mcp"
    }
  }
}

Available tools 20

Read directly from the server with tools/list, grouped by what they act on. If a tool disappears, we record the date.

inspection
get_inspection_schema
Get the column schema for an inspection source.
list_inspection_sources
List the row-level sources available for inspection.
load
get_load_status
Fetch one data load's full detail by load_id — timestamps, status, rows landed, and any error message.
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 loaded?".
metric
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; columns are metrics × scenarios. Pass `scenarios` explicitly and give every scenario a concise, user-facing `alias` such as Actuals, Budget, Variance, or Var %. Returns a formatted table with structured data. The widget already displays this table to the user. Add useful interpretation; do not reproduce the table or restate all its rows in Markdown unless the user explicitly requests it or the widget is unavailable.
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; 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 `[data_ref]` as `data_refs` to eval_chart_transform. Does not show the user a table.
statement
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. 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 a formatted table with structured data. The widget already displays this table to the user. Add useful interpretation; do not reproduce the table or restate all its rows in Markdown unless the user explicitly requests it or the widget is unavailable.
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. 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 `[data_ref]` as `data_refs` to eval_chart_transform. Does not show the user a table.
binding
get_binding
Fetch one data feed's full configuration: source, target dataset, schedule, and extract parameters.
bindings
list_bindings
List the configured data feeds (ingestion bindings) with their schedule — which datasets load, from where, how often.
dimensions
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.
eval
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, horizontal_bar, forecast_line, cohort_heatmap and sparkline_row. Query first and inspect rows; the transform takes one result per ref and returns flat rows.
export
export_dataset
Export a cached data_ref to json or xlsx without rerunning the query; returns a temporary file and download link.
file
get_file_download
Renew a download capability for an available, owned artifact.
hierarchy
search_hierarchy
Search the dimension hierarchies (cost centres, accounts, …) to find valid codes and ids before composing a query.
inspect
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.
kpis
list_kpis
Browse the metric catalogue — metric keys, formats, domains, and the dimensions available per metric.
precis
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.
scenarios
list_scenarios
List the available planning scenarios and their status.
variants
list_variants
List the what-if variants of a scenario.

Endpoints

URLTransportStateLatencyChecked
https://mcp.precis.finance/mcp streamable-http answering 248 ms 3 min ago

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Précis Finance MCP — questions

Answers built from our own checks of this server.

What can Précis Finance MCP do?
It exposes 20 tools, read directly from the server on our last check. Among them: eval_chart_transform, export_dataset, get_binding, get_file_download, get_inspection_schema, get_load_status and 14 more. The full list with descriptions is on this page — we take it from the server itself via tools/list, not from a README. How MCP servers expose tools in the first place →
What is Précis Finance MCP mostly used for?
Its tools cluster around metric, statement and inspection. That is what this server is built to work with — the grouping comes from the actual tool names, not from a category we assigned.
Is Précis Finance MCP working right now?
We send a real MCP handshake every 15 minutes. Over the last 24 hours 91 of 91 checks got a reply (100.0%), average response time 250 ms. The bar chart above shows every period we have measured.
How do I connect Précis Finance MCP?
Copy the ready config from this page. We generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each in the form that client actually reads. It is a remote server, so there is nothing to install — the client connects to the address.
Does Précis Finance MCP need an API key?
No. Précis Finance MCP completed a full MCP handshake with us as an anonymous client and listed its tools without asking for anything. All 20 of them are readable on this page. This is what we observed, not what the docs claim.
How fast is Précis Finance MCP?
It answers our handshake in 250 ms on average, which is faster than 57% of all working MCP servers we measure. The comparison comes from our own checks across the whole registry, every 15 minutes.
Is Précis Finance MCP open source?
We cannot say either way: written in Python and 7 stars on GitHub, but we could not determine the licence, and without one the code is not open source by default.