mcp server
Précis Finance MCP
Public read-only Précis Finance MCP demo with synthetic data; no account or credentials required.
Description as published by the maintainer. Source
- version 0.2.4
- active
active — Registry entry last updated 2026-07-17.
What this server can do
17 functions, named and described by the server itself. Parameter names are shown because they say more about what a function does than its name usually does.
get_binding(binding_id)- Fetch one data feed's full configuration: source, target dataset, schedule, and extract parameters. Required: binding_id.
get_inspection_schema(source_key)- Get the column schema for an inspection source. Required: source_key.
get_load_status(load_id)- Fetch one data load's full detail by load_id — timestamps, status, rows landed, and any error message. Required: load_id.
inspect_rows(limit, columns, filters, filename, period_end, sheet_name, source_key, scenario_id, period_start)- 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. Required: source_key, scenario_id.
list_bindings(target, source_id)- List the configured data feeds (ingestion bindings) with their schedule — which datasets load, from where, how often.
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.
list_inspection_sources- List the row-level sources available for inspection.
list_kpis- Browse the metric catalogue — metric keys, formats, domains, and the dimensions available per metric.
list_load_history(limit, period, status, binding_id, dataset_id)- 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?".
list_scenarios- List the available planning scenarios and their status.
list_variants(scenario_id)- List the what-if variants of a scenario. Required: scenario_id.
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.
run_metric(scale, layout, target, filters, metrics, decimals, filename, overwrite, scenarios, dimensions, period_end, sheet_name, period_start)- 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. Required: metrics.
run_metric_data(scale, layout, target, filters, metrics, decimals, filename, overwrite, scenarios, dimensions, period_end, sheet_name, period_start)- 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. Required: metrics.
run_statement(scale, layout, target, filters, decimals, filename, overwrite, scenarios, statement, dimensions, period_end, sheet_name, period_start)- 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.
run_statement_data(scale, layout, target, filters, decimals, filename, overwrite, scenarios, statement, dimensions, period_end, sheet_name, period_start)- 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.
search_hierarchy(limit, query, dimension)- Search the dimension hierarchies (cost centres, accounts, …) to find valid codes and ids before composing a query.
Last successful function declaration observed on . Source: https://mcp.precis.finance/mcp. We list what the server declared; we do not call any of these functions.
Endpoint status observed on . Source: https://mcp.precis.finance/mcp.
Signals
These are separate measurements of different things. They are deliberately not combined into one score, because a popularity number that mixes website traffic with saves and stars cannot be checked or acted on.
| Signal | Value | What it measures | Window | Observed | Source |
|---|---|---|---|---|---|
| Latest published version | 0.2.4 | Latest version string the maintainer published to the registry. | as of fetch | Model Context Protocol | |
| Registry record last updated | 2026-07-17 | When the registry record was last updated by its maintainer. | point in time | Model Context Protocol | |
| First listed in the MCP Registry | 2026-07-17 | Date this server was first published to the official MCP Registry. Not a usage or quality measure. | point in time | Model Context Protocol | |
| mcp tools declared | 17 tools | Number of functions the server itself declared when asked to list them. This is what the server offers an agent, not a measure of how well any of them work. | as of probe | mcp.precis.finance | |
| mcp endpoint status | ok | The server listed 17 functions when asked. | as of probe | mcp.precis.finance |
Where to get it
This record as data
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