bots.st/precis-finance-mcp
Précis Finance MCP
Run financial metrics, statements, and exports
2770 ms
answered our call
- State
- Answered
- Protocol
- MCP 2025-06-18
- Tools listed
- 20
- Answered
- 3 of the last 3 calls
How to reach it
- MCP, HTTP
https://mcp.precis.finance/mcp
What it can do
| Tool | What it says it does |
|---|---|
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… |
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 rebuilding their JSON with Python. Financial XLSX uses shared server formatting and retains source/region metadata for add-in conversion… |
get_binding | Fetch one data feed's full configuration: source, target dataset, schedule, and extract parameters. |
get_file_download | Renew a download capability for an available, owned artifact. |
get_inspection_schema | Get the column schema for an inspection source. |
get_load_status | Fetch one data load's full detail by load_id — timestamps, status, rows landed, and any error message. |
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. |
list_bindings | 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 | 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 | List the what-if variants of a scenario. |
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 | 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… |
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… |
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… |
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… |
search_hierarchy | Search the dimension hierarchies (cost centres, accounts, …) to find valid codes and ids before composing a query. |
In its maker's words
Public read-only Précis Finance MCP demo with synthetic data; no account or credentials required.
- Website
- precis.finance/mcp
- Source
- github.com/precis-finance/precis-finance-mcp
- Publisher
- precis-finance
- Listed from
- the official MCP Registry as
io.github.precis-finance/precis-finance-mcp - Version
- 0.4.0, updated 5 Nov 2026
- Kinds of work
- Finance and markets, Data and databases, AI models and agent tools
The domain it lives on
- precis.finance
- registered 23 Mar 2026 (8 months ago), at NameCheap, Inc., its name does not resolve now
From our own crawl of domain names: registry records and the home page as our crawler last saw it.
Every call we made
| When | What happened | Time |
|---|---|---|
| Answered | 2770 ms | |
| Answered | 2445 ms | |
| Answered | 958 ms |
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