Connect. Add PreciseFP. Start typing.
Ask about anything from deep business insights to your to-dos, all in plain language.
Beta, open to current PreciseFP customers who request access.
Everything about a client already lives in PreciseFP: the fact finder, the forms, the history. MCP connects that data directly to the AI tool you are already using.
It's your AI, Claude or ChatGPT, working directly with your live PreciseFP data.
“How many accounts do I have?” Get a straight answer, right in the chat.
“What is my average client's net worth?” Turn your book of business into an answer.
Hand it a spreadsheet of new households. It creates the client profiles for you.
These three examples are samples meant to show the range of what is possible. Actual results depend on each firm's own data and setup.
A short walkthrough of the three examples above, running against live data.
Email support@precisefp.com and ask us to enable PreciseFP MCP for your firm. During the beta, our team handles this step for you.
Open the + menu next to the chat box, choose Add connectors, then Add custom connector. Paste the URL below, sign in with your PreciseFP credentials, and approve the access.
Custom connectors require a paid Claude plan. You can also reach them from Settings › Connectors.
Go to Plugins, search for PreciseFP, and install it from the Docupace Technologies listing. Authorize with your PreciseFP credentials, then add PreciseFP to any chat from the + menu.
Plugins and custom connectors require a paid ChatGPT plan. On Business and Enterprise workspaces, an admin may need to allow connectors first.
Need more detail? Check out the setup guides in our Knowledge Base.
“How many accounts do I have?” pulls back the real number, right in the chat. “Who am I?” pulls up your own user record, including your contact info and team. It looks everything up live in PreciseFP and answers in plain language.
Search, look up, and get answers about your accounts and activity, conversationally, in Claude or ChatGPT.
“What is the average net worth across my accounts?” “What percentage of my clients have a mortgage?” “Which engagements are in progress, and how complete is the data on them?” Each one comes back as a straight answer, pulled from your live PreciseFP data.
What is already sitting in PreciseFP becomes something you can query.
Sample figures shown for illustration.
Hand it a spreadsheet of new households — first name, last name, email, whatever you have — and ask it to create the accounts. It batches the work, about 25 at a time, and tells you exactly what landed and what did not.
From there, ask it to send an existing engagement, like a Risk Tolerance questionnaire, to that same group. It will ask which template first, since sending one collects real information from the client, and it checks with you before anything goes out.
Create, update, and send from one instruction instead of working record by record.
A sample walkthrough meant to show the range of what is possible. Results depend on each firm's own data and setup.
Thursday, October 8, 2026 · 12:00 PM CST
We will show real examples using live accounts: asking a question and getting a straight answer, analyzing your book of business for things like average net worth or stalled engagements, and handing it a spreadsheet to create accounts and send engagements in bulk. Plenty of time at the end for your questions.
Open to all current PreciseFP customers, whether or not you have requested beta access.
If you want it turned on for your firm, email support@precisefp.com.
Register to attend live or get the recording.
Email support@precisefp.com to request access. Once it's on, connect it yourself in Claude or ChatGPT.
Request Access
