Integration

PreciseFP integration

PreciseFP is a client data gathering platform for financial advisors: it sends questionnaires (form engagements) and PDF documents to sign (PDF engagements) to client and prospect accounts. Through this integration you can list and read accounts with their main client, co-client, data quality score and pipeline, create a client or prospect account, and list and read form and PDF engagements to follow their status, fill percentage, recipients and signers. Updating or deleting accounts, persons, household and profile data, secondary contacts, users, teams, templates, reports, engagement creation, closing and documents are not exposed in this integration. Authentication is an access token generated in the PreciseFP settings (API access must be enabled by PreciseFP), sent as Authorization: Bearer <token>; the rate limit is 60 requests per minute.

Connect PreciseFP How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in PreciseFP.Built from the 7 PreciseFP tools below, on the connection you add once.

What you can do with PreciseFP

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Account, 3 operations

create_accountCreate accountPOSTCreates a client or prospect account with its main client and an optional co-client. Answers the new account record, whose id the other account tools take.
get_accountGet accountGETReturns one account with its main client, co-client, data quality score and pipeline.
list_accountsList accountsGETLists the client and prospect accounts of the PreciseFP workspace, with their main client, co-client, data quality score and pipeline. Page with limit and offset.

Form engagement, 2 operations

get_form_engagementGet form engagementGETReturns one form engagement with its status, fill percentage, recipients and their access URLs, and timestamps.
list_form_engagementsList form engagementsGETLists the form engagements (questionnaires sent to account contacts) with their status, fill percentage, recipients and timestamps. Page with limit and offset.

Pdf engagement, 2 operations

get_pdf_engagementGet pdf engagementGETReturns one PDF engagement with its documents, signers and their signing URLs, signature provider, status and timestamps.
list_pdf_engagementsList pdf engagementsGETLists the PDF engagements (PDF documents sent to signers) with their documents, signers, signature provider, status and timestamps. Page with limit and offset.

Use PreciseFP from Claude Code, Cursor or Codex

Connect PreciseFP in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its PreciseFP operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect PreciseFP

Create your workspace
Sign up free. Nothing to install.
Connect PreciseFP once
Add your PreciseFP connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.