# Precis Finance MCP server

Source: https://glimind.com/server/mcp-registry%2Fio.github.precis-finance%2Fprecis-finance-mcp
Registry id: `mcp-registry/io.github.precis-finance/precis-finance-mcp`
Status: live (checked 2026-10-26T23:24:38.906Z)

## Measurements (30 days)

- Uptime: 100%
- Checks: 4151
- Outages (90 days): 4

## Install

```json
{
  "mcpServers": {
    "precis-finance-mcp-server": {
      "type": "http",
      "url": "https://mcp.precis.finance/mcp"
    }
  }
}
```

Claude Code:

```sh
claude mcp add --transport http precis-finance-mcp-server https://mcp.precis.finance/mcp
```

## Tools (20)

- `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, horizonta
- `export_dataset`: Export a cached data_ref to json or xlsx without rerunning the query; returns a temporary file and download link.
- `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 
- `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 loade
- `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 ho
- `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; co
- `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; co
- `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.
- `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.
- `search_hierarchy`: Search the dimension hierarchies (cost centres, accounts, …) to find valid codes and ids before composing a query.

Measured by Glimind (https://glimind.com): MCP handshake + tool list only, no tool is ever called. CC BY 4.0.