Connection check
verified live · 27h ago
precis-finance-mcp
Public read-only Précis Finance MCP demo with synthetic data; no account or credentials required.
Tools
17
GitHub stars
5
Installs / wk
—
Licence
—
Transport
streamable-http
Last checked
27h ago
Tools & capabilities
17 toolsRead from the running server on 27h ago.
get_binding
binding_id*
Fetch one data feed's full configuration: source, target dataset, schedule, and extract parameters. Fetch one data feed's full configuration: source, target dataset, schedule, and extract parameters.
get_inspection_schema
source_key*
Get the column schema for an inspection source. Get the column schema for an inspection source.
get_load_status
load_id*
Fetch one data load's full detail by load_id — timestamps, status, rows landed, and any error message. Fetch one data load's full detail by load_id — timestamps, status, rows landed, and any error message.
inspect_rows
limitcolumnsfiltersfilenameperiod_endsheet_name
+3
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. 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
targetsource_id
List the configured data feeds (ingestion bindings) with their schedule — which datasets load, from where, how often. 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 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 the row-level sources available for inspection.
list_kpis
Browse the metric catalogue — metric keys, formats, domains, and the dimensions available per metric. Browse the metric catalogue — metric keys, formats, domains, and the dimensions available per metric.
list_load_history
limitperiodstatusbinding_iddataset_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 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 the available planning scenarios and their status.
list_variants
scenario_id*
List the what-if variants of a scenario. 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. R… 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
scalelayouttargetfiltersmetrics*decimals
+7
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 ×… 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.
run_metric_data
scalelayouttargetfiltersmetrics*decimals
+7
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 ×… 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.
run_statement
scalelayouttargetfiltersdecimalsfilename
+7
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 optiona… 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
scalelayouttargetfiltersdecimalsfilename
+7
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 optiona… 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
limitquerydimension