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Précis Finance MCP · the open core of Précis

Give AI agents the finance information they need to help you work.

Work through reporting, budget comparisons and ad-hoc finance questions in Claude or ChatGPT. Précis Finance MCP connects your agent to financial statements, metrics and supporting detail from your finance systems, using your approved definitions and read-only calculations.

Try the public demo Discuss your setup See how to connect →

Explore sample finance data. No Précis account or registration required.

  • Read-only
  • Governed calculations
  • Traceable figures
  • Excel add-in
Claude querying governed figures over MCP — sample data.

Work through the questions behind your numbers.

Ask your agent for a financial statement, a comparison or the detail behind a figure. Précis Finance MCP retrieves the information using your configured finance model.

Review performance
“Show the P&L with actuals and budget side by side.”
Investigate a variance
“How much of the revenue variance against budget comes from price versus volume?”
Explore supporting detail
“Show the transactions behind this cost-centre figure.”
Compare over time
“Plot gross margin by month, compared with last year.”
Précis Governed result
Project margin · Q1 2026 · €
Cost centre Actual Budget Variance
Advisory · Munich €1,247,800 €1,180,000 +€67,800
Advisory · Berlin €894,200 €920,000 −€25,800
Engineering €2,108,500 €2,050,000 +€58,500
Data & ML €612,400 €680,000 −€67,600
Total €4,862,900 €4,830,000 +€32,900

The same figures, in the spreadsheet your team already uses.

Bring financial statements and metrics directly into your workbook with the Précis Excel add-in. Your spreadsheet uses the same finance model and definitions as your agent.

Retrieve a statement with =PRECIS.STATEMENT(…) or a metric with =PRECIS.METRIC(…), refresh the figures on demand, and use them in your own analysis and reporting. Available in desktop Excel and Excel on the web.

Working with Copilot in Excel? Give it the Précis function reference and your finance model, then ask it to help build formulas that retrieve the statements and metrics you need.

Explore Précis in Excel → Excel function reference →
Précis for Excel: the formula =PRECIS.STATEMENT(…) spills a formatted financial statement into the grid — Revenue through EBITDA with Actual, Budget, Budget Variance, full-year and year-on-year columns — alongside the Précis task pane showing a connected, signed-in session and a Refresh button.

Your definitions. Your permissions. Read-only access.

Précis Finance MCP runs on your infrastructure and connects agents to the finance information you choose to make available.

Your financial definitions
Statements, metrics and comparisons follow your configured finance model. The Précis engine calculates the figures returned to your agent.
Information you can check
Results retain the financial context—period, scenario, account and cost centre—with access to permitted supporting transactions.
Access you control
Define which information each user can retrieve. Permissions apply when the data is queried.
Read-only tools
Agents can retrieve information through Précis Finance MCP without changing your source data.

The code is source-available and can be deployed in your own environment. Your team reviews the analysis and decides what to do.

Deployment and security documentation →
Your AI assistant Précis Finance MCP Your business data
Read-only access. Your source data stays unchanged.

Précis Finance MCP connects your information. Précis adds the finance workflow.

Précis Finance MCP

  • Query financial statements and metrics through Claude or ChatGPT
  • Compare actuals, budgets and forecasts
  • Drill into supporting detail
  • Retrieve governed figures in Excel

Précis adds

  • A dedicated finance workspace and conversational agent
  • Model scenarios and commit approved changes
  • Prepare reports and management packs
  • Scheduled briefings and Excel write-back

Both use the same finance model. Moving to Précis builds on the data and definitions you already configured.

Explore Précis →

Try it with sample finance data.

Connect Claude, ChatGPT or another supported MCP client to explore financial statements, comparisons and supporting transactions in a sample finance model. No Précis registration or API key required.

Enter this MCP connection URL in your client:

https://mcp.precis.finance/mcp

First question: “What finance information is available?”

See how to connect →

The public demo uses a shared synthetic dataset. To work with your own finance information, deploy and configure your own instance—or discuss your setup with us.

Ready to use Précis Finance MCP with your own data?

Need help setting up your own instance, or want a private demo for your team? Leave your contact details and we’ll get in touch to discuss what you need.

Discuss your setup

Bringing IT or finance into the conversation?