Précis Finance MCP

A read-only, self-hosted MCP server for FP&A and management reporting: governed metrics, financial statements, and row-level drill-down over a SQL semantic layer - your own warehouse, not market data. The open core of Précis, the agentic Finance Intelligence Platform.

Teams that want a hosted finance endpoint instead of running a local process. The project is written in Python.

VERIFIED ACTIVE

LAST COMMIT 2026-07-17 · ★ 5 · #266 OF 283 MAINTAINED FINANCE · VERIFIED 2026-08-25

NOASSERTION · Python servers · how we verify → /methodology

01 · Install Précis Finance MCP

before you install - you'll need

MCP_DEV_KEY

Environment variables documented in the project's README - it lists which are required and which have defaults.

Claude Code

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

Claude Desktop / Cursor / VS Code - add to config

{
  "mcpServers": {
    "precis-finance-precis-finance-mcp": {
      "url": "https://mcp.precis.finance/mcp"
    }
  }
}

Same JSON for Cursor. For VS Code, rename the top-level key from `mcpServers` to `servers`.

Using another client? Same JSON, different key

Claude Desktop · mcpServers

Cursor · mcpServers

VS Code · servers

Windsurf · mcpServers

Zed · context_servers

Cline · mcpServers

Roo Code · mcpServers

Continue · mcpServers

LibreChat · mcpServers

Gemini CLI · mcpServers

Codex CLI · mcp_servers

Full setup guides: every client.

02 · Evidence

https://mcp.precis.finance/mcp

transport: streamable-http

endpoint alive - responded to MCP initialize · probed 2026-08-25

Security posture

What to check before giving this server access to your agent - from the registry, GitHub, and our own probes. We don't score safety; we show what's verifiable.

runs as remote - your agent's requests go to mcp.precis.finance

endpoint auth accepted our unauthenticated MCP initialize - no credentials needed to connect

license no standard license detected - usage rights unclear; check the repo before commercial use

registry namespace io.github.precis-finance is GitHub-verified and matches the repo owner

03 · What Précis Finance MCP can do

Prose above is summarized from the project's README and registry record - no invented capabilities.

Latest releases

v0.2.4 · 2026-07-17

Added · Grain-aware period queries. Period bounds can use month, quarter, fiscal · year, week, or day codes where the selected domain declares that grain. · Prior-period queries use declared calendar dimensions for…

v0.2.3 · 2026-07-03

Added · Provided ragged hierarchies, multi-parent rollups, and · breakdown-by-hierarchy. Ragged hierarchies are no longer limited to the · generated case (ancestor columns denormalised on the leaf table). A · hierarchy…

v0.2.2 · 2026-06-25

A fix release on top of 0.2.1. The headline fix: enabling the Excel add-in no · longer breaks other MCP clients' authentication. No breaking changes - the · /mcp tools and their responses are unchanged. · Fixed…

04 · Who maintains Précis Finance MCP

Précis Finance MCP is maintained by precis-finance. It's the only MCP server we track from this author; the repo dates to Jun 2026.

05 · Facts

repository: github.com/precis-finance/precis-finance-mcp
website: https://precis.finance/mcp
category: finance - ranked #266 of 283 actively-maintained finance servers as of 2026-08-25.
release cadence: 5 releases in the last 90 days (latest 2026-07-17)
registry: io.github.precis-finance/precis-finance-mcp (active, first published 2026-07-17)

06 · Précis Finance MCP FAQ

What is Précis Finance MCP?

Is Précis Finance MCP still maintained?

Yes - as of 2026-08-25, its last commit was 2026-07-17 and it shipped 5 releases in the last 90 days. We re-verify nightly.

How do I install Précis Finance MCP?

Run `claude mcp add precis-finance-precis-finance- --transport http https://mcp.precis.finance/mcp`. The README documents one environment variable (MCP_DEV_KEY) to set first. You can also paste the ready-made client config above.

Does Précis Finance MCP require authentication?

No - the endpoint accepted our unauthenticated MCP initialize when probed on 2026-08-25; you can connect without credentials.

07 · Alternatives to Précis Finance MCP

Alternatives to Précis Finance MCP

Maintained finance servers if Précis Finance MCP isn't the fit.

Pairs well with

Servers that cover what Précis Finance MCP doesn't - only shown when the pairing reason fits the companion.

More finance MCP servers · Pre Reason · Presidio Hardened X402 MCP · Signet MCP Tools · Bexio MCP Server · WebCrypt MCP Server

More Python MCP servers · Kairn · Hunch (prithviseran) · AI R · KiCad Tools · see all