# Précis Finance MCP

This MCP server gives AI clients read-only access to finance reporting on synthetic data. Ask for metrics, statements, or row-level detail.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 7
- Author: precis-finance
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/precis-finance/precis-finance-mcp
- Updated: 2026-10-09
- HTML: https://affpapa.org/en/nevibecode/mcp/precis-finance-mcp

## What it does

Précis Finance MCP serves finance metrics through a SQL semantic layer. A YAML catalogue defines the measures and report layouts, so an MCP client can request statements, comparisons, or a breakdown by cost centre. The server also supports charts and snapshot file exports.

The public demo uses synthetic finance data and requires neither an account nor an API key. You can also run the server on your own infrastructure; a local setup uses Docker Engine and Compose v2. Pointing it at your own ClickHouse instance lets reports use that warehouse instead of the sample dataset.

## Requirements
- Remote server: `https://mcp.precis.finance/mcp`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http precis-finance-mcp https://mcp.precis.finance/mcp
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add precis-finance-mcp --url https://mcp.precis.finance/mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "precis-finance-mcp": {
            "url": "https://mcp.precis.finance/mcp"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "precis-finance-mcp": {
            "type": "http",
            "url": "https://mcp.precis.finance/mcp"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http precis-finance-mcp https://mcp.precis.finance/mcp
```

## When to use it
- build a profit and loss statement with comparisons
- break revenue down by cost centre
- view monthly utilisation for a team
- query finance metrics with shared definitions

## Example prompts
- Connect the Précis Finance MCP demo server.
- Ask `precis_orientation` which reports the demo supports.
- Show the FY2025 profit and loss statement with comparisons.

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