App

PreciseFP integrations

Connect PreciseFP to any other app, or use it from your AI client over MCP. PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.

Connects with an API keyprecisefp.com
7 triggers11 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with PreciseFP?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

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What your agent can do with PreciseFP

Triggers and actions 7 triggers · 11 actions

  • Trigger
    New Client/Prospect

    Triggers when a new client or prospect account is created in PreciseFP.

  • Trigger
    New Client/Prospect Staged in Pipeline

    Triggers when a PreciseFP client or prospect account is moved to a pipeline stage.

  • Trigger
    New Form Engagement Completed

    Triggers when a client or prospect completes a PreciseFP form engagement.

  • Trigger
    New Form Engagement Created

    Triggers when a client or prospect is sent a new PreciseFP form engagement.

  • Trigger
    New Form Engagement Opened

    Triggers when a client or prospect opens a PreciseFP form engagement.

  • Trigger
    New PDF Engagement Completed

    Triggers when a PreciseFP PDF engagement is completed (closed).

  • Trigger
    New PDF Engagement Created

    Triggers when a new PreciseFP PDF engagement is created.

  • Action
    Close Form Engagement

    Closes a PreciseFP form engagement so the client can no longer edit it.

  • Action
    Create Account

    Creates a new PreciseFP client or prospect account with its main client contact.

  • Action
    Create Form Engagement

    Sends a PreciseFP form template to an account's client or co-client as a new form engagement.

  • Action
    Create Person

    Adds a person (such as a child or dependent) to a PreciseFP account's household.

  • Action
    Delete Account

    Deletes a PreciseFP client or prospect account. PreciseFP asks for your login password to confirm the deletion.

  • Action
    Find Account

    Searches PreciseFP client and prospect accounts by name or email and returns the matching accounts.

  • Action
    Find Account by Id

    Returns a PreciseFP client or prospect account by its ID, including the client, co-client and pipeline stage.

  • Action
    Get Form Engagement Data

    Returns the answers a client entered in a PreciseFP form engagement, one entry per field.

  • Action
    List Form Templates

    Returns the form templates available to the connected PreciseFP user.

  • Action
    Move the Account to a Pipeline Stage

    Moves a PreciseFP client or prospect account to the chosen pipeline stage.

  • Action
    Update Account

    Updates a PreciseFP client or prospect account's type and main client details.

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What our customers say

Questions

PreciseFP, answered

Is there a PreciseFP MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with PreciseFP. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run PreciseFP actions on demand, or have APIANT build, test and run automations that use PreciseFP. Nothing to install.

What can start an automation from PreciseFP?

Any of PreciseFP's 7 triggers in the catalog, including New Client/Prospect, New Client/Prospect Staged in Pipeline, New Form Engagement Completed and New Form Engagement Created. Describe the moment in plain language and your agent picks the right one.

What can your agent do in PreciseFP?

Any of PreciseFP's 11 actions, including Create Account, Create Form Engagement, Create Person and Update Account. Your agent maps the data both ways and tests every scenario before it ships.

Can I use PreciseFP directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with PreciseFP two ways. Ask it to do something in PreciseFP once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the PreciseFP API?

No. APIANT connects to the PreciseFP API for you, with your PreciseFP API key. Describe what you want in plain language and your agent builds it on the PreciseFP triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the PreciseFP API documentation and adds it.

Which apps can PreciseFP connect to?

Any app in the catalog; the list on this page pairs PreciseFP with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.