--- title: "PreciseFP integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/precisefp" --- # 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 key [precisefp.com](https://precisefp.com/) **7** triggers **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with PreciseFP? 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## PreciseFP with the apps people pair it with most - [ **HubSpot to PreciseFP** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-precisefp) - [ **PreciseFP to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/precisefp-to-salesforce) - [ **PreciseFP to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/precisefp-to-slack) - [ **Google Sheets to PreciseFP** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-precisefp) - [ **Gmail to PreciseFP** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-precisefp) - [ **Google Calendar to PreciseFP** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-precisefp) - [ **Google Drive to PreciseFP** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-precisefp) - [ **Mailchimp to PreciseFP** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-precisefp) Pair it ## Connect PreciseFP with another app - [ **HubSpot to PreciseFP**](https://apiant.ai/connect/hubspot-to-precisefp) - [ **PreciseFP to Salesforce**](https://apiant.ai/connect/precisefp-to-salesforce) - [ **PreciseFP to Slack**](https://apiant.ai/connect/precisefp-to-slack) - [ **Google Sheets to PreciseFP**](https://apiant.ai/connect/google-sheets-to-precisefp) - [ **Gmail to PreciseFP**](https://apiant.ai/connect/gmail-to-precisefp) - [ **Google Calendar to PreciseFP**](https://apiant.ai/connect/google-calendar-to-precisefp) - [ **Google Drive to PreciseFP**](https://apiant.ai/connect/google-drive-to-precisefp) - [ **Mailchimp to PreciseFP**](https://apiant.ai/connect/mailchimp-to-precisefp) - [ **PreciseFP to Stripe**](https://apiant.ai/connect/precisefp-to-stripe) - [ **PreciseFP to Shopify**](https://apiant.ai/connect/precisefp-to-shopify) - [ **PreciseFP to QuickBooks Online**](https://apiant.ai/connect/precisefp-to-quickbooks-online) - [ **Pipedrive to PreciseFP**](https://apiant.ai/connect/pipedrive-to-precisefp) - [ **ActiveCampaign to PreciseFP**](https://apiant.ai/connect/activecampaign-to-precisefp) - [ **Notion to PreciseFP**](https://apiant.ai/connect/notion-to-precisefp) - [ **Airtable to PreciseFP**](https://apiant.ai/connect/airtable-to-precisefp) - [ **PreciseFP to Trello**](https://apiant.ai/connect/precisefp-to-trello) - [ **Asana to PreciseFP**](https://apiant.ai/connect/asana-to-precisefp) - [ **JIRA to PreciseFP**](https://apiant.ai/connect/jira-to-precisefp) - [ **ClickUp to PreciseFP**](https://apiant.ai/connect/clickup-to-precisefp) - [ **PreciseFP to Zoom**](https://apiant.ai/connect/precisefp-to-zoom) - [ **Discord to PreciseFP**](https://apiant.ai/connect/discord-to-precisefp) - [ **PreciseFP to Twilio**](https://apiant.ai/connect/precisefp-to-twilio) - [ **PreciseFP to SendGrid**](https://apiant.ai/connect/precisefp-to-sendgrid) - [ **Outlook to PreciseFP**](https://apiant.ai/connect/outlook-to-precisefp) - [ **Intercom to PreciseFP**](https://apiant.ai/connect/intercom-to-precisefp) - [ **Freshdesk to PreciseFP**](https://apiant.ai/connect/freshdesk-to-precisefp) - [ **Klaviyo to PreciseFP**](https://apiant.ai/connect/klaviyo-to-precisefp) - [ **Brevo to PreciseFP**](https://apiant.ai/connect/brevo-to-precisefp) - [ **PreciseFP to Typeform**](https://apiant.ai/connect/precisefp-to-typeform) - [ **JotForm to PreciseFP**](https://apiant.ai/connect/jotform-to-precisefp) - [ **Calendly to PreciseFP**](https://apiant.ai/connect/calendly-to-precisefp) - [ **PandaDoc to PreciseFP**](https://apiant.ai/connect/pandadoc-to-precisefp) - [ **PreciseFP to Webflow**](https://apiant.ai/connect/precisefp-to-webflow) - [ **PreciseFP to Wix**](https://apiant.ai/connect/precisefp-to-wix) - [ **PreciseFP to LinkedIn**](https://apiant.ai/connect/precisefp-to-linkedin) - [ **PreciseFP to Facebook**](https://apiant.ai/connect/precisefp-to-facebook) - [ **Instagram to PreciseFP**](https://apiant.ai/connect/instagram-to-precisefp) - [ **OpenAI to PreciseFP**](https://apiant.ai/connect/openai-to-precisefp) - [ **PreciseFP to Anthropic**](https://apiant.ai/connect/precisefp-to-anthropic) - [ **OneDrive to PreciseFP**](https://apiant.ai/connect/onedrive-to-precisefp) - [ **Google Docs to PreciseFP**](https://apiant.ai/connect/google-docs-to-precisefp) - [ **Ontraport to PreciseFP**](https://apiant.ai/connect/ontraport-to-precisefp) - [ **Freshworks CRM to PreciseFP**](https://apiant.ai/connect/freshworks-crm-to-precisefp) - [ **GoHighLevel to PreciseFP**](https://apiant.ai/connect/gohighlevel-to-precisefp) - [ **Capsule CRM to PreciseFP**](https://apiant.ai/connect/capsule-crm-to-precisefp) - [ **Copper to PreciseFP**](https://apiant.ai/connect/copper-to-precisefp) - [ **PreciseFP to Streak**](https://apiant.ai/connect/precisefp-to-streak) - [ **NetHunt CRM to PreciseFP**](https://apiant.ai/connect/nethunt-crm-to-precisefp) - [ **MINDBODY to PreciseFP**](https://apiant.ai/connect/mindbody-to-precisefp) - [ **PreciseFP to Supabase**](https://apiant.ai/connect/precisefp-to-supabase) - [ **PostgreSQL to PreciseFP**](https://apiant.ai/connect/postgresql-to-precisefp) - [ **MySQL to PreciseFP**](https://apiant.ai/connect/mysql-to-precisefp) - [ **PreciseFP to Vercel**](https://apiant.ai/connect/precisefp-to-vercel) - [ **PreciseFP to ElevenLabs**](https://apiant.ai/connect/precisefp-to-elevenlabs) - [ **PagerDuty to PreciseFP**](https://apiant.ai/connect/pagerduty-to-precisefp) - [ **PreciseFP to Pushover**](https://apiant.ai/connect/precisefp-to-pushover) - [ **Gravity Forms to PreciseFP**](https://apiant.ai/connect/gravity-forms-to-precisefp) - [ **HubSpot Enterprise to PreciseFP**](https://apiant.ai/connect/hubspot-enterprise-to-precisefp) - [ **Google Forms to PreciseFP**](https://apiant.ai/connect/google-forms-to-precisefp) - [ **Facebook Lead Ads to PreciseFP**](https://apiant.ai/connect/facebook-lead-ads-to-precisefp) 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. Reviews ## 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.