Once you've connected PreciseFP to an AI assistant (Claude, ChatGPT, Gemini, etc.), the assistant can use the tools below to read and update your PreciseFP data on your behalf.
You don't need to know the tool names — just ask the assistant in plain language, and it will choose the right tool.
The connector respects your existing PreciseFP permissions. If your user can't see a certain account or edit a certain field in PreciseFP, the assistant can't either.
Working with clients and prospects
Look up an account
Ask the assistant to find a client or prospect by name, email, or ID. Fuzzy matching tolerates typos (e.g., "Jon Smyth" still matches "John Smith"). The assistant can also list accounts filtered by type (clients, prospects, favorites, archived) or pull a single account by ID.
"Find the Johnson family in PreciseFP."
"List my favorited prospect accounts."
Create new clients or prospects
The assistant can create one or many accounts in a single request. You can specify first name, last name, email, phone, and an optional co-client. Up to 25 accounts can be created at once.
"Add a new prospect named Maria Garcia, email maria@example.com."
Update an account
Convert prospects to clients, archive accounts, favorite them, change pipeline stage, or update contact info — for one account or up to 25 at once.
"Move Sarah Johnson to the 'Onboarding' pipeline stage."
Working with client profile data
PreciseFP stores deep profile data on each account: birthdates, addresses, family members, employment, income, assets, liabilities, insurance, retirement plans, estate planning, goals, and more.
Read profile data
Ask the assistant for any piece of profile data on one or many accounts. It will look up the right field and return the value.
"What's John Smith's date of birth and primary address?"
"List the children of the Johnson family."
Update profile data
The assistant can update existing profile fields or add new ones (a new bank account, a new insurance policy, a new child, etc.).
"Update John Smith's address to 123 Main St, Boston, MA 02101."
Understand what data PreciseFP tracks
The assistant can browse or search the PreciseFP dataset schema — the catalog of every field across every panel and group. This is useful when you want to know
"What categories of data does PreciseFP have on insurance?"
"Which fields make up the Employment panel?"
Working with form templates
Find form templates
List or search all form templates installed in your workspace (your own templates and those shared with you, excluding the library and custodial templates).
"What forms do we have in PreciseFP?"
Working with form engagements
A form engagement is a sent form — when you ask a client to fill out a questionnaire, that's an engagement.
Send a form to clients
The assistant can send a form template to one or many account contacts (client or co-client) in a single request. Up to 25 engagements at once. You can optionally specify an authentication method (password, SMS, or email).
"Send the Financial Fact Finder form to Maria Garcia and Tom Wilson."
Find existing engagements
List or search form engagements, optionally filtered by status: not started, in progress, or completed. Search supports the contact name, contact email, or template title.
"Show me all in-progress engagements."
"Has Sarah Johnson finished her risk questionnaire?"
Working with users and teams
Look up users
Get info about yourself, another specific user, or list all users in your workspace (with pagination).
"Who's on my team?"
Working with activity history
PreciseFP tracks every change made to accounts and every action taken by users — created, updated, archived, signed, completed, and so on. The assistant can pull this activity history.
Review account activity
See what's happened recently on one or more accounts.
"What's changed on John Smith's account this month?"
Review user activity
See what one or more users have been doing in PreciseFP.
"What did Maria do in PreciseFP yesterday?"
Pipelines
List pipeline stages
Get the list of all pipeline definitions — both client pipelines and prospect pipelines — so you can move accounts between stages.
"What pipeline stages do we have for prospects?"
What the connector does not do
It does not give the AI access to anything outside your authorized PreciseFP account.
It does not bypass permission checks — if you can't do something in the PreciseFP web app, the assistant can't either.
Privacy and security
All connector requests are authenticated by your personal PreciseFP login via OAuth.
The assistant never sees your password.
All access is logged in PreciseFP's standard activity history.
Please note: PreciseFP Support cannot provide prompts for use with AI tools or troubleshoot third-party AI platforms. For assistance, please refer to the AI provider’s support resources.