Précis Finance MCP server

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.

You describe your business metrics once — KPIs, hierarchies, and financial-statement layouts in a YAML catalogue over a semantic layer of plain SQL views, versioned in git — and any MCP-capable client gets consistent, defensible numbers. The semantic views are plain SQL in your ClickHouse, so your existing BI tools can query the same views directly. This repository is complete and self-hostable — the metric engine, semantic layer and catalogue, ingestion, identity, and the MCP transport — and depends on nothing outside it.

Use this if

or any MCP-capable client — answering questions and pulling management reporting from your own numbers.

• You run or support a finance function and want AI clients — Claude, ChatGPT,

utilisation, or revenue by business unit — not an agent querying raw rows in the general ledger or inventing its own definitions.

• You need governed metrics — one agreed definition of gross margin,

security model you control — not another cloud contract.

• You want it self-hosted, on infrastructure you already operate and under a

generated by the model, every number aggregated from semantic views you can read.

• You need every answer traceable: read-only by construction, no figure

Requirements

nothing else to install.

• Docker — Engine + Compose v2. Everything runs in containers; there is

analytical store) and PostgreSQL (platform state — users, sessions, audit). A local trial runs with nothing else and loads a sample finance model.

• No warehouse to provision — the stack bundles ClickHouse (the engine's

instead of the bundled one; see data modes.

• Already run ClickHouse? — optionally point the engine at your own instance

a deployed instance), Claude Code, ChatGPT, or any MCP client.

• An MCP-capable client — Claude (claude.ai and Desktop connectors, against

add-in at /excel; enable its OAuth client when you want live read-only workbook functions.

• Optional Excel access — the multi-user image also hosts the Précis Excel

What Précis Finance MCP looks like

Every figure aggregates from the semantic views — account, cost centre, period, scenario — and the measures generic metric layers can't express (a utilisation denominator averaged across periods, re-aggregated by quarter or business unit, with subtotals in the layout) are first-class catalogue definitions.

Quickstart — single-user local trial

export MCP_DEV_KEY=$(openssl rand -hex 32)
docker compose -f deploy/docker-compose.local.yml up -d --build
docker compose -f deploy/docker-compose.local.yml exec precis-mcp \
  python -m precis_mcp.sample_data   # populate the demo model

One stack — the server plus a bundled ClickHouse and Postgres — a shared dev key, bound to 127.0.0.1. Point any MCP client at http://127.0.0.1:8768/mcp with the dev key as bearer token. For example, with Claude Code:

Shortened. The full README is on GitHub.