Précis Finance MCP

Call this first. Returns how to use Précis over this connector: the data model (scenarios, metrics, statements, dimensions), the reporting-tool variants, and how to build charts. Read it before composing queries.

List the available planning scenarios and their status.

Browse the metric catalogue — metric keys, formats, domains, and the dimensions available per metric.

List the row-level sources available for inspection.

Get the column schema for an inspection source.

Inspect the row-level detail behind a figure, from an enabled inspection source. Returns a capped sample for reasoning plus a grid for the user.

Run a financial statement — P&L, variance report, or executive summary. Rows are statement lines (Revenue, Direct Cost, Gross Margin, …); columns are scenarios. Supports an optional dimension breakdown (e.g. by period or cost centre). For an unspecified general P&L, prefer `full_pnl` when it is list

Run a financial statement — P&L, variance report, or executive summary. Rows are statement lines (Revenue, Direct Cost, Gross Margin, …); columns are scenarios. Supports an optional dimension breakdown (e.g. by period or cost centre). For an unspecified general P&L, prefer `full_pnl` when it is list

Break one or more metrics down by a dimension — revenue by project, utilisation by employee, headcount trends, GL account drill-down. Rows are the dimension; columns are metrics × scenarios. Pass `scenarios` explicitly and give every scenario a concise, user-facing `alias` such as Actuals, Budget, V

Break one or more metrics down by a dimension — revenue by project, utilisation by employee, headcount trends, GL account drill-down. Rows are the dimension; columns are metrics × scenarios. Pass `scenarios` explicitly and give every scenario a concise, user-facing `alias` such as Actuals, Budget, V

Search the dimension hierarchies (cost centres, accounts, …) to find valid codes and ids before composing a query.

List the dimensions defined in the model — keys, labels, and kinds (leaf / derived / ragged hierarchy). Catalogue metadata only; use search_hierarchy to list a dimension's members.

List the what-if variants of a scenario.

List data-load attempts from the ingestion audit trail — when each dataset landed, with what status. Answers "is April in yet?" / "when was this data last loaded?".

Fetch one data load's full detail by load_id — timestamps, status, rows landed, and any error message.

List the configured data feeds (ingestion bindings) with their schedule — which datasets load, from where, how often.

Fetch one data feed's full configuration: source, target dataset, schedule, and extract parameters.