PreciseFP API
★ Only Publicly Available OpenAPI DocumentFinanceAccountingbearer27 EndpointsREST
For Agents
Manage financial advisor client accounts, send data-gathering forms, retrieve completed engagement data, and track pipeline stages for client onboarding workflows.
Use for: I need to create a new client account in PreciseFP, I want to send a data-gathering form to a prospect, Retrieve completed form engagement data for a client, Move an account to the next pipeline stage
Not supported: Does not handle financial calculations, portfolio management, or compliance reporting -- use for client data collection and onboarding workflows only.
Jentic publishes the only available OpenAPI specification for PreciseFP API, keeping it validated and agent-ready. The PreciseFP API enables financial advisors to programmatically manage client accounts, send data-gathering forms, track pipeline stages, and retrieve completed engagement data. It supports form and PDF engagements with template-based workflows, webhook subscriptions for real-time notifications, and PDF export of completed client submissions across 27 endpoints.
Install Jentic One Beta
Connect the PreciseFP API to your agent
Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the PreciseFP API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.
Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.
1
Step 1: Jentic One Host machine
# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh2
Step 2: Agent machine
# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register # connects your agent to your Jentic One instanceJentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.
Capabilities
What an agent can do with PreciseFP API.
Create and manage client and prospect accounts with co-client support
Send form engagements to clients using configurable templates
Retrieve submitted form data and download completed PDFs
Track client accounts through configurable pipeline stages
Register webhook subscriptions for real-time event notifications
Manage PDF-based engagement workflows with template selection
Filter engagements by status, account, or template for reporting
Use Cases
Patterns agents use PreciseFP API for, with concrete tasks.
★ Client Onboarding Automation
Automate the financial advisor client onboarding process by creating accounts, assigning them to pipeline stages, and sending data-gathering forms via PreciseFP. The API creates form engagements from templates that collect client financial information, risk tolerance, and personal details. Advisors receive completed data without manual follow-up.
Create a new prospect account via POST /accounts with type 'prospect', then create a form engagement via POST /form-engagements using template ID 1 linked to the new account
Pipeline Stage Management
Track client progress through advisory workflow stages by moving accounts between pipeline stages. The API allows programmatic transitions as clients complete onboarding milestones, enabling CRM integrations that keep pipeline data synchronized across platforms without manual updates.
List available pipeline stages via GET /pipeline-stages, then move account 42 to the 'Documents Received' stage via PUT /accounts/42/pipeline-stage with the target stage ID
Engagement Data Extraction
Extract completed client data from form engagements for import into financial planning software, CRMs, or portfolio management tools. The API returns structured field-value pairs from submitted forms, enabling advisors to populate downstream systems without re-keying client information.
Close form engagement 123 via POST /form-engagements/123/close, then retrieve the submitted data via GET /form-engagements/123/data and map fields to CRM contact properties
AI Agent Financial Data Collection via Jentic
Enable AI agents to trigger client data collection workflows through Jentic by searching for PreciseFP operations, loading schemas, and executing calls. Agents can create accounts, send forms, and retrieve responses on behalf of financial advisors without managing bearer tokens directly.
Search Jentic for 'send data gathering form to financial client', load the PreciseFP form engagement creation schema, and execute POST /form-engagements with the selected template and account
Key Endpoints
27 endpoints — jentic publishes the only available openapi specification for precisefp api, keeping it validated and agent-ready.
METHOD
PATH
DESCRIPTION
GET
/accounts
List client and prospect accounts with filtering
POST
/accounts
Create a new client or prospect account
PUT
/accounts/{accountId}/pipeline-stage
Move account to a pipeline stage
POST
/form-engagements
Create a form engagement from template
GET
/form-engagements/{engagementId}/data
Get submitted form data
GET
/form-engagements/{engagementId}/pdf
Download engagement as PDF
GET
/templates
List available form templates
POST
/webhooks
Register a webhook subscription
GET
/accounts
List client and prospect accounts with filtering
POST
/accounts
Create a new client or prospect account
PUT
/accounts/{accountId}/pipeline-stage
Move account to a pipeline stage
POST
/form-engagements
Create a form engagement from template
GET
/form-engagements/{engagementId}/data
Get submitted form data
GET
/form-engagements/{engagementId}/pdf
Download engagement as PDF
GET
/templates
List available form templates
POST
/webhooks
Register a webhook subscription
Why Jentic?
Three things that make agents converge on Jentic-routed access.
Credential isolation
PreciseFP bearer tokens are stored encrypted in the Jentic vault. Agents receive scoped access and never see the raw token in their context.
Intent-based discovery
Agents search by intent (e.g., 'send data gathering form to financial client') and Jentic returns the matching PreciseFP operation with its full input schema, so the agent can create form engagements without browsing API documentation.
Time to first call
Direct PreciseFP integration: 2-4 days for auth setup, template configuration, and webhook handling. Through Jentic: under 1 hour using search, load schema, and execute.
Related APIs
Alternatives and complements available in the Jentic catalogue.
FAQs
Specific to using PreciseFP API through Jentic.
Why is there no official OpenAPI spec for PreciseFP API?
PreciseFP does not publish an OpenAPI specification. Jentic generates and maintains this spec so that AI agents and developers can call PreciseFP API via structured tooling. It is validated against the live API and kept up to date. Get started at https://app.jentic.com/sign-up.
What authentication does the PreciseFP API use?
The PreciseFP API uses bearer token authentication. Include the token in the Authorization header as 'Bearer <token>'. Contact PreciseFP support to obtain API access credentials. Through Jentic, tokens are stored encrypted and agents receive scoped access without handling raw credentials.
Can I retrieve submitted form data from the PreciseFP API?
Yes. After a form engagement is completed or closed, use GET /form-engagements/{engagementId}/data to retrieve all submitted field values. Each item includes a dataset ID, field title, and field value. You may need to close the engagement first via POST /form-engagements/{engagementId}/close before data retrieval is available.
What are the rate limits for the PreciseFP API?
PreciseFP applies rate limiting based on your subscription tier. The API returns pagination with a maximum of 200 results per page via the limit parameter. Contact PreciseFP support for specific rate limit details for your plan.
How do I send a data-gathering form to a client through Jentic?
Install the Jentic SDK with pip install jentic, then search for 'send data gathering form to client'. Jentic returns the PreciseFP POST /form-engagements operation with its schema. Provide the template_id and account_id to send a form engagement to the target client.
Does the PreciseFP API support webhooks?
Yes. Use POST /webhooks to register a webhook subscription that receives real-time notifications when events occur, such as form completion. Use GET /webhooks to list existing subscriptions and DELETE /webhooks/{webhookId} to remove them.
GET STARTED