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.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fprecisefp.com%2Fprecisefp" | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fprecisefp.com%2Fprecisefp" | sh
jentic register       # connects your agent to your Jentic One instance

Jentic 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

GET STARTED

Start building with PreciseFP API

Explore with Jentic One

View OpenAPI Document

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

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

Why Jentic?

What agents get from Jentic-routed access to this vendor.

Setup

Wiring the PreciseFP API by hand means putting your bearer token in the Authorization header against app.precisefp.com/api/v3 and coordinating account, form-engagement, and webhook calls yourself. Through Jentic you install once, import the PreciseFP API from the API Directory, store the bearer token once, and your agent calls it.

Permission scoping

PreciseFP puts the account and engagement ids in the URL path (/accounts/{accountId}, /form-engagements/{engagementId}), so a rule can pin your agent to one account: it can create and read that account's form engagements and nothing else. You choose the operations it may call, so registering webhooks or moving pipeline stages is not included unless you add it.

Credential isolation

Your PreciseFP bearer token is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.

Intent-based discovery

Agents search Jentic by intent such as 'send a data-gathering form to a client' or 'download a completed engagement PDF', and Jentic returns the matching PreciseFP operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

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 with Jentic One, the self-hosted execution layer.

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.

Can I limit what my agent is allowed to do with the PreciseFP API?

Yes. Jentic One runs self-hosted on your own infrastructure, so your rules decide which PreciseFP operations and credentials the agent may use. Because PreciseFP puts the account and engagement IDs in the URL path, such as /accounts/{accountId} and /form-engagements/{engagementId}, you can pin the agent to a single account and let it only create and read that account's form engagements. Operations like registering webhooks via POST /webhooks or moving accounts between pipeline stages via PUT /accounts/{accountId}/pipeline-stage stay off limits unless you explicitly add them.

PreciseFP API

Name: PreciseFP API
Brand: PreciseFP API
Availability: InStock

AI ReadinessAI-Aware (A-)72/100

See full scorecard

Agent-ready OpenAPI document · curated by JenticFinanceAccountingbearer27 EndpointsREST

Know of an official OpenAPI document? Contribute it →

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.

Jentic One on Github View OpenAPI Document

Show dimension breakdown

Foundational Compliance

Base layer of spec validity and structural soundness.

Grade: A+Signals: 4

98%

Lint Results

Aggregated quality score from linter diagnostics, weighted by severity.

100%

Resolution Completeness

Percentage of `$ref` references that resolve successfully.

100%

Specification Validity

Checks whether the API description parses successfully and conforms to its declared specification (e.g., OpenAPI).

100%

Structural Integrity

Structural correctness score based on schema issues using logarithmic dampening.

Developer Experience & Jentic Compatibility

Clarity, completeness, and ingestion readiness for developers and tooling.

Grade: B-Signals: 4

Example Density

How richly the API is illustrated with examples.

100%

Example Validity

Percentage of examples that conform to their schemas.

50%

Response Coverage

Percentage of operations with complete response definitions (success, client error, server error).

100%

Tooling Readiness

Health of API ingestion, bundling, and resolution within Jentic pipelines.

AI-Readiness & Agent Experience

Semantic breadth, depth, and agent comprehension for AI systems.

Grade: CSignals: 4

69%

Description Coverage

Coverage of descriptions across API elements.

Error Standardization

Coverage of RFC 9457 Problem Details for error responses.

100%

OperationId Quality

Coverage, uniqueness, and casing consistency of operationIds for AI inference.

57%

Summary Coverage

Coverage of summaries across operations/tags/info.

Agent Usability

Functional utility, complexity comfort, and AI orchestration readiness.

Grade: A+Signals: 1

94%

Complexity Comfort

Agent comfort level based on API operational and structural complexity.

Security

Trust, risk posture, and security compliance.

Grade: B-Signals: 1

60%

Authentication Strength

Average quality of security schemes based on authentication method strength (weakest link for OAuth2).

100

AI Discoverability

Findability, semantic richness, and reasoning readiness.

Grade: A+Signals: 1

100%

Descriptive Richness

Clarity and depth of descriptions across API elements.

Connect the PreciseFP API to your agent

Capabilities

Start building with PreciseFP API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs

PreciseFP API

Jentic AI Readiness Score

PreciseFP API

Foundational Compliance

Lint Results

Resolution Completeness

Specification Validity

Structural Integrity

Developer Experience & Jentic Compatibility

Example Density

Example Validity

Response Coverage

Tooling Readiness

AI-Readiness & Agent Experience

Description Coverage

Error Standardization

OperationId Quality

Summary Coverage

Agent Usability

Complexity Comfort

Security

Authentication Strength

AI Discoverability

Descriptive Richness