canonical: https://jentic.com/apis/precisefp.com/precisefp # PreciseFP API 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. ## For AI agents Manage financial advisor client accounts, send data-gathering forms, retrieve completed engagement data, and track pipeline stages for client onboarding workflows. ## Scope Does not handle financial calculations, portfolio management, or compliance reporting -- use for client data collection and onboarding workflows only. ## Capabilities - 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 ### 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. Example prompt: 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. Example prompt: 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. Example prompt: 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. Example prompt: 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 | 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 | ## Key resources - **Accounts** — Client and prospect accounts with pipeline stage tracking - **Form Engagements** — Template-based data collection forms sent to clients - **PDF Engagements** — PDF-based document engagements for form filling - **Templates** — Configurable form and PDF templates - **Pipeline Stages** — Workflow stages for tracking client progress - **Webhooks** — Event subscriptions for real-time notifications ## AI readiness This API is usable in Jentic One now. Its AI-readiness score against Jentic's framework shows where it stands today and where improvements would make it even easier for agents to use. - **Score:** 72 / 100 - **Maturity:** AI-Aware - **Dimensions:** - Foundational Compliance: 99 / 100 - Developer Experience & Jentic Compatibility: 63 / 100 - AI-Readiness & Agent Experience: 57 / 100 - Agent Usability: 94 / 100 - Security: 60 / 100 - AI Discoverability: 100 / 100 - **View full report:** https://jentic.com/apis/precisefp.com/precisefp/scorecard - **How the score is calculated:** https://docs.jentic.com/reference/api-readiness-framework/overview/ - **More about the dimensions:** https://docs.jentic.com/reference/api-readiness-framework/specification/#dimensional-model-overview ### Score it yourself Every API in the directory is allowlisted, so you can re-score it with no key required. - **Score your own API:** https://jentic.com/scorecard.md - **Scoring CLI agent skill:** https://github.com/jentic/jentic-api-scorecard/blob/main/skills/jentic-api-scorecard/SKILL.md ```sh npx @jentic/api-scorecard-cli score ``` ## Why Jentic - **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 handling:** 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. - **Discovery method:** 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. ## Related APIs - **Jotform API** — General-purpose form builder without financial advisor-specific workflows - **Typeform API** — Conversational form platform for surveys and data collection - **Salesforce API** — CRM platform to store and manage enriched client data from PreciseFP ## FAQ ### 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 '. 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.