Modern Treasury MCP by usefulapi
MCP server for Modern Treasury — payment orders, transactions, counterparties and ledgers.
Connect it
Settings → Connectors → Add custom connector
URL: https://modern-treasury.usefulapi.io/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://modern-treasury.usefulapi.io/mcp{
"mcpServers": {
"modern-treasury": {
"url": "https://modern-treasury.usefulapi.io/mcp"
}
}
}claude mcp add --transport http modern-treasury https://modern-treasury.usefulapi.io/mcp{
"servers": {
"modern-treasury": {
"type": "http",
"url": "https://modern-treasury.usefulapi.io/mcp"
}
}
}17 tools, verified live
modern_treasury_pingread-onlyVerify connectivity and credentials. API: GET /ping.
modern_treasury_list_counterpartiesread-onlyList counterparties (contacts). API: GET /counterparties.
modern_treasury_get_counterpartyread-onlyGet a single counterparty by id. API: GET /counterparties/{id}.
modern_treasury_list_internal_accountsread-onlyList your organization's internal bank accounts. API: GET /internal_accounts.
modern_treasury_list_external_accountsread-onlyList external (counterparty) bank accounts. API: GET /external_accounts.
modern_treasury_list_payment_ordersread-onlyList payment orders (READ ONLY — does not create or approve payments). API: GET /payment_orders.
modern_treasury_get_payment_orderread-onlyGet a single payment order by id (READ ONLY). API: GET /payment_orders/{id}.
modern_treasury_list_expected_paymentsread-onlyList expected payments (READ ONLY). API: GET /expected_payments.
modern_treasury_list_transactionsread-onlyList bank transactions. API: GET /transactions.
modern_treasury_get_transactionread-onlyGet a single transaction by id. API: GET /transactions/{id}.
modern_treasury_list_returnsread-onlyList payment returns (e.g. ACH returns). API: GET /returns.
modern_treasury_list_ledgersread-onlyList double-entry ledgers. API: GET /ledgers.
modern_treasury_list_ledger_accountsread-onlyList ledger accounts. API: GET /ledger_accounts.
modern_treasury_get_ledger_accountread-onlyGet a single ledger account by id, including balances. API: GET /ledger_accounts/{id}.
modern_treasury_list_ledger_transactionsread-onlyList ledger transactions (READ ONLY — does not post value). API: GET /ledger_transactions.
modern_treasury_list_ledger_entriesread-onlyList ledger entries (individual debits/credits). API: GET /ledger_entries.
modern_treasury_create_counterpartycan modifyCreates a counterparty (contact) record in Modern Treasury. Creates a record only — no bank details, MOVES NO MONEY. API: POST /counterparties.
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