About Modern Treasury MCP by usefulapi
Modern Treasury MCP by usefulapi is a hosted MCP server for finance and payment-operations teams to query Modern Treasury data. It provides read access to payment and ledger records, plus a tool to create counterparties.
Key features
- 01Browse counterparties and accounts
- 02Inspect payment orders and transactions
- 03Query ledgers and ledger entries
- 04Create counterparties
Use cases
- 01Review payment-order and transaction records
- 02Look up ledger accounts and entries
MCP support
Exposes Modern Treasury read tools and counterparty creation to MCP clients. It is hosted and connects using the user’s Modern Treasury organization ID and API key.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://modern-treasury.usefulapi.io/mcpclaude mcp add --transport http io-usefulapi-modern-treasury https://modern-treasury.usefulapi.io/mcp{"mcpServers":{"io-usefulapi-modern-treasury":{"type":"http","url":"https://modern-treasury.usefulapi.io/mcp"}}}Open in Cursor{"servers":{"io-usefulapi-modern-treasury":{"type":"http","url":"https://modern-treasury.usefulapi.io/mcp"}}}Open in VS Code{"mcpServers":{"io-usefulapi-modern-treasury":{"type":"http","url":"https://modern-treasury.usefulapi.io/mcp"}}}{"mcpServers":{"io-usefulapi-modern-treasury":{"serverUrl":"https://modern-treasury.usefulapi.io/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
17This tool takes no parameters.
Details
From the project READMEModern Treasury MCP by usefulapi
Query your Modern Treasury payment-ops and ledger data from Claude, Cursor, or any MCP client. Hosted, no local install — connect with your Modern Treasury API key.
Live endpoint: https://modern-treasury.usefulapi.io/mcp · Homepage: https://usefulapi.io/modern-treasury
Connect
- Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste
https://modern-treasury.usefulapi.io/mcp. - Claude Code:
claude mcp add --transport http modern-treasury https://modern-treasury.usefulapi.io/mcp, then run/mcpto log in. - VS Code: Add to VS Code.
- Cursor and other clients: add the URL as a remote MCP server:
{
"mcpServers": {
"modern-treasury": {
"url": "https://modern-treasury.usefulapi.io/mcp"
}
}
}
Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your Modern Treasury credentials.
Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/modern-treasury/
On first connect you'll paste your Modern Treasury org ID + API key. It's validated, stored per-user, and scoped to you.
Tools
| Tool | Type | What it does |
|---|---|---|
modern_treasury_ping | read | Ping (auth check) |
modern_treasury_list_counterparties | read | List counterparties |
modern_treasury_get_counterparty | read | Get counterparty |
modern_treasury_list_internal_accounts | read | List internal accounts |
modern_treasury_list_external_accounts | read | List external accounts |
modern_treasury_list_payment_orders | read | List payment orders |
modern_treasury_get_payment_order | read | Get payment order |
modern_treasury_list_expected_payments | read | List expected payments |
modern_treasury_list_transactions | read | List transactions |
modern_treasury_get_transaction | read | Get transaction |
modern_treasury_list_returns | read | List returns |
modern_treasury_list_ledgers | read | List ledgers |
modern_treasury_list_ledger_accounts | read | List ledger accounts |
modern_treasury_get_ledger_account | read | Get ledger account |
modern_treasury_list_ledger_transactions | read | List ledger transactions |
modern_treasury_list_ledger_entries | read | List ledger entries |
modern_treasury_create_counterparty | write | Create counterparty |
modern_treasury_usage_status | meta | Usage status (free-tier meter) |
modern_treasury_request_feature | meta | Request a missing feature |
modern_treasury_upgrade | meta | Upgrade to Pro (unlimited*) |
modern_treasury_cancel_subscription | meta | Cancel the Pro subscription |
read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.
Pricing
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Pro | $9/mo or $90/yr (2 months free) | Unlimited* |
*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].
Pro covers this server only. Subscribe with modern_treasury_upgrade (it returns a Stripe Checkout link). Cancel any time with modern_treasury_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running modern_treasury_upgrade before then undoes the cancel. Or write to [email protected].
License
MIT — see LICENSE. Documentation only; the server is hosted.
Comments
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