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Modern Treasury MCP by usefulapi

Modern Treasury MCP by usefulapi

Remote
usefulapi.ioFinance0Updated today

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

  1. 01Browse counterparties and accounts
  2. 02Inspect payment orders and transactions
  3. 03Query ledgers and ledger entries
  4. 04Create counterparties

Use cases

  1. 01Review payment-order and transaction records
  2. 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.

Endpointhttps://modern-treasury.usefulapi.io/mcp
Copy install command
Claude CodeTerminal
Cursor.cursor/mcp.json
VS Code.vscode/mcp.json
Claude Desktopclaude_desktop_config.json
Windsurf~/.codeium/windsurf/mcp_config.json

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

17

This tool takes no parameters.

Details

From the project README

Modern 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 /mcp to 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

ToolTypeWhat it does
modern_treasury_pingreadPing (auth check)
modern_treasury_list_counterpartiesreadList counterparties
modern_treasury_get_counterpartyreadGet counterparty
modern_treasury_list_internal_accountsreadList internal accounts
modern_treasury_list_external_accountsreadList external accounts
modern_treasury_list_payment_ordersreadList payment orders
modern_treasury_get_payment_orderreadGet payment order
modern_treasury_list_expected_paymentsreadList expected payments
modern_treasury_list_transactionsreadList transactions
modern_treasury_get_transactionreadGet transaction
modern_treasury_list_returnsreadList returns
modern_treasury_list_ledgersreadList ledgers
modern_treasury_list_ledger_accountsreadList ledger accounts
modern_treasury_get_ledger_accountreadGet ledger account
modern_treasury_list_ledger_transactionsreadList ledger transactions
modern_treasury_list_ledger_entriesreadList ledger entries
modern_treasury_create_counterpartywriteCreate counterparty
modern_treasury_usage_statusmetaUsage status (free-tier meter)
modern_treasury_request_featuremetaRequest a missing feature
modern_treasury_upgrademetaUpgrade to Pro (unlimited*)
modern_treasury_cancel_subscriptionmetaCancel 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

PlanPriceLimit
Free$050 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.

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