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modern-treasury

MCP server for Modern Treasury — payment orders, transactions, counterparties and ledgers.

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Calidad y seguridad

A
Calidad de la descripción
100%
Integridad del esquema
89%
Calidad de los nombres
64%
Riesgo de envenenamiento
100%
Coincidencia de permisos
100%
Cumplimiento del protocolo
100%

Hallazgos (14)

  • LOWTool 'modern_treasury_list_counterparties' name length outside 3-30 rangeen modern_treasury_list_counterparties
  • LOWTool 'modern_treasury_get_counterparty' name length outside 3-30 rangeen modern_treasury_get_counterparty
  • LOWTool 'modern_treasury_list_internal_accounts' name length outside 3-30 rangeen modern_treasury_list_internal_accounts
  • LOWTool 'modern_treasury_list_external_accounts' name length outside 3-30 rangeen modern_treasury_list_external_accounts
  • LOWTool 'modern_treasury_list_payment_orders' name length outside 3-30 rangeen modern_treasury_list_payment_orders
  • LOWTool 'modern_treasury_get_payment_order' name length outside 3-30 rangeen modern_treasury_get_payment_order
  • LOWTool 'modern_treasury_list_expected_payments' name length outside 3-30 rangeen modern_treasury_list_expected_payments
  • LOWTool 'modern_treasury_list_transactions' name length outside 3-30 rangeen modern_treasury_list_transactions
  • LOWTool 'modern_treasury_get_transaction' name length outside 3-30 rangeen modern_treasury_get_transaction
  • LOWTool 'modern_treasury_list_ledger_accounts' name length outside 3-30 rangeen modern_treasury_list_ledger_accounts

Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.

Costo de contexto

~2,193Tokens (definiciones de herramientas)
~1000 BTamaño de respuesta típico
Impacto moderado en la atención (1.71% del contexto de 128k)

Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.

Instalar

Instalación con un clic

Agrega esto a tu archivo `claude_desktop_config.json`:

{
  "mcpServers": {
    "modern-treasury": {
      "url": "https://modern-treasury.usefulapi.io/mcp"
    }
  }
}

Puntos de conexión remotos

https://modern-treasury.usefulapi.io/mcpstreamable-http

Qué puede hacer

Inventario de herramientas

Herramientas (17)

🟢 Solo lectura🟡 Escritura🔴 Eliminación⚪ Desconocido
🟢modern_treasury_ping

Verify connectivity and credentials. API: GET /ping.

Esquema de entrada

{
  "type": "object",
  "properties": {},
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢modern_treasury_list_counterparties(per_page, after_cursor, name, email)

List counterparties (contacts). API: GET /counterparties.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "per_page": {
      "description": "Results per page (default 25, max 100).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 100
    },
    "after_cursor": {
      "description": "Pagination cursor from a prior response's next_cursor (X-After-Cursor header).",
      "type": "string"
    },
    "name": {
      "description": "Filter by counterparty name.",
      "type": "string"
    },
    "email": {
      "description": "Filter by counterparty email.",
      "type": "string"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢modern_treasury_get_counterparty(id)

Get a single counterparty by id. API: GET /counterparties/{id}.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "description": "Counterparty id."
    }
  },
  "required": [
    "id"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢modern_treasury_list_internal_accounts(per_page, after_cursor)

List your organization's internal bank accounts. API: GET /internal_accounts.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "per_page": {
      "description": "Results per page (default 25, max 100).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 100
    },
    "after_cursor": {
      "description": "Pagination cursor from a prior response's next_cursor (X-After-Cursor header).",
      "type": "string"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢modern_treasury_list_external_accounts(per_page, after_cursor, counterparty_id)

List external (counterparty) bank accounts. API: GET /external_accounts.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "per_page": {
      "description": "Results per page (default 25, max 100).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 100
    },
    "after_cursor": {
      "description": "Pagination cursor from a prior response's next_cursor (X-After-Cursor header).",
      "type": "string"
    },
    "counterparty_id": {
      "description": "Filter by owning counterparty id.",
      "type": "string"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢modern_treasury_list_payment_orders(per_page, after_cursor, status, direction, counterparty_id)

List payment orders (READ ONLY — does not create or approve payments). API: GET /payment_orders.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "per_page": {
      "description": "Results per page (default 25, max 100).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 100
    },
    "after_cursor": {
      "description": "Pagination cursor from a prior response's next_cursor (X-After-Cursor header).",
      "type": "string"
    },
    "status": {
      "description": "Filter by status, e.g. approved, pending, completed.",
      "type": "string"
    },
    "direction": {
      "description": "Filter by direction.",
      "type": "string",
      "enum": [
        "credit",
        "debit"
      ]
    },
    "counterparty_id": {
      "description": "Filter by counterparty id.",
      "type": "string"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢modern_treasury_get_payment_order(id)

Get a single payment order by id (READ ONLY). API: GET /payment_orders/{id}.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "description": "Payment order id."
    }
  },
  "required": [
    "id"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢modern_treasury_list_expected_payments(per_page, after_cursor, status)

List expected payments (READ ONLY). API: GET /expected_payments.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "per_page": {
      "description": "Results per page (default 25, max 100).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 100
    },
    "after_cursor": {
      "description": "Pagination cursor from a prior response's next_cursor (X-After-Cursor header).",
      "type": "string"
    },
    "status": {
      "description": "Filter by status, e.g. unreconciled, reconciled.",
      "type": "string"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢modern_treasury_list_transactions(per_page, after_cursor, internal_account_id)

List bank transactions. API: GET /transactions.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "per_page": {
      "description": "Results per page (default 25, max 100).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 100
    },
    "after_cursor": {
      "description": "Pagination cursor from a prior response's next_cursor (X-After-Cursor header).",
      "type": "string"
    },
    "internal_account_id": {
      "description": "Filter by internal account id.",
      "type": "string"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢modern_treasury_get_transaction(id)

Get a single transaction by id. API: GET /transactions/{id}.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "description": "Transaction id."
    }
  },
  "required": [
    "id"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢modern_treasury_list_returns(per_page, after_cursor)

List payment returns (e.g. ACH returns). API: GET /returns.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "per_page": {
      "description": "Results per page (default 25, max 100).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 100
    },
    "after_cursor": {
      "description": "Pagination cursor from a prior response's next_cursor (X-After-Cursor header).",
      "type": "string"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢modern_treasury_list_ledgers(per_page, after_cursor)

List double-entry ledgers. API: GET /ledgers.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "per_page": {
      "description": "Results per page (default 25, max 100).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 100
    },
    "after_cursor": {
      "description": "Pagination cursor from a prior response's next_cursor (X-After-Cursor header).",
      "type": "string"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢modern_treasury_list_ledger_accounts(per_page, after_cursor, ledger_id)

List ledger accounts. API: GET /ledger_accounts.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "per_page": {
      "description": "Results per page (default 25, max 100).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 100
    },
    "after_cursor": {
      "description": "Pagination cursor from a prior response's next_cursor (X-After-Cursor header).",
      "type": "string"
    },
    "ledger_id": {
      "description": "Filter by ledger id.",
      "type": "string"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢modern_treasury_get_ledger_account(id)

Get a single ledger account by id, including balances. API: GET /ledger_accounts/{id}.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "id": {
      "type": "string",
      "description": "Ledger account id."
    }
  },
  "required": [
    "id"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢modern_treasury_list_ledger_transactions(per_page, after_cursor, ledger_id)

List ledger transactions (READ ONLY — does not post value). API: GET /ledger_transactions.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "per_page": {
      "description": "Results per page (default 25, max 100).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 100
    },
    "after_cursor": {
      "description": "Pagination cursor from a prior response's next_cursor (X-After-Cursor header).",
      "type": "string"
    },
    "ledger_id": {
      "description": "Filter by ledger id.",
      "type": "string"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🟢modern_treasury_list_ledger_entries(per_page, after_cursor, ledger_account_id)

List ledger entries (individual debits/credits). API: GET /ledger_entries.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "per_page": {
      "description": "Results per page (default 25, max 100).",
      "type": "integer",
      "exclusiveMinimum": 0,
      "maximum": 100
    },
    "after_cursor": {
      "description": "Pagination cursor from a prior response's next_cursor (X-After-Cursor header).",
      "type": "string"
    },
    "ledger_account_id": {
      "description": "Filter by ledger account id.",
      "type": "string"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}
🔴modern_treasury_create_counterparty(name, email, metadata)

Creates a counterparty (contact) record in Modern Treasury. Creates a record only — no bank details, MOVES NO MONEY. API: POST /counterparties.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "description": "Counterparty (contact) name."
    },
    "email": {
      "description": "Counterparty email.",
      "type": "string"
    },
    "metadata": {
      "description": "Arbitrary string key/value metadata.",
      "type": "object",
      "propertyNames": {
        "type": "string"
      },
      "additionalProperties": {
        "type": "string"
      }
    }
  },
  "required": [
    "name"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Prompts recomendados

retrieve_data
Get details about [item] from modern-treasury
Herramientas esperadas: modern_treasury_get_counterparty
fetch_info
Fetch [information type] using modern-treasury
Herramientas esperadas: modern_treasury_get_counterparty
list_items
List all [items] available in modern-treasury
Herramientas esperadas: modern_treasury_list_counterparties
browse_collection
Show me the [collection] from modern-treasury
Herramientas esperadas: modern_treasury_list_counterparties
explore_workflow
List available [items], then get details for each one using modern-treasury
Herramientas esperadas: modern_treasury_list_counterpartiesmodern_treasury_get_counterparty

Comunidad

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Evidencia

Observaciones recientes

verificadoversión no registrada17 herramientas