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modern-treasury

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

使うべきか

品質と安全性

A
説明の品質
100%
スキーマの完全性
89%
命名の品質
64%
ポイズニングのリスク
100%
権限の一致
100%
プロトコルへの準拠
100%

検出事項（14）

  • LOWTool 'modern_treasury_list_counterparties' name length outside 3-30 rangemodern_treasury_list_counterparties 内
  • LOWTool 'modern_treasury_get_counterparty' name length outside 3-30 rangemodern_treasury_get_counterparty 内
  • LOWTool 'modern_treasury_list_internal_accounts' name length outside 3-30 rangemodern_treasury_list_internal_accounts 内
  • LOWTool 'modern_treasury_list_external_accounts' name length outside 3-30 rangemodern_treasury_list_external_accounts 内
  • LOWTool 'modern_treasury_list_payment_orders' name length outside 3-30 rangemodern_treasury_list_payment_orders 内
  • LOWTool 'modern_treasury_get_payment_order' name length outside 3-30 rangemodern_treasury_get_payment_order 内
  • LOWTool 'modern_treasury_list_expected_payments' name length outside 3-30 rangemodern_treasury_list_expected_payments 内
  • LOWTool 'modern_treasury_list_transactions' name length outside 3-30 rangemodern_treasury_list_transactions 内
  • LOWTool 'modern_treasury_get_transaction' name length outside 3-30 rangemodern_treasury_get_transaction 内
  • LOWTool 'modern_treasury_list_ledger_accounts' name length outside 3-30 rangemodern_treasury_list_ledger_accounts 内

ツール定義とプロトコルへの準拠に関する自動分析に基づいています。

コンテキストコスト

~2,193トークン数（ツール定義）
~1000 B一般的なレスポンスサイズ
注意への影響は中程度（128k コンテキストの 1.71%）

これは、サーバーのツールがモデルのコンテキストに読み込まれるたびに消費されるおおよそのトークン数です。数が多いほど、ほかのタスクに使える注意が減ります。

インストール

ワンクリックインストール

これを `claude_desktop_config.json` ファイルに追加してください:

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

リモートエンドポイント

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

できること

ツール一覧

ツール（17）

🟢 読み取り専用🟡 書き込み🔴 削除⚪ 不明
🟢modern_treasury_ping

Verify connectivity and credentials. API: GET /ping.

入力スキーマ

{
  "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.

入力スキーマ

{
  "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}.

入力スキーマ

{
  "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.

入力スキーマ

{
  "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.

入力スキーマ

{
  "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.

入力スキーマ

{
  "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}.

入力スキーマ

{
  "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.

入力スキーマ

{
  "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.

入力スキーマ

{
  "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}.

入力スキーマ

{
  "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.

入力スキーマ

{
  "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.

入力スキーマ

{
  "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.

入力スキーマ

{
  "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}.

入力スキーマ

{
  "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.

入力スキーマ

{
  "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.

入力スキーマ

{
  "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.

入力スキーマ

{
  "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#"
}

推奨プロンプト

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

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エビデンス

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検証済みバージョンは記録されていませんツール 17 件