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modern-treasury

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

사용해야 할까요

품질 및 안전성

A
설명 품질
100%
스키마 완전성
89%
이름 품질
64%
오염 위험
100%
권한 일치
100%
프로토콜 준수
100%

발견 사항 (14)

  • LOWTool 'modern_treasury_list_counterparties' name length outside 3-30 rangemodern_treasury_list_counterparties에서
  • LOWTool 'modern_treasury_get_counterparty' name length outside 3-30 rangemodern_treasury_get_counterparty에서
  • LOWTool 'modern_treasury_list_internal_accounts' name length outside 3-30 rangemodern_treasury_list_internal_accounts에서
  • LOWTool 'modern_treasury_list_external_accounts' name length outside 3-30 rangemodern_treasury_list_external_accounts에서
  • LOWTool 'modern_treasury_list_payment_orders' name length outside 3-30 rangemodern_treasury_list_payment_orders에서
  • LOWTool 'modern_treasury_get_payment_order' name length outside 3-30 rangemodern_treasury_get_payment_order에서
  • LOWTool 'modern_treasury_list_expected_payments' name length outside 3-30 rangemodern_treasury_list_expected_payments에서
  • LOWTool 'modern_treasury_list_transactions' name length outside 3-30 rangemodern_treasury_list_transactions에서
  • LOWTool 'modern_treasury_get_transaction' name length outside 3-30 rangemodern_treasury_get_transaction에서
  • LOWTool 'modern_treasury_list_ledger_accounts' name length outside 3-30 rangemodern_treasury_list_ledger_accounts에서

도구 정의와 프로토콜 준수에 대한 자동 분석을 기반으로 합니다.

컨텍스트 비용

~2,193토큰 (도구 정의)
~1000 B일반적인 응답 크기
중간 정도의 주의 영향 (128k 컨텍스트의 1.71%)

이는 서버의 도구가 모델의 컨텍스트에 로드될 때마다 소비되는 대략적인 토큰 수입니다. 수치가 높을수록 다른 작업에 사용할 수 있는 주의가 줄어듭니다.

설치

원클릭 설치

`claude_desktop_config.json` 파일에 다음을 추가하세요:

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

원격 엔드포인트

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

할 수 있는 일

도구 목록

도구 (17)

🟢 읽기 전용🟡 쓰기🔴 삭제⚪ 알 수 없음
🟢modern_treasury_ping

Verify connectivity and credentials. API: GET /ping.

입력 스키마

{
  "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.

입력 스키마

{
  "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}.

입력 스키마

{
  "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.

입력 스키마

{
  "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.

입력 스키마

{
  "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.

입력 스키마

{
  "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}.

입력 스키마

{
  "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.

입력 스키마

{
  "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.

입력 스키마

{
  "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}.

입력 스키마

{
  "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.

입력 스키마

{
  "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.

입력 스키마

{
  "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.

입력 스키마

{
  "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}.

입력 스키마

{
  "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.

입력 스키마

{
  "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.

입력 스키마

{
  "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.

입력 스키마

{
  "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#"
}

권장 프롬프트

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

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