usefulapi

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

Claude

  1. Open Settings → Connectors → Add custom connector
  2. Paste this URL:
    https://modern-treasury.usefulapi.io/mcp
  3. Authenticate with Modern Treasury when prompted

Cursor · VS Code · Windsurf · Cline

Add to your MCP config, then reload & authorize:

{
  "mcpServers": {
    "modern-treasury": {
      "url": "https://modern-treasury.usefulapi.io/mcp"
    }
  }
}
live19 toolsFree 100 tool calls / monthPro $9/mo · $90/yr

Tools 19

ToolTypeWhat it does
modern_treasury_pingread
Ping (auth check)
Verify connectivity and credentials. API: GET /ping.
modern_treasury_list_counterpartiesread
List counterparties
List counterparties (contacts). API: GET /counterparties.
modern_treasury_get_counterpartyread
Get counterparty
Get a single counterparty by id. API: GET /counterparties/{id}.
modern_treasury_list_internal_accountsread
List internal accounts
List your organization's internal bank accounts. API: GET /internal_accounts.
modern_treasury_list_external_accountsread
List external accounts
List external (counterparty) bank accounts. API: GET /external_accounts.
modern_treasury_list_payment_ordersread
List payment orders
List payment orders (READ ONLY — does not create or approve payments). API: GET /payment_orders.
modern_treasury_get_payment_orderread
Get payment order
Get a single payment order by id (READ ONLY). API: GET /payment_orders/{id}.
modern_treasury_list_expected_paymentsread
List expected payments
List expected payments (READ ONLY). API: GET /expected_payments.
modern_treasury_list_transactionsread
List transactions
List bank transactions. API: GET /transactions.
modern_treasury_get_transactionread
Get transaction
Get a single transaction by id. API: GET /transactions/{id}.
modern_treasury_list_returnsread
List returns
List payment returns (e.g. ACH returns). API: GET /returns.
modern_treasury_list_ledgersread
List ledgers
List double-entry ledgers. API: GET /ledgers.
modern_treasury_list_ledger_accountsread
List ledger accounts
List ledger accounts. API: GET /ledger_accounts.
modern_treasury_get_ledger_accountread
Get ledger account
Get a single ledger account by id, including balances. API: GET /ledger_accounts/{id}.
modern_treasury_list_ledger_transactionsread
List ledger transactions
List ledger transactions (READ ONLY — does not post value). API: GET /ledger_transactions.
modern_treasury_list_ledger_entriesread
List ledger entries
List ledger entries (individual debits/credits). API: GET /ledger_entries.
modern_treasury_create_counterpartywrite
Create counterparty
Creates a counterparty (contact) record in Modern Treasury. Creates a record only — no bank details, MOVES NO MONEY. API: POST /counterparties.
modern_treasury_usage_statusmeta
Usage status (free-tier meter)
Report the caller's current free-tier usage this month: calls used, monthly limit, remaining, and whether the cap is reached. Read-only; does not count against the meter.
modern_treasury_upgrademeta
Upgrade to Pro (unlimited)
Subscribe to the Pro plan for UNLIMITED Modern Treasury tool calls (the free tier caps monthly usage). Choose monthly ($9/month) or yearly ($90/year — 2 months free) billing. Returns a Stripe Checkout link to open in your browser; after payment your account upgrades automatically. Read-only; does not count against the meter.

Pricing

PlanPriceLimit
Free$0100 tool calls / month
Pro$9/mo · $90/yrUnlimited

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.