io.usefulapi/modern-treasury

up checked 2026-11-11T06:40:22.083Z

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Publisher-provided title

Modern Treasury MCP by usefulapi

Publisher-provided description

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

Summary by lookupd

Reads payment orders, transactions, ledgers and counterparties, and can create counterparty records; it does not move money.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http modern-treasury https://modern-treasury.usefulapi.io/mcp

Codex, remote (streamable-http)

codex mcp add modern-treasury --url https://modern-treasury.usefulapi.io/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (17 tools)

Publisher-provided text

• modern_treasury_ping Verify connectivity and credentials. API: GET /ping.
• modern_treasury_list_counterparties List counterparties (contacts). API: GET /counterparties.
• modern_treasury_get_counterparty Get a single counterparty by id. API: GET /counterparties/{id}.
• modern_treasury_list_internal_accounts List your organization's internal bank accounts. API: GET /internal_accounts.
• modern_treasury_list_external_accounts List external (counterparty) bank accounts. API: GET /external_accounts.
• modern_treasury_list_payment_orders List payment orders (READ ONLY — does not create or approve payments). API: GET /payment_orders.
• modern_treasury_get_payment_order Get a single payment order by id (READ ONLY). API: GET /payment_orders/{id}.
• modern_treasury_list_expected_payments List expected payments (READ ONLY). API: GET /expected_payments.
• modern_treasury_list_transactions List bank transactions. API: GET /transactions.
• modern_treasury_get_transaction Get a single transaction by id. API: GET /transactions/{id}.
• modern_treasury_list_returns List payment returns (e.g. ACH returns). API: GET /returns.
• modern_treasury_list_ledgers List double-entry ledgers. API: GET /ledgers.
• modern_treasury_list_ledger_accounts List ledger accounts. API: GET /ledger_accounts.
• modern_treasury_get_ledger_account Get a single ledger account by id, including balances. API: GET /ledger_accounts/{id}.
• modern_treasury_list_ledger_transactions List ledger transactions (READ ONLY — does not post value). API: GET /ledger_transactions.
• modern_treasury_list_ledger_entries List ledger entries (individual debits/credits). API: GET /ledger_entries.
• modern_treasury_create_counterparty Creates a counterparty (contact) record in Modern Treasury. Creates a record only — no bank details, MOVES NO MONEY. API: POST /counterparties.

Details

• Version: 1.37.3
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 697 ms
• First indexed: 2026-11-01T10:05:25.742Z
• Last seen in registry: 2026-11-11T00:17:29.983Z
• Repository: https://github.com/m190/usefulapi-mcp
• Website: https://usefulapi.io/modern-treasury/

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