Modern Treasury MCP by usefulapi
by usefulapi.io · remote · no sign-in to list tools · v1.16.3 · published by io.usefulapi
MCP server for Modern Treasury — payment orders, transactions, counterparties and ledgers.
17 tools: 1 can delete or cancel things and 16 only read.
Scanned Oct 21, 2026
- Deletes or cancels1Claude Code: deny: see these tools
- Can't be undone0Claude Code: ask
- Changes things0Claude Code: ask
- Only reads16Claude Code: allow: see these tools
1 check matched something in the tool definitions. No finding is not a safety guarantee. How the checks work.
claude mcp add --transport http modern-treasury https://modern-treasury.usefulapi.io/mcpFindings
Matches of fixed checks, with the text they matched.
The description mentions "credentials".
What this check looks forMatched text
description: "Verify connectivity and credentials. API: GET /ping."
Tools
Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.
17 tools
Deletes or cancels 1Claude Code: deny
modern_treasury_create_counterpartyCreates a counterparty (contact) record in Modern Treasury.No findings
Why it is in this group
- The name "modern_treasury_create_counterparty" says "create": a word for a change.
- The server marks it destructive (destructiveHint: true).
Description, as the server wrote it Creates a counterparty (contact) record in Modern Treasury. Creates a record only — no bank details, MOVES NO MONEY. API: POST /counterparties.
Annotations the server declares
- title: Create counterparty
- destructiveHint: true
Only reads 16Claude Code: allow
modern_treasury_get_counterpartyGet a single counterparty by id.No findings
Why it is in this group
- The name "modern_treasury_get_counterparty" says "get": a word for reading.
Description, as the server wrote it Get a single counterparty by id. API: GET /counterparties/{id}.
Annotations the server declares
- title: Get counterparty
- readOnlyHint: true
modern_treasury_get_ledger_accountGet a single ledger account by id, including balances.No findings
Why it is in this group
- The name "modern_treasury_get_ledger_account" says "get": a word for reading.
Description, as the server wrote it Get a single ledger account by id, including balances. API: GET /ledger_accounts/{id}.
Annotations the server declares
- title: Get ledger account
- readOnlyHint: true
modern_treasury_get_payment_orderGet a single payment order by id (READ ONLY).No findings
Why it is in this group
- The name "modern_treasury_get_payment_order" says "get": a word for reading.
Description, as the server wrote it Get a single payment order by id (READ ONLY). API: GET /payment_orders/{id}.
Annotations the server declares
- title: Get payment order
- readOnlyHint: true
modern_treasury_get_transactionGet a single transaction by id.No findings
Why it is in this group
- The name "modern_treasury_get_transaction" says "get": a word for reading.
Description, as the server wrote it Get a single transaction by id. API: GET /transactions/{id}.
Annotations the server declares
- title: Get transaction
- readOnlyHint: true
modern_treasury_list_counterpartiesList counterparties (contacts).No findings
Why it is in this group
- The name "modern_treasury_list_counterparties" says "list": a word for reading.
Description, as the server wrote it List counterparties (contacts). API: GET /counterparties.
Annotations the server declares
- title: List counterparties
- readOnlyHint: true
modern_treasury_list_expected_paymentsList expected payments (READ ONLY).No findings
Why it is in this group
- The name "modern_treasury_list_expected_payments" says "list": a word for reading.
Description, as the server wrote it List expected payments (READ ONLY). API: GET /expected_payments.
Annotations the server declares
- title: List expected payments
- readOnlyHint: true
modern_treasury_list_external_accountsList external (counterparty) bank accounts.No findings
Why it is in this group
- The name "modern_treasury_list_external_accounts" says "list": a word for reading.
Description, as the server wrote it List external (counterparty) bank accounts. API: GET /external_accounts.
Annotations the server declares
- title: List external accounts
- readOnlyHint: true
modern_treasury_list_internal_accountsList your organization's internal bank accounts.No findings
Why it is in this group
- The name "modern_treasury_list_internal_accounts" says "list": a word for reading.
Description, as the server wrote it List your organization's internal bank accounts. API: GET /internal_accounts.
Annotations the server declares
- title: List internal accounts
- readOnlyHint: true
modern_treasury_list_ledger_accountsList ledger accounts.No findings
Why it is in this group
- The name "modern_treasury_list_ledger_accounts" says "list": a word for reading.
Description, as the server wrote it List ledger accounts. API: GET /ledger_accounts.
Annotations the server declares
- title: List ledger accounts
- readOnlyHint: true
modern_treasury_list_ledger_entriesList ledger entries (individual debits/credits).No findings
Why it is in this group
- The name "modern_treasury_list_ledger_entries" says "list": a word for reading.
Description, as the server wrote it List ledger entries (individual debits/credits). API: GET /ledger_entries.
Annotations the server declares
- title: List ledger entries
- readOnlyHint: true
modern_treasury_list_ledger_transactionsList ledger transactions (READ ONLY — does not post value).No findings
Why it is in this group
- The name "modern_treasury_list_ledger_transactions" says "list": a word for reading.
Description, as the server wrote it List ledger transactions (READ ONLY — does not post value). API: GET /ledger_transactions.
Annotations the server declares
- title: List ledger transactions
- readOnlyHint: true
modern_treasury_list_ledgersList double-entry ledgers.No findings
Why it is in this group
- The name "modern_treasury_list_ledgers" says "list": a word for reading.
Description, as the server wrote it List double-entry ledgers. API: GET /ledgers.
Annotations the server declares
- title: List ledgers
- readOnlyHint: true
modern_treasury_list_payment_ordersList payment orders (READ ONLY — does not create or approve payments).No findings
Why it is in this group
- The name "modern_treasury_list_payment_orders" says "list": a word for reading.
Description, as the server wrote it List payment orders (READ ONLY — does not create or approve payments). API: GET /payment_orders.
Annotations the server declares
- title: List payment orders
- readOnlyHint: true
modern_treasury_list_returnsList payment returns (e.g.No findings
Why it is in this group
- The name "modern_treasury_list_returns" says "list": a word for reading.
Description, as the server wrote it List payment returns (e.g. ACH returns). API: GET /returns.
Annotations the server declares
- title: List returns
- readOnlyHint: true
modern_treasury_list_transactionsList bank transactions.No findings
Why it is in this group
- The name "modern_treasury_list_transactions" says "list": a word for reading.
Description, as the server wrote it List bank transactions. API: GET /transactions.
Annotations the server declares
- title: List transactions
- readOnlyHint: true
modern_treasury_pingVerify connectivity and credentials.1 finding
Why it is in this group
- The name "modern_treasury_ping" says "ping": a word for reading.
Findings
- Info
The description mentions "credentials".
What this check looks forMatched text
description: "Verify connectivity and credentials. API: GET /ping."
Description, as the server wrote it Verify connectivity and credentials. API: GET /ping.
Annotations the server declares
- title: Ping (auth check)
- readOnlyHint: true
This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.
Install
Pinned to version 1.16.3. Values in angle brackets are yours to fill in.
claude mcp add --transport http modern-treasury https://modern-treasury.usefulapi.io/mcpRun in a terminal.
Claude Code permissions
Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.
{
"permissions": {
"allow": [
"mcp__modern-treasury__modern_treasury_ping",
"mcp__modern-treasury__modern_treasury_list_counterparties",
"mcp__modern-treasury__modern_treasury_get_counterparty",
"mcp__modern-treasury__modern_treasury_list_internal_accounts",
"mcp__modern-treasury__modern_treasury_list_external_accounts",
"mcp__modern-treasury__modern_treasury_list_payment_orders",
"mcp__modern-treasury__modern_treasury_get_payment_order",
"mcp__modern-treasury__modern_treasury_list_expected_payments",
"mcp__modern-treasury__modern_treasury_list_transactions",
"mcp__modern-treasury__modern_treasury_get_transaction",
"mcp__modern-treasury__modern_treasury_list_returns",
"mcp__modern-treasury__modern_treasury_list_ledgers",
"mcp__modern-treasury__modern_treasury_list_ledger_accounts",
"mcp__modern-treasury__modern_treasury_get_ledger_account",
"mcp__modern-treasury__modern_treasury_list_ledger_transactions",
"mcp__modern-treasury__modern_treasury_list_ledger_entries"
],
"ask": [],
"deny": [
"mcp__modern-treasury__modern_treasury_create_counterparty"
]
}
}Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as modern-treasury. Review it before you use it.