Modern Treasury MCP by usefulapi

io.usefulapi由 usefulapi.io 发布官方发布者v1.36.5更新于 Nov 8, 2026

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

发布方自己的服务：Ably MCP by usefulapi

已验证Streamable HTTP可网页运行金融数据与分析商业与电商

概览

AI 生成的概览

托管式 MCP 服务器，让助手读取 Modern Treasury 的付款单、交易、交易对手和账本数据，并可创建交易对手记录。

可以做什么
  • 通过 ping 检查连接与凭据
  • 列出并获取交易对手，以及创建新的交易对手记录
  • 列出内部与外部银行账户
  • 列出并获取付款单、预期付款和退款
  • 列出并获取银行交易
  • 列出账本、含余额的账本账户、账本交易和账本分录
适用场景
适合用自然语言查询付款运营和账本余额的场景，例如哪些付款单仍在待处理、内部账户最近的银行交易、近期付款为何被退回，无需打开 Modern Treasury 后台。
运行要求
远程 MCP 端点，无需本地安装。通过 OAuth 登录，首次连接时需粘贴 Modern Treasury 组织 ID 和 API 密钥，经校验后按用户存储。需要 Modern Treasury 账户。免费方案每月 50 次工具调用。
安装前请注意
服务器会接收你的 Modern Treasury 组织 ID 和 API 密钥，可访问付款与账本数据；README 建议客户端配置中只填 URL，不要添加 Authorization 头。多数工具为只读，但创建交易对手会写入记录，使用前请确认。付费方案需花钱（Pro 每月 9 美元或每年 90 美元，Pro+ 每月 39 美元或每年 390 美元），升级会返回 Stripe 结账链接；取消后服务持续到付费期结束，当期不退款。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Modern Treasury MCP by usefulapi，将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.usefulapi%2Fmodern-treasury/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "mcpServers": {
    "modern-treasury-by-usefulapi": {
      "type": "http",
      "url": "https://modern-treasury.usefulapi.io/mcp"
    }
  }
}

README

Modern Treasury MCP by usefulapi

Query your Modern Treasury payment-ops and ledger data from Claude, Cursor, or any MCP client. Hosted, no local install — connect with your Modern Treasury API key.

Live endpoint: https://modern-treasury.usefulapi.io/mcp · Homepage: https://usefulapi.io/modern-treasury

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://modern-treasury.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http modern-treasury https://modern-treasury.usefulapi.io/mcp, then run /mcp to log in.
  • VS Code: Add to VS Code.
  • Cursor and other clients: add the URL as a remote MCP server:
json
{  "mcpServers": {    "modern-treasury": {      "url": "https://modern-treasury.usefulapi.io/mcp"    }  }}

Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your Modern Treasury credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/modern-treasury/

On first connect you'll paste your Modern Treasury org ID + API key. It's validated, stored per-user, and scoped to you.

Tools

ToolTypeWhat it does
modern_treasury_pingreadPing (auth check)
modern_treasury_list_counterpartiesreadList counterparties
modern_treasury_get_counterpartyreadGet counterparty
modern_treasury_list_internal_accountsreadList internal accounts
modern_treasury_list_external_accountsreadList external accounts
modern_treasury_list_payment_ordersreadList payment orders
modern_treasury_get_payment_orderreadGet payment order
modern_treasury_list_expected_paymentsreadList expected payments
modern_treasury_list_transactionsreadList transactions
modern_treasury_get_transactionreadGet transaction
modern_treasury_list_returnsreadList returns
modern_treasury_list_ledgersreadList ledgers
modern_treasury_list_ledger_accountsreadList ledger accounts
modern_treasury_get_ledger_accountreadGet ledger account
modern_treasury_list_ledger_transactionsreadList ledger transactions
modern_treasury_list_ledger_entriesreadList ledger entries
modern_treasury_create_counterpartywriteCreate counterparty
modern_treasury_usage_statusmetaUsage status (free-tier meter)
modern_treasury_request_featuremetaRequest a missing feature
modern_treasury_upgrademetaUpgrade to Pro or Pro+
modern_treasury_cancel_subscriptionmetaCancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Pro$9/mo or $90/yr (2 months free)Unlimited*

*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this server only. Subscribe with modern_treasury_upgrade (it returns a Stripe Checkout link). Cancel any time with modern_treasury_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running modern_treasury_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT — see LICENSE. Documentation only; the server is hosted.

来源：servers/modern-treasury/README.md，提交 4046075

工具

17

modern_treasury_ping

Ping (auth check)

Verify connectivity and credentials. API: GET /ping.

无需输入参数。

modern_treasury_list_counterparties

List counterparties

List counterparties (contacts). API: GET /counterparties.

输入参数nameemailper_pageafter_cursor

modern_treasury_get_counterparty

Get counterparty

Get a single counterparty by id. API: GET /counterparties/{id}.

输入参数id必填

modern_treasury_list_internal_accounts

List internal accounts

List your organization's internal bank accounts. API: GET /internal_accounts.

输入参数per_pageafter_cursor

modern_treasury_list_external_accounts

List external accounts

List external (counterparty) bank accounts. API: GET /external_accounts.

输入参数per_pageafter_cursorcounterparty_id

modern_treasury_list_payment_orders

List payment orders

List payment orders (READ ONLY — does not create or approve payments). API: GET /payment_orders.

输入参数statusper_pagedirectionafter_cursorcounterparty_id

modern_treasury_get_payment_order

Get payment order

Get a single payment order by id (READ ONLY). API: GET /payment_orders/{id}.

输入参数id必填

modern_treasury_list_expected_payments

List expected payments

List expected payments (READ ONLY). API: GET /expected_payments.

输入参数statusper_pageafter_cursor

modern_treasury_list_transactions

List transactions

List bank transactions. API: GET /transactions.

输入参数per_pageafter_cursorinternal_account_id

modern_treasury_get_transaction

Get transaction

Get a single transaction by id. API: GET /transactions/{id}.

输入参数id必填

modern_treasury_list_returns

List returns

List payment returns (e.g. ACH returns). API: GET /returns.

输入参数per_pageafter_cursor

modern_treasury_list_ledgers

List ledgers

List double-entry ledgers. API: GET /ledgers.

输入参数per_pageafter_cursor

modern_treasury_list_ledger_accounts

List ledger accounts

List ledger accounts. API: GET /ledger_accounts.

输入参数per_pageledger_idafter_cursor

modern_treasury_get_ledger_account

Get ledger account

Get a single ledger account by id, including balances. API: GET /ledger_accounts/{id}.

输入参数id必填

modern_treasury_list_ledger_transactions

List ledger transactions

List ledger transactions (READ ONLY — does not post value). API: GET /ledger_transactions.

输入参数per_pageledger_idafter_cursor

modern_treasury_list_ledger_entries

List ledger entries

List ledger entries (individual debits/credits). API: GET /ledger_entries.

输入参数per_pageafter_cursorledger_account_id

modern_treasury_create_counterparty

Create counterparty

Creates a counterparty (contact) record in Modern Treasury. Creates a record only — no bank details, MOVES NO MONEY. API: POST /counterparties.

输入参数name必填emailmetadata

版本历史

22
  1. v1.36.5最新Nov 8, 2026
  2. v1.36.4Nov 7, 2026
  3. v1.35.3Nov 5, 2026
  4. v1.35.2Nov 5, 2026
  5. v1.35.1Nov 4, 2026
  6. v1.35.0Nov 3, 2026
  7. v1.34.1Nov 3, 2026
  8. v1.33.0Nov 1, 2026
  9. v1.31.0Oct 31, 2026
  10. v1.30.0Oct 31, 2026
  11. v1.29.2Oct 30, 2026
  12. v1.29.0Oct 30, 2026
  13. v1.24.0Oct 26, 2026
  14. v1.21.3Oct 25, 2026
  15. v1.21.0Oct 25, 2026
  16. v1.20.0Oct 24, 2026
  17. v1.17.0Oct 23, 2026
  18. v1.16.4Oct 22, 2026
  19. v1.16.3Oct 21, 2026
  20. v1.11.1Oct 9, 2026
  21. v1.10.0Oct 9, 2026
  22. v1.0.1Sep 16, 2026

评分

已满足适用检查项的 100%

该评分衡量此收录条目的完整程度，依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价，也不表示服务器安全或当前可用：可连通性是带日期的检查结果，评分也不包含安装量或用户评价。

  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分
  • 许可证10 分

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