Modern Treasury MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.36.5更新於 Nov 8, 2026

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

發布方自己的服務：Ably MCP by usefulapi

已驗證Streamable HTTP可網頁執行金融資料與分析商業與電商

概覽

AI 產生的概覽

託管式 MCP 伺服器，讓助理讀取 Modern Treasury 的付款單、交易、交易對手與帳本資料，並可建立交易對手紀錄。

可以做什麼
  • 透過 ping 檢查連線與憑證
  • 列出並取得交易對手，以及建立新的交易對手紀錄
  • 列出內部與外部銀行帳戶
  • 列出並取得付款單、預期付款與退款
  • 列出並取得銀行交易
  • 列出帳本、含餘額的帳本帳戶、帳本交易與帳本分錄
適用情境
適合以自然語言查詢付款營運與帳本餘額的情境，例如哪些付款單仍在待處理、內部帳戶最近的銀行交易、近期付款為何被退回，不必開啟 Modern Treasury 後台。
執行需求
遠端 MCP 端點，無需本機安裝。以 OAuth 登入，首次連線時需貼上 Modern Treasury 組織 ID 與 API 金鑰，經驗證後依使用者儲存。需要 Modern Treasury 帳戶。免費方案每月 50 次工具呼叫。
安裝前請注意
伺服器會接收你的 Modern Treasury 組織 ID 與 API 金鑰，可存取付款與帳本資料；README 建議用戶端設定只填 URL，不要加入 Authorization 標頭。多數工具為唯讀，但建立交易對手會寫入紀錄，使用前請確認。付費方案需付費（Pro 每月 9 美元或每年 90 美元，Pro+ 每月 39 美元或每年 390 美元），升級會回傳 Stripe 結帳連結；取消後服務持續到付費期結束，當期不退費。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Modern Treasury MCP by usefulapi，將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.usefulapi%2Fmodern-treasury/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "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.

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

工具

17

modern_treasury_ping

Ping (auth check)

Verify connectivity and credentials. API: GET /ping.

無需輸入參數。

modern_treasury_list_counterparties

List counterparties

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

輸入參數nameemailper_pageafter_cursor

modern_treasury_get_counterparty

Get counterparty

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

輸入參數id必填

modern_treasury_list_internal_accounts

List internal accounts

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

輸入參數per_pageafter_cursor

modern_treasury_list_external_accounts

List external accounts

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

輸入參數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.

輸入參數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}.

輸入參數id必填

modern_treasury_list_expected_payments

List expected payments

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

輸入參數statusper_pageafter_cursor

modern_treasury_list_transactions

List transactions

List bank transactions. API: GET /transactions.

輸入參數per_pageafter_cursorinternal_account_id

modern_treasury_get_transaction

Get transaction

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

輸入參數id必填

modern_treasury_list_returns

List returns

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

輸入參數per_pageafter_cursor

modern_treasury_list_ledgers

List ledgers

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

輸入參數per_pageafter_cursor

modern_treasury_list_ledger_accounts

List ledger accounts

List ledger accounts. API: GET /ledger_accounts.

輸入參數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}.

輸入參數id必填

modern_treasury_list_ledger_transactions

List ledger transactions

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

輸入參數per_pageledger_idafter_cursor

modern_treasury_list_ledger_entries

List ledger entries

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

輸入參數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.

輸入參數name必填emailmetadata

版本歷史

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

評分

已滿足適用檢查項的 100%

該評分衡量此收錄條目的完整程度，依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價，也不表示伺服器安全或目前可用：可連通性是帶日期的檢查結果，評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分

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