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Connectors · Accounting & finance

Modern Treasury MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Modern Treasury and the rest of your systems. It gives your agent 182 Modern Treasury actions (91 reads, 66 writes and 25 that wait for a confirmation) and holds the Modern Treasury credential itself, so the agent never does. It paces Modern Treasury's limits and records every call.

Connect Modern Treasury freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "modern_treasury.invoices.list",  intent: "check which Modern Treasury account is connected"}# list invoices · read · 1 upstream call
  • 182actionsin one signed file
  • 91readlook, never change
  • 66writecreate and update
  • 25wait for a yesdestructive, confirmed first

Set up

Connect Modern Treasury in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect Modern Treasury.

    Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.

    • organization_idModern Treasury organization ID (Developers > API Keys shows it beside your keys)
    • api_keyModern Treasury API key (Developers > API Keys > Create API key)
    account { op: "connections.requirements", service: "modern_treasury" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "modern_treasury.invoices.list" }# list invoices · read · 1 upstream callcheck { action: "modern_treasury.invoices.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Modern Treasury at a glance

Sign-in
Username and secret. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide
organization_idapi_key
Limits we pace to
100 calls a second, per connection
API covered
Modern Treasury API v1 (OpenAPI 3.0.1)app.moderntreasury.com
Built from
Modern Treasury's documentation, read 23 October 2026OpenAPI spec (GitHub)docs.moderntreasury.com
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
91 of 91 reads, for up to 5 minutes; a write clears what it affects
Shared entities
7, so ask can line Modern Treasury up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Modern Treasury.

182 actions in 50 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 91readlook, never change
  • 66writecreate and update
  • 25destructivewait for a confirmation

  1. Ledger account categories

    9

    2 read · 4 write · 3 destructive

    create ledger_account_category · list ledger_account_categories · add ledger_account to ledger_account_category · add ledger_account_category to ledger_account_category

  2. External accounts

    7

    2 read · 4 write · 1 destructive

    create external account · list external accounts · verify external account · complete verification of external account

  3. Ledger transactions

    7

    3 read · 2 write · 2 destructive

    list ledger_transactions · create ledger_transaction · get ledger_transaction · update ledger_transaction

  4. Counterparties

    6

    2 read · 3 write · 1 destructive

    list counterparties · create counterparty · show counterparty · update counterparty

  5. Ledger account settlements

    6

    2 read · 3 write · 1 destructive

    create ledger_account_settlement · list ledger_account_settlements · patch ledger_account_settlement_entries · get ledger_account_settlement

  6. Transactions

    6

    3 read · 2 write · 1 destructive

    list transactions · create transaction · get transaction · update transaction

  7. Expected payments

    5

    2 read · 2 write · 1 destructive

    create expected payment · list expected_payments · get expected payment · update expected payment

  8. Internal accounts

    5

    2 read · 3 write · 0 destructive

    list internal accounts · create internal account · get internal account · update internal account

42 more areas · 131 actions
  • Invoice line items 5
  • Invoices 5
  • Ledger account balance monitors 5
  • Ledger accounts 5
  • Ledgers 5
  • Payment orders 5
  • Virtual accounts 5
  • Account collection flows 4
  • Account details 4
  • Balance reports 4
  • Connection legal entities 4
  • Documents 4
  • Holds 4
  • Legal entities 4
  • Payment actions 4
  • Payment flows 4
  • Routing details 4
  • Transaction line items 4
  • Bulk requests 3
  • Foreign exchange quotes 3
  • Identifications 3
  • Incoming payment details 3
  • Journal reports 3
  • Ledger entries 3
  • Line items 3
  • Returns 3
  • Reversals 3
  • Bulk results 2
  • Cases 2
  • Events 2
  • Journal entries 2
  • Journal sources 2
  • Ledger account statements 2
  • Legal entity associations 2
  • Payment references 2
  • Simulations 2
  • Virtual account settings 2
  • Account capabilities 1
  • Connections 1
  • Ledger transaction versions 1
  • Ping 1
  • Validations 1

Top actions

The Modern Treasury API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 30 of Modern Treasury's 30 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
modern_treasury.invoices.listlist invoiceslist invoices.readfinance.invoice.list101 connectors
modern_treasury.payment_orders.listlist payment orderslist payment orders.readfinance.payment.list75 connectors
modern_treasury.counterparties.listlist counterpartieslist counterparties.readcrm.company.list162 connectors
modern_treasury.ledger_accounts.listlist ledger_accountslist ledger_accounts.readfinance.ledger_account.list36 connectors
modern_treasury.internal_accounts.listlist internal accountslist internal accounts.readfinance.bank_account.list35 connectors
modern_treasury.ledger_transactions.listlist ledger_transactionslist ledger_transactions.readfinance.journal_entry.list25 connectors
modern_treasury.transactions.listlist transactionslist transactions.readfinance.bank_transaction.list23 connectors
modern_treasury.invoices.createcreate invoicecreate invoice.writefinance.invoice.create74 connectors
modern_treasury.counterparties.createcreate counterpartycreate counterparty.writecrm.company.create142 connectors
modern_treasury.ledger_accounts.createcreate ledger_accountcreate ledger_account.writefinance.ledger_account.create32 connectors
modern_treasury.internal_accounts.createcreate internal accountcreate internal account.writefinance.bank_account.create24 connectors
modern_treasury.counterparties.deletedelete counterpartydelete counterparty.destructivecrm.company.delete119 connectors

Try it

Prompts to paste into Claude.

Each one names the Modern Treasury actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which Modern Treasury invoices are more than 30 days overdue? Group them by customer with the total owed.

    callsmodern_treasury.invoices.list

  2. Writewrite

    create invoice in Modern Treasury. Show me exactly what you will send before you save it.

    callsmodern_treasury.invoices.create

  3. Across systemsread

    Which Modern Treasury companies have invoices in ConnectWise PSA, and how many each?

    callsmodern_treasury.counterparties.listconnectwise_manage.invoices.list

Across your systems

Modern Treasury, joined to the rest of your business.

One ask fetches from Modern Treasury and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • Which Modern Treasury companies have invoices in ConnectWise PSA, and how many each?

    modern_treasury.counterparties.list + connectwise_manage.invoices.list, on crm.company · ConnectWise PSA

  • Which Modern Treasury companies have tickets in HubSpot CRM, and how many each?

    modern_treasury.counterparties.list + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

Also mapped by other connectorscrm.company 227finance.invoice 91finance.payment 53finance.ledger_account 32finance.bank_account 25finance.bank_transaction 12finance.journal_entry 9
ask
ask {  intent: "which Modern Treasury companies have invoices in ConnectWise PSA, and how many each",  steps: [    { action: "modern_treasury.counterparties.list", as: "co", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "co",        right: "inv",        on: "crm.company",        group_by: "co.name",        select: ["co.name", "count(inv.id) as invoices"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Modern Treasury

Destructive actions wait for a yes.

25 Modern Treasury actions are destructive. These are all of them:

  • delete counterpartymodern_treasury.counterparties.delete
  • delete ledger_accountmodern_treasury.ledger_accounts.delete
  • delete transactionmodern_treasury.transactions.delete
  • delete ledgermodern_treasury.ledgers.delete
  • create returnmodern_treasury.returns.create
  • create reversalmodern_treasury.reversals.create
  • create bulk_requestmodern_treasury.bulk_requests.create
  • create payment ordermodern_treasury.payment_orders.create
  • delete account_detailmodern_treasury.account_details.delete
  • delete balance_reportmodern_treasury.balance_reports.delete
  • delete routing_detailmodern_treasury.routing_details.delete
  • delete virtual_accountmodern_treasury.virtual_accounts.delete
  • delete expected paymentmodern_treasury.expected_payments.delete
  • delete external accountmodern_treasury.external_accounts.delete
  • delete invoice_line_itemmodern_treasury.invoice_line_items.delete
  • create async payment ordermodern_treasury.payment_orders.create_async
  • delete transaction line itemmodern_treasury.transaction_line_items.delete
  • delete ledger_account_categorymodern_treasury.ledger_account_categories.delete
  • create ledger_transaction partial postmodern_treasury.ledger_transactions.partial_post
  • delete legal_entity_associationmodern_treasury.legal_entity_associations.delete
  • create ledger_transaction reversalmodern_treasury.ledger_transactions.create_reversal
  • delete ledger_account_balance_monitormodern_treasury.ledger_account_balance_monitors.delete
  • delete ledger_account_category from ledger_account_categorymodern_treasury.ledger_account_categories.remove_sub_category
  • remove ledger_account from ledger_account_categorymodern_treasury.ledger_account_categories.remove_ledger_account
  • delete ledger_account_settlement_entriesmodern_treasury.ledger_account_settlements.remove_ledger_entries

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

domodern_treasury.counterparties.deleteconfirm_policy: human

delete counterparty?

intent: the user asked me to delete counterparty

run suspended · waiting for a named person · key modern-treasury-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "modern-treasury-agent",  allowed_actions: ["modern_treasury.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "modern_treasury.counterparties.delete", approver: "[email protected]" },    { match: "modern_treasury.ledger_accounts.delete", approver: "[email protected]" },    { match: "modern_treasury.transactions.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Modern Treasury only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Modern Treasury costs on actionlake.

Every Modern Treasury action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Modern Treasury refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 182 Modern Treasury actions
  • 182actions pageeach page of a long list is one call
  • 91reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Modern Treasury action.

182 actions by area: the id your agent calls, what it does, and its effect.

Ledger account categories9
  • modern_treasury.ledger_account_categories.add_ledger_accountadd ledger_account to ledger_account_categorywrite
  • modern_treasury.ledger_account_categories.add_sub_categoryadd ledger_account_category to ledger_account_categorywrite
  • modern_treasury.ledger_account_categories.createcreate ledger_account_categorywrite
  • modern_treasury.ledger_account_categories.deletedelete ledger_account_categorydestructive
  • modern_treasury.ledger_account_categories.getget ledger_account_categoryread
  • modern_treasury.ledger_account_categories.listlist ledger_account_categoriesread
  • modern_treasury.ledger_account_categories.remove_ledger_accountremove ledger_account from ledger_account_categorydestructive
  • modern_treasury.ledger_account_categories.remove_sub_categorydelete ledger_account_category from ledger_account_categorydestructive
  • modern_treasury.ledger_account_categories.updateupdate ledger_account_categorywrite
External accounts7
  • modern_treasury.external_accounts.complete_verificationcomplete verification of external accountwrite
  • modern_treasury.external_accounts.createcreate external accountwrite
  • modern_treasury.external_accounts.deletedelete external accountdestructive
  • modern_treasury.external_accounts.getshow external accountread
  • modern_treasury.external_accounts.listlist external accountsread
  • modern_treasury.external_accounts.updateupdate external accountwrite
  • modern_treasury.external_accounts.verifyverify external accountwrite
Ledger transactions7
  • modern_treasury.ledger_transactions.createcreate ledger_transactionwrite
  • modern_treasury.ledger_transactions.create_reversalcreate ledger_transaction reversaldestructive
  • modern_treasury.ledger_transactions.getget ledger_transactionread
  • modern_treasury.ledger_transactions.listlist ledger_transactionsread
  • modern_treasury.ledger_transactions.list_versionslist ledger_transaction versionsread
  • modern_treasury.ledger_transactions.partial_postcreate ledger_transaction partial postdestructive
  • modern_treasury.ledger_transactions.updateupdate ledger_transactionwrite
Counterparties6
  • modern_treasury.counterparties.collect_accountcollect account detailswrite
  • modern_treasury.counterparties.createcreate counterpartywrite
  • modern_treasury.counterparties.deletedelete counterpartydestructive
  • modern_treasury.counterparties.getshow counterpartyread
  • modern_treasury.counterparties.listlist counterpartiesread
  • modern_treasury.counterparties.updateupdate counterpartywrite
Ledger account settlements6
  • modern_treasury.ledger_account_settlements.add_ledger_entriespatch ledger_account_settlement_entrieswrite
  • modern_treasury.ledger_account_settlements.createcreate ledger_account_settlementwrite
  • modern_treasury.ledger_account_settlements.getget ledger_account_settlementread
  • modern_treasury.ledger_account_settlements.listlist ledger_account_settlementsread
  • modern_treasury.ledger_account_settlements.remove_ledger_entriesdelete ledger_account_settlement_entriesdestructive
  • modern_treasury.ledger_account_settlements.updateupdate ledger_account_settlementwrite
Transactions6
  • modern_treasury.transactions.createcreate transactionwrite
  • modern_treasury.transactions.deletedelete transactiondestructive
  • modern_treasury.transactions.getget transactionread
  • modern_treasury.transactions.listlist transactionsread
  • modern_treasury.transactions.list_line_itemslist transaction_line_itemsread
  • modern_treasury.transactions.updateupdate transactionwrite
Expected payments5
  • modern_treasury.expected_payments.createcreate expected paymentwrite
  • modern_treasury.expected_payments.deletedelete expected paymentdestructive
  • modern_treasury.expected_payments.getget expected paymentread
  • modern_treasury.expected_payments.listlist expected_paymentsread
  • modern_treasury.expected_payments.updateupdate expected paymentwrite
Internal accounts5
  • modern_treasury.internal_accounts.createcreate internal accountwrite
  • modern_treasury.internal_accounts.getget internal accountread
  • modern_treasury.internal_accounts.listlist internal accountsread
  • modern_treasury.internal_accounts.request_closurerequest closure of internal accountwrite
  • modern_treasury.internal_accounts.updateupdate internal accountwrite
Invoice line items5
  • modern_treasury.invoice_line_items.createcreate invoice_line_itemwrite
  • modern_treasury.invoice_line_items.deletedelete invoice_line_itemdestructive
  • modern_treasury.invoice_line_items.getget invoice_line_itemread
  • modern_treasury.invoice_line_items.listlist invoice_line_itemsread
  • modern_treasury.invoice_line_items.updateupdate invoice_line_itemwrite
Invoices5
  • modern_treasury.invoices.add_payment_orderadd payment_order_id to invoicewrite
  • modern_treasury.invoices.createcreate invoicewrite
  • modern_treasury.invoices.getget invoiceread
  • modern_treasury.invoices.listlist invoicesread
  • modern_treasury.invoices.updateupdate invoicewrite
Ledger account balance monitors5
  • modern_treasury.ledger_account_balance_monitors.createcreate ledger_account_balance_monitorwrite
  • modern_treasury.ledger_account_balance_monitors.deletedelete ledger_account_balance_monitordestructive
  • modern_treasury.ledger_account_balance_monitors.getget ledger_account_balance_monitorread
  • modern_treasury.ledger_account_balance_monitors.listlist ledger_account_balance_monitorsread
  • modern_treasury.ledger_account_balance_monitors.updateupdate ledger_account_balance_monitorwrite
Ledger accounts5
  • modern_treasury.ledger_accounts.createcreate ledger_accountwrite
  • modern_treasury.ledger_accounts.deletedelete ledger_accountdestructive
  • modern_treasury.ledger_accounts.getget ledger_accountread
  • modern_treasury.ledger_accounts.listlist ledger_accountsread
  • modern_treasury.ledger_accounts.updateupdate ledger_accountwrite
Ledgers5
  • modern_treasury.ledgers.createcreate ledgerwrite
  • modern_treasury.ledgers.deletedelete ledgerdestructive
  • modern_treasury.ledgers.getget ledgerread
  • modern_treasury.ledgers.listlist ledgersread
  • modern_treasury.ledgers.updateupdate ledgerwrite
Payment orders5
  • modern_treasury.payment_orders.createcreate payment orderdestructive
  • modern_treasury.payment_orders.create_asynccreate async payment orderdestructive
  • modern_treasury.payment_orders.getget payment orderread
  • modern_treasury.payment_orders.listlist payment ordersread
  • modern_treasury.payment_orders.updateupdate payment orderwrite
Virtual accounts5
  • modern_treasury.virtual_accounts.createcreate virtual_accountwrite
  • modern_treasury.virtual_accounts.deletedelete virtual_accountdestructive
  • modern_treasury.virtual_accounts.getget virtual_accountread
  • modern_treasury.virtual_accounts.listlist virtual_accountsread
  • modern_treasury.virtual_accounts.updateupdate virtual_accountwrite
Account collection flows4
  • modern_treasury.account_collection_flows.createcreate account_collection_flowwrite
  • modern_treasury.account_collection_flows.getget account_collection_flowread
  • modern_treasury.account_collection_flows.listlist account_collection_flowsread
  • modern_treasury.account_collection_flows.updateupdate account_collection_flowwrite
Account details4
  • modern_treasury.account_details.createcreate account_detailwrite
  • modern_treasury.account_details.deletedelete account_detaildestructive
  • modern_treasury.account_details.getget account_detailread
  • modern_treasury.account_details.listlist account_detailsread
Balance reports4
  • modern_treasury.balance_reports.createcreate balance reportswrite
  • modern_treasury.balance_reports.deletedelete balance_reportdestructive
  • modern_treasury.balance_reports.getget balance_reportread
  • modern_treasury.balance_reports.listlist balance_reportsread
Connection legal entities4
  • modern_treasury.connection_legal_entities.createcreate connection_legal_entitywrite
  • modern_treasury.connection_legal_entities.getget connection_legal_entityread
  • modern_treasury.connection_legal_entities.listlist connection_legal_entitiesread
  • modern_treasury.connection_legal_entities.updateupdate connection_legal_entitywrite
Documents4
  • modern_treasury.documents.getget documentread
  • modern_treasury.documents.get_for_recordget document - nested path (legacy)read
  • modern_treasury.documents.listlist documentsread
  • modern_treasury.documents.list_for_recordlist documents - nested path (legacy)read
Holds4
  • modern_treasury.holds.createcreate holdwrite
  • modern_treasury.holds.getshow holdread
  • modern_treasury.holds.listlist holdsread
  • modern_treasury.holds.updateupdate holdwrite
Legal entities4
  • modern_treasury.legal_entities.createcreate legal_entitywrite
  • modern_treasury.legal_entities.getget legal_entityread
  • modern_treasury.legal_entities.listlist legal_entitiesread
  • modern_treasury.legal_entities.updateupdate legal entitywrite
Payment actions4
  • modern_treasury.payment_actions.createcreate payment_actionwrite
  • modern_treasury.payment_actions.getget payment_actionread
  • modern_treasury.payment_actions.listlist payment_actionsread
  • modern_treasury.payment_actions.updateupdate payment_actionwrite
Payment flows4
  • modern_treasury.payment_flows.createcreate payment_flowwrite
  • modern_treasury.payment_flows.getget payment_flowread
  • modern_treasury.payment_flows.listlist payment_flowsread
  • modern_treasury.payment_flows.updateupdate payment_flowwrite
Routing details4
  • modern_treasury.routing_details.createcreate routing_detailwrite
  • modern_treasury.routing_details.deletedelete routing_detaildestructive
  • modern_treasury.routing_details.getget routing_detailread
  • modern_treasury.routing_details.listlist routing_detailsread
Transaction line items4
  • modern_treasury.transaction_line_items.createcreate transaction line itemswrite
  • modern_treasury.transaction_line_items.deletedelete transaction line itemdestructive
  • modern_treasury.transaction_line_items.getget transaction line itemread
  • modern_treasury.transaction_line_items.listlist transaction_line_itemsread
Bulk requests3
  • modern_treasury.bulk_requests.createcreate bulk_requestdestructive
  • modern_treasury.bulk_requests.getget bulk_requestread
  • modern_treasury.bulk_requests.listlist bulk_requestsread
Foreign exchange quotes3
  • modern_treasury.foreign_exchange_quotes.createcreate foreign_exchange_quotewrite
  • modern_treasury.foreign_exchange_quotes.getget foreign_exchange_quoteread
  • modern_treasury.foreign_exchange_quotes.listlist foreign_exchange_quotesread
Identifications3
  • modern_treasury.identifications.createcreate identificationwrite
  • modern_treasury.identifications.getget identificationread
  • modern_treasury.identifications.updateupdate identificationwrite
Incoming payment details3
  • modern_treasury.incoming_payment_details.getget incoming payment detailread
  • modern_treasury.incoming_payment_details.listlist incoming payment_detailsread
  • modern_treasury.incoming_payment_details.updateupdate incoming payment detailwrite
Journal reports3
  • modern_treasury.journal_reports.getshow journal_reportread
  • modern_treasury.journal_reports.listlist journal_reportsread
  • modern_treasury.journal_reports.updateupdate journal_reportwrite
Ledger entries3
  • modern_treasury.ledger_entries.getget ledger_entryread
  • modern_treasury.ledger_entries.listlist ledger_entriesread
  • modern_treasury.ledger_entries.updateupdate ledger_entrywrite
Line items3
  • modern_treasury.line_items.getget line itemread
  • modern_treasury.line_items.listlist line itemsread
  • modern_treasury.line_items.updateupdate line itemwrite
Returns3
  • modern_treasury.returns.createcreate returndestructive
  • modern_treasury.returns.getshow returnread
  • modern_treasury.returns.listlist returnsread
Reversals3
  • modern_treasury.reversals.createcreate reversaldestructive
  • modern_treasury.reversals.getshow reversalread
  • modern_treasury.reversals.listlist reversalsread
Bulk results2
  • modern_treasury.bulk_results.getget bulk_resultread
  • modern_treasury.bulk_results.listlist bulk_resultsread
Cases2
  • modern_treasury.cases.getget caseread
  • modern_treasury.cases.listlist casesread
Events2
  • modern_treasury.events.getget eventread
  • modern_treasury.events.listlist eventsread
Journal entries2
  • modern_treasury.journal_entries.getshow journal_entryread
  • modern_treasury.journal_entries.listlist journal_entriesread
Journal sources2
  • modern_treasury.journal_sources.getshow journal_sourceread
  • modern_treasury.journal_sources.listlist journal_sourcesread
Ledger account statements2
  • modern_treasury.ledger_account_statements.createcreate ledger_account_statementwrite
  • modern_treasury.ledger_account_statements.getget ledger_account_statementread
Legal entity associations2
  • modern_treasury.legal_entity_associations.createcreate legal_entity_associationwrite
  • modern_treasury.legal_entity_associations.deletedelete legal_entity_associationdestructive
Payment references2
  • modern_treasury.payment_references.getget payment_referenceread
  • modern_treasury.payment_references.listlist payment_referencesread
Simulations2
  • modern_treasury.simulations.create_incoming_payment_detailcreate async incoming payment detailwrite
  • modern_treasury.simulations.update_legal_entity_statusupdate legal entity statuswrite
Virtual account settings2
  • modern_treasury.virtual_account_settings.createcreate virtual_account_settingwrite
  • modern_treasury.virtual_account_settings.listlist virtual_account_settingsread
Account capabilities1
  • modern_treasury.account_capabilities.updateupdate account_capabilitywrite
Connections1
  • modern_treasury.connections.listlist connectionsread
Ledger transaction versions1
  • modern_treasury.ledger_transaction_versions.listlist ledger_transaction_versionsread
Ping1
  • modern_treasury.ping.getping apiread
Validations1
  • modern_treasury.validations.validate_routing_numbervalidate routing numbersread

Questions

The Modern Treasury MCP server, answered.

Is there a Modern Treasury MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 182 Modern Treasury actions across ledger account categories, external accounts, ledger transactions and counterparties, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Modern Treasury.

What do I need to connect Modern Treasury?

Modern Treasury organization ID (Developers > API Keys shows it beside your keys) and Modern Treasury API key (Developers > API Keys > Create API key). The free call account { op: "connections.requirements", service: "modern_treasury" } lists exactly what to paste.

Can an AI agent delete or change things in Modern Treasury?

Only if its key allows it, and only with an explicit confirmation. 25 Modern Treasury actions are destructive, including delete counterparty, delete ledger_account and delete transaction. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Modern Treasury API limit?

actionlake paces every call to the limits in the Modern Treasury service file: 100 calls a second per connection. Repeated reads are answered from cache (91 Modern Treasury actions can be), which never reaches Modern Treasury.

What does a Modern Treasury action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (182 Modern Treasury actions page). Cache hits, searches, dry runs and calls Modern Treasury refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Modern Treasury API does it cover?

The Modern Treasury API v1 (OpenAPI 3.0.1) at app.moderntreasury.com. It is built from Modern Treasury's documentation as read on 23 October 2026. 182 actions in 50 areas, each one in the signed service file (version 1.0.0).

Can I combine Modern Treasury with my other systems?

Yes. ask joins Modern Treasury to ConnectWise PSA or HubSpot CRM on the same customer and returns the answer rather than every row. Modern Treasury maps crm.company, which 227 other connectors also map.

Does actionlake keep my Modern Treasury data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Modern Treasury credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

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actionlake is independent. It is not made or endorsed by Modern Treasury; the name is the vendor's own. Counts are from the Modern Treasury service file, version 1.0.0.

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Connect Modern Treasury freeSee pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.