MCP Server
Securely connect your Treasury4 platform to your AI model. Query positions, trace activity, surface patterns, and operate workflows across your entire treasury, all from Claude, ChatGPT, Copilot, or any MCP-compatible assistant.
See your treasury data through your AI
Treasury4's MCP Server securely connects your AI assistant to the same data your treasury team works with every day. Entities, cash positions, debt instruments, FX trades, payments, forecasts, compliance records. Live, structured, and permissioned through your existing Auth0 credentials.
Put AI to work across your treasury
Update entity records in bulk. Generate compliance documentation. Import data from legacy systems. Build agents that handle recurring treasury workflows on your behalf.
Every action logged in the same audit trail. Auth0 SSO. Role-based access control. Single-tenant isolation. Your AI operates within the same permissions your team already has.
Your AI already knows how to move your data
Treasury4's MCP Server gives your AI full read and write access to the platform schema. Point it at your legacy data and it maps fields, validates records, flags mismatches, and imports at scale. Entities, accounts, instruments, counterparties, cash histories.
What used to take weeks of manual mapping and spreadsheet cleanup becomes a conversation with your AI assistant.
