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Primary Treasury

Financial MCP integration

Category
Finance
Primary Subcategory
Business Treasury, Escrow & Multi-Account Money Movement
View in the Claude registry
Integration details

Description

Read-only MCP server for querying Primary financial data, including balances, transaction history, FX rates, accounts, and treasury reporting. No write, transfer initiation, or state-changing operations are supported.

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Business Treasury, Escrow & Multi-Account Money Movement

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
Primary
Access
Account required
First tracked
2026-08-04
Tool count
2
Geography
US

Claude Discoverability Score

Claude Connector discovery is coming soon

Community Connectors only appear in Claude’s registry.Once verified, organic discovery begins and we can calculate your score.Read more about Community Connector verification.

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What discovery looks like

Claude showing a list of relevant Connectors in a conversation

Claude can surface verified Connectors when they match a user’s Prompt.

Primary Subcategory

Competing in Claude Business Treasury, Escrow & Multi-Account Money Movement

View Category
6 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
1Embat87/100
2Grasshopper Bank83/100
3Atlar48/100
4Xero26/100
5Light9/100
—Primary TreasuryPending VerificationGet notified
Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
Tools

2 tools agents can invoke

Primary Treasury FAQ
How do I improve a Community connector's discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Primary Treasury alternatives on Claude?

As of 2026-09-14, Primary Treasury competes with Embat, Grasshopper Bank, Atlar, Xero, Light, Mercury in Claude Business Treasury, Escrow & Multi-Account Money Movement, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.