Deciding your path
There are two paths depending on your role:
Path A: Connect as a user - Your organisation has already added the TreasurySpring connector. You just need to connect your account.
Path B: Add the connector for your organisation - You need to add the TreasurySpring connector to your Claude organisation so your team can use it. This is typically done by an IT Administrator with Claude admin access.
Path A: Connect as a user
If your organisation has already added the TreasurySpring connector, connecting takes about 30 seconds.
Using the new Customize page
Claude is moving connectors to a new Customize page. If you see this option in your settings, follow these steps:
Step 1: Open Settings
Click the gear icon or go to Settings from the menu
The Settings menu item
Step 2: Go to Connectors
In the left sidebar, click Connectors under your personal settings.
Settings sidebar with Connectors highlighted
You may see a banner saying "Connectors have moved to Customize." If so, click Go to Customize.
Step 3: Find TreasurySpring
On the Customize page, you will see the TreasurySpring connector listed. It will show the MCP server URL and a Connect button.
Customize page showing TreasurySpring with Connect button
Step 4: Click Connect
Click the Connect button. A browser window will open asking you to log in to TreasurySpring
Step 5: Log in to TreasurySpring
Sign in with your usual TreasurySpring portal credentials. You can use your email address, Google account, or Microsoft Azure AD - whichever you normally use to access the portal.
TreasurySpring login page
Once you log in, you will be redirected back to Claude and the connection is complete.
You're connected. Start a new conversation in Claude and try asking: "Show me my TreasurySpring entities"
Using the Settings page (legacy)
If you do not see the Customize page yet, you can connect from the regular Settings page:
Navigate to Settings > Connectors in the left sidebar.
Personal settings Connectors page showing TreasurySpring
You should see TreasurySpring listed with a Connect button. Click Connect, then sign in with your TreasurySpring portal credentials when the login page appears.
Path B: Add the connector for your organisation (admin)
If you are a Claude organisation admin or IT team member, follow these steps to make the TreasurySpring connector available to everyone in your organisation. Note: Once you complete this, your team members only need to follow Path A above to connect their individual accounts.
Step 1: Open Organisation settings
User menu with Organization settings highlighted
Step 2: Navigate to Connectors
In the left sidebar, click Connectors under the Organisation section.
Organisation sidebar with Connectors selected
You will see the Connectors page. This is where all MCP connections for your organisation are managed.
Step 3: Searching for the TreasurySpring connector
Click the Add button in the top-right corner and filter by "All available", then search TreasurySpring
Add button on the Connectors menu
Filtering to show all available
Step 4: Search for and add the TreasurySpring connector
Search for TreasurySpring and click the Connect to Claude button to save the connector. TreasurySpring will now appear in your organisation's connectors list.
Searching for TreasurySpring's connector
The connector is live. Your team members can now connect their individual accounts by following Path A above. Share this document with them.
Managing the connector
To configure and/or change the permissions/features, find the connector in your connectors list and click the triple dots and select "see details"
Tools available using the TreasurySpring connector
You can then review the information and tools available for the connector.
TreasurySpring connector tools available
Connector tool restrictions
You can use the configuration tab to set each tool's restriction level that you/users can enable:
Always allow
Ask
Block
Removing the connection
To disconnect TreasurySpring:
As a user: Go to Settings > Connectors, find TreasurySpring, and click the three-dot menu > Delete.
As an org admin: Go to Organisation settings > Connectors and remove the connector. This disconnects it for all users in the organisation.
Important: There is no way to revoke access from the TreasurySpring side. If you want to disconnect, you need to remove the connector from your Claude settings.