Server URL for all platforms:
Note: Authentication is handled via OAuth. When you first use the connection in Claude or Claude Code, a browser window will open where you log in with your TreasurySpring portal credentials. No API keys or tokens are needed.
Claude Code
Command Line Interface
One command in your terminal.
Step 1: Add the server
claude mcp add treasuryspring --transport http https://api.treasuryspring.com/api/v1/mcp
Step 2: Start Claude Code
claude
Step 3: Authorise on first use
When you first use a TreasurySpring tool, Claude Code will open a browser window. Log in with your TreasurySpring portal credentials.
Useful commands:
claude mcp list - Check registered servers
claude mcp remove treasuryspring - Remove the connection
Claude Desktop (manual config)
If your organisation has not pre-configured the connector (see Section 2 for the UI approach), you can add it manually via the config file.
macOS: Edit ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: Edit %APPDATA%\Claude\claude_desktop_config.json
{
"mcpServers": {
"treasuryspring": {
"type": "http",
"url": "https://api.treasuryspring.com/api/v1/mcp"
}
}
}
Save and restart Claude Desktop.
Claude Code in VS Code
If you want to use TreasurySpring from VS Code, use Claude Code in VS Code. This guide covers Claude Code in VS Code. Other Claude Code IDE integrations may work, but they have not yet been tested by TreasurySpring.
Step 1: Open Claude Code in VS Code
Install the Claude Code extension in VS Code, then open Claude Code from VS Code.
Step 2: Add the server if you have not already done so
claude mcp add treasuryspring --transport http https://api.treasuryspring.com/api/v1/mcp
Step 3: Authenticate in Claude Code
/mcp
Then follow the steps in your browser to log in with your TreasurySpring portal credentials. If you already added the server in Claude Code CLI, you can use the same TreasurySpring server in Claude Code within VS Code.
Config file locations reference
Platform | Config file path | Restart needed? |
Claude Code | Managed by CLI (claude mcp add) | No |
Claude Code in VS Code | Uses your Claude Code setup; authenticate with /mcp in Claude Code | No |
Claude Desktop (macOS) | ~/Library/Application Support/Claude/claude_desktop_config.json | Yes |
Claude Desktop (Windows) | %APPDATA%\Claude\claude_desktop_config.json | Yes |
Available tools and example prompts
Once connected, your AI assistant has access to the following tools. You do not need to call these by name - just ask your question naturally and the AI will use the right tool.
Get entities
Lists all client organisations you have access to.
Returns: Returns entity code and name for each organisation.
Example prompts:
"Show me all my entities"
"Which organisations do I have access to?"
Get entity details
Full profile for a specific entity by its code.
Returns: Returns name, address, currency, status, type, rating, account manager, restrictions, and family group.
Example prompts:
"Show me the full profile for entity ABC123"
"Who is the account manager for [entity name]?"
"What restrictions are on entity [code]?"
Get cells
Lists all fund cells you have access to. A cell is the investment vehicle that holds assets.
Returns: Returns cell codes and details.
Example prompts:
"Show me all available fund cells"
"What cells do we have access to?"
Get holdings
Your active investment positions. Supports date filters.
Returns: Returns UID, type, currency, product code, cell code, obligor exposure code, status, cost, value, maturity value, issue date, maturity date, yield, and extension details.
Example prompts:
"Show me all our active holdings"
"Which holdings are maturing in the next 14 days?"
"What is our total holdings value in GBP?"
"Give me a breakdown of holdings by currency"
Get holding details
Detailed view of a single holding by its UID.
Returns: Returns all fields from the holdings list for a single position.
Example prompts:
"Show me the details of holding [UID]"
"What is the maturity date and yield on holding [UID]?"
Get indications
Available investment opportunities for a specific entity.
Returns: Returns UID, type, currency, product code, indicative yield, sector, and term.
Example prompts:
"What investments are available right now?"
"Show me all GBP indications"
"What is the best yield available for a 3-month term?"
Get indication details
Full details for a specific indication by UID.
Returns: Returns all summary fields plus subscription dates, option date, maturity date, maximum, minimum, sector, and extension terms.
Example prompts:
"Show me full details for indication [UID]"
"What is the minimum investment for indication [UID]?"
Get subscriptions
Investment orders for a specific entity. Supports date filters.
Returns: Returns UID, amount, yield, status, currency, product code, cell code, subscription date, maturity date, maturity action, signer, and releaser.
Example prompts:
"List all subscriptions placed this month"
"What subscriptions are maturing in April?"
"Who signed the most recent subscription?"
Get obligor exposure
Counterparty and issuer exposure data.
Returns: Returns risk limits, credit details, and sector information.
Example prompts:
"What is our exposure to [bank name]?"
"Show me the risk limits for obligor [code]"
"Are we near any exposure limits?"
Tips for effective prompts
Be specific with dates: "Holdings maturing between 1 April and 30 April 2026" works better than "holdings maturing soon."
Specify entity if needed: If you manage multiple entities, mention which one: "Show holdings for entity ABC123."
Ask for summaries: The AI can aggregate: "What is our total exposure by counterparty?" or "Break down holdings by currency."
Combine tools: Ask questions that span multiple data points: "Compare our current holdings yields against available indications."
Data scope and permissions
Read-only access: The MCP server cannot place subscriptions, change settings, or take any action.
Same permissions as your portal account: You see the same entities, holdings, and indications you see in the portal.
Live data. Every query fetches current data: Nothing is cached or stored by the MCP protocol.