Yes. The MCP server provides read-only access to the same data you see in the TreasurySpring portal. No data is stored by the MCP protocol - it is fetched live for each request. Your AI tool's standard privacy and data handling policies apply to how it processes the responses.

No. The MCP server is strictly read-only. It cannot place subscriptions, modify preferences, or take any action on your account.

This guide covers Claude on the web, Claude Desktop, and Claude Code, including Claude Code in VS Code.

For Claude on the web and Claude Desktop, no. For Claude Code, you need Claude Code installed. The TreasurySpring MCP server itself is hosted remotely and is accessed over the internet.

Yes. You can have active connections from Claude on the web, Claude Desktop, and Claude Code at the same time. Each maintains its own session.

You need an active portal account to authorise the MCP connection. Contact your relationship manager or email clients@treasuryspring.com.

No. MCP access is included with your TreasurySpring account at no additional charge.

Yes. If your organisation uses Claude, an admin can add the TreasurySpring connector at the organisation level. After that, each user just clicks Connect. See Section 2, Path B.

Remove the TreasurySpring connection from Claude or Claude Code. There is no separate revocation step on the TreasurySpring side - disconnecting from Claude is all that is needed. Claude (web or desktop): Settings > Connectors > three-dot menu > Delete. Claude Code: claude mcp remove treasuryspring.

Check the URL is exactly: https://api.treasuryspring.com/api/v1/mcp (no trailing slash, no extra spaces).

Restart your tool. Most tools require a restart after adding a new MCP server.

If you are using Claude Code, make sure the server was added with the HTTP transport using the command shown in Section 3a.

Your session may have expired. Disconnect and reconnect the TreasurySpring connector.

Confirm you can log in to the TreasurySpring portal directly. If you cannot log in there, the MCP connection will not work either.

If you recently changed your password, you will need to reconnect.

Try clearing cached credentials: remove and re-add the connector, or delete the config file entry and re-create it.

The MCP server only shows data your account has permission to access. Check your portal permissions with your account manager.

If you manage multiple entities, specify which one: "Show holdings for entity ABC123."

Use "List my entities" first to see available entity codes.

Queries run against live data. Complex queries across many holdings may take a few seconds.

Narrow your request with date filters or specific entity codes.

If slowness persists, contact clients@treasuryspring.com.

Claude Desktop: Tools disappear after an update: Check that the config file was not overwritten. Re-add the server entry if needed. Connectors page looks different: Claude is moving connectors to a new Customize page. Both the old and new pages work.

Claude Code (CLI): Server not listed: Run "claude mcp list" to check. If missing, run the add command again. Browser does not open for auth: Make sure your default browser is set. In a remote terminal, copy the auth URL manually.