TreasurySpring

Connect your AI assistant to your TreasurySpring portfolio data

Getting Started with the TreasurySpring MCP Server

This section walks you through setting up the TreasurySpring MCP connector in Claude with screenshots for every step. No technical knowledge required.

Visual setup guide (Claude)

This section covers setup for technical users and IT teams using Claude Code or Claude Desktop. For VS Code, the recommended path is to use Claude Code in VS Code…

Technical setup guide (Claude Code and Claude Desktop)

FAQ & Troubleshooting

James Morgan

TreasurySpring's Model Context Protocol (MCP)

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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