Connecting the Primary MCP server to your AI agent

Last updated: September 29, 2026

Primary's MCP server lets the AI tools your team already uses read your live treasury data. Ask Claude or ChatGPT about balances, cash across entities, upcoming maturities or FX exposure, and get an answer from your real position rather than a spreadsheet export.

How it works

  • You sign in with your Primary account, so the AI only sees data you already have access to in Primary.

  • The connection is read only. Nothing can be moved or approved through it.

  • Primary is ISO 27001 certified. Our security practices are independently audited.

Connect Claude

  1. In Claude, open Customize, then Connectors, then click + Add and choose Browse connectors.

  2. Search for Primary Treasury and click Connect. On Team and Enterprise plans, you may need to click Request so a workspace admin can enable it for your organisation.

  3. Sign in with your Primary account to authorise access.

  4. In any conversation, click +, then Connectors, and toggle Primary on. Without this step, Claude cannot see your Primary data in that chat.

Connect ChatGPT

  1. Open Primary in the ChatGPT app store.

  2. Click Add to ChatGPT.

  3. Sign in with your Primary account to authorise access.

  4. Start a chat and select Primary from your apps.

Other MCP clients

Any MCP client that supports remote servers with OAuth can connect using the server URL shown on the MCP page in Primary: https://papi.primary.tech/mcp. You will be asked to sign in with your Primary account.

Getting good answers

The MCP page in Primary has a prompt library with examples. Good starting points are questions about balances by currency or entity, upcoming term deposit maturities, and recent transfers.

Troubleshooting

  • Claude cannot see my data. Check you toggled Primary on inside the conversation (step 4).

  • Connect is greyed out in Claude. Your workspace admin needs to enable Primary Treasury for your organisation.

  • I do not see an account or entity. The AI only sees what your Primary user can see. Ask your Primary administrator about your access.

Still stuck? Contact support@primary.tech.