app

Primary

Financial MCP integration

Read-only MCP server for querying Primary financial data, including balances, transaction history, FX rates, accounts, and treasury reporting. No write, transfer initiation, or state-changing operations are supported.

How to use

  1. 1Add it in ChatGPT

    Open Primary in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.

  2. 2Use it in a chat

    Type @ in the composer and pick Primary, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.

Things to ask

  • “Create a summary of my Treasury portfolio”

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