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Primary

Financial MCP integration

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PrimaryCreate a summary of my Treasury portfolio

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.

App

Primary

Information

Developer
Primary Technology
Category
Finance
Website
Version
2.0.0
Privacy Policy
Terms of Service

When connected to Primary, ChatGPT may share relevant chats and memories with this app to help provide context for your requests. Primary’s use of this data is subject to their terms and privacy policy. If you have Memory enabled, data from the app may be used to proactively provide helpful information or suggestions. ChatGPT always respects your training data preferences, including for data from connected apps. Use of apps may come with elevated risk. You can manage your preferences or disconnect from apps anytime in your settings. Learn more