The Cresium MCP server enables AI assistants to interact with the Cresium API to manage financial operations for a partner company. Key capabilities include:
Health Check: Verify API connectivity.
Wallet Balances: Retrieve available, locked, invested, and total balances per currency.
Transactions: Search and filter transactions by type, status, date, tags, etc.; get full details; create transfer previews using resolved bank addresses; confirm previews to execute transfers; reverse deposited transactions; and download transaction receipts as PDF.
Payment Orders: Create one-off payment orders that generate a dedicated CVU; search, view, and delete unpaid orders.
Deposit Addresses (CVUs): List, create, update aliases, and delete CVUs for collections.
Signature Requests: Create approval requests for transactions, bulk operations, or payroll; reject pending requests.
Accounts Payable: Create and list payments; extract payment data from files via OCR.
Accounts Receivable: Create and list invoices; extract invoice data from files via OCR.
Investments: View investment fund positions.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Cresium MCP Server Check my current wallet balances and list my most recent transactions"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
MCP (Model Context Protocol) server the Cresium API. Enables AI tools like Claude Code and Claude Desktop to manage transactions, payments, invoices, and balances through the Cresium Partner API (V3).
You need a Cresium partner account with:
API Key (apiKey)
Secret (secret)
Company ID (companyId)
These are available from the Cresium Dashboard under your partner settings.
Related MCP server: CurrencyTransfer MCP Server
claude mcp add cresium-server \
-e CRESIUM_API_KEY=your_api_key \
-e CRESIUM_SECRET=your_secret \
-e CRESIUM_COMPANY_ID=your_company_id \
-- node /absolute/path/to/cresium-mcp-server/build/index.jsAdd to your claude_desktop_config.json:
{
"mcpServers": {
"cresium": {
"command": "node",
"args": ["/absolute/path/to/cresium-mcp-server/build/index.js"],
"env": {
"CRESIUM_API_KEY": "your_api_key",
"CRESIUM_SECRET": "your_secret",
"CRESIUM_COMPANY_ID": "your_company_id"
}
}
}
}git clone <repo-url>
cd cresium-mcp-server
npm install
npm run buildVariable | Required | Description |
| Yes | Partner API key |
| Yes | Partner secret for HMAC signing |
| Yes | Company ID to operate on |
| No | API URL. Defaults to |
Tool | Description |
| Wallet balances (balance, locked, invested, available) per currency |
| Investment fund positions with units held, current value and fund details |
Tool | Description |
| Search with filters (date, type, operation type, direction, tag, status) |
| Get a single transaction by ID |
| Download the transaction receipt as a PDF |
| Look up a CBU/CVU/alias to get the address ID used as |
| Create a transfer in PREVIEW status (does not move money) |
| Confirm a previewed transaction |
| Refund a received deposit back to its sender |
Tool | Description |
| Create a one-off collection and get a dedicated CVU to receive it |
| List payment orders with their status and amount collected |
| Get one payment order by your own |
| Delete an unpaid order and take down its CVU |
Tool | Description |
| List all active CVUs and aliases |
| Get one CVU with its alias |
| Issue a new CVU |
| Rename the alias of an active CVU |
| Take down a CVU (irreversible) |
Tool | Description |
| List signature requests and their status |
| Request signer approval for a transaction, bulk or payroll |
| Reject a pending request (approval is Dashboard-only) |
Tool | Description |
| Create payments (accounts payable) |
| List all company payments |
| Extract payment data from PDFs/images via OCR |
| Create invoices (accounts receivable) |
| List all company invoices |
| Extract invoice data from PDFs/images via OCR |
Tool | Description |
| Check API availability |
Look up the destination: lookup_bank_address with the CBU/CVU/alias
Create a preview: create_transfer_preview with the address ID, amount, and currency
Request approval: create_signature_request with the transaction ID (signers approve from Dashboard)
Get balances: get_balance to see available funds per currency
Search transactions: search_transactions with date or status filters
Get details: get_transaction with a specific transaction ID
Create the order: create_payment_order with the expected amount and your own reference — returns a dedicated CVU
Share the CVU with the payer, and persist it to match incoming DEPOSIT webhooks
Track it: get_payment_order with your reference to see status and amountPaid
The CVU is taken down automatically once the order is paid or expires.
Extract: read_invoices_from_files with local PDF/image paths — OCR only, nothing is saved
Review the extracted data
Create: create_invoices with the reviewed values
Some tools require a partner permission to be enabled on your account, otherwise the API
returns 403 FORBIDDEN:
Permission | Tools |
|
|
|
|
|
|
Contact the Cresium team to enable them.
All requests are signed using HMAC-SHA256. The server handles this transparently:
signature = HMAC-SHA256("{timestamp}|{METHOD}|{path+query}|{body}", secret) → base64The signed path includes the query string exactly as sent. Headers sent on every request:
x-api-key, x-company-id, x-timestamp, x-signature. Requests are rejected if the
timestamp is more than 60 seconds old, so keep the host clock NTP-synced.
MIT
Unclaimed servers have limited discoverability.
If you are the server author, to access and configure the admin panel.
Connect AI agents to bank accounts, transactions, balances, and investments.
Connect your Necton account to AI via Brazil's Open Finance: balances, statements, cards, investment
Form companies, manage bank accounts, cards, invoices and more — directly from your AI coding tools.
We provide all the information about MCP servers via our MCP API.
curl -X GET 'https://glama.ai/api/mcp/v1/servers/Cresium/cresium-mcp-server'
If you have feedback or need assistance with the MCP directory API, please join our Discord server
