Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| CRESIUM_SECRET | Yes | Partner secret for HMAC signing | |
| CRESIUM_API_KEY | Yes | Partner API key | |
| CRESIUM_COMPANY_ID | Yes | Company ID to operate on |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| health_check | Check if the Cresium API is available and responding |
| get_balance | Get wallet balances for the company. Returns balance, lockedBalance, investedBalance, availableBalance, and currency for each wallet. |
| search_transactions | Search and filter company transactions with pagination. Supports filtering by date range, type, tag, status, external ID, and more. |
| get_transaction | Get a single transaction by ID. Returns the full transaction object including from/to addresses, amounts, fees, status, and related entities. |
| lookup_bank_address | Look up a bank address by CBU, CVU, or alias. Returns the address ID (needed as toId for creating transfers), bank name, owner name, and account type. |
| create_transfer_preview | Create a transfer preview (does not execute the transfer yet). Use lookup_bank_address first to get the toId. Returns the preview transaction and whether 2FA is required. |
| confirm_transaction | Confirm a previewed transaction, moving it from PREVIEW to PENDING status for processing. Only works on transactions in PREVIEW status. |
| create_signature_request | Create a signature request for a transaction, bulk, or payroll. Signers will be notified and can approve from the Dashboard. The transaction auto-confirms on approval. |
| create_payments | Create one or more payments (accounts payable). Each payment represents an amount the company owes to a supplier/creditor. |
| create_invoices | Create one or more invoices (accounts receivable). Each invoice represents an amount the company expects to receive from a customer. |
| list_payments | List all company payments. Returns the full list of payments with their status, amounts, and related data. |
| list_invoices | List all company invoices. Returns the full list of invoices with their status, amounts, payer information, and related data. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |