• ACTIVE
  • MONITOR
  • AUDIT
  • HUMAN

How to provision customer accounts with your AI

Connect Modulr to your AI client once. After that, you can manage ledgers and track balances through simple chat commands.

Ask AI about this page

Short answer

How can I use my AI to set up Modulr accounts?

Your AI uses Modulr tools to spin up new GBP or EUR ledgers and pull current account data. You get immediate visibility into customer liquidity without leaving your chat interface.

The outcomes.

Where your data goes.

The AI handles the heavy lifting in Modulr, sending results to these destinations.

ACTIVE

New ledgers

The AI creates fresh GBP or EUR accounts. You'll see the new account details immediately in your chat.

MONITOR

Liquidity tracking

Your agent pulls real-time balances. You can check if customers have enough funds for upcoming transfers.

AUDIT

Account lists

The AI pulls a full list of existing accounts. Use this to reconcile your records or find specific IDs.

HUMAN

Manual oversight

The AI cannot authorize large transfers or change account ownership. You must handle those sensitive steps yourself.

The workflow

What your AI does when you ask for account setup.

The AI acts as a bridge between your chat and the Modulr API.

  1. Identify existing accounts

    The AI checks your current Modulr setup to ensure you aren't creating duplicates.

    modulr_get_accounts

  2. Create new ledgers

    The AI sends the request to open a specific GBP or EUR account for a customer.

    modulr_create_account

  3. Verify account status

    The AI pulls the newly created account details to confirm everything is active.

    modulr_get_accounts

  4. Report liquidity

    The AI looks at the balances across your accounts to give you a snapshot of available funds.

    modulr_get_accounts

Try it

Copy these to start.

Use these lines to trigger the Modulr tools.

Starting points

These are basic prompts. Swap out the currency or customer names to match your actual needs.

Modulr Finance Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_WRxtlc97KyagsLzsUhZn7lfsGLf3z1JuiSPK7ZSm/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Modulr Finance capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "modulr-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_WRxtlc97KyagsLzsUhZn7lfsGLf3z1JuiSPK7ZSm/mcp"
    }
  }
}
Copy into chat04

  • Create a new EUR ledger for customer Acme Corp.

  • List all my current Modulr accounts.

  • Check the liquidity levels for my GBP accounts.

  • Set up a new GBP account for the client John Doe.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Modulr once, then ask.

One connection gives your AI access to these tools. Your login credentials stay encrypted and secure on our end.

Connect Modulr to your AI

FAQ

How this task behaves.

  • 01

    Can the AI move money between accounts?

    No. The Modulr MCP only handles account creation and balance monitoring.

  • 02

    Can I create accounts in USD?

    No. This specific setup is limited to GBP and EUR ledgers.

  • 03

    Does the AI store my Modulr password?

    No. Your credentials are encrypted and handled by Vinkius, not the AI client.

  • 04

    Can the AI delete an account if I ask?

    No. There are no tools available to delete or close accounts through this MCP.

  • 05

    How does the AI know which account to check?

    You tell the AI which customer or currency to look for, and it uses the account list to find the right one.

  • More questions about Modulr? The Connector page answers them. See everything the Modulr Connector can do

Connect Modulr Finance to Claude, Cursor, ChatGPT & more