FortFi Treasury MCP

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How to connect

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "fortfi-treasury-mcp": {
      "type": "http",
      "url": "https://fortfiapp.com/api/mcp"
    }
  }
}

133 tools

• get_mcp_guide

  FortFi MCP capability guide: onboarding paths, pricing, limits, workflows, and full tool catalog. Call first when unsure which tool to use (e.g. market research → discover_tokens, not the Explore UI REST route).

• get_treasury_context

  Who am I? Returns treasury email, user id, credential kind/scopes, vault summary, and policy limits for this API key. Call first to confirm you are on the correct account before money-moving tools.

• list_wallets

  List FortFi wallets for this account: chain, address, nickname, metadata tags, and default flag. Optional metadataKey/metadataValue filter (exact match). Pass cursor and/or limit to page through large fleets — response becomes { items, nextCursor } when either is set; omit both…

• list_recipients

  List all allowlisted recipients. Includes cooldown status: `cooldownActive: true` means the recipient cannot yet receive funds (24-hour gate).

• list_audit_log

  Recent account activity: transfers, swaps, security events. Optional walletId filters to one vault's history. Pass cursor (from a previous page's nextCursor, even as an empty string on the first call) to switch the response to { items, nextCursor } and page back through full…

• list_activity_report

  Treasury activity timeline (JSON) for reconciliation: normalized labels, USD hints, vault scope, and categories. Optional walletId narrows to one vault. Requires reporting:read (or account:read).

• get_fusion_order_status

  Track an owned Fusion+ cross-chain order by orderHash. Returns authoritative settlement/refund status, source and destination transactions, receiver, and the real destination token contract.

• get_policy_limits

  Current policy limits: per-tx/daily/monthly caps (USDC smallest units). Agent accounts also include agent cap tier limits, maxWallets, and credential access expiry.

• get_usage_balance

  Monthly UpTo product balance: cap, used, remaining, and period bounds. Billable writes consume this pool; unused budget is refunded at period end.

• resend_claim_link

  Resend the dashboard claim email to contactEmail (MCP agent API key only; keys:manage scope). Use when the original link expired (72h) or was lost. Rate limit: 3/hour.

• list_funding_wallet_agents

  List all FortFi agent accounts funded by the same payment wallet as this agent. Use to discover agentLabel / userId when renewing or spawning siblings (treasury multi-agent setups).

• list_cosigner_memberships

  Active co-signers on this account.

• get_cosigner_rules

  Amount-banded cosigner quorum rules for sends and swaps. Below-band amounts auto-execute; matching bands require N cosigner votes.

• update_cosigner_rules

  Set cosigner quorum rules (send + swap USD bands). Tightening rules works with the agent key alone. WEAKENING them (lower required cosigners / raise the amount floor) is a GOVERN action: sign a challenge with your funding wallet (challengeId + walletSignature); applies…

• list_pending_cosigner_approvals

  Pending actions that require this account's co-signer approval. Use when this agent is a co-signer on another account.

• add_recipient

  Add a payout address to the allowlist. Human developer key (frtfi_hu_* + DA): added with 24h cooldown (no Assist passkey). Agent key (frtfi_ag_*): GOVERN — funding-wallet signature required; then approved immediately.

• remove_recipient

  Remove a recipient from the FortFi allowlist (tightening policy — no funding-wallet GOVERN). Human developer key, session, or agent treasury key. Re-sync Turnkey policies in the app so the enclave matches.

• approve_recipient

  Approve a recipient still in cooldown (early release). Active cosigners may approve directly. Human passkey owners: use the FortFi app (passkey) or the approval email link; owner bearer keys cannot self-clear. Agent-owned accounts: owner self-approval is GOVERN (funding-wallet…

• validate_recipient_manifest

  Preview a batch recipient import (max 50 rows). Each row: { address, chainId, nickname? }. Returns ready_new, already_exists, or invalid per line. Read-only.

• propose_recipient_manifest

  Apply a validated recipient manifest (human/developer key). Adds new allowlist rows with normal 24h cooldown. Agent keys: use add_recipient per row (GOVERN).

• validate_payout_manifest

  Preview batch payroll/payout (max 50 lines). Each line: { recipientId, amountUsdc, memo? }. All recipients must be allowlisted, same chain as fromWalletId, and past cooldown.

• propose_payout_manifest

  Execute a validated payout manifest sequentially (one ActionIntent per line). Requires Delegated Access or agent wallet. Set dryRun:true to validate only.

• propose_transfer

  Transfer USDC to an allowlisted recipient, OR pay a FortFi invoice by public pid (paymentRequestPid + fromWalletId — amount optional for partial pay). Recipient path requires allowlist approval. Invoice path binds settlement to the pid (Delegated Access / agent accounts execute…

• invite_agent_cosigner

  Invite a co-signer. Agents: pass cosignerUserId (GOVERN / funding-wallet sign when using an agent API key). Humans: pass email — opens instructions for Security UI passkey provision (Turnkey dual-control with MCP DA).

• invite_cosigner

  Alias of invite_agent_cosigner. Humans: email → Security UI. Agents: cosignerUserId.

• approve_cosigner_action

  Approve a pending action as co-signer. Use with list_pending_cosigner_approvals.

• reject_cosigner_action

  Reject a pending action as co-signer.

• get_portfolio

  Full portfolio summary across all wallets: token balances with USD values, 24h change, and total net worth.

• get_account_holdings

  Token holdings for a specific wallet, with USD values and 24h change.

• review_portfolio

  Read-only treasury review: allocation buckets (cash, yield, tokens), top holdings, and optional drift vs target weights. Safe for cron — no proposals created.

• plan_rebalance

  Read-only rebalance planner toward target weights. Returns suggested legs (swap, yield_deposit, yield_withdraw) without executing. Use propose_* + confirm_proposal to act.

• discover_tokens

  Market-wide token discovery on a FortFi chain (USD). Use for trending/gainers/losers/volume/mcap — NOT the browser Explore REST route. Sorts: gainers_1d, gainers_30d, gainers_90d, gainers_365d, losers_1d, losers_30d, losers_90d, losers_365d, market_cap, volume_1d. No 7d or…

• get_token_chart

  Fetch a compact Zerion chart summary plus deterministic EMA, RSI, MACD, Bollinger, return, max-drawdown, and data-quality analysis. Raw points are omitted by default; set includePoints:true only for visual charting or external analysis. Discontinuous pre-migration/launch samples…

• screen_tokens

  Batch cheap-screen tokens across requested chains. Defaults to verified assets, $5M market cap, $50K daily volume, top 30-day performers plus volume leaders, stablecoin removal, and cross-chain deduplication. Returns no proposal.

• rank_tokens

  Two-stage token ranking: run the cheap screen, then concurrently fetch deterministic chart evidence only for the strongest candidates. Quick charts 5 candidates over month+3months; standard charts 10 over day+month+3months+year; deep charts 20 and requires explicit opt-in…

• get_swap_routing_guide

  Returns which swap/bridge tool to use for a given from→to chain pair, with notes on protocols supported.

• list_token_spender_grants

  List active ERC-20 token approvals (spender grants) on this account. Useful before proposing a swap to confirm the CoW vault is approved.

• list_incoming_cosigner_invites

  List pending co-signer invites sent TO this account (where this account is the invitee). Use to discover accounts you can become a co-signer for.

• accept_cosigner_invite

  Accept a pending co-signer invite. After accepting, you will be able to approve/reject pending actions for that account.

• remove_cosigner

  Remove an active co-signer from this account. GOVERN action (it shrinks the approver set): via an agent key, sign a challenge with your funding wallet (challengeId + walletSignature); applies immediately once signed.

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