What is amnis MCP?
amnis MCP connects the AI assistant you already use, such as Claude or ChatGPT, to your amnis account. Once connected, you can ask about balances, payments, FX and spend in plain language, and the assistant can prepare routine tasks for you to review.
MCP (Model Context Protocol) is an open standard that lets an AI assistant work with an external service. amnis MCP is not a separate app or an amnis chatbot. You keep using your own assistant, under your existing plan with your AI provider.
Which AI tools work with amnis MCP?
Any AI tool that lets you add a custom MCP connector, such as Claude, ChatGPT, or Cursor. Custom connectors are often only available on paid plans of these tools. Check with your AI provider.
Who can connect amnis MCP?
Only amnis administrators can set up the connection. Each connection covers one business partner. If your group has several entities, connect each one separately.
How do I set up amnis MCP?
In your AI tool, add amnis MCP as a custom connector, using the address
https://mcp.amnistreasury.com/mcp*Your AI tool opens an amnis sign-in page. Log in with your usual amnis credentials.
Choose the business partner to connect and accept access.
Go back to your AI tool and ask your first question.
* (Copy and paste this address into your AI tool. Do not open it in your browser.)
You connect once for each AI tool and once for each business partner.
For step-by-step instructions for Claude, ChatGPT and Cursor, and help if connecting does not work, see How to connect Claude, ChatGPT or Cursor to amnis.
What am I giving the AI assistant access to?
You accept access in one step. You cannot pick individual permissions: you accept the whole set or decline it. The full list is shown on the access screen and covers, for example:
Reading your business information, accounts, transactions, payments, contacts and documents
Drafting payments and creating payment requests
Requesting FX rates and making FX conversions
Reading and managing cards and cardholders
Managing expense categories, cost centres, VAT rates and tags on transactions
Uploading documents to expenses
In most AI tools, you can also choose whether the assistant may use these actions on its own or must ask you first. This is a setting in your AI tool, not in amnis.
What can I ask my AI assistant?
Start with a question that only reads data to check the connection works.
For example:
“What’s my position this morning?” – balances by currency, what moved overnight and what is still pending.
“List my last five payments in amnis.”
“Where are last week’s payments?”
“What did amnis charge us in fees last quarter?”
“Break down last month’s card transactions by cost centre and flag anything missing a receipt or VAT rate.”
“Draft the quarterly treasury update for the board.”
Can the AI assistant make payments or convert currency?
The assistant can draft a payment from your instructions. You then approve it separately in amnis, where your usual approval flows and two-factor authentication apply.
The assistant can also request an FX rate and make a conversion between your accounts. Check every detail the assistant shows you before you confirm.
Can the AI assistant manage cards?
Yes. It can list cards and cardholders, order a card, create or update a cardholder, and activate, suspend, reactivate or terminate a card. Terminating a card cannot be undone.
Can the AI assistant work on expenses?
Yes. It can create expense categories, cost centres and VAT rates, tag transactions with them, and mark expenses as complete or incomplete. These changes apply directly to your transactions, so check a batch before you confirm it.
Can the AI assistant upload and/or download my documents?
Yes. You can ask the assistant to upload documents, such as receipts or invoices, to your amnis account, or to give you a download link for a document. Download links expire after a short time. If a link has expired, ask for a new one.
What can the AI assistant not do?
The AI assistant cannot:
Approve payments
Combine several business partners in one connection
Show a card’s PIN, full card number or CVV
How is my data handled?
When you ask a question, your assistant requests the data from amnis and sends it to the AI provider you use, such as Anthropic or OpenAI, under that provider's terms.
amnis only passes on what the assistant requests, within the access you accepted when connecting. amnis is not responsible for how your AI provider processes your data.
Whether your provider uses conversations to improve its models depends on its terms and your settings with it. Check both before you connect.
For more information, see How does amnis process and protect your data?
How do I disconnect amnis MCP?
Remove the amnis connector in your AI tool, or end the connection in amnis under Company Settings → Integrations.
To connect again, follow the steps under How do I set up amnis MCP?
To learn more about amnis MCP and how it works, visit our website.