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Claude Desktop FortFi Treasury MCP get_account_holdings

How to: Claude Desktop FortFi Treasury MCP get_account_holdings

client:Claude Desktop transport:streamable-http tool:get_account_holdings

Add FortFi Treasury MCP to Claude Desktop

  1. 01

    Open ~/Library/Application Support/Claude/claude_desktop_config.json and merge this in. Keep any servers already there.

{
  "mcpServers": {
    "fortfi-treasury-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://fortfiapp.com/api/mcp"
      ]
    }
  }
}
  1. 02

    Save the file and restart Claude Desktop.

  2. 03

    Ask for something get_account_holdings does. Claude Desktop lists the server's tools on connect and calls get_account_holdings itself — you do not invoke it by name.

  3. 04

    If nothing happens, check the server is running and that FortFi Treasury MCP's identifier in your config matches the one above exactly.

Claude Desktop has no remote transport in its config file, so this bridges through mcp-remote. Restart the app after saving. Claude Desktop docs

Same tool, other clients

This list was read from the server itself, by connecting to it and calling tools/list on 24 September 2026. It is what the server actually exposes, not what its listing claims.

Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. The registry stores tool names only; connect the server for its live schemas.