← Back to Documentation
Overview
The Hedgr MCP connector gives Claude a read-only view of your authenticated Hedgr FX dashboard. It exposes structured tools for FX exposure, cash balances, hedge records, policy settings, market regimes, scenario analysis, transaction-log summaries, overdue drivers, data quality, payment patterns, cashflow timing, Protection Builder context, setup state, exports, navigation targets, and Scout-aware dashboard guidance.
Scout is Hedgr's in-app FX assistant. The connector does not expose Scout chat history or private prompts, but it does expose the same read-only dashboard data and answer style: number or label first, plain explanation, basis, and next place to look.
Read-only connector: The MCP connector does not execute trades, transfer money, modify accounting records, or open dealing workflows. Hedgr provides factual FX data and analysis only. Hedging and treasury decisions should be made by your team with your bank, FX broker, accountant, or internal treasury owner.
Connection setup
- Open Claude's connector settings and choose the Hedgr connector.
- Authorize with your Hedgr account through OAuth.
- If no accounting system is connected, Claude will receive a setup link pointing back to Hedgr.
- Connect Xero, QuickBooks, Sage, Google Sheets, or CSV/manual data inside Hedgr.
- For CSV/manual workspaces, click Save workspace to cloud so Claude can read the same server-side snapshot.
Once connected, the connector holds its own durable server-side session. It keeps working after you close the browser tab or sign out of the Hedgr website; you do not need to stay logged in on the website. If tools start reporting that setup is required after a long idle period, reconnect the Hedgr connector in Claude to refresh the token.
Available tools
- get_platform_capabilities: safe client-facing capability map and structured MCP coverage gap register.
- get_dashboard_context: current dashboard snapshot and headline totals.
- get_account_status: connection state and provider status.
- list_entities: connected legal entities and base currencies.
- get_fx_exposure: net exposure by currency and due-date bucket.
- get_cash_position: FX cash balances by currency and entity.
- get_hedge_portfolio: recorded hedge and forward-contract book.
- simulate_scenario: hypothetical rate-shock impact on current exposure.
- get_protection_candidates: policy-derived, read-only hedge-sized candidate rows.
- get_policy: user-configured FX policy and limits.
- get_market_regime: Hedgr market regime data for relevant currency pairs.
- get_pnl_attribution: FX P&L attribution by currency, including realised and unrealised components.
- get_limit_status: current exposure versus Control-tab comfort limits.
- get_transaction_log_summary: Explain-tab transaction-log summary with row provenance.
- get_overdue_drivers: overdue invoice drivers by currency and top contact.
- get_data_quality: import diagnostics, duplicate invoice IDs, and missing-rate flags.
- get_payment_patterns: counterparty payment timing patterns by currency.
- get_cashflow_timing: receivable, payable, bank cash, and hedge maturity timing buckets.
- get_protection_builder_snapshot: read-only Protection Builder / Scenario Builder mechanics and simulated row context.
- get_policy_backtest_summary: saved Control-tab policy backtest summary when available.
- get_rate_assumptions: spot rates, source labels, overrides, and missing-rate diagnostics.
- get_export_manifest: dashboard export availability and where to generate exports.
- get_navigation_targets: Scout-like next-place-to-look tab and subtab targets.
- get_workspace_setup_state: accounting, Google Sheets, CSV/manual setup state and Company & reporting requirements.
Reviewer setup
Anthropic reviewers can request a populated reviewer account from [email protected]. The account includes seeded multi-currency invoices, bank balances, a recorded hedge book, and policy settings.
Support
For connector support, email [email protected].