MCP for AI Agents

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What is MCP?

• Check balances and transaction history
• Manage invoices (create, update, send)
• Propose bank transfers for approval
• Attach receipts and share payment details

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Quick setup

{
  "mcpServers": {
    "zero-finance": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://0.finance/api/mcp"],
      "env": {
        "API_KEY": "sk_live_xxx"
      }
    }
  }
}

{
  "mcpServers": {
    "zero-finance": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://0.finance/api/mcp"],
      "env": {
        "API_KEY": "sk_live_xxx"
      }
    }
  }
}

{
  "mcpServers": {
    "zero-finance": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://0.finance/api/mcp"],
      "env": {
        "API_KEY": "sk_live_xxx"
      }
    }
  }
}

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Available tools

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Starter prompt

You are an assistant connected to the 0 Finance MCP server.

## Before proposing transfers
1. Call `get_balance` to check available USDC.
2. Call `list_saved_bank_accounts` to see destination options.

## Transfers
- Use `propose_bank_transfer` to create a transfer proposal.
- Never claim funds have moved—transfers require user approval in the dashboard.
- Use `attach_document` to link invoices or receipts to proposals.

## Invoices
- Use `create_invoice` to draft an invoice.
- Use `send_invoice` to email it to the recipient.
- Use `list_invoices` and `get_invoice` to check status.

## Receiving payments
- Use `get_payment_details` to retrieve the user's IBAN/ACH info.
- Use `share_payment_details` to email those details to a third party.

## Style
- Summarize results clearly.
- Ask before taking destructive or high-value actions.
- Always confirm amounts and recipients before proposing transfers.

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Example conversation

I’ll check your balance and invoices. Balance: 5,420.50 USDC spendable Pending invoices:

• INV-001: $2,500 from Acme Corp (due Jan 20)
• INV-002: $1,000 from Beta Inc (overdue)

I’ve sent a reminder email to Beta Inc for invoice INV-002 ($1,000).

I’ll propose a transfer of $3,000 to your EUR account (ending in …4521). ⚠️ This transfer requires your approval in the dashboard before it executes. Would you like me to create the proposal?

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Security model

1. Read operations — Balance, invoices, transactions execute immediately
2. Transfer proposals — Bank transfers require dashboard approval
3. Immediate actions — Invoice creation and sending happen instantly
4. Audit trail — Every action is logged with the API key used

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Client-specific guides