Who it is for
Finance staff at companies using Primary who need balances and treasury figures summarized on demand.
Primary
Read-only queries against Primary financial data
Overview
What Primary does
Primary exposes an MCP server for reading financial data held in a Primary account. Queries can cover account balances, movement history, foreign exchange rates, the accounts themselves, and treasury reporting.
The boundary is stated plainly in the listing. There are no write operations, no way to initiate a transfer, and nothing that changes state on the account. Everything the connector does is retrieval.
That suits it to summarizing and reconciling rather than operating. A treasury position can be described in conversation, but any action arising from it happens somewhere else.
What stands out
The listing is explicit that no state-changing operation exists, which narrows the app to reporting.
Availability
Where Primary is listed
Primary is listed in the ChatGPT apps directory only. Primary Technology has no connector under the same domain in the Claude directory; 392 of the 3,150 products here are on both marketplaces, and this is not one of them.
ChatGPT apps are built on MCP, and the same server can back a Claude connector, so the absence is a distribution decision rather than a technical one.
ChatGPT listing
In the ChatGPT apps directory
- Developer
- Primary Technology
- Filed under
- Finance
- Listed since
- June 2026
- Authentication
- Authenticates when installed
- Website
- primary.tech
- Policies published
- Privacy policy · Terms of service
- Official listing
- Open in ChatGPT
- Snapshot
- August 2026
Example prompts from the listing
- Create a summary of my Treasury portfolio
Nearby
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This is an independent catalogue entry compiled by Node8 from Primary's public marketplace listing as it stood in August 2026. Listing facts come from the marketplaces; the comparisons against the rest of the directory and any live-endpoint measurements are Node8's. Node8 is not affiliated with Primary Technology, and inclusion here is not an endorsement.
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