# Primary — AI Connector

Read-only queries against Primary financial data. Primary is listed under Finance in the ChatGPT apps directory, built by Primary Technology.

Source: https://node8.ai/ai-connectors/finance/primary/

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[AI Connectors](https://node8.ai/ai-connectors/) · [Finance](https://node8.ai/ai-connectors/finance/)

# Primary

Read-only queries against Primary financial data

Listed in ChatGPT

[ChatGPT listing](https://chatgpt.com/plugins/primary?open_in_app) [primary.tech](https://primary.tech)

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.

### Who it is for

Finance staff at companies using Primary who need balances and treasury figures summarized on demand.

### 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](https://primary.tech)

Policies published

Privacy policy · Terms of service

Official listing

[Open in ChatGPT](https://chatgpt.com/plugins/primary?open_in_app)

Snapshot

August 2026

### Example prompts from the listing

-   Create a summary of my Treasury portfolio

Nearby

## Other Finance connectors

### [Clarity AI: Extra-financial risk analysis for your investments](https://node8.ai/ai-connectors/finance/clarity-ai-ed6962/)

Screen portfolios against Clarity AI mandates for breaches

Claude

### [Cube](https://node8.ai/ai-connectors/finance/cube/)

Query Cube financial planning data through chat

ChatGPT

### [Daloopa](https://node8.ai/ai-connectors/finance/daloopa/)

Source-linked company KPIs for modeling and research

Claude · ChatGPT

### [Driggsby](https://node8.ai/ai-connectors/finance/driggsby/)

A read-only view of bank, investment and debt accounts via Plaid

Claude

### [Exact Online AI Connect, by iWebDevelopment](https://node8.ai/ai-connectors/finance/exact-online-ai-connect-by-iwebdevelopment/)

Live Exact Online financials, stock and receivables analysis

Claude

### [Scorechain](https://node8.ai/ai-connectors/finance/scorechain/)

Blockchain address screening for AML investigations

Claude · ChatGPT

[All 363 Finance connectors](https://node8.ai/ai-connectors/finance/)

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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