MCP server

The Blnk MCP server exposes your Core instance through the Model Context Protocol (MCP). AI tools such as Cursor, Claude Desktop, and ChatGPT connect to this endpoint, authenticate with Blnk Cloud credentials, and call tools to read or write ledger data. All MCP traffic is routed through Blnk Cloud. AI clients never connect directly to your Core instance. Cloud validates credentials, enforces scopes, and forwards authorized operations to the target instance.

{
  "mcpServers": {
    "blnk": {
      "url": "https://api.cloud.blnkfinance.com/mcp/YOUR_INSTANCE_ID",
      "headers": {
        "X-blnk-key": "CLOUD_API_KEY"
      }
    }
  }
}

Set up your client

Create authentication credentials

Choose either an API key or OAuth credentials. Both need mcp:read and mcp:write.

API Key
OAuth Credentials

Create an API key with MCP scopes in Settings > API Keys.

Create an OAuth client with MCP scopes in Settings > API Keys. Select OAuth as the type when creating.

Get your MCP endpoint

Go to Settings > MCP and copy the configuration for your app.

API Key
OAuth Credentials

{
  "mcpServers": {
    "blnk": {
      "url": "https://api.cloud.blnkfinance.com/mcp/YOUR_INSTANCE_ID",
      "headers": {
        "X-blnk-key": "CLOUD_API_KEY"
      }
    }
  }
}

https://api.cloud.blnkfinance.com/mcp/YOUR_INSTANCE_ID

For OAuth, you only need the MCP endpoint URL. Use your OAuth Client ID and Client Secret for authentication.

Configure your MCP client

Cursor
Claude Desktop
ChatGPT

Open Cursor Settings.
Go to Features > MCP Servers.
Click Add Server.
Paste the configuration from the previous step (full JSON for API keys, or the endpoint URL for OAuth).

Add the configuration from the previous step to claude_desktop_config.json:

~/Library/Application Support/Claude/claude_desktop_config.json

%APPDATA%\Claude\claude_desktop_config.json

Go to Settings > Apps.

ChatGPT MCP app configuration form showing fields for Name, MCP Server URL, and OAuth authentication settings

Open Advanced settings and enable Developer mode.
Click Create app.
Fill in the app details:
- Name: Use a clear name like Blnk MCP.
- MCP Server URL: Paste the MCP endpoint URL from the previous step.
- Authentication type: Select OAuth, then enter your Client ID and Client Secret.
Click Create.
Sign in with Blnk Cloud when prompted.
After login, ChatGPT returns with the MCP app configured.

Start chatting with your ledger

You can now query, explore, and update Blnk data from your assistant.

What you can ask

Monitor activity
- “Show me all transactions from the last 24 hours”
- “What changed since yesterday?”
Check balances
- “What is the current balance for wallet bln_wallet_456?”
- “Show me all negative or low balances”
Investigate issues
- “Find failed or voided transactions”
- “Get the transaction with reference order_456”
Review large movements
- “Show all USD transactions over $5,000”
- “List unusually large transactions today”
Answer operational questions
- “How much money moved today?”
- “What is the total balance across all customer wallets?”
Query the lake (archived data)
- “Show the lake schema, then count APPLIED transactions last month”
- “Save a rolling 30-day currency breakdown query and schedule it daily”
Operate Core workflows
- “Create a balance monitor that alerts when this wallet goes below 1000”
- “Bulk commit these inflight transactions”
- “Start a reconciliation with this matching rule”

Supported tools

Blnk MCP registers 74 tools: 4 ledgers, 14 balances, 13 transactions, 10 identities, 3 search, 4 filters, 7 reconciliation, 5 hooks, 1 metadata, 2 system, and 11 lake.

create_ledger - Create a new ledger for organizing balances
get_ledger - Retrieve ledger details by ID
list_ledgers - List all ledgers
update_ledger - Update the name of an existing ledger

create_balance - Create a balance within a ledger
get_balance - Retrieve balance details by ID
list_balances - List all balances
get_balance_by_indicator - Retrieve a balance by its indicator and currency
take_balance_snapshots - Start daily balance snapshots
get_historical_balance - Get a balance as of a timestamp
get_balance_lineage - Get fund lineage for a balance
update_balance_identity - Link or change the identity on a balance
create_balance_monitor - Create a balance monitor that fires when a condition is met
get_balance_monitor - Retrieve a balance monitor by ID
list_balance_monitors - List all balance monitors on the instance
list_balance_monitors_by_balance - List balance monitors for a specific balance
update_balance_monitor - Update an existing balance monitor
delete_balance_monitor - Delete a balance monitor by ID

record_transaction - Record a transaction between balances
get_transaction - Get a transaction by ID
get_transaction_by_reference - Get a transaction by its unique reference
list_transactions - List transactions on the instance
commit_inflight - Commit an inflight transaction to finalize it
void_inflight - Void an inflight transaction to cancel it
bulk_commit_inflight - Commit multiple independently created inflight transactions
bulk_void_inflight - Void multiple independently created inflight transactions
recover_queued_transactions - Recover stuck queued transactions
refund_transaction - Create a refund for a transaction
schedule_transaction - Schedule a transaction for future execution
bulk_transactions - Create multiple transactions in one request
get_transaction_lineage - Get fund lineage for a transaction

create_identity - Create a new identity (individual or organization)
get_identity - Retrieve identity details by ID
list_identities - List all identities
update_identity - Update an existing identity
delete_identity - Delete an identity
tokenize_field - Tokenize one PII field on an identity
tokenize_identity - Tokenize multiple PII fields on an identity
detokenize_field - Detokenize one PII field on an identity
detokenize_identity - Detokenize multiple PII fields on an identity
get_tokenized_fields - List which fields are tokenized on an identity

search - Search across transactions, ledgers, balances, or identities
start_reindex - Start a Typesense reindex
get_reindex - Get Typesense reindex progress

query_transactions - Query transactions with advanced filters
query_balances - Query balances with advanced filters
query_ledgers - Query ledgers with advanced filters
query_identities - Query identities with advanced filters

upload_reconciliation_data - Upload external reconciliation data (CSV or JSON)
create_matching_rule - Create a reconciliation matching rule
update_matching_rule - Update a reconciliation matching rule
delete_matching_rule - Delete a reconciliation matching rule
start_reconciliation - Start a batch reconciliation run
start_instant_reconciliation - Start instant reconciliation with inline external transactions
get_reconciliation - Get reconciliation run status and results

create_hook - Register a transaction hook
update_hook - Update a hook
get_hook - Get a hook by ID
list_hooks - List hooks
delete_hook - Delete a hook

update_metadata - Add or update metadata on a ledger, balance, transaction, or identity

get_health - Check Core server health
get_metrics - Read Core Prometheus metrics

lake_schema - Get lake resources and columns for writing SQL
lake_query - Run SQL against archived lake data (or a saved query)
list_lake_queries - List saved lake queries for this instance
get_lake_query - Get a saved lake query by ID
create_lake_query - Create a saved lake query (does not execute it)
update_lake_query - Update a saved lake query you own (or as admin)
delete_lake_query - Delete a saved lake query you own (or as admin)
list_lake_query_runs - List recent lake query runs
get_lake_query_run - Get a lake query run by ID
put_lake_query_schedule - Create or update a cron schedule for a saved query you own (or as admin)
delete_lake_query_schedule - Delete the schedule for a saved lake query you own (or as admin)

Response

Blnk MCP follows the Model Context Protocol specification. Request and response formats, session lifecycle, transport, and error handling are defined by the MCP standard. Most MCP clients handle the protocol automatically. If you are building a custom client, refer to the MCP specification for message structure, initialization, and tool invocation.

Need help?

We are very happy to help you make the most of Blnk, regardless of whether it is your first time or you are switching from another tool. To ask questions or discuss issues, please contact us or join our Discord community.

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Deployments

Proxy & data

Data lake

AI integrations

Audit

Alerts

Billing

Set up your client

What you can ask

Supported tools

Response

Need help?

​Set up your client

​What you can ask

​Supported tools

​Response

​Need help?

Set up your client

What you can ask

Supported tools

Response

Need help?