Hedgr FX Risk & Treasury

Connect Remote server

claude mcp add --transport http hedgr https://hedgr.app/mcp

{
  "mcpServers": {
    "hedgr": {
      "url": "https://hedgr.app/mcp"
    }
  }
}

{
  "servers": {
    "hedgr": {
      "type": "http",
      "url": "https://hedgr.app/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://hedgr.app/mcp

Tools 27 found in our last check

• get_platform_capabilities

  Returns a safe, client-facing capability map for Hedgr: dashboard tabs, data sources, what the MCP already exposes, a coverage summary counting how many client-facing surfaces the published tools answer, the Scout/MCP boundary, and what is intentionally not exposed. Use this whe…

• get_dashboard_context

  Returns a compact read-only snapshot of the authenticated Hedgr dashboard: organisation, provider, base currency, selected entity/workspace context, data timestamp, FX currencies, invoice counts, headline exposure and P&L totals, and available rates. Use when the user asks for a…

• get_account_status

  Returns the current state of the user's Hedgr account: which accounting systems, Google Sheets workspaces, CSV/manual cloud workspaces, and setup sections are available. Returns entity_scope: on a workspace that consolidates several entities, entity_scope.ask_user is true and en…

• list_entities

  Lists all connected legal entities with their base currencies and source accounting systems. Use when the user needs entity-level rather than consolidated group figures, e.g. multi-entity clients such as UK Ltd + US Inc + DE GmbH. Returns entity_scope with a scope question (cons…

• get_fx_exposure

  Returns net FX exposure by currency pair, entity, and time bucket (overdue, 0-30d, 31-60d, 61-90d, 90d+, undated). An invoice with no due date has no tenor, so it stays in net exposure and sits in the undated bucket. Each exposure line distinguishes confirmed (invoices and POs f…

• get_cash_position

  Returns current cash balances by currency and entity. Shows whether FX cash offsets invoice exposure in the same currency.

• get_hedge_portfolio

  Returns all open forward contracts and hedges with maturity date, notional amount, contracted rate, and current mark-to-market value. Use this to answer 'what is my current hedge ratio on EUR?' without needing execute permissions. hedges[] is drawdown-normalised: a parent forwar…

• simulate_scenario

  Models the P&L impact of exchange rate moves on the user's current net exposure (invoices + cash) and existing hedges. Four modes: (1) supply explicit `scenarios` for a linear what-if, e.g. 'What happens if GBP/EUR moves 3% before Q3 close?'; (2) set `worst_case: true` (scenario…

• get_protection_candidates

  Policy-derived candidate rows showing suggested notional amounts for open currency exposures. Read-only - does not execute trades, open dealing pages, or transfer assets.

• get_policy

  Returns the user's saved FX policy in declared form: one workspace coverage target (target_hedge_ratio_pct, 0 when none is set), the allowed instrument, the hedge horizon, and a policy_settings block naming every stored field with its meaning, including per-currency comfort-limi…

• get_market_regime

  Returns a current Hedgr regime snapshot for one or more currency pairs, including a compact headline, sorted snapshot rows, latest rate, realised-volatility regime, 30-day change, methodology, and dashboard surface. Volatility regimes are Settled / Directional / Choppy / Stresse…

• get_pnl_attribution

  Returns FX P&L broken down by currency with top contributor, unrealised mark-to-market (open invoices, booking rate vs current spot), and realised gain/loss from settled invoices where the accounting system provides it. Use to answer 'which currencies are hurting us?', 'what is…

• get_limit_status

  Compares current net FX exposure against per-currency comfort limits configured in Hedgr's Control tab. Returns breach status per currency: breaching (exposure exceeds limit), approaching (≥80% of limit), within_limit, or no_limit_set. Use to answer 'are we within limits?', 'whi…

• get_transaction_log_summary

  Returns a safe read-only transaction-log summary for Explain > Detailed Transaction Logs: top open-invoice unrealised FX rows, settled-invoice realised FX rows, bank/cash rows, counts, and row provenance. Does not expose raw provider payloads, hidden reconciliation notes, creden…

• get_overdue_drivers

  Returns overdue invoice drivers by currency and top contact, prioritised by largest exposure per currency. Separates total unrealised FX P&L from since-due P&L and explicitly reports when due-date rates are unavailable. An invoice carrying no due date is undated and never overdu…

• get_data_quality

  Returns safe import and data-quality diagnostics: duplicate invoice IDs, first visible issue rows, missing currency/date/amount fields, missing booking rates, missing spot rates, and per-currency P&L readiness. Use for questions about why CSV imports failed or why P&L is incompl…

• get_payment_patterns

  Returns detected payment timing patterns by counterparty and currency where available, or derives a conservative summary from settled invoice dates. Use for factual questions about who pays late or early. Reports timing only, not realised gains or losses.

• get_cashflow_timing

  Returns FX cashflow timing by currency and bucket, separating receivables, payables, bank cash, and hedge maturities where available. Use for Monitor > Exposure & Cash Flow questions about overdue, next 30, 31-60, 61-90, beyond 90, undated, liquidity timing, or same-currency cas…

• get_cashflow_forecast

  Projects the user's OWN expected net cashflow per currency over the next N weeks (default 8), from their OWN settlement history: expected settlement of existing open invoices (due date shifted by how late each customer usually pays), plus projected recurring and seasonal flows.…

• get_funding_forecast

  TMS liquidity/funding view: per-currency running cash balance seeded from the user's REAL bank balances - INCLUDING base currency (which the FX-exposure tools deliberately exclude). Answers whether the user will hold the units to settle upcoming payables/receivables, the first d…

• get_protection_builder_snapshot

  Returns the read-only Protection Builder / Scenario Builder snapshot: simulated row inputs, residual exposure after active hedges, cashflow-aware grouping basis, and policy sizing context. It does not execute trades, produce broker instructions, return quote IDs, or recommend a…

• get_policy_backtest_summary

  Returns a saved Control > Backtest policy replay summary when available, plus the policy snapshot used for context. Use for historical policy replay questions only. Does not predict future performance or recommend policy settings.

• get_rate_assumptions

  Returns rate assumptions used by the dashboard: spot rates, source labels, timestamps, custom override presence, missing spot rates, and invoice rows with missing or placeholder booking rates. Use when users ask where a number came from or why a rate/P&L is unavailable. Also ret…

• get_export_manifest

  Returns a read-only manifest of Hedgr exports available in the dashboard and where to generate them. Does not download files, expose temporary URLs, or generate private report drafts through MCP.

• get_navigation_targets

  Returns safe client-facing Hedgr navigation targets: current tab/subtab labels and what each surface is used for. Use for 'where do I find this in Hedgr' questions. Excludes admin routes, operator pages, and feature-flag internals.

• get_workspace_setup_state

  Returns setup state for accounting, Google Sheets, and CSV/manual workspaces. Explains whether Company & reporting is required for MCP. Accounting providers supply company settings automatically; Google Sheets and CSV/manual workspaces may need Company & reporting completed.

• get_fx_guidance

  Returns Hedgr's shared FX-guidance canon - the same read-only methodology Scout uses in-app (e.g. margin-basis / IAS 21 and Xero unrealised FX overlap). Public-safe subset only; internal partner/marketing guidance is filtered out. Not financial, legal, tax, or investment advice.

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