Overview
MCP is an open protocol that standardizes how apps and services can securely communicate context to large language models, or LLMs. MCP provides a standardized way to connect AI models to different data sources and tools. Think of it this way: MCP enables Orum to give you a simple way to use conversational interactions between our APIs and the AI tools you’re already using.Demo
Steps
1
Generate API Credentials
Before any interaction with the API or Claude configuration, you’ll need to generate credentials:
- Log in to Orum Monitor (sandbox)
- Go to Developer Tools → API Authentication
- Click Generate New Credentials
- Save the
client_idandclient_secret. The secret is only shown once.
2
Configure Claude Desktop
- Ensure Claude Desktop is installed
-
Create or update your
.claude/config.jsonfile with the following:Replace<client_id>and<client_secret>with the values from Step 1.
Claude will automatically use these credentials to authenticate with Orum’s API. It performs the OAuth flow under the hood, requests a token using the
client_id and client_secret, and uses the returned token in all subsequent API requests. No manual token handling is needed.3
Start Prompting
You can ask Claude to do a variety of tasks. Here are some ideas to get you started:
- Create a person
- Asociate a bank account with person
- Schedule a recurring transfer
- Create webhooks
- Analyize transfer activity for reporting (e.g., Over the past 60 days, what is the total value of RTP debits from our balance?)