Hedgr FX Risk & Treasury

app.hedgr/hedgr · v1.0.0 · finance-and-payments

Hedgr FX Risk & Treasury is healthy: it completed an MCP handshake in 2976 ms and exposes 27 tools. It scores 59/100.

Read-only FX exposure, cash, hedge and P&L data from a Hedgr workspace, for SME finance teams.

Endpoint: https://hedgr.app/mcp (streamable-http)

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Score 59/100

health17 / 25
authEase15 / 15
toolQuality15 / 15
maintenance7 / 15
adoption0 / 10
usage0 / 10
security5 / 10

Scoring v0.3, computed 2026-10-15T02:26:35.745Z.

Health history

Checked (UTC)StatusLatencyError
2026-10-14T16:35:42.948ZHealthy2976

Tools (27)

get_platform_capabilitiesReturns 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 when the user asks what
get_dashboard_contextReturns 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 dashboard-level summ
get_account_statusReturns 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 entity_scope carries a
list_entitiesLists 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 (consolidated group or one
get_fx_exposureReturns 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 from the accounting sy
get_cash_positionReturns current cash balances by currency and entity. Shows whether FX cash offsets invoice exposure in the same currency.
get_hedge_portfolioReturns 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 forward is listed once at i
simulate_scenarioModels 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` (scenarios optional) to revalu
get_protection_candidatesPolicy-derived candidate rows showing suggested notional amounts for open currency exposures. Read-only - does not execute trades, open dealing pages, or transfer assets.
get_policyReturns 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-limit rows (a row with li
get_market_regimeReturns 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 / Stressed. Also returns a mar
get_pnl_attributionReturns 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 our total FX impact t
get_limit_statusCompares 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?', 'which currencies need at
get_transaction_log_summaryReturns 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, credentials, or private cal
get_overdue_driversReturns 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 overdue, so it appears in n
get_data_qualityReturns 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 incomplete. On an unscoped c
get_payment_patternsReturns 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_timingReturns 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 cash coverage. On an uns
get_cashflow_forecastProjects 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. Returns a per-currenc
get_funding_forecastTMS 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 date each currency run
get_protection_builder_snapshotReturns 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 hedge.
get_policy_backtest_summaryReturns 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_assumptionsReturns 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 returns spot_rates_marke
get_export_manifestReturns 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_targetsReturns 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_stateReturns 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_guidanceReturns 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.