Highnote

Highnote MCP Connector for Claude

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Automate card issuance and financial management via Highnote — manage account holders, cards, and transactions directly from any AI agent.

11 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Highnote card platform to any AI agent and take full control of your card issuance, financial accounts, and ledger through natural conversation.

What you can do

  • Account Holder Oversight — List and retrieve details for individuals and businesses holding accounts in your program.
  • Card Management — List virtual and physical cards, monitor their operational status, and freeze or close them directly from the chat.
  • Financial Account Monitoring — Access real-time balances and metadata for all your financial ledger accounts.
  • Transaction Tracking — List and inspect recent spending and processing transactions with detailed merchant metadata.
  • Ledger Insights — Retrieve individual ledger entries for reconciliation and audit purposes.
  • Program Visibility — List all available card products and programs configured in your Highnote account.

How it works

  1. Subscribe to this server
  2. Enter your Highnote API Key and select your Environment (Test or Live)
  3. Start managing your fintech program from Claude, Cursor, or any MCP-compatible client

No more manual querying of complex GraphQL schemas for simple account lookups. Your AI assistant acts as a dedicated Fintech Operations Lead or Card Program Manager.

Who is this for?

  • Fintech Operations Managers — instantly retrieve account balances and transaction details during reconciliation.
  • Customer Support for Neobanks — check card statuses and freeze cards immediately upon customer request.
  • Product Managers — monitor card issuance volume and program activity in real-time.
card-issuanceledger-managementvirtual-cardsfinancial-accountstransaction-monitoringfintech-infrastructure

11 tools expose this connector's capabilities to your AI agent.

get_financial_account

Get detailed balance and metadata for a specific financial account

get_api_profile

Retrieve information about the authenticated API user

get_payment_card_details

Get detailed information for a specific card

get_transaction_details

Get detailed metadata for a specific transaction

list_account_holders

Use this to find the unique ID for a person or business. List individuals and businesses who hold accounts in Highnote

list_card_products

List the different card programs (e.g., Consumer, Fleet) available in your Highnote account

list_financial_accounts

List all financial accounts and their current balances

list_ledger_entries

Useful for reconciliation. List individual ledger entries for a financial account

list_payment_cards

Monitor card status and expiration details. List virtual and physical cards issued in your program

list_financial_transactions

List recent spending and processing transactions

update_card_status

Valid statuses: ACTIVE, FROZEN, CLOSED. Change the status of a card (e.g., ACTIVE, FROZEN, CLOSED)

See how to talk to your AI agent using Highnote.

List all financial accounts and show their current balances.

I've retrieved your financial accounts. You have 3 active ledgers: 'Main Operations' ($145,000.00), 'Fleet Fuel Card Fund' ($12,500.00), and 'Marketing Expenses' ($5,000.00). Would you like to see the recent ledger entries for any of these?

Show the last 5 transactions for card ending in 4492.

Accessing transaction history... For card **** 4492, the 5 most recent transactions include: $42.50 at 'Shell Station', $12.99 at 'Starbucks', and $150.00 at 'Amazon'. All transactions are currently in 'CLEARED' status. Should I retrieve the full details for the Amazon purchase?

Freeze card ID 'card_992' immediately.

Card frozen! I've successfully updated the status of card card_992 to 'FROZEN'. This card will no longer accept new transactions until it is unfrozen. Would you like me to notify the account holder via email?

Log in to your Highnote dashboard, navigate to **Settings > API**, and you will be able to generate and copy your API key. Make sure to distinguish between Test and Live keys based on your environment.

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