newline-mcp-server

Reconciles a Newline synthetic account against its underlying custodial account by comparing balances, synthetic line items, and custodial line items. Use when asked to reconcile, audit, or verify that account balances match across the synthetic and custodial layers.

Creates a Newline banking transfer between two synthetic accounts. Handles all three transfer types: Wire, ACH, and Instant Payment. Use this skill when asked to send money, initiate a transfer, move funds, or create any Wire/ACH/Instant Payment between accounts.

Builds a complete snapshot of a Newline customer, including their profile, KYC status, synthetic accounts and balances, recent transactions, and recent activity. Use when asked to look up, summarise, or report on a customer.

Investigates a Newline banking transfer end-to-end by drilling through the transfer, its transactions, transaction events, any returns, and the combined transfer view. Use when asked to debug, trace, audit, or check the status of a transfer.

General payment initiation workflow for the Newline MCP server. Use when you need to prepare and create a wire, ACH, or instant payment transfer, validate the source and destination accounts, and explain rail-specific requirements. Prefer this skill for end-to-end payment execution across Claude Code, Codex, Pi, and other Agent Skills compatible harnesses.

Broad customer and account management workflow for the Newline MCP server. Use when you need to find customers, assess KYC and status, review pools and products, inspect existing synthetic accounts, or create a new synthetic account. Prefer this skill for multi-step setup and account administration tasks across Claude Code, Codex, Pi, and other Agent Skills compatible harnesses.

Sets up a new Newline synthetic account for a customer. Walks through selecting the correct account type, pool, and payment-rail options before calling create-synthetic-account. Use when asked to open, create, or provision a new account for a customer.

Broad post-payment operations workflow for the Newline MCP server. Use when you need to investigate transfer failures, inspect transaction lifecycles, review returns, reconcile related records, or explain what happened after a payment was initiated. Prefer this skill for operational support across Claude Code, Codex, Pi, and other Agent Skills compatible harnesses.

Investigates and resolves a returned Newline banking transfer by tracing the return back to its original transaction and transfer, reviewing the return reason, and checking account balance impact. Use when asked to handle, investigate, or explain a returned payment or ACH return.

Reporting and audit workflow for the Newline MCP server. Use when you need transaction history, event timelines, account-level posting evidence, customer activity context, or summary reporting for balances and payment status. Prefer this skill for monitoring and operational reporting across Claude Code, Codex, Pi, and other Agent Skills compatible harnesses.