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Categories › Business & Finance › Payments & billing

Banco MCP

MCP serverGitHub-verified authorRemote● Live

Brazilian Open Finance MCP — 30+ banks (Itaú, Nubank, etc.) to Claude/Cursor. Read-only.

Install

Remote server: your requests and data go to api.mcp.ai. Claude Code: claude mcp add --transport http banco-mcp https://api.mcp.ai/banco · Claude app: Settings → Connectors → Add custom connector.

What it can do

The tools this server listed when we connected to it, in its own words.

  • openfinance_search_bank_connectors — Searches the available bank connectors by name (pass keywords[], e.g. ['nubank','btg']) and returns, per match: the connector id, whether it
  • openfinance_list_connections — Returns the saved bank connections for this install: connector_id, item_id, bank name, a per-connection reconnect_url, and an add_connection
  • openfinance_get_item_status — Returns the current status of a bank connection (UPDATED, UPDATING, LOGIN_ERROR, etc.), its executionStatus, connector metadata, and a recon
  • openfinance_provider_status — Checks the LIVE operational status of the Open Finance provider (its public status page) — this is the PROVIDER's health, separate from your
  • openfinance_list_accounts — Returns accounts for a bank connection: BANK (checking/savings) and CREDIT (credit card) with balance, number, type, subtype, bankData, and
  • openfinance_list_transactions — Returns transactions for a bank account (BANK or CREDIT type). For CREDIT (credit card) accounts, this is the ONLY way to get itemized trans
  • openfinance_list_transactions_by_item — Consolidated cash-flow analysis for a whole bank CONNECTION over a period, in ONE call. Resolves the connection's accounts internally and fa
  • openfinance_list_credit_card_bills — Returns CLOSED credit card bills for a CREDIT-type account: dueDate, totalAmount, minimumPaymentAmount, allowsInstallments, plus `payments[]
  • openfinance_list_investments — Returns the investment portfolio for a connection (broker or bank with INVESTMENTS product enabled): FIIs, stocks, ETFs, fixed income (CDB/L
  • openfinance_list_investment_transactions — Returns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER. Each row carries qua
  • openfinance_list_loans — Lists loan contracts per bank connection (GET /loans). Pass `items` as an array of connection selectors (item_id uuid, connector_id, or conn
  • openfinance_get_loan_detail — Returns full loan contract detail by id (GET /loans/:loanId): interestRates[] (taxType, ratePercentage, indexer), contractedFinanceCharges[]
  • openfinance_force_sync — Forces the bank to re-sync one or more connections NOW and WAITS for it to finish (PATCH /items/:id, then polls until the item stops updatin
  • openfinance_get_account_balance — Returns the latest available balance per account id (GET /accounts/:id/balance). This is the freshest balance the provider can serve, but it
  • openfinance_get_accounts_detail — Returns full account objects including extended creditData (additional cards, limits) per id (GET /accounts/:id). Pass `account_ids` as an a
  • openfinance_get_credit_card_bill — Returns bill-level detail for one or more credit card bills by id (GET /bills/:id): `dueDate`, `billClosingDate` (when the cycle closed — th
  • openfinance_list_categories — Returns Pluggy's transaction category taxonomy (GET /categories), cached for the adapter session. Each entry has `id` (the categoryId used b
  • openfinance_update_transaction_category — Corrects the category of one or more transactions (PATCH /transactions/:id). Pass `items` as an array of { transaction_id, category_id } — `
  • openfinance_disconnect_bank — Revokes the Open Finance consent for a specific bank and deletes the connection data. The bank's data will no longer be available. Returns a

KitScout test notes

Not tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.

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