finance MCP Server
Aggregates bank data (balances, bills and statements) via Brazil's Open Finance. Each institution becomes a connection; multiple banks per user are stored in credentials.connections[]. Read-only.
Discovered via smithery and last synced 2mo ago.
Install instructions not detected yet
Check the source repository for the latest setup steps.
Descrição
Searches the available bank connectors by name (pass keywords[], e.g.
Returns the saved bank connections for this install: connector_id, item_id, bank name, and an add_connection_url to link additional banks via the Open Finance widget.
Returns the current status of a bank connection (UPDATED, UPDATING, LOGIN_ERROR, etc.), its executionStatus, and connector metadata.
Checks the LIVE operational status of the Open Finance provider (its public status page) — this is the PROVIDER's health, separate from your own connection's `openfinance_get_item_status`.
Returns accounts for a bank connection: BANK (checking/savings) and CREDIT (credit card) with balance, number, type, subtype, bankData, and creditData.
Returns transactions for a bank account (BANK or CREDIT type).
Consolidated cash-flow analysis for a whole bank CONNECTION over a period, in ONE call.
Returns CLOSED credit card bills for a CREDIT-type account: dueDate, totalAmount, minimumPaymentAmount, allowsInstallments, plus `payments[]` (id, paymentDate, amount, valueType, paymentMode), `payments_count`, `payme…
Returns the investment portfolio for a connection (broker or bank with INVESTMENTS product enabled): FIIs, stocks, ETFs, fixed income (CDB/LCI/LCA/Tesouro), mutual funds, retirement (previdência) and COE.
Returns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER.
Lists loan contracts per bank connection (GET /loans).
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 updating, up to ~60s).
Returns real-time balance payload per account id (GET /accounts/:id/balance).
Returns full account objects including extended creditData (additional cards, limits) per id (GET /accounts/:id).
Returns bill-level detail for one or more credit card bills by id (GET /bills/:id): financeCharges and payments[] (id, paymentDate, amount, valueType, paymentMode).
Returns the provider's transaction category taxonomy (GET /categories), cached for the adapter session.
Corrects the category of one or more transactions (PATCH /transactions/:id).
Revokes the Open Finance consent for a specific bank and deletes the connection data.
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