Question 1

What is Banco MCP MCP?

Accepted Answer

It's an MCP (Model Context Protocol) server that connects Banco MCP to your AI, giving the agent tools to act on your data, through a single remote link.

Question 2

Which AI clients does it work with?

Accepted Answer

Any MCP-compatible client: Claude (web, desktop and mobile), Cursor, ChatGPT with connectors, OpenClaw and other agents.

Question 3

Do I need to code?

Accepted Answer

No. Paste the remote URL into your client, authenticate once, and you're done. No packages to install, no code to write.

Question 4

Is it secure? Can the AI change my data?

Accepted Answer

Access is authorized by you and can be revoked anytime. Permissions follow what Banco MCP exposes; you approve them when connecting.

Question 5

Is my customers' data stored on mcp.ai?

Accepted Answer

No. Whatever Banco MCP returns passes through our infrastructure solely to reach the AI assistant you chose, and that content is not stored. By design we don't persist tool-call payloads: the log keeps metadata only (which tool, timestamp, status, duration, size and a hash of the arguments). Your credentials are stored encrypted and you can revoke the connection at any time. Retention periods and details are in the Privacy Policy at mcp.ai/privacy.

Question 6

Is my data used to train AI models?

Accepted Answer

No. Nothing that flows through the connector is used to train or improve AI models, nor shared with third parties for that purpose. The conversation itself, meaning your prompts and the AI's answers, is processed by the AI provider you choose (Claude, ChatGPT and the like), under their own privacy policy.

Question 7

How much does it cost?

Accepted Answer

You start free and upgrade when you need more usage. Billing and limits are managed in your mcp.ai account.

Question 8

Can I cancel anytime?

Accepted Answer

Yes. Plans are monthly and can be cancelled at any time, with no lock-in.

Banco MCP

Tools (19)

API & agent docs

Guides and tutorials

Como oferecer um MCP dentro do seu produto

Cada usuário do seu app com o MCP dele

Frequently asked questions

Example prompts

Como receber um webhook toda vez que você compra algo

Como identificar e cancelar assinaturas que você não usa

Banco MCP

Tools (19)

openfinance_search_bank_connectorsSearch bank connectors (Open Finance/API) by name

openfinance_list_connectionsList connected banks

openfinance_get_item_statusStatus of a connection (UPDATED, LOGIN_ERROR…)

openfinance_force_syncForce-sync one or more connections

openfinance_disconnect_bankRevoke Open Finance consent for a bank

openfinance_list_accountsList accounts (BANK / CREDIT) of a connection

openfinance_get_accounts_detailFull account detail by id (batch 1-50)

openfinance_get_account_balanceReal-time balance per account (batch 1-50)

openfinance_list_transactionsTransactions per account (BANK or CREDIT) with date/keyword filters

openfinance_list_transactions_by_itemConsolidated view of one connection over a period (totals + monthly evolution + tops)

openfinance_provider_statusOpen Finance provider operational status (open incidents)

openfinance_list_credit_card_billsCredit card bills (with derived payment_status)

openfinance_get_credit_card_billBill detail by id (batch 1-50), with optional itemized transactions

openfinance_list_investmentsInvestment portfolio per connection

openfinance_list_investment_transactionsMovement history of an investment position (BUY/SELL/TAX/…)

openfinance_list_loansLoan contracts per connection (batch)

openfinance_get_loan_detailLoan detail by id (rates, charges, installments, warranties), batch 1-50

openfinance_list_categoriesTransaction category taxonomy (Pluggy)

openfinance_update_transaction_categoryFix transaction categories (auto-creates a rule)