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

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 6

Can I cancel anytime?

Accepted Answer

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

Banco MCP

Tools (17)

API & agent docs

Frequently asked questions

Example prompts

Banco MCP

Tools (17)

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_credit_card_billsCredit card bills (with derived payment_status)

openfinance_get_credit_card_billBill detail by id (batch 1-50)

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)