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

도구 (16)

API & 에이전트 문서

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Banco MCP

도구 (16)

openfinance_search_bank_connectorsBuscar conectores de banco (Open Finance/API) por nome

openfinance_list_connectionsListar bancos conectados

openfinance_get_item_statusStatus de uma conexão (UPDATED, LOGIN_ERROR…)

openfinance_force_syncForçar sincronização de uma ou mais conexões

openfinance_disconnect_bankRevogar consentimento Open Finance de um banco

openfinance_list_accountsListar contas (BANK / CREDIT) de uma conexão

openfinance_get_accounts_detailDetalhe completo de contas por id (batch 1-50)

openfinance_get_account_balanceSaldo em tempo real por conta (batch 1-50)

openfinance_list_transactionsTransações por conta (BANK ou CREDIT) com filtros de data/keyword

openfinance_list_credit_card_billsFaturas de cartão (com payment_status derivado)

openfinance_get_credit_card_billDetalhe de fatura por id (batch 1-50)

openfinance_list_investmentsCarteira de investimentos por conexão

openfinance_list_investment_transactionsMovimentação de uma posição de investimento (BUY/SELL/TAX/…)

openfinance_list_loansContratos de empréstimo por conexão (batch)

openfinance_list_categoriesTaxonomia de categorias de transação (Pluggy)

openfinance_update_transaction_categoryCorrigir categoria de transações (cria regra automática)