Question 1

What is Poupa AI MCP?

Accepted Answer

It's an MCP (Model Context Protocol) server that connects Poupa AI 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 Poupa AI exposes; you approve them when connecting.

Question 5

Is my customers' data stored on mcp.ai?

Accepted Answer

No. Whatever Poupa AI 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.

Poupa AI

Tools (13)

API & agent docs

Frequently asked questions

Example prompts

Poupa AI

Tools (13)

poupa_add_transactionCria uma transação. value e date são obrigatórios; demais campos opcionais. Para parcelar, use installments; para recorrer, use expense_recurrency (dias) OU recurrency_array_dates (lista de datas).

poupa_add_transactionsCria várias transações de uma vez (bulk). transactions[] é obrigatório; cada item segue o mesmo shape de poupa_add_transaction.

poupa_banksLista os bancos/contas do usuário.

poupa_cardsLista os cartões de crédito do usuário.

poupa_categoryLista as categorias do usuário.

poupa_defaultsCategorias e métodos de pagamento padrão do usuário.

poupa_delete_transactions_by_filterDeleta transações por filtro. O filtro precisa ser não vazio (a tool se recusa a deletar tudo). Aceita ids, intervalo de datas, descrição, categoria, etc.

poupa_get_balanceSaldo do usuário, agrupado por banco, categoria, método de pagamento, cartão, tipo (entrada/saída) e mês. start_date/end_date (YYYY-MM-DD) limitam a janela; sem datas, traz tudo.

poupa_memoriesMemórias/notas do usuário gravadas no Poupa AI.

poupa_preferencesPreferências do usuário (idioma, moeda, etc.).

poupa_retrieve_transactionsLista transações no intervalo (YYYY-MM-DD), opcionalmente filtradas por palavras-chave (match parcial case-insensitive na descrição), cartão e/ou banco/pagador.

poupa_transfer_between_banksRegistra uma transferência entre dois bancos/contas do PRÓPRIO usuário (movimento contábil — não executa transferência bancária real). value é o valor; date opcional (default = hoje).

poupa_update_transactionsAtualiza uma ou mais transações existentes. Informe os ids alvo no filtro e os campos a alterar (passthrough).