Open Finance does not report whether a card bill was paid, so the server derives a payment status by matching payments across billing cycles — the kind of thing you would otherwise get wrong by hand. Nothing here moves money: the only writes are forcing a sync and revoking a bank's consent, which is also how you take the access back.
A hosted Open Finance server for Brazil. Once you have connected banks through the regulated consent flow, it exposes accounts, transactions, credit card bills, investments and loans as read-only tools an assistant can query.
- openfinance_list_connections and openfinance_get_item_status — which banks are connected and whether each one is syncing
- openfinance_list_accounts and openfinance_get_accounts_detail — current accounts, savings and cards, with limits and additional cards
- openfinance_get_account_balance — real-time balances for up to fifty accounts at once
- openfinance_list_transactions — statements filtered by date range and keyword; for credit cards this is the only way to get itemised entries, each linked back to its bill
- openfinance_list_credit_card_bills and openfinance_get_credit_card_bill — card bills, with a payment status derived by matching payments across billing cycles
- openfinance_list_investments and openfinance_list_investment_transactions — the portfolio across equities, ETFs, fixed income, funds and pensions, with itemised fees and taxes on each movement
- openfinance_list_loans — loan contracts per connection
- openfinance_list_categories — the transaction category taxonomy
- openfinance_force_sync — ask the aggregator to refresh a connection now
- openfinance_disconnect_bank — revoke the Open Finance consent for a bank and delete the connection
An account on the service, created by magic link on first use, and at least one bank connected through the Open Finance consent flow. The server is remote at the published Streamable HTTP endpoint, so any client that speaks MCP over HTTP can use it — Claude, Cursor and VS Code all have a one-click install link. Nothing to install locally.