GETACCOUNT
Get account that belong to a member by account id
LABSCO SUMMARY
Account linking and account reading in the same session.
The hosted widget is what separates this from a plain banking API wrapper: the user links an institution mid-conversation instead of beforehand, and the connection persists for later sessions. Everything exposed is read-only, and coverage spans institutions across the US and Canada.
What it is
A bank-connection server from Sophtron, a data aggregator. It brings up a hosted widget so a user can link an institution during the session, then exposes that connection for querying.
What you get
- GETCUSTOMERS lists the customers under your client account, and GETMEMBERS the connections belonging to one of them
- GETACCOUNTS returns the accounts behind a connection, and GETACCOUNT fetches one by identifier
- GETTRANSACTIONS returns recent transactions for an account
- GETIDENTITY returns the account owner's details from a connected institution
- Connections are saved on the server, so a later session can query and update the same accounts
- The linking widget covers banking, investment, loan, insurance and utility accounts
Requirements
A connection made through the Sophtron widget. Users calling it from a chat client do not register separately — the chat account is bound to a generated Sophtron account, and only that account's owner can read its data. Banking and utility data is free for individual developers.
Setup effort
One command — npx -y @sophtron/sophtron-mcp-server
USE CASES
01
Linking an account without leaving the chat
The widget opens in the session, the connection is saved, and it shows up under the customer straight afterwards.
02
Reading balances across linked accounts
List the accounts behind a connection, then pull the one you want by its identifier.
03
Going through recent spending
Take the recent transactions for an account and work through them in the conversation.
04
Verifying who owns an account
Read the owner details the institution holds, rather than asking the user to retype them.
6 tools
Counted once with only startup setup. Other versions, modes or optional credentials may expose a different list.
GETACCOUNTS
Get accounts that belong to a member
GETCUSTOMERS
Get customers that belong to this client
GETIDENTITY
Get identity from a connected member
GETMEMBERS
Get members that belong to a customer
GETTRANSACTIONS
Get recent transactions that belong to an account
BEFORE YOU INSTALL
What to know first
Tools you get
6 tools when we connected.
Requires
npx on PATH
CONTEXT COST
Light Standing cost
Rated by the size of the 6 tool definitions that ride along on every turn, not by how many there are
INSTALLATION
Connect your client
Add the block to your client, or run the command directly.
Server setup
Configuration file
JSON
{
"mcpServers": {
"sophtron-mcp-server": {
"command": "npx",
"args": [
"-y",
"@sophtron/sophtron-mcp-server"
]
}
}
}npx
TERMINAL
npx -y @sophtron/sophtron-mcp-server
