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.
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.
- 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
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.
One command — npx -y @sophtron/sophtron-mcp-server