Banco Sofisa MCP

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

• Connection: Runs in the cloud
• Transport: Streamable HTTP
• Category: Accounting, finance & tax

Install

Pick the AI app you use, then copy the settings.

You need

• Runs in the cloudNothing to install; it connects over the internet

Which app do you use?

https://api.mcp.ai/p_sofisa

claude mcp add --transport http sofisa https://api.mcp.ai/p_sofisa

{
  "mcpServers": {
    "sofisa": {
      "url": "https://api.mcp.ai/p_sofisa"
    }
  }
}

{
  "servers": {
    "sofisa": {
      "type": "http",
      "url": "https://api.mcp.ai/p_sofisa"
    }
  }
}

https://api.mcp.ai/p_sofisa

Your choice stays on this device in a cookie; no account needed.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

Which apps can use it

Based on how this server connects and on each app’s own docs, checked Nov 10, 2026.

Connect over the internet in

ClaudeChatGPTGooseLM StudioMsty StudioCherry StudioCursorVS Code + GitHub CopilotVisual StudioWindsurf (Devin Desktop)ZedKiroClineContinueJetBrains AI AssistantClaude CodeCodex CLIGemini CLIOpenCodenodecodeWarpLibreChatOpen WebUIRaycast

All apps, with pros and cons →

What it can do

Tool names and descriptions exactly as the server reported them on Nov 11, 2026. The maker wrote them, not us; we show them as plain text.

• openfinance_search_bank_connectors

  Searches the available bank connectors by name (pass keywords[], e.g. ['nubank','btg']) and returns, per match: the connector id, whether it's Open Finance or API (`access`), PF/PJ (`audience`), the user's already-linked connections (and accounts when include_accounts=true), and

• openfinance_list_connections

  Returns the saved bank connections for this install: connector_id, item_id, bank name, a per-connection reconnect_url, and an add_connection_url to link additional banks via the Open Finance widget. The reconnect_url reopens the widget in UPDATE mode for that EXISTING connection

• openfinance_get_item_status

  Returns the current status of a bank connection (UPDATED, UPDATING, LOGIN_ERROR, etc.), its executionStatus, connector metadata, and a reconnect_url that reopens the widget in UPDATE mode for that connection (re-authenticate / enter MFA token in place, without disconnecting and w

• openfinance_provider_status

  Checks the LIVE operational status of the Open Finance provider (its public status page) — this is the PROVIDER's health, separate from your own connection's `openfinance_get_item_status`. Use it whenever data looks incomplete or stale even though a connection shows UPDATED (acco

• openfinance_list_accounts Looks like an instruction to the AI

  Returns accounts for a bank connection: BANK (checking/savings) and CREDIT (credit card) with balance, number, type, subtype, bankData, and creditData. Also returns `bank` (the brand/connector name like 'Nubank Empresas' — same shown in the dashboard UI) and `connector_id`. Note:

• openfinance_list_transactions

  Returns transactions for a bank account (BANK or CREDIT type). For CREDIT (credit card) accounts, this is the ONLY way to get itemized transactions (purchases, subscriptions, etc.). Each credit card transaction MAY carry `creditCardMetadata.billId` pointing at a bill from openfin

• openfinance_list_transactions_by_item

  Consolidated cash-flow analysis for a whole bank CONNECTION over a period, in ONE call. Resolves the connection's accounts internally and fans out their transactions, so you do NOT need to call openfinance_list_accounts first nor carry account_id uuids between calls. Pass `item`

• openfinance_list_credit_card_bills

  Returns CLOSED credit card bills for a CREDIT-type account: dueDate, totalAmount, minimumPaymentAmount, allowsInstallments, plus `payments[]` (id, paymentDate, amount, valueType, paymentMode), `payments_count`, `payments_total`, finance charges aggregates, and a derived `payment_

• openfinance_list_investments

  Returns the investment portfolio for a connection (broker or bank with INVESTMENTS product enabled): FIIs, stocks, ETFs, fixed income (CDB/LCI/LCA/Tesouro), mutual funds, retirement (previdência) and COE. Each row carries balance, amount, amountOriginal, amountProfit, lastMonthRa

• openfinance_list_investment_transactions

  Returns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER. Each row carries quantity, value, amount, netAmount, agreedRate (treasury), brokerageNumber, and itemized `expenses` (brokerageFee, incomeTax, settlementFee, cu

• openfinance_list_loans

  Lists loan contracts per bank connection (GET /loans). Pass `items` as an array of connection selectors (item_id uuid, connector_id, or connector_name) — one entry per connection to fetch; multiple connections are queried sequentially with rate-limit spacing. OMIT `items` to list

• openfinance_get_loan_detail

  Returns full loan contract detail by id (GET /loans/:loanId): interestRates[] (taxType, ratePercentage, indexer), contractedFinanceCharges[], balloonPayments[], warranties[], installments schedule (installmentsCount, paidInstallments, numberOfInstallmentsRemaining, installmentFre

• openfinance_force_sync

  Forces the bank to re-sync one or more connections NOW and WAITS for it to finish (PATCH /items/:id, then polls until the item stops updating, up to ~60s). Use this when a balance or transaction list looks stale: a connection can read UPDATED yet be hours old, and this pulls fres

• openfinance_get_account_balance

  Returns the latest available balance per account id (GET /accounts/:id/balance). This is the freshest balance the provider can serve, but it is a SNAPSHOT anchored to the connection's last upstream sync: the `updateDateTime`/`updatedAt` in each row is that sync instant, NOT a to-

• openfinance_get_accounts_detail

  Returns full account objects including extended creditData (additional cards, limits) per id (GET /accounts/:id). Pass `account_ids` as an array (1–50). `{ results, errors }` batch shape. May include a `provider_incident` block when the Open Finance provider has an OPEN incident

• openfinance_get_credit_card_bill

  Returns bill-level detail for one or more credit card bills by id (GET /bills/:id): `dueDate`, `billClosingDate` (when the cycle closed — the boundary that defines which purchases belong to this bill), `totalAmount`, financeCharges and payments[] (id, paymentDate, amount, valueTy

• openfinance_list_categories

  Returns Pluggy's transaction category taxonomy (GET /categories), cached for the adapter session. Each entry has `id` (the categoryId used by openfinance_update_transaction_category), `description` (English), `descriptionTranslated` (Portuguese — prefer this for pt-BR users), `pa

• openfinance_update_transaction_category

  Corrects the category of one or more transactions (PATCH /transactions/:id). Pass `items` as an array of { transaction_id, category_id } — `transaction_id` comes from openfinance_list_transactions, `category_id` from openfinance_list_categories. This overrides Pluggy's automatic

• openfinance_disconnect_bank

  Revokes the Open Finance consent for a specific bank and deletes the connection data. The bank's data will no longer be available. Returns an add_connection_url to re-connect if needed.

• show_version

  Show the current MCP platform and adapter versions.

• report_bug

  Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.

• connect

  Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.

• toolkit_info

  Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.

• marketplace

  The official mcp.ai marketplace — the in-platform catalog of every MCP/tool, AND the way to run them. Covers capability requests like "find an MCP that does X", "consulta um CPF", "is there a tool for Y". Core flow: action=search discovers MCPs by intent → describe returns one MC

• authenticate

  MCP.AI for IDE agents (Cursor, etc.): log in in the browser, copy the access token. Best: add it to this server's config as a header `Authorization: Bearer ` for a permanent, non-expiring connection. Or paste it here for a session-only login: call with { token: " " } after the us

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 11, 2026

• ✓ Pass

  Maker matches the repo

  The registry name was verified with the GitHub account mcp-dir, which owns the repo

• ✓ Pass

  Still maintained

  Code last changed 2 months ago

• … Not checked yet

  Has a licence

  We have not read this repo from GitHub yet

• ✓ Pass

  Endpoint responds

  Responded in 204 ms (HTTP 200)

• – Not applicable

  Sign-in with OAuth

  No sign-in needed

• ✕ Fail

  No hidden instructions in tool descriptions

  2 tool descriptions contain text that looks like instructions to the AI. Read them below before installing

Compared with others in Accounting, finance & taxi

• More stars than 0% of the other 3105 servers in this category
• Published to the registry more recently than 11% of the other 3105 servers in this category
• Basic checks equal to or better than 54% of the other 3105 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

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README from the maker

https://api.mcp.ai/p_sofisa

Quanto gastei no cartão do Banco Sofisa esse mês?