Banco Sofisa MCP

Qué puedes hacer con él

Todavía no escribimos un resumen sencillo para este. Abajo están los datos que leímos del registro.

• Conexión: Se ejecuta en la nube
• Transporte: Streamable HTTP
• Categoría: Contabilidad, finanzas e impuestos

Instalación

Elige la app de IA que usas y copia la configuración.

Necesitas

• Se ejecuta en la nubeNo hay nada que instalar; se conecta por internet

¿Qué app usas?

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

Tu elección se guarda en una cookie en este dispositivo; no necesitas cuenta.

Esta configuración se genera a partir de la ficha del creador en el registro. Si el README dice otra cosa, sigue el README.

Qué apps pueden usarlo

Según cómo se conecta este servidor y la documentación de cada app, comprobado el 10 nov 2026.

Se conectan por internet en

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

Todas las apps, con ventajas y desventajas →

Qué puede hacer

Nombres y descripciones de las herramientas tal como los informó el servidor el 11 nov 2026. Los escribió el creador, no nosotros; los mostramos como texto sin formato.

• 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 Parece una instrucción para la IA

  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

Revisiones básicasi

Revisamos información que cualquiera puede ver; no hemos leído el código. Las revisiones que no aplican no se cuentan. · Revisado el 11 nov 2026

• ✓ Superada

  El creador coincide con el repo

  El nombre en el registro se verificó con la cuenta de GitHub mcp-dir, dueña del repo

• ✓ Superada

  Sigue en mantenimiento

  Último cambio de código: hace 2 meses

• … Aún sin revisar

  Tiene licencia

  Todavía no hemos leído este repo en GitHub

• ✓ Superada

  El endpoint responde

  Respondió en 204 ms (HTTP 200)

• – No aplica

  Inicio de sesión con OAuth

  No hace falta iniciar sesión

• ✕ No superada

  Sin instrucciones ocultas en las descripciones de herramientas

  2 descripciones de herramientas contienen texto que parece dar instrucciones a la IA. Léelas abajo antes de instalar

Comparado con otros en Contabilidad, finanzas e impuestosi

• Más estrellas que el 0% de los otros 3101 servidores de esta categoría
• Publicado en el registro más recientemente que el 11% de los otros 3101 servidores de esta categoría
• Revisiones básicas iguales o mejores que el 53% de los otros 3101 servidores de esta categoría

Comparado con todos los servidores activos de esta categoría en el registro. Las estrellas solo cuentan cuando quien lo publica es dueño del repo.

Alternativas

Servidores de la misma categoría hechos por otros creadores, ordenados por estrellas.

Cómo leer una tarjeta:↓ Descargas por semanai★ Estrellas de GitHubiTres pilares: reseñas · revisiones · usoiActualizado = fecha en que se publicó la última versión en el registroi

README del creador

https://api.mcp.ai/p_sofisa

Quanto gastei no cartão do Banco Sofisa esse mês?