Banco Sofisa MCP

できること

このサーバーのやさしい解説はまだ書いていません。以下はレジストリから読み取った事実です。

• 接続方法: クラウドで動く
• トランスポート: Streamable HTTP
• カテゴリ: 会計・財務・税務

インストール

使っているAIアプリを選んで、設定をコピーしてください。

必要なもの

• クラウドで動くインストール不要。インターネット経由でつながります

どのアプリを使っていますか？

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

選んだアプリは、この端末のCookieに保存されます。アカウントは不要です。

この設定は、作者のレジストリ登録情報から作成しています。READMEと違う場合は、READMEに従ってください。

使えるアプリ

このサーバーのつなぎ方と、各アプリの公式ドキュメントに基づきます。2026年11月10日に確認。

インターネット経由でつなげるアプリ

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

すべてのアプリと長所・短所 →

できること

ツールの名前と説明は、サーバーが2026年11月11日に返したそのままの内容です。書いたのは作者で、私たちではありません。プレーンテキストとして表示しています。

• 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 AIへの指示のように見えます

  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

基本チェックi

誰でも見られる情報をチェックしており、コードは読んでいません。当てはまらない項目は数に入れていません。 · 2026年11月11日にチェック

• ✓ 合格

  作者とリポジトリが一致

  レジストリ名は、リポジトリを所有するGitHubアカウント mcp-dir で確認済みです

• ✓ 合格

  今もメンテナンスされている

  コードの最終更新：2 か月前

• … 未チェック

  ライセンスがある

  このリポジトリはまだGitHubから読み取っていません

• ✓ 合格

  エンドポイントが応答する

  204ミリ秒で応答（HTTP 200）

• – 対象外

  OAuthでサインイン

  サインイン不要

• ✕ 不合格

  ツールの説明に隠れた指示がない

  2件のツールの説明に、AIへの指示のように見える文章が含まれています。インストールする前に、下の内容を読んでください

ユーザーレビュー

まだレビューはありません

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会計・財務・税務のほかのサーバーとの比較i

• このカテゴリのほかの3113件のうち0%よりスターが多い
• このカテゴリのほかの3113件のうち11%より最近レジストリに公開
• 基本チェックの結果が、このカテゴリのほかの3113件のうち54%と同じかそれ以上

レジストリでこのカテゴリにある有効なすべてのサーバーと比較しています。スターは、公開者がリポジトリの所有者である場合だけ数えます。

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作者のREADME

https://api.mcp.ai/p_sofisa

Quanto gastei no cartão do Banco Sofisa esse mês?