Openfinance Br MCP

Name: Openfinance Br MCP
Author: brunovicco

by brunoviccoversion 0.2.0i★ –iRuns on your computer

Registry nameio.github.brunovicco/openfinance-br-mcp

Install

Overview

Description from the maker (original English)

Secure Open Finance Brasil MCP server with typed tools and a credential-free mock mode

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

User voiceiNo reviews yetReviews open together with accounts in a later step
Our basic checksi1 of 1 passedChecked from public information; code not scanned yet
UsageiNot measured yet★ –

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 on your computer
Transport: stdio
Category: Accounting, finance & tax
You need to fill in: REDIS_URL, ANTHROPIC_API_KEY

Install

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

Before you install

Basic checks: 1 of 1 passed
Runs on your computer with your user’s permissions (files, network, apps).
You fill in yourself: ENVIRONMENT, CLIENT_ID, PRIVATE_KEY_PATH, PRIVATE_KEY_KID, MTLS_CERT_PATH, MTLS_KEY_PATH, REDIS_URL, ANTHROPIC_API_KEY

Values marked secret are keys to your account. Never share them or paste them into a chat.

You need

PyPIPython’s uv installed (for the uvx command)

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

Pick your app above. We remember it, so next time the button says “Install in …”.

Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json

{
  "mcpServers": {
    "openfinance-br": {
      "command": "uvx",
      "args": [
        "openfinance-br-mcp"
      ],
      "env": {
        "ENVIRONMENT": "your-value",
        "CLIENT_ID": "your-value",
        "PRIVATE_KEY_PATH": "your-value",
        "PRIVATE_KEY_KID": "your-value",
        "MTLS_CERT_PATH": "your-value",
        "MTLS_KEY_PATH": "your-value",
        "REDIS_URL": "your-value",
        "ANTHROPIC_API_KEY": "your-value"
      }
    }
  }
}

Run this in your terminal

claude mcp add openfinance-br --env ENVIRONMENT=your-value --env CLIENT_ID=your-value --env PRIVATE_KEY_PATH=your-value --env PRIVATE_KEY_KID=your-value --env MTLS_CERT_PATH=your-value --env MTLS_KEY_PATH=your-value --env REDIS_URL=your-value --env ANTHROPIC_API_KEY=your-value -- uvx openfinance-br-mcp

Fill in the empty values before running it.

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "openfinance-br": {
      "command": "uvx",
      "args": [
        "openfinance-br-mcp"
      ],
      "env": {
        "ENVIRONMENT": "your-value",
        "CLIENT_ID": "your-value",
        "PRIVATE_KEY_PATH": "your-value",
        "PRIVATE_KEY_KID": "your-value",
        "MTLS_CERT_PATH": "your-value",
        "MTLS_KEY_PATH": "your-value",
        "REDIS_URL": "your-value",
        "ANTHROPIC_API_KEY": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "openfinance-br": {
      "type": "stdio",
      "command": "uvx",
      "args": [
        "openfinance-br-mcp"
      ],
      "env": {
        "ENVIRONMENT": "your-value",
        "CLIENT_ID": "your-value",
        "PRIVATE_KEY_PATH": "your-value",
        "PRIVATE_KEY_KID": "your-value",
        "MTLS_CERT_PATH": "your-value",
        "MTLS_KEY_PATH": "your-value",
        "REDIS_URL": "your-value",
        "ANTHROPIC_API_KEY": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.

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

Values you fill in

ENVIRONMENT env
'mock' (default, no credentials needed - runs entirely in-memory), 'sandbox', or 'production'
CLIENT_ID env
Client ID registered with the participating institution. Required unless ENVIRONMENT=mock
PRIVATE_KEY_PATH env
Path to the RSA private key used for private_key_jwt and JAR signing outside mock mode
PRIVATE_KEY_KID env
Key ID matching the registered client JWKS entry outside mock mode
MTLS_CERT_PATH env
Path to the client mTLS certificate used outside mock mode
MTLS_KEY_PATH env
Path to the client mTLS private key used outside mock mode
REDIS_URL secret env
Optional Redis connection URL for persistent consent and token state
ANTHROPIC_API_KEY secret env
Required only when calling list_transactions with categorize=true (DSPy transaction categorization)

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

What it can do

Runs on your computer; the tool list appears in your AI app after you install it.

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 8, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account brunovicco, which owns the repo
… Not checked yet
Still maintained
We have not read this repo from GitHub yet
… Not checked yet
Has a licence
We have not read this repo from GitHub yet
– Not applicable
Endpoint responds
This one runs on your computer; there is no internet endpoint
– Not applicable
Sign-in with OAuth
Runs on your computer and uses local settings instead
… Not checked yet
No hidden instructions in tool descriptions
Runs on your computer; we can only read tool lists from internet endpoints

Compared with others in Accounting, finance & taxi

More stars than 0% of the other 2919 servers in this category
Published to the registry more recently than 21% of the other 2919 servers in this category
Basic checks equal to or better than 100% of the other 2919 servers in this category

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

Common questions

Is Openfinance Br MCP safe?

It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

You need to fill in: REDIS_URL, ANTHROPIC_API_KEY

Does it run on my computer or in the cloud?

It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).

Is it still maintained?

The GitHub repo last changed –, and the latest version (0.2.0) reached the registry 4 months ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Python (uv) on your computer.

What can I use instead?

In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator

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README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

English · Português

openfinance-br-mcp

Experimental MCP server for Open Finance Brasil, with a complete mock

environment and evolving FAPI-BR integration. It is not certified or

validated against real institutions; see VALIDATION.md

before using it outside environment=mock.

What it is

An MCP Server that abstracts away the complexity of Open Finance Brasil (FAPI 1.0 Advanced, OAuth2, consent, mTLS) and exposes simple tools to Claude:

Claude → "how much did I spend on food in March?"

Claude uses list_transactions(bank=nubank, categorize=true, date_from=2024-03-01) Claude → "You spent R$ 847.30 on food in March..."

Supported banks

The mock environment simulates Nubank, Sicoob, Caixa, Banco do Brasil, Bradesco, Itaú, Santander, XP, PicPay, and BTG Pactual with in-memory data and no network access. These are simulations, not certified integrations.

Real adapters and the Payments API journey are experimental and unvalidated. Payments use the v5 payments-consents/payments-pix Directory families, dedicated per-consent tokens, verified response JWS, PAR/JAR, consent-payload binding, and persistent idempotency. list_pix_keys is a demonstration extension rather than a standardized Open Finance Brasil endpoint. See VALIDATION.md for the exact scope.

Available MCP tools

The server exposes 18 tools grouped by journey:

Accounts: list_accounts, get_balance, list_transactions
Cards: list_credit_cards, get_credit_card_bills
Investments: list_investments, list_funds, list_variable_incomes, list_treasure_titles
PIX: list_pix_keys, initiate_pix
Data consent: start_consent, complete_consent, check_consent_status, revoke_consent
Payment consent: start_payment_consent, complete_payment_consent, check_payment_consent_status

It also exposes the openfinance://banks/ resource, the analyze_monthly_spending prompt, and optional URL elicitation when starting an authorization flow.

Quick start

Prerequisites

Python 3.12 or 3.13
uv installed

# Run the published release in credential-free mock mode

uvx --from openfinance-br-mcp==0.2.0 openfinance-mcp

From source

git clone https://github.com/brunovicco/openfinance-br-mcp.git

cd openfinance-br-mcp

Optional: needed only for sandbox/production or DSPy categorization

cp .env.example .env

Install dependencies

uv sync

Run the server

uv run openfinance-mcp

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

"mcpServers": { "openfinance-br": { "command": "uvx", "args": ["--from", "openfinance-br-mcp==0.2.0", "openfinance-mcp"] } } }

Development

# Install with dev-dependencies

uv sync

Run the tests

uv run pytest tests/ -v

Lint and formatting

uv run ruff check src/ tests/ uv run black src/ tests/

Type check

uv run mypy src/

Containers and Kubernetes

docker compose up openfinance-mcp

docker compose --profile test up

The k8s/ directory contains a two-replica Streamable HTTP example with Redis-backed state. Replace every credential, signing-key, OAuth issuer, resource-server, and domain placeholder before applying it. The server fails closed when HTTP is exposed outside loopback without MCP client OAuth.

Architecture

Claude (MCP Client)

│ stdio or streamable-http ▼ openfinance-br-mcp (MCP Server) ├── Auth + Consent (FAPI-BR 2.2.0: private_key_jwt, PAR/JAR, PKCE, mTLS) ├── MCP Primitives (18 tools + 1 resource + 1 prompt) │ ├── Pydantic v2 input/output schemas │ ├── Optional URL elicitation for bank authorization │ └── Categorizer (DSPy + Claude for transaction classification) ├── Bank Adapters (10 banks - extensible) └── Directory Client (resolves real bank endpoints from the BCB Directory of Participants) │ HTTPS/mTLS ▼ Open Finance BR (BCB) - Directory of Participants │ ▼ Nubank · Sicoob · Caixa · + 100 participating institutions

Environment variables

Variable	Required	Description
`ENVIRONMENT`	❌	`mock` (default, no credentials needed), `sandbox`, or `production`
`CLIENT_ID`	⚠️ non-mock	Client ID registered with the institution
`PRIVATE_KEY_PATH`	⚠️ non-mock	RSA private key for `private_key_jwt`/JAR signing
`PRIVATE_KEY_KID`	⚠️ non-mock	`kid` matching the registered client JWKS
`MTLS_CERT_PATH`	⚠️ prod	Path to the mTLS certificate
`MTLS_KEY_PATH`	⚠️ prod	mTLS private key
`ANTHROPIC_API_KEY`	⚠️ DSPy	Required for `categorize=true`
`REDIS_URL`	❌	Shares TokenStore/ConsentManager state across replicas
`MCP_TRANSPORT`	❌	`stdio` (default) or `streamable-http`
`MCP_HTTP_ALLOWED_ORIGINS`	⚠️ remote HTTP	Required allowlist for any non-loopback bind
`LANGFUSE_OTLP_ENDPOINT`	❌	Enables tracing to Langfuse (with `LANGFUSE_PUBLIC_KEY`/`LANGFUSE_SECRET_KEY`)
`LOG_LEVEL`	❌	INFO, DEBUG, WARNING (default: INFO)
`LOG_FORMAT`	❌	json or console (default: json)

See .env.example for the full list.

Documentation

Authorization - the two token universes and why they can never cross
Contributing - dev setup, CI checks, and adding an adapter
Security - scope, disclaimer, and vulnerability reporting
Sources - specifications and RFCs followed by the implementation
Validation - what has and has not been validated
Changelog - release history
Releasing - maintainer release procedure

License

MIT

Openfinance Br MCP

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

Values you fill in

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Compared with others in Accounting, finance & taxi

Common questions

Alternatives

Finance Toolkit

SolidInvoice

Korea Tax Calculator

README from the maker

openfinance-br-mcp

What it is

Supported banks

Available MCP tools

Quick start

Prerequisites

From source

Optional: needed only for sandbox/production or DSPy categorization

Install dependencies

Run the server

Claude Desktop

Development

Run the tests

Lint and formatting

Type check

Containers and Kubernetes

Architecture

Environment variables

Documentation

License