MCP Open Finance

Name: MCP Open Finance
Author: codespar

by codesparversion 0.2.2i★ –iRuns on your computer

Registry nameio.github.codespar/mcp-open-finance

Install

Overview

Description from the maker (original English)

MCP server for Open Finance Brasil — accounts, transactions, consents, credit, loans, investments

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: OPEN_FINANCE_CLIENT_SECRET

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: OPEN_FINANCE_CLIENT_SECRET

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

You need

npmNode.js installed (for the npx 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": {
    "open-finance": {
      "command": "npx",
      "args": [
        "-y",
        "@codespar/mcp-open-finance"
      ],
      "env": {
        "OPEN_FINANCE_CLIENT_SECRET": "your-value"
      }
    }
  }
}

Run this in your terminal

claude mcp add open-finance --env OPEN_FINANCE_CLIENT_SECRET=your-value -- npx -y @codespar/mcp-open-finance

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": {
    "open-finance": {
      "command": "npx",
      "args": [
        "-y",
        "@codespar/mcp-open-finance"
      ],
      "env": {
        "OPEN_FINANCE_CLIENT_SECRET": "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": {
    "open-finance": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "@codespar/mcp-open-finance"
      ],
      "env": {
        "OPEN_FINANCE_CLIENT_SECRET": "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

OPEN_FINANCE_CLIENT_SECRET secret required env
API key for open-finance

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 7, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account codespar, 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 1735 servers in this category
Published to the registry more recently than 17% of the other 1735 servers in this category
Basic checks equal to or better than 100% of the other 1735 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 MCP Open Finance 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: OPEN_FINANCE_CLIENT_SECRET

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 (0.2.2) reached the registry 5 months ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Node.js on your computer.

What can I use instead?

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

Alternatives

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Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

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500+ transparent financial methods calculated from raw statements, not third-party endpoints.

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SolidInvoice

by SolidInvoice

Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.

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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.

@codespar/mcp-open-finance

MCP server for Open Finance Brasil — open banking standard for accounts, transactions, and consents

Quick Start

Claude Desktop

Add to ~/.config/claude/claude_desktop_config.json:

"mcpServers": { "open-finance": { "command": "npx", "args": ["-y", "@codespar/mcp-open-finance"], "env": { "OPEN_FINANCE_BASE_URL": "https://api.institution.com.br", "OPEN_FINANCE_CLIENT_ID": "your-client-id", "OPEN_FINANCE_CLIENT_SECRET": "your-client-secret" } } } }

Claude Code

claude mcp add open-finance -- npx @codespar/mcp-open-finance

Cursor / VS Code

Add to .cursor/mcp.json or .vscode/mcp.json:

"servers": { "open-finance": { "command": "npx", "args": ["-y", "@codespar/mcp-open-finance"], "env": { "OPEN_FINANCE_BASE_URL": "https://api.institution.com.br", "OPEN_FINANCE_CLIENT_ID": "your-client-id", "OPEN_FINANCE_CLIENT_SECRET": "your-client-secret" } } } }

Tools (18)

Tool	Purpose
`list_accounts`	List customer bank accounts via Open Finance
`get_account_balance`	Get account balance via Open Finance
`list_transactions`	List account transactions via Open Finance
`get_account_overdraft_limits`	Get account overdraft (limites) via Open Finance
`get_consent`	Get consent details by ID
`create_consent`	Create a new consent request for data access
`revoke_consent`	Revoke an existing consent (data or payment)
`list_credit_cards`	List credit card accounts via Open Finance
`get_credit_card_bills`	Get credit card bills (faturas) via Open Finance
`get_credit_card_transactions`	Get credit card transactions via Open Finance
`list_loans`	List loan contracts (empréstimos) via Open Finance
`get_loan_payments`	Get loan payment schedule via Open Finance
`list_financings`	List financing contracts (financiamentos) via Open Finance
`list_investments`	List investment products via Open Finance
`create_payment_consent`	Create payment-initiation consent (e.g., PIX) via Open Finance
`create_payment`	Initiate a payment using an authorized payment consent
`get_personal_qualifications`	Get personal customer qualifications (income, occupation) via Open Finance
`get_business_qualifications`	Get business customer qualifications via Open Finance

Authentication

Open Finance Brasil uses OAuth2 client credentials. Each financial institution provides its own base URL and credentials.

Sandbox / Testing

Sandbox availability varies by institution. Contact your financial institution for Open Finance sandbox access.

Get your credentials

Go to Open Finance Brasil
Register with a participating financial institution
Obtain your OAuth2 client credentials
Set the environment variables

Environment Variables

Variable	Required	Description
`OPEN_FINANCE_BASE_URL`	Yes	Institution API base URL
`OPEN_FINANCE_CLIENT_ID`	Yes	OAuth2 client ID
`OPEN_FINANCE_CLIENT_SECRET`	Yes	OAuth2 client secret

Roadmap

v0.2 (planned)

revoke_consent — Revoke a data sharing consent
list_payments — List initiated payments
create_payment_consent — Create a payment initiation consent
initiate_payment — Initiate a payment via Open Finance
get_payment_status — Get payment initiation status

v0.3 (planned)

insurance_products — List insurance products from institutions
pension_products — List pension products from institutions

Want to contribute? Open a PR or request a tool.

Enterprise

Need governance, budget limits, and audit trails for agent payments? CodeSpar Enterprise adds policy engine, payment routing, and compliance templates on top of these MCP servers.

License

MIT

MCP Open Finance

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

@codespar/mcp-open-finance

Quick Start

Claude Desktop

Claude Code

Cursor / VS Code

Tools (18)

Authentication

Sandbox / Testing

Get your credentials

Environment Variables

Roadmap

v0.2 (planned)

v0.3 (planned)

Links

Enterprise

License