Banco Sofisa MCP

Name: Banco Sofisa MCP
Author: mcp-dir

by mcp-dirversion 0.1.0i★ –iRuns in the cloud

Registry nameio.github.mcp-dir/sofisa-mcp

Install

Overview

Description from the maker (original English)

Connect your Banco Sofisa account to AI via Brazil's Open Finance: balances, statements, cards, inve

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

Install

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

Before you install

Basic checks: 1 of 1 passed
Runs on the maker’s server: what you ask it goes through their server.
The registry lists no key to fill in.

You need

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

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

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

Works in Claude on the web, desktop and mobile:

Open Settings → Connectors
Press Add custom connector
Paste the address below and press Add
If it asks you to sign in, sign in with the maker

https://api.mcp.ai/p_sofisa

Run this in your terminal

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

Open in Cursor

Or copy the settings yourself

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

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

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

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.

ChatGPT connects only to servers on the internet:

Open ChatGPT on the web → Settings → Connectors (Apps)
Press Create or Add (some plans need Developer mode under Advanced first)
Paste the address below, give it a name and save
If it asks you to sign in, sign in with the maker

https://api.mcp.ai/p_sofisa

Menu names can differ slightly by plan and over time.

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.

What it can do

We have not read this server’s tool list yet; we check endpoints in rotation.

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 6, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account mcp-dir, 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 checked yet
Endpoint responds
Not checked yet; we check endpoints in rotation
… Not checked yet
Sign-in with OAuth
Not checked yet; we check endpoints in rotation
… Not checked yet
No hidden instructions in tool descriptions
Not checked yet; we read the tool list when we check the endpoint

Compared with others in Accounting, finance & taxi

More stars than 0% of the other 1721 servers in this category
Published to the registry more recently than 13% of the other 1721 servers in this category
Basic checks equal to or better than 100% of the other 1721 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 Banco Sofisa 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?

The registry does not list a required key, though some servers ask you to sign in on first use.

Does it run on my computer or in the cloud?

It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.

Is it still maintained?

The GitHub repo last changed –, and the latest version (0.1.0) 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. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.

What can I use instead?

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

Alternatives

Servers in the same category from other makers, sorted by stars.

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

Finance Toolkit

by JerBouma

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

Computer or cloud★ 5,496MITUpdated yesterday

Install

SolidInvoice

by SolidInvoice

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

Runs in the cloud★ 981MITUpdated 7 days ago

Install

Korea Tax Calculator

by UpstageAI

Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.

Runs on your computer★ 97MITUpdated today

Install

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.

Banco Sofisa MCP

Banco Sofisa no Claude, ChatGPT e agentes de IA via Open Finance

Conecte sua conta do Banco Sofisa ao Claude, ChatGPT e agentes de IA via Open Finance Brasil. Pergunte sobre saldos, extratos, faturas de cartão e investimentos do Banco Sofisa em linguagem natural. Regulado pelo Banco Central, somente leitura.

🏦 Banco Sofisa via Open Finance Brasil, regulado pelo Banco Central
💳 Saldos, extratos, faturas de cartão, investimentos e empréstimos
🔒 Somente leitura — a IA não movimenta dinheiro
🔑 Login por magic-link, consentimento explícito e revogável (LGPD)
💬 Funciona com qualquer cliente MCP: Claude Desktop, Cursor, VS Code, Cline, Continue

English version · Documentação completa · Skill pra agentes

Instalar em 1 clique

Claude (Web e Desktop)

A Anthropic unificou a instalação de MCPs em claude.ai/customize/connectors. O mesmo link serve pra Claude Web e Claude Desktop (basta estar logado):

➕ Abrir no Claude e conectar

Manual (se o deeplink não abrir): claude.ai/customize/connectors → + → Adicionar conector personalizado → cole Nome Banco Sofisa MCP e URL https://api.mcp.ai/p_sofisa.

Cursor

➕ Instalar Banco Sofisa MCP no Cursor

VS Code (Copilot Chat)

➕ Instalar Banco Sofisa MCP no VS Code

ChatGPT, Manus, OpenClaw e mais 40+ clientes

Funciona em qualquer cliente MCP que suporte MCP over HTTP. A URL do servidor é sempre:

https://api.mcp.ai/p_sofisa

Detalhes por cliente: INSTALL.md.

Exemplos de uso

Quanto gastei no cartão do Banco Sofisa esse mês?

Resuma minha fatura do Banco Sofisa em aberto Qual meu saldo na conta do Banco Sofisa? Como está minha carteira de investimentos no Banco Sofisa?

18 ferramentas disponíveis

Tool	Descrição
`openfinance_search_bank_connectors`	Searches the available bank connectors by name (pass keywords[], e.g.
`openfinance_list_connections`	Returns the saved bank connections for this install: connector_id, item_id, bank name, and an add_connection_url to link additional banks via the Open Finance widget.
`openfinance_get_item_status`	Returns the current status of a bank connection (UPDATED, UPDATING, LOGIN_ERROR, etc.), its executionStatus, and connector metadata.
`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`.
`openfinance_list_accounts`	Returns accounts for a bank connection: BANK (checking/savings) and CREDIT (credit card) with balance, number, type, subtype, bankData, and creditData.
`openfinance_list_transactions`	Returns transactions for a bank account (BANK or CREDIT type).
`openfinance_list_transactions_by_item`	Consolidated cash-flow analysis for a whole bank CONNECTION over a period, in ONE call.
`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`, `payme…
`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.
`openfinance_list_investment_transactions`	Returns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER.
`openfinance_list_loans`	Lists loan contracts per bank connection (GET /loans).
`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).
`openfinance_get_account_balance`	Returns real-time balance payload per account id (GET /accounts/:id/balance).
`openfinance_get_accounts_detail`	Returns full account objects including extended creditData (additional cards, limits) per id (GET /accounts/:id).
`openfinance_get_credit_card_bill`	Returns bill-level detail for one or more credit card bills by id (GET /bills/:id): financeCharges and payments[] (id, paymentDate, amount, valueType, paymentMode).
`openfinance_list_categories`	Returns the provider's transaction category taxonomy (GET /categories), cached for the adapter session.
`openfinance_update_transaction_category`	Corrects the category of one or more transactions (PATCH /transactions/:id).
`openfinance_disconnect_bank`	Revokes the Open Finance consent for a specific bank and deletes the connection data.

Detalhe de cada tool: docs/ferramentas.md

Preços

Veja docs/precos.md.

Privacidade & LGPD

Somente leitura, nenhuma ferramenta altera dados na origem.
Sub-processadores: o LLM host que você escolher (Claude, ChatGPT, Cursor, agente próprio). Lista completa em docs/privacidade-lgpd.md.
Os dados retornados pelas tools são enviados ao LLM host que você escolher, sub-processador fora do nosso controle. Recomendamos planos com opt-out de treinamento.

Perguntas frequentes

Como funciona? Via Open Finance Brasil (regulado pelo Banco Central). Você conecta sua conta Banco Sofisa com consentimento explícito; a IA lê saldos, extratos, faturas e investimentos. Somente leitura.

A IA pode movimentar dinheiro? Não. 100% leitura — Open Finance não permite movimentação por essa via.

Só funciona com o Banco Sofisa? Este MCP é focado no Banco Sofisa. Para conectar vários bancos de uma vez, use o Banco MCP (api.mcp.ai/banco).

O servidor é open source? O servidor é proprietário (hosted). Este repositório é o wrapper público com manifestos, docs e skills, tudo MIT.

Suporte

📧 sofisa@mcp.ai
🐛 GitHub Issues
📄 docs/

Licença

MIT — veja LICENSE. O servidor MCP em api.mcp.ai/p_sofisa é proprietário (hosted); este repositório (manifestos, docs, skills) é MIT.

Banco Sofisa MCP

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

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

Banco Sofisa MCP

Banco Sofisa no Claude, ChatGPT e agentes de IA via Open Finance

Instalar em 1 clique

Claude (Web e Desktop)

Cursor

VS Code (Copilot Chat)

ChatGPT, Manus, OpenClaw e mais 40+ clientes

Exemplos de uso

18 ferramentas disponíveis

Preços

Privacidade & LGPD

Perguntas frequentes

Suporte

Licença