bank-mcp

Name: bank-mcp
Author: pritch56

by pritch56version 0.1.2i★ –iRuns on your computer

Registry nameio.github.pritch56/bank-mcp

Install

Overview

Description from the maker (original English)

Unofficial read-only MCP server for UK bank and card data via TrueLayer Open Banking

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
UsageiVery new↓ 48/wk · ★ –

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: TRUELAYER_CLIENT_ID, TRUELAYER_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: TRUELAYER_CLIENT_ID, TRUELAYER_CLIENT_SECRET, TRUELAYER_ENV

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": {
    "bank": {
      "command": "uvx",
      "args": [
        "bank-mcp"
      ],
      "env": {
        "TRUELAYER_CLIENT_ID": "your-value",
        "TRUELAYER_CLIENT_SECRET": "your-value",
        "TRUELAYER_ENV": "your-value"
      }
    }
  }
}

Run this in your terminal

claude mcp add bank --env TRUELAYER_CLIENT_ID=your-value --env TRUELAYER_CLIENT_SECRET=your-value --env TRUELAYER_ENV=your-value -- uvx bank-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": {
    "bank": {
      "command": "uvx",
      "args": [
        "bank-mcp"
      ],
      "env": {
        "TRUELAYER_CLIENT_ID": "your-value",
        "TRUELAYER_CLIENT_SECRET": "your-value",
        "TRUELAYER_ENV": "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": {
    "bank": {
      "type": "stdio",
      "command": "uvx",
      "args": [
        "bank-mcp"
      ],
      "env": {
        "TRUELAYER_CLIENT_ID": "your-value",
        "TRUELAYER_CLIENT_SECRET": "your-value",
        "TRUELAYER_ENV": "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

TRUELAYER_CLIENT_ID required env
TrueLayer Console client id
TRUELAYER_CLIENT_SECRET secret required env
TrueLayer Console client secret
TRUELAYER_ENV env
live (default) or sandbox

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 9, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account pritch56, 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 2960 servers in this category
Published to the registry more recently than 70% of the other 2960 servers in this category
Basic checks equal to or better than 100% of the other 2960 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 bank-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: TRUELAYER_CLIENT_ID, TRUELAYER_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 (0.1.2) reached the registry 12 days 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

Alternatives

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

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

Finance Toolkit

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

by JerBoumaWidely used↓ 15.5K/wk★ 5.5KUpdated 2 days ago

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SolidInvoice

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by SolidInvoiceGrowing★ 981Updated 10 days ago

Runs in the cloud✓ solidinvoice.co

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Korea Tax Calculator

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

by UpstageAIGrowing↓ 3.2K/wk★ 97Updated yesterday

Runs on your computer

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.

bank-mcp

Unofficial, read-only MCP server for your own UK bank and card data, via TrueLayer Open Banking. It can read accounts, cards, balances and transactions. It cannot move money: only read scopes are ever requested.

Not affiliated with TrueLayer or any bank. See SECURITY.md before linking real accounts.

Setup

Requires Python 3.11+ and uv (or pip).

git clone https://github.com/pritch56/bank-mcp.git

cd bank-mcp uv sync uv run bank-mcp-link --help

Or install the package into any environment with pip install .; this provides the bank-mcp (server) and bank-mcp-link (bank linking) commands.

Get TrueLayer credentials

Create a free account at the TrueLayer Console.
Create an application and note its client ID and client secret. Start with the sandbox, then switch to live.
In the application's settings, add this redirect URI: http://localhost:3000/callback (use the same port as --port if you change it).
Make sure the Data API is enabled with these scopes: info accounts cards balance transactions offline_access.
Export the credentials in the shell you run bank-mcp-link from:

export TRUELAYER_CLIENT_ID=your-client-id

export TRUELAYER_CLIENT_SECRET=your-client-secret export TRUELAYER_ENV=sandbox # or "live" (the default)

Never commit these values. .env files are git-ignored.

Link a bank

bank-mcp-link opens your bank's sign-in page in the browser and stores the resulting tokens under a nickname of your choice. You can link several banks.

# Sandbox (no real bank needed)

uv run bank-mcp-link --provider mock --name test --sandbox

A real bank: use its TrueLayer provider id, for example ob-nationwide

uv run bank-mcp-link --provider ob-nationwide --name nationwide

uv run bank-mcp-link --list # linked banks and consent expiry uv run bank-mcp-link --remove nationwide # forget a bank

If the browser does not open, copy the URL printed in the terminal. Linking waits five minutes for the redirect.

UK Open Banking consent lasts 90 days. When it lapses, tools return Reconnect required for ' '; run bank-mcp-link again for that bank.

Tokens are stored in ~/.bank-mcp/tokens.json, readable only by you.

Configure your MCP client

Replace /path/to/bank-mcp with your checkout. The server reads the same TRUELAYER_* credentials from its environment, and uses the provider id and environment recorded when each bank was linked.

Claude Desktop

Add to claude_desktop_config.json (Settings > Developer > Edit Config), then restart Claude Desktop:

"mcpServers": { "bank": { "command": "uv", "args": ["run", "--directory", "/path/to/bank-mcp", "bank-mcp"], "env": { "TRUELAYER_CLIENT_ID": "your-client-id", "TRUELAYER_CLIENT_SECRET": "your-client-secret", "TRUELAYER_ENV": "live" } } } }

Claude Code

claude mcp add bank \

--env TRUELAYER_CLIENT_ID=your-client-id \ --env TRUELAYER_CLIENT_SECRET=your-client-secret \ --env TRUELAYER_ENV=live \ -- uv run --directory /path/to/bank-mcp bank-mcp

Host it on Cloudflare Workers

To run the server remotely instead of over stdio, see worker/README.md: a TypeScript Worker with Workers KV for tokens, protected by Cloudflare Access.

Tools

bank-mcp (stdio) exposes five read-only tools. Each except list_connections takes an optional bank nickname; leave it out to query every linked bank.

Tool	Returns
`list_connections`	Linked banks and consent expiry
`list_accounts`	Accounts and cards
`get_balance`	Balances (optionally one `account_id`)
`list_transactions`	`since`/`before` dates, `limit`/`offset` paging, `include_pending`
`list_pending`	Pending transactions

When all banks are queried, the working banks are still returned and the failing ones are listed under errors.

Configuration

Variable	Meaning
`TRUELAYER_CLIENT_ID` / `TRUELAYER_CLIENT_SECRET`	TrueLayer Console credentials (required)
`TRUELAYER_ENV`	`live` (default) or `sandbox`
`TRUELAYER_PROVIDER_ID`	Provider id; set automatically per bank by `bank-mcp-link`
`BANK_TOKEN_FILE`	Token file path (default `~/.bank-mcp/tokens.json`)
`BANK_MAX_RANGE_DAYS`	Longest date range a single transaction query may span
`BANK_TRUELAYER_REFRESH_TOKEN`	Optional refresh-token seed

Development

See CONTRIBUTING.md. Release history is in CHANGELOG.md.

Licence

MIT

bank-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

bank-mcp

Setup

Get TrueLayer credentials

Link a bank

A real bank: use its TrueLayer provider id, for example ob-nationwide

Configure your MCP client

Claude Desktop

Claude Code

Host it on Cloudflare Workers

Tools

Configuration

Development

Licence