CDF Finance MCP

Name: CDF Finance MCP
Author: VessellTech

by VessellTechversion 0.1.8i★ –iRuns in the cloud

Registry nameio.github.VessellTech/cdf.mcp

Install

Overview

Description from the maker (original English)

Consulte contas, cartões, transações e orçamentos da sua conta financeira Vessell.

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://mcp.cdf.finance/mcp

Run this in your terminal

claude mcp add --transport http cdf https://mcp.cdf.finance/mcp

Open in Cursor

Or copy the settings yourself

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

{
  "mcpServers": {
    "cdf": {
      "url": "https://mcp.cdf.finance/mcp"
    }
  }
}

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": {
    "cdf": {
      "type": "http",
      "url": "https://mcp.cdf.finance/mcp"
    }
  }
}

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://mcp.cdf.finance/mcp

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 7, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account VessellTech, 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 1732 servers in this category
Published to the registry more recently than 41% of the other 1732 servers in this category
Basic checks equal to or better than 100% of the other 1732 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 CDF Finance 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 (0.1.8) reached the registry 2 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

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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 today

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SolidInvoice

by SolidInvoice

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

Runs in the cloud★ 981MITUpdated 8 days ago

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Korea Tax Calculator

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Runs on your computer★ 97MITUpdated yesterday

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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.

CDF Finance MCP

Conecte Claude, ChatGPT e qualquer client MCP (OAuth 2.1) à sua conta CDF Finance — consulte e registre sua vida financeira por linguagem natural.

Remoto: https://mcp.cdf.finance/mcp (Streamable HTTP) · Website: https://cdf.finance/mcp · Status: https://status.cdf.finance · Suporte: support@cdf.finance

O que é

MCP server stateless e isolado para o CDF Finance — app de controle financeiro pessoal (contas, cartões, transações, faturas, orçamentos, metas, dívidas, investimentos e insights).

Para usuários: pergunte ao Claude/ChatGPT sobre seu dinheiro e registre lançamentos sem abrir o app.
Para desenvolvedores/revisores: código auditável, sem dependência do backend-husk — só HTTP sobre a API pública que o app mobile já usa.

Source-available sob BUSL-1.1: pode auditar, usar com o CDF Finance, contribuir. Uso em produção como produto concorrente exige licença comercial. Vira Apache-2.0 em 2030-09-01.

Exemplos

Você diz	O que acontece
"Quanto sobrou do meu salário esse mês?"	`current_month_spending` + `categories_insights`
"Minha próxima fatura vai caber no orçamento?"	`list_pending_invoices` + `budget_comparison`
"Lança um Uber de R$ 27,50 no Nubank como Transporte"	`list_accounts` + `list_categories` + `create_transaction`

English: *"How much is left of my salary?" / "Will my next bill fit the budget?" / "Log an Uber ride of R$27.50 on Nubank as Transportation."*

Arquitetura

Isolamento total do backend-husk — este serviço não importa código do backend.

Claude / ChatGPT (MCP client)

│ OAuth 2.1 — DCR + PKCE (S256) ▼ ┌───────────────────────────────┐ │ cdf-mcp-server (este repo) │ Postgres isolado (Railway) │ • Authorization Server │ ├─ oauth_clients / oauth_codes │ • Resource Server (/mcp) │ ├─ oauth_tokens (hash SHA-256) │ • Catálogo declarativo │ └─ sessions (JWT mobile criptografado │ ~50 tools → REST │ AES-256-GCM) └───────────────┬───────────────┘ │ HTTPS — Bearer ▼ backend-husk (api.vessell.app) API pública — mesmo contrato do app mobile

Fluxo de login:

Client faz Dynamic Client Registration em /register.
Usuário autoriza em /authorize (form server-rendered, sem terceiros) → POST /api/mobile/auth/login com device_id=mcp- , platform=mcp.
access/refresh do backend ficam criptografados em sessions; client MCP recebe apenas token opaco (oauth_tokens).
Cada tool renova o access_token via refresh automaticamente (getValidAccessToken).
Sessão aparece como device em GET /api/mobile/devices — revogável em DELETE /api/mobile/devices/:id.

Por que isolado (README original): sem dependência circular, deploy/escala independentes (Railway vs Coolify no backend) e imune a troca de linguagem do backend — só fala HTTP.

Tools

Catálogo 100% declarativo em src/tools/catalog/ — cada tool é { name, method, path, input(zod) } executada por src/tools/register.ts. Nova rota no backend = nova entrada, sem handler.

Domínio	Tools (exemplos)
User	`get_profile`, `update_profile`
Accounts / Cards	`list_accounts`, `create_account`, `list_cards`, `current_invoice`
Categories / Cost Centers	`list_categories`, `create_category`, `list_cost_centers`
Transactions	`list_transactions`, `create_transaction`, `confirm_pending_transaction`, `upcoming_transactions`
Recurring / Invoices	`list_recurring_transactions`, `list_invoices`, `pay_invoice`
Goals / Budgets / Debts	`list_goals`, `budget_comparison`, `create_debt`, `debt_payoff_simulation`
Equities / Investments	`list_equities`, `add_equity_valuation`, `investments_workspace`
Insights / Analytics	`cashflow_forecast`, `spending_projection`, `networth_projection`, `categories_insights`, `behavior_insights`, `can_afford`, `analytics_history`
Tags	`list_tags`, `create_tag`

Fora de escopo de propósito (igual ao backend): admin, Stripe/pagamentos, webhooks, S3/anexos, /api/ai/*.

Modo somente leitura: MCP_TOOLS_MODE=readonly expõe só readOnly:true — ideal para diretórios curados.

Quick start

cp .env.example .env   # preencha DATABASE_URL, TOKEN_ENCRYPTION_KEY, SESSION_SECRET

npm install npm run db:migrate npm run dev # http://localhost:8090

Teste com MCP Inspector:

npx @modelcontextprotocol/inspector

Transport: Streamable HTTP → http://localhost:8090/mcp

Variáveis de ambiente

Var	Obrigatória	Descrição
`PUBLIC_URL`	sim	URL pública deste serviço (entra nos metadados OAuth). Gere o domínio antes do primeiro deploy
`PORT`	não	default `8090`
`BACKEND_API_URL`	sim	`https://api.vessell.app` (ou staging)
`DATABASE_URL`	sim	Postgres isolado deste serviço
`TOKEN_ENCRYPTION_KEY`	sim	32 bytes base64: `node -e "console.log(require('crypto').randomBytes(32).toString('base64'))"`
`SESSION_SECRET`	sim	string longa aleatória p/ cookies `/authorize`
`MCP_SERVICE_TOKEN`	não	segredo serviço-a-serviço (`backend-husk → MCP` via `X-CDF-User-Token`). Se ausente, só OAuth
`MCP_TOOLS_MODE`	não	`full` (default) ou `readonly`
`OPENAI_APPS_CHALLENGE_TOKEN`	não	verificação de domínio OpenAI
`ALLOWED_ORIGINS`	não	CORS do `/authorize` — default `https://claude.ai,https://chatgpt.com`

Ver .env.example comentado.

Deploy (Railway)

railway init ou conecte o repo no dashboard.
Adicione addon Postgres (injeta DATABASE_URL).
Configure envs acima — gere domínio em Settings → Networking primeiro.
Deploy: Dockerfile → node dist/index.js (railway.json já configurado).
Migration: railway run npm run db:migrate.
No Claude.ai/ChatGPT aponte o connector para https:// .up.railway.app/mcp — DCR/OAuth é automático.

Segurança

PKCE S256 obrigatório em todo authorization_code.
Tokens opacos — só SHA-256 persiste (oauth_tokens), bruto é entregue uma vez.
JWT mobile criptografado AES-256-GCM em sessions — nunca exposto ao client (src/crypto.ts, src/mcp/http.ts).
Device isolado — cada sessão mcp- (src/backend/client.ts:45) revogável sem afetar outros logins.
Sanitização — redactLargeInlineData + redactFields (src/tools/register.ts:19) evita vazamento de data: URI e campos sensíveis pro LLM.

Reporte vulnerabilidades em SECURITY.md — não abra issue pública: support@cdf.finance [SECURITY].

Conformidade — Diretório Anthropic (Seção 4.A)

Este conector não transfere dinheiro/cripto/ativos e não executa pagamentos em nome do usuário — apenas lê e registra lançamentos no controle financeiro pessoal, igual ao app. Toda escrita é explícita e solicitada na conversa.

Para listagens curadas use MCP_TOOLS_MODE=readonly.
Pedido de exceção por escrito (previsto na própria 4.A): docs/4a-exception-request.md.
Conta de teste para revisores: joao@teste.com / 123456 (dados de amostra).

Contribuindo

Veja CONTRIBUTING.md — fork, branch feat/..., npm run build e PR com path validado no backend. Ao contribuir você licencia sob BUSL-1.1.

Licença

Source-available [BUSL-1.1](./LICENSE) — uso com o CDF Finance, pessoal, acadêmico e contribuições são livres. Proibido uso em produção como produto concorrente de gestão financeira (hosted/managed). Converte para Apache-2.0 em 2030-09-01.

Dúvidas comerciais: support@cdf.finance.

Construído com Model Context Protocol · Mantido por Vessell CDF Finance

CDF Finance 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

CDF Finance MCP

O que é

Exemplos

Arquitetura

Tools

Quick start

Transport: Streamable HTTP → http://localhost:8090/mcp

Variáveis de ambiente

Deploy (Railway)

Segurança

Conformidade — Diretório Anthropic (Seção 4.A)

Contribuindo

Licença