Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
Connect your Banco do Brasil account to AI via Brazil's Open Finance: balances, statements, cards, i
这三项永远不会合并成一个分数:意见、测量和人气是不同的东西。
我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。
选择你使用的 AI 应用,然后复制设置。
你需要
你用的是哪个应用?
在上方选择你的应用。我们会记住它,下次按钮会显示“安装到 …”。
适用于网页版、桌面版和手机版 Claude:
https://api.mcp.ai/p_bb在终端中运行这条命令
claude mcp add --transport http bb https://api.mcp.ai/p_bb粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"bb": {
"url": "https://api.mcp.ai/p_bb"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
粘贴到项目中的 .vscode/mcp.json
{
"servers": {
"bb": {
"type": "http",
"url": "https://api.mcp.ai/p_bb"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
ChatGPT 只能连接互联网上的服务器:
https://api.mcp.ai/p_bb菜单名称可能因套餐和版本不同而略有差异。
你的选择通过 Cookie 保存在这台设备上,无需账户。
这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。
我们还没有读取这个服务器的工具列表;我们会轮流检查各个端点。
我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月7日
注册名称已通过 GitHub 账户 mcp-dir 验证,该账户拥有此仓库
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
尚未检查;我们会轮流检查各个端点
尚未检查;我们会轮流检查各个端点
尚未检查;我们会在检查端点时读取工具列表
与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。
它在 1 项适用的基础检查中通过了 1 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。
注册中心没有列出必需的密钥,不过有些服务器会在首次使用时要求你登录。
它在作者的云端运行。通过互联网连接,无需安装,但你发送的内容会经过作者的服务器。
GitHub 仓库最后更新于–,最新版本(0.1.0)于5个月前进入注册中心。
支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。它通过 URL 连接,所以接受远程 MCP 服务器的应用也可以使用,例如开启开发者模式的 ChatGPT。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。
Conecte sua conta do Banco do Brasil ao Claude, ChatGPT e agentes de IA via Open Finance Brasil. Pergunte sobre saldos, extratos, faturas de cartão e investimentos do Banco do Brasil em linguagem natural. Regulado pelo Banco Central, somente leitura.
English version · Documentação completa · Skill pra agentes
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):
Manual (se o deeplink não abrir): claude.ai/customize/connectors → + → Adicionar conector personalizado → cole Nome Banco do Brasil MCP e URL https://api.mcp.ai/p_bb.
➕ Instalar Banco do Brasil MCP no Cursor
➕ Instalar Banco do Brasil MCP no VS Code
Funciona em qualquer cliente MCP que suporte MCP over HTTP. A URL do servidor é sempre:
https://api.mcp.ai/p_bb
Detalhes por cliente: INSTALL.md.
Quanto gastei no cartão do Banco do Brasil esse mês?
Resuma minha fatura do Banco do Brasil em aberto Qual meu saldo na conta do Banco do Brasil? Como está minha carteira de investimentos no Banco do Brasil?
| 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
Veja docs/precos.md.
Como funciona? Via Open Finance Brasil (regulado pelo Banco Central). Você conecta sua conta Banco do Brasil 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 do Brasil? Este MCP é focado no Banco do Brasil. 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.
MIT — veja LICENSE. O servidor MCP em api.mcp.ai/p_bb é proprietário (hosted); este repositório (manifestos, docs, skills) é MIT.