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)
Read-only MCP server for the open-banking.io PSD2 bank API — accounts, balances, transactions.
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。
OBI_CREDENTIALS标为机密的值是你账户的钥匙。千万不要分享给别人,也不要粘贴到聊天里。
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 …”。
链接指向作者自己的文件;我们不托管也不重新打包它。打开文件后,Claude Desktop 会进行安装。
在终端中运行这条命令
运行前请先填写空着的值。
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。
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。
这个服务器在你的电脑上运行,而 ChatGPT 只能连接互联网上的服务器。请选择其他应用。
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。
它在你的电脑上运行;安装后,工具列表会显示在你的 AI 应用中。
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 open-banking-io 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
它在你的电脑上运行,没有互联网端点
在你的电脑上运行,改用本地设置
它在你的电脑上运行;我们只能读取互联网端点的工具列表
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。
你需要填写:OBI_CREDENTIALS
它在你的电脑上运行。你的 AI 应用会在需要时启动它,数据不会经过作者的服务器(除非它自己调用在线服务)。
GitHub 仓库最后更新于–,最新版本(0.1.0)于3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。你的电脑上还需要有 MCPB。
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。
A thin, read-only Model Context Protocol server for the open-banking.io PSD2 API. It lets AI agents (Claude Desktop, Cursor, any MCP client) answer questions like *“What's my balance?”* and *“Summarise last month's transactions”* over your own bank accounts.
It wraps the official open-banking-io Python SDK and inherits its zero-knowledge property: the service only ever returns ciphertext, and every sensitive field (IBAN, owner name, amounts, counterparties) is decrypted in-process with your exported private key. No plaintext ever touches a third party — including the LLM only sees what your MCP client sends it.
| Tool | Arguments | Description |
|---|---|---|
list_accounts | — | Bank accounts: bank, country, IBAN, owner, display name, currency, balances, needs_reconnect flag |
get_balances | account_id | ISO 20022 balances for one account (ITBD = booked, ITAV = available) |
get_transactions | account_id, date_from?, date_to?, limit? (default 50, max 500), offset? | Statement lines, newest first, with counterparty and remittance details |
list_connections | — | Bank connections/consents: status, valid_until, last_synced_at, account count |
All tools are read-only. There are intentionally no sync, payment-initiation or consent-management tools — see Limitations.
| Env var | Required | Meaning |
|---|---|---|
OBI_CREDENTIALS | preferred | Path to (or inline JSON of) the credentials bundle exported from the open-banking.io app — contains apiBaseUrl, apiKey and the encryption private key |
OBI_API_KEY | alternative | API key, if you don't use the bundle |
OBI_PRIVATE_KEY | alternative | Base64 PKCS#8 EC (SECP256R1) private key matching OBI_API_KEY |
OBI_BASE_URL | with alternative | API base URL (the bundle's apiBaseUrl), required when using the split env vars |
Export credentials in the app → *Settings → Credentials* to get the bundle file.
claude_desktop_config.json (Claude → Settings → Developer → Edit Config):
{
"mcpServers": { "open-banking-io": { "command": "uvx", "args": [ "--from", "git+https://github.com/open-banking-io/mcp-server.git", "obi-mcp" ], "env": { "OBI_CREDENTIALS": "/absolute/path/to/credentials.json" } } } }
.cursor/mcp.json:
{
"mcpServers": { "open-banking-io": { "command": "uvx", "args": [ "--from", "git+https://github.com/open-banking-io/mcp-server.git", "obi-mcp" ], "env": { "OBI_CREDENTIALS": "/absolute/path/to/credentials.json" } } } }
Requires uv (curl -LsSf https://astral.sh/uv/install.sh | sh). Once published to PyPI the --from git+… argument can be dropped.
git clone https://github.com/open-banking-io/mcp-server.git
cd mcp-server uv venv && uv pip install -e '.[dev]' --python .venv/bin/python OBI_CREDENTIALS=/path/to/credentials.json .venv/bin/obi-mcp # speaks MCP over stdio .venv/bin/python tests/smoke.py # network-free smoke test uv run --python .venv/bin/python pytest -q # full test suite
get_transactions + grouping)list_connections)get_* methods are exposed. sync/sync_all exist in the SDK but are deliberately not offered; agents cannot move money or alter consents through this server."1234.56"), never floats.get_transactions defaults to 50 items and clamps at 500 to protect agent context windows; use offset to paginate.uvx --from git+… (above) or from source. Publishing to PyPI as open-banking-io-mcp is planned.| SDK call | HTTP (behind the SDK) |
|---|---|
get_accounts() | GET {apiBaseUrl}/api/accounts |
get_transactions(id, from, to, limit, offset) | GET {apiBaseUrl}/api/accounts/{id}/transactions |
get_connections() | GET {apiBaseUrl}/api/connections |
Auth: X-Api-Key header. Responses carry zero-knowledge envelopes (ECDH P-256 → HKDF-SHA256 → AES-256-GCM) decrypted locally by the SDK. Full wire format: clients repo · THREAT_MODEL.md.
MIT — same as the clients SDK repos.