Mcp Caixa

io.github.codesparPublished by GitHub account codesparv0.2.0-alpha.3Updated Oct 24, 2026

MCP server for Caixa Econômica Federal — Pix, Cobrança (SICOB boleto), Extrato (OAuth2 + mTLS)

VerifiedSTDIODesktop onlyFinanceBusiness & Commerce

Overview

AI-generated overview

Local MCP server that lets an assistant operate a Caixa Econômica Federal merchant account: Pix, boleto (SICOB), statements, balances, TED and tributes.

What you can do
Mint and cache an OAuth2 bearer token for the Caixa Developer Portal, and resolve, register or delete DICT keys and look up Pix transactions by endToEndId or txid. Send Pix, create dynamic Pix QR charges, create, update, list and fetch immediate and due-date Pix charges, list received Pix and refund a received Pix. Issue, fetch, cancel and download the PDF of boletos through Caixa Cobrança (SICOB). Read account statements and balances, and initiate TED transfers or pay federal tributes (DARF, GPS, GRU). Query FGTS balance and statement.
When to use it
For merchants or developers who hold a Caixa merchant contract and want an assistant to handle Pix, boleto and statement operations, especially where customers receive federal transfers or the business needs a state-owned bank. It is alpha software, so it suits evaluation and sandbox testing rather than unattended production use.
Requirements
Runs locally as an npm package (Node.js) over stdio, with an optional HTTP transport. Needs a Caixa Developer Portal OAuth client_id and client_secret, an mTLS client certificate and private key obtained after contract and credenciamento approval, and the environment variables CAIXA_CLIENT_ID, CAIXA_CLIENT_SECRET, CAIXA_CERT_PATH and CAIXA_KEY_PATH; CAIXA_ENV selects sandbox (default) or production. Desktop only.
Before you install
It moves real money: send_pix, transfer_ted, pay_tribute and refund_pix initiate outbound payments, and boleto and charge tools create, change or cancel records. It requires the secrets CAIXA_CLIENT_SECRET and CAIXA_KEY_PATH (an mTLS private key) plus the certificate path; keep them out of logs and shared configs. Endpoint paths are unverified guesses and the sandbox host is a guess, so validate against the portal spec before production. Onboarding takes weeks.

Installation

In SourceWeft

  1. Open Mcp Caixa in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

@codespar/mcp-caixa

MCP server for Caixa Econômica Federal — Brazil's largest state-owned bank.

Caixa occupies a segment none of the private tier-1 banks (Itaú, Bradesco, Santander, BB) can cover: it runs federal social programs (PIS/PASEP, FGTS, Bolsa Família / Auxílio Brasil), operates the national lottery (Loterias Caixa), and is the preferred bank for merchants that value state-bank credibility or serve beneficiaries of federal transfer programs. For the payment surface that matters to merchants — Pix, boleto (Cobrança / SICOB), and extrato — Caixa follows the BACEN Pix v2 standard shared across every tier-1 bank, so the integration shape mirrors its private-sector peers.

Status: alpha (0.1.0-alpha.1)

Caixa's Developer Portal is contract-gated, and as a state-owned institution the onboarding is additionally bureaucratic: vendor registration and credenciamento are required on top of the commercial merchant contract. Full OpenAPI specs for Pix, Cobrança (SICOB), and Extrato are only visible to onboarded merchants. The endpoint paths in this server are best-guesses based on (a) BACEN Pix v2 standard paths, (b) Caixa's public SICOB / Cobrança integration guides, and (c) conventions shared with Itaú / Bradesco / BB. Every unverified path is flagged TODO(verify) in the source.

Pin to exact versions during 0.1.x; paths will be corrected to match the portal spec once an onboarded merchant can validate.

Tools (23)

ToolPurpose
get_oauth_tokenMint or return a cached OAuth2 client_credentials bearer token for the Caixa Developer Portal.
send_pixInitiate an outbound Pix payment from the merchant's Caixa account.
create_pix_qrCreate a dynamic Pix charge with QR code (cob).
get_pixRetrieve a Pix transaction by its BCB endToEndId (E).
resolve_dict_keyResolve a DICT key (CPF, CNPJ, email, phone, EVP) to the owner's account data before sending a Pix.
refund_pixRefund (devolução) a previously received Pix.
create_boletoIssue a boleto via Caixa Cobrança (SICOB).
get_boletoRetrieve a boleto by its Caixa identifier (id or nosso_numero).
cancel_boletoCancel (baixa) an outstanding boleto before payment.
get_statementRetrieve account statement transactions for a given period.
get_pix_chargeRetrieve a Pix immediate charge (cob) by its BCB txid.
update_pix_chargeUpdate (PATCH) a Pix immediate charge (cob) — e.g.
list_pix_chargesList Pix immediate charges (cob) filtered by date range and optional status / CPF / CNPJ.
create_pix_due_chargeCreate a Pix due-date charge (cobv) with mandatory payer data and due date.
get_pix_due_chargeRetrieve a Pix due-date charge (cobv) by its BCB txid.
list_pix_receivedList received Pix transactions (pix recebidos) by date range.
register_dict_keyRegister a DICT key (CPF, CNPJ, email, phone, or EVP) to an account owned by the merchant.
delete_dict_keyDelete (unregister) a DICT key owned by the merchant.
download_boleto_pdfFetch the rendered boleto PDF for an issued boleto.
get_account_balanceReturn the current balance for a Caixa merchant account, including available, blocked, and overdraft limit...
transfer_tedInitiate an outbound TED transfer from a Caixa merchant account to an external bank account.
consult_fgtsQuery FGTS balance / extrato.
pay_tributePay a federal tribute (DARF, GPS, GRU) or other guia de arrecadação via Caixa.

Why Caixa (vs. a private bank)

  • Social-program beneficiaries. If a meaningful slice of your customer base receives federal transfers, Caixa is where the money lands first.
  • State-bank credibility. Government-adjacent merchants, concessionárias, and regulated verticals often prefer — or are required — to hold accounts at a state-owned bank.
  • Lottery / Loterias Caixa corridor. Retailers in the lotérica network settle through Caixa.
  • Same Pix / boleto rails as the private banks. No technical tradeoff — the BACEN Pix v2 standard is identical.

Install

bash
npm install @codespar/[email protected]

Environment

bash
CAIXA_CLIENT_ID="..."       # OAuth client_id from Caixa's Developer PortalCAIXA_CLIENT_SECRET="..."   # OAuth client_secretCAIXA_CERT_PATH="/abs/path/to/client.crt"   # mTLS client certificateCAIXA_KEY_PATH="/abs/path/to/client.key"    # mTLS private keyCAIXA_ENV="sandbox"                          # or "production" (default: sandbox)

Authentication

Two factors are both required on every call:

  1. OAuth2 client_credentials — the server calls the token endpoint, caches the bearer until ~60s before expiry, and attaches Authorization: Bearer <token> to downstream calls.
  2. mTLS — BACEN mandates mutual TLS for Pix v2, and Caixa enforces it across product families. The server loads the client certificate and private key from the paths you set, builds a Node https.Agent, and routes every request through it.

You obtain the cert + key bundle from the Caixa Developer Portal after your merchant contract and credenciamento are approved. They are distinct from the OAuth credentials.

Run

bash
# stdio (default)npx @codespar/mcp-caixa
# HTTP transportMCP_HTTP=true MCP_PORT=3000 npx @codespar/mcp-caixa

Caveats

  • Paths are unverified. See the TODO(verify) markers in src/index.ts. Onboarded merchants should validate against their portal-issued OpenAPI spec and open a PR.
  • Sandbox host is a guess. Caixa issues a homologação subdomain per merchant; override by editing BASE_URL if your provisioned sandbox URL differs.
  • SICOB legacy. Older boleto contracts may still route through the legacy SIGCB surface. The create_boleto / get_boleto / cancel_boleto tools target Cobrança v2; if your contract predates it, paths will differ.
  • Onboarding timeline. Factor weeks, not days. State-owned vendor registration is the critical path — start it before you start coding.

Enterprise

Need governance, budget limits, and audit trails for agent payments? CodeSpar Enterprise adds policy engine, payment routing, and compliance templates on top of these MCP servers.

License

MIT

Source: packages/banking/caixa/README.md at commit d0a519a

Tools

0
SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

1
  1. v0.2.0-alpha.3LatestSep 16, 2026

Score

50% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 days25 pts

    Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.

  • Auth declared10 pts

    Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.

  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts