Mcp Open Finance

io.github.codesparPublished by GitHub account codesparv0.2.2Updated Oct 24, 2026

MCP server for Open Finance Brasil — accounts, transactions, consents, credit, loans, investments

The publisher's own server: Finance Foundation

VerifiedSTDIODesktop onlyFinanceBusiness & Commerce

Overview

AI-generated overview

A local MCP server that connects an assistant to Open Finance Brasil APIs for bank accounts, transactions, consents, credit, loans and investments.

What you can do
List bank accounts, balances, transactions and overdraft limits, and read credit card accounts, bills and transactions. Review loan and financing contracts and their payment schedules, and list investment products. Read personal and business customer qualifications such as income and occupation. Get, create and revoke data-access consents. Create payment-initiation consents and initiate payments such as PIX.
When to use it
Useful when you work with a Brazilian financial institution that exposes Open Finance Brasil APIs and want an assistant to read a customer's account, card, loan and investment data, manage consents, or start payments.
Requirements
Runs locally via npx, so Node.js is needed. Requires OAuth2 client credentials from a participating institution, set as OPEN_FINANCE_BASE_URL, OPEN_FINANCE_CLIENT_ID and OPEN_FINANCE_CLIENT_SECRET, plus network access to that institution's API.
Before you install
Holds OAuth2 client credentials that grant access to financial data; keep them out of shared configs. Several tools create or revoke consents and initiate payments, which can move real money, so confirm before use. Account, card, loan and qualification data is sent to the configured institution API and to the model provider. Sandbox availability varies by institution.

Installation

In SourceWeft

  1. Open Mcp Open Finance 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-open-finance

MCP server for Open Finance Brasil — open banking standard for accounts, transactions, and consents

[npm] [License: MIT]

Quick Start

Claude Desktop

Add to ~/.config/claude/claude_desktop_config.json:

json
{  "mcpServers": {    "open-finance": {      "command": "npx",      "args": ["-y", "@codespar/mcp-open-finance"],      "env": {        "OPEN_FINANCE_BASE_URL": "https://api.institution.com.br",        "OPEN_FINANCE_CLIENT_ID": "your-client-id",        "OPEN_FINANCE_CLIENT_SECRET": "your-client-secret"      }    }  }}

Claude Code

bash
claude mcp add open-finance -- npx @codespar/mcp-open-finance

Cursor / VS Code

Add to .cursor/mcp.json or .vscode/mcp.json:

json
{  "servers": {    "open-finance": {      "command": "npx",      "args": ["-y", "@codespar/mcp-open-finance"],      "env": {        "OPEN_FINANCE_BASE_URL": "https://api.institution.com.br",        "OPEN_FINANCE_CLIENT_ID": "your-client-id",        "OPEN_FINANCE_CLIENT_SECRET": "your-client-secret"      }    }  }}

Tools (18)

ToolPurpose
list_accountsList customer bank accounts via Open Finance
get_account_balanceGet account balance via Open Finance
list_transactionsList account transactions via Open Finance
get_account_overdraft_limitsGet account overdraft (limites) via Open Finance
get_consentGet consent details by ID
create_consentCreate a new consent request for data access
revoke_consentRevoke an existing consent (data or payment)
list_credit_cardsList credit card accounts via Open Finance
get_credit_card_billsGet credit card bills (faturas) via Open Finance
get_credit_card_transactionsGet credit card transactions via Open Finance
list_loansList loan contracts (empréstimos) via Open Finance
get_loan_paymentsGet loan payment schedule via Open Finance
list_financingsList financing contracts (financiamentos) via Open Finance
list_investmentsList investment products via Open Finance
create_payment_consentCreate payment-initiation consent (e.g., PIX) via Open Finance
create_paymentInitiate a payment using an authorized payment consent
get_personal_qualificationsGet personal customer qualifications (income, occupation) via Open Finance
get_business_qualificationsGet business customer qualifications via Open Finance

Authentication

Open Finance Brasil uses OAuth2 client credentials. Each financial institution provides its own base URL and credentials.

Sandbox / Testing

Sandbox availability varies by institution. Contact your financial institution for Open Finance sandbox access.

Get your credentials

  1. Go to Open Finance Brasil
  2. Register with a participating financial institution
  3. Obtain your OAuth2 client credentials
  4. Set the environment variables

Environment Variables

VariableRequiredDescription
OPEN_FINANCE_BASE_URLYesInstitution API base URL
OPEN_FINANCE_CLIENT_IDYesOAuth2 client ID
OPEN_FINANCE_CLIENT_SECRETYesOAuth2 client secret

Roadmap

v0.2 (planned)

  • revoke_consent — Revoke a data sharing consent
  • list_payments — List initiated payments
  • create_payment_consent — Create a payment initiation consent
  • initiate_payment — Initiate a payment via Open Finance
  • get_payment_status — Get payment initiation status

v0.3 (planned)

  • insurance_products — List insurance products from institutions
  • pension_products — List pension products from institutions

Want to contribute? Open a PR or request a tool.

Links

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/open-finance/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. v0.2.2LatestSep 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

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