Poupa AI

io.github.mcp-dirPublished by GitHub account mcp-dirv0.1.0Updated Oct 27, 2026

Personal finance by Poupa AI. Read balance grouped by bank/category/card/month, transactions filtere

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Poupa AI personal-finance server: lets an assistant read balances and transactions and create, update or delete the user's financial records.

What you can do
  • Read balances grouped by bank, category, payment method, card, in/out type and month, with optional date range
  • List and filter transactions by date range, keywords, card or bank/payer
  • Look up reference data: banks/accounts, credit cards, categories, preferences, defaults and saved memories
  • Create single or bulk transactions, including installments and recurring entries
  • Update or delete existing transactions by filter, and record transfers between the user's own accounts
When to use it
Useful when someone wants an assistant to review their spending, answer questions about balances and transactions, or log and clean up entries in their Poupa AI account. It is a personal bookkeeping tool, not a bank connection.
Requirements
Remote streamable HTTP endpoint; no packages, environment variables or headers declared. The authenticate tool describes logging in through the browser and supplying an access token, either as an Authorization Bearer header in the server config or pasted for a session-only login.
Before you install
The server exposes personal financial data and can create, update and delete transactions, so writes should be confirmed before running. Deletion is by filter and only refuses an empty filter. The authenticate tool asks for an access token; treat it as a secret. Transfers are bookkeeping entries only and do not move real money. The report_bug tool sends recent conversation messages for reproduction.

Installation

In SourceWeft

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

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.mcp-dir%2Fpoupa-mcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "poupa-ai": {
      "type": "http",
      "url": "https://api.mcp.ai/p_poupa"
    }
  }
}

README

This repository has no README.

Tools

19

poupa_get_balance

Saldo do usuário, agrupado por banco, categoria, método de pagamento, cartão, tipo (entrada/saída) e mês. start_date/end_date (YYYY-MM-DD) limitam a janela; sem datas, traz tudo.

Parametersend_datestart_date

poupa_retrieve_transactions

Lista transações no intervalo (YYYY-MM-DD), opcionalmente filtradas por palavras-chave (match parcial case-insensitive na descrição), cartão e/ou banco/pagador.

Parametersend_datekeywordscard_namestart_datepayment_bank

poupa_banks

Lista os bancos/contas do usuário.

Takes no parameters.

poupa_cards

Lista os cartões de crédito do usuário.

Takes no parameters.

poupa_category

Lista as categorias do usuário.

Takes no parameters.

poupa_preferences

Preferências do usuário (idioma, moeda, etc.).

Takes no parameters.

poupa_defaults

Categorias e métodos de pagamento padrão do usuário.

Takes no parameters.

poupa_memories

Memórias/notas do usuário gravadas no Poupa AI.

Takes no parameters.

poupa_add_transaction

Cria uma transação. value e date são obrigatórios; demais campos opcionais. Para parcelar, use installments; para recorrer, use expense_recurrency (dias) OU recurrency_array_dates (lista de datas).

Parametersdaterequiredvaluerequiredcategorycard_namedescriptioninstallmentspayment_bankexpense_recurrencyrecurrency_array_dates

poupa_add_transactions

Cria várias transações de uma vez (bulk). transactions[] é obrigatório; cada item segue o mesmo shape de poupa_add_transaction.

Parameterstransactionsrequired

poupa_update_transactions

Atualiza uma ou mais transações existentes. Informe os ids alvo no filtro e os campos a alterar (passthrough).

Parametersidsfilterchanges

poupa_delete_transactions_by_filter

Deleta transações por filtro. O filtro precisa ser não vazio (a tool se recusa a deletar tudo). Aceita ids, intervalo de datas, descrição, categoria, etc.

Parametersidscategoryend_datestart_datedescription

poupa_transfer_between_banks

Registra uma transferência entre dois bancos/contas do PRÓPRIO usuário (movimento contábil — não executa transferência bancária real). value é o valor; date opcional (default = hoje).

Parametersdatevaluerequiredto_bankrequiredfrom_bankrequired

show_version

Show Version

Show the current MCP platform and adapter versions.

Takes no parameters.

report_bug

Report Bug

Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.

Parameterscontextmessagerequiredconversation

connect

Connection Status

Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.

Takes no parameters.

toolkit_info

Toolkit Info

Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.

Takes no parameters.

marketplace

Marketplace

The official mcp.ai marketplace — the in-platform catalog of every MCP/tool, AND the way to run them. Covers capability requests like "find an MCP that does X", "consulta um CPF", "is there a tool for Y". Core flow: action=search discovers MCPs by intent → describe returns one MCP's full profile (every tool with its id + params, pricing, auth) so you pick the right tool_id → invoke RUNS that tool. KEY: invoke works even when the MCP is NOT installed — it runs the tool pontualmente (one-off), without adding the MCP to the toolkit and without bloating the tool list. If the MCP needs a credential/login, invoke returns a connect link; if it is paid and the wallet is empty, invoke returns a checkout/top-up link (the user opens it, then you retry). Use install only to make an MCP PERMANENT in the active toolkit (its tools then show up natively in future sessions); prefer invoke for a single/occasional use. list_tools lists what is callable right now. subscribe/cancel handle per-MCP billing; report_bug sends feedback; request_mcp asks us to build a NEW MCP when nothing fits. Search/describe flag installed_in_toolkit vs installed_in_workspace. Writes (install/uninstall/subscribe/cancel and the one-off install behind invoke) require workspace owner/admin. It also carries the mcp.ai PROMPT LIBRARY, which is about ready-made prompt TEXT rather than MCPs: search_prompts finds one, get_prompt returns its full text with {{variables}} filled, and publish_prompt saves a prompt and returns a shareable mcp.ai/p/<slug> link that opens without login.

Parameterslimitqueryactionmcp_idmessagetool_idargumentsimmediatetier_slugprompt_bodyprompt_slugprompt_tool+11 more

authenticate

Authenticate

MCP.AI for IDE agents (Cursor, etc.): log in in the browser, copy the access token. Best: add it to this server's config as a header `Authorization: Bearer <token>` for a permanent, non-expiring connection. Or paste it here for a session-only login: call with { token: "<jwt>" } after the user pastes, or with no args to get the link.

Parameterstoken

Version history

1
  1. v0.1.0LatestSep 16, 2026

Score

75% 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 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • License10 pts

    Declare a license in the repository or the registry entry.