Poupa AI

io.github.mcp-dir由 GitHub 账号 mcp-dir 发布v0.1.0更新于 Oct 27, 2026

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

已验证Streamable HTTP可网页运行金融数据与分析

概览

AI 生成的概览

Poupa AI 个人财务服务器：让助手读取余额与交易，并新增、修改或删除用户的财务记录。

可以做什么
  • 按银行、分类、支付方式、卡片、收支类型和月份读取余额，可限定日期范围
  • 按日期区间、关键词、卡片或银行/付款方列出并筛选交易
  • 查询基础数据：银行/账户、信用卡、分类、偏好、默认设置和已保存的记忆
  • 新增单笔或批量交易，支持分期和周期性记录
  • 按筛选条件修改或删除已有交易，并登记用户自有账户之间的转账
适用场景
适合让助手查看消费情况、回答余额与交易相关问题，或在 Poupa AI 账户中记账和清理记录。它是个人记账工具，并不连接真实银行。
运行要求
远程 streamable HTTP 端点；未声明任何软件包、环境变量或请求头。authenticate 工具说明需在浏览器中登录并获取访问令牌，可作为 Authorization Bearer 请求头写入服务器配置，或粘贴用于仅本次会话的登录。
安装前请注意
该服务器会暴露个人财务数据，并可新增、修改和删除交易，执行写操作前应先确认。删除按筛选条件进行，仅拒绝空筛选。authenticate 工具要求提供访问令牌，应视为机密。转账只是记账条目，不会真正转移资金。report_bug 工具会上传最近的对话消息用于复现问题。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Poupa AI，将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.github.mcp-dir%2Fpoupa-mcp/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

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

README

该仓库没有 README。

工具

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.

输入参数end_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.

输入参数end_datekeywordscard_namestart_datepayment_bank

poupa_banks

Lista os bancos/contas do usuário.

无需输入参数。

poupa_cards

Lista os cartões de crédito do usuário.

无需输入参数。

poupa_category

Lista as categorias do usuário.

无需输入参数。

poupa_preferences

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

无需输入参数。

poupa_defaults

Categorias e métodos de pagamento padrão do usuário.

无需输入参数。

poupa_memories

Memórias/notas do usuário gravadas no Poupa AI.

无需输入参数。

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).

输入参数date必填value必填categorycard_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.

输入参数transactions必填

poupa_update_transactions

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

输入参数idsfilterchanges

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.

输入参数idscategoryend_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).

输入参数datevalue必填to_bank必填from_bank必填

show_version

Show Version

Show the current MCP platform and adapter versions.

无需输入参数。

report_bug

Report Bug

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

输入参数contextmessage必填conversation

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.

无需输入参数。

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.

无需输入参数。

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.

输入参数limitqueryactionmcp_idmessagetool_idargumentsimmediatetier_slugprompt_bodyprompt_slugprompt_tool另有 11 个

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.

输入参数token

版本历史

1
  1. v0.1.0最新Sep 16, 2026

评分

已满足适用检查项的 75%

该评分衡量此收录条目的完整程度，依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价，也不表示服务器安全或当前可用：可连通性是带日期的检查结果，评分也不包含安装量或用户评价。

  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分

    请声明包含 README 的 GitHub 仓库，或在 OAuth 受保护资源元数据中提供 resource_documentation。

  • 许可证10 分

    请在仓库或注册中心条目中声明许可证。