Mcp Caixa

io.github.codespar由 GitHub 帳號 codespar 發布v0.2.0-alpha.3更新於 Oct 24, 2026

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

已驗證STDIO僅桌面金融商業與電商

概覽

AI 產生的概覽

本機 MCP 伺服器,讓助理操作 Caixa Econômica Federal 商戶帳戶:Pix、boleto(SICOB)、對帳單、餘額、TED 與稅費繳納。

可以做什麼
取得並快取 Caixa 開發者入口的 OAuth2 bearer 權杖,解析、註冊或刪除 DICT 金鑰,並依 endToEndId 或 txid 查詢 Pix 交易。發起 Pix 付款、建立動態 Pix 二維碼收款,建立、更新、列出與查詢即時 Pix 及到期 Pix 收款,列出已收 Pix 並退款。透過 Caixa Cobrança(SICOB)開立、查詢、取消 boleto 並下載其 PDF。讀取帳戶對帳單與餘額,發起 TED 轉帳或繳納聯邦稅費(DARF、GPS、GRU)。查詢 FGTS 餘額與對帳單。
適用情境
適合已持有 Caixa 商戶合約的商戶或開發者,希望由助理處理 Pix、boleto 與對帳單作業,尤其是客戶領取聯邦轉帳或業務需要國有銀行的情況。目前為 alpha 版本,較適合評估與沙箱測試,而非無人值守的正式環境使用。
執行需求
以 npm 套件形式在本機執行(需 Node.js),預設 stdio,可選 HTTP 傳輸。需要 Caixa 開發者入口的 OAuth client_id 與 client_secret、在合約與 credenciamento 核准後取得的 mTLS 用戶端憑證和私鑰,以及環境變數 CAIXA_CLIENT_ID、CAIXA_CLIENT_SECRET、CAIXA_CERT_PATH、CAIXA_KEY_PATH;CAIXA_ENV 選擇 sandbox(預設)或 production。僅限桌面端。
安裝前請注意
它會動用真實資金:send_pix、transfer_ted、pay_tribute 與 refund_pix 會發起對外付款,boleto 與收款工具會建立、修改或取消紀錄。需要機密 CAIXA_CLIENT_SECRET 與 CAIXA_KEY_PATH(mTLS 私鑰)以及憑證路徑,請勿寫入日誌或共用設定。介面路徑為未經驗證的推測,沙箱主機也是推測,上線前須依入口規格核對。開通流程需數週。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Mcp Caixa,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Desktop only,透過 STDIO。 STDIO 服務會啟動本機處理程序,因此需要 SourceWeft 桌面主機。

其他 MCP 客戶端

參照 儲存庫 中的啟動說明。

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

來源:packages/banking/caixa/README.md,提交 d0a519a

工具

0
SourceWeft 尚未在沙箱中啟動過該軟體包,因此其工具未知。

版本歷史

1
  1. v0.2.0-alpha.3最新Sep 16, 2026

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