Poupa AI

io.github.mcp-dir由 GitHub 帳號 mcp-dir 發布v0.1.0更新於 Oct 27, 2026

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

已驗證Streamable HTTP可網頁執行金融資料與分析

概覽

AI 產生的概覽

Poupa AI 個人財務伺服器：讓助理讀取餘額與交易，並新增、修改或刪除使用者的財務紀錄。

可以做什麼
  • 依銀行、分類、付款方式、卡片、收支類型與月份讀取餘額，可限定日期範圍
  • 依日期區間、關鍵字、卡片或銀行/付款方列出並篩選交易
  • 查詢基礎資料：銀行/帳戶、信用卡、分類、偏好設定、預設值與已儲存的記憶
  • 新增單筆或批次交易，支援分期與週期性紀錄
  • 依篩選條件修改或刪除既有交易，並登記使用者自有帳戶之間的轉帳
適用情境
適合讓助理檢視消費狀況、回答餘額與交易相關問題，或在 Poupa AI 帳戶中記帳與整理紀錄。它是個人記帳工具，並不連接真實銀行。
執行需求
遠端 streamable HTTP 端點；未宣告任何套件、環境變數或標頭。authenticate 工具說明需在瀏覽器登入並取得存取權杖，可作為 Authorization Bearer 標頭寫入伺服器設定，或貼上以供僅限本次工作階段的登入。
安裝前請注意
此伺服器會暴露個人財務資料，並可新增、修改與刪除交易，執行寫入前應先確認。刪除依篩選條件進行，僅拒絕空篩選。authenticate 工具要求提供存取權杖，應視為機密。轉帳僅為記帳項目，不會實際移轉資金。report_bug 工具會上傳最近的對話訊息以供重現問題。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Poupa AI，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。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.mcp-dir%2Fpoupa-mcp/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

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

README

該儲存庫沒有 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.

輸入參數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.

輸入參數end_datekeywordscard_namestart_datepayment_bank

poupa_banks

Lista os bancos/contas do usuário.

無需輸入參數。

poupa_cards

Lista os cartões de crédito do usuário.

無需輸入參數。

poupa_category

Lista as categorias do usuário.

無需輸入參數。

poupa_preferences

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

無需輸入參數。

poupa_defaults

Categorias e métodos de pagamento padrão do usuário.

無需輸入參數。

poupa_memories

Memórias/notas do usuário gravadas no Poupa AI.

無需輸入參數。

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).

輸入參數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.

輸入參數transactions必填

poupa_update_transactions

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

輸入參數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.

輸入參數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).

輸入參數datevalue必填to_bank必填from_bank必填

show_version

Show Version

Show the current MCP platform and adapter versions.

無需輸入參數。

report_bug

Report Bug

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

輸入參數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.

無需輸入參數。

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.

無需輸入參數。

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.

輸入參數limitqueryactionmcp_idmessagetool_idargumentsimmediatetier_slugprompt_bodyprompt_slugprompt_tool另有 11 個

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.

輸入參數token

版本歷史

1
  1. v0.1.0最新Sep 16, 2026

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