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io.github.mcp-dir/asa-mcp
데이터 및 분석 금융 및 투자 결제 및 핀테크 공개 · 연결 가능 MCP 2025-11-25

이 MCP로 할 수 있는 일

Connects ASA accounts through Brazilian Open Finance to retrieve balances, transactions, credit-card bills, loans, investments, and cash-flow summaries.

기능

도구

25 도구
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.
멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'token': {'type': 'string'}}}
connect
Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
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.
외부 접근 가능
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'default': 10}, 'query': {'type': 'string', 'default': ''}, 'action': {'enum': ['search', 'describe', 'install', 'uninstall', 'subscribe', 'cancel', 'resume', 'report_bug', 'request_mcp', 'list_tools', 'invoke', 'search_prompts', 'get_prompt', 'publish_prompt'], 'type': 'string', 'default': 'search'}, 'mcp_id': {'type': 'string', 'default': ''}, 'message': {'type': 'string', 'default': ''}, 'tool_id': {'type': 'string', 'default': ''}, 'arguments': {'type': 'string', 'default': '{}'}, 'immediate': {'type': 'boolean', 'default': False}, 'tier_slug': {'type': 'string', 'default': ''}, 'prompt_body': {'type': 'string', 'default': ''}, 'prompt_slug': {'type': 'string', 'default': ''}, 'prompt_tool': {'type': 'string', 'default': ''}, 'prompt_vars': {'type': 'string', 'default': '{}'}, 'conversation': {'type': 'string', 'default': '[]'}, 'prompt_title': {'type': 'string', 'default': ''}, 'request_name': {'type': 'string', 'default': ''}, 'cancel_reason': {'enum': ['too_expensive', 'missing_features', 'switched_service', 'unused', 'customer_service', 'too_complex', 'low_quality', 'other'], 'type': 'string'}, 'cancel_comment': {'type': 'string', 'default': ''}, 'prompt_targets': {'type': 'array', 'items': {'enum': ['claude', 'chatgpt', 'cursor', 'lovable'], 'type': 'string'}, 'default': []}, 'report_context': {'type': 'string', 'default': ''}, 'prompt_category': {'type': 'string', 'default': ''}, 'request_details': {'type': 'string', 'default': ''}, 'prompt_description': {'type': 'string', 'default': ''}}}
openfinance_disconnect_bank
Revokes the Open Finance consent for a specific bank and deletes the connection data. The bank's data will no longer be available. Returns an add_connection_url to re-connect if needed.
파괴적 작업
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['item'], 'properties': {'item': {'type': 'string'}}}
openfinance_force_sync
Forces the bank to re-sync one or more connections NOW and WAITS for it to finish (PATCH /items/:id, then polls until the item stops updating, up to ~60s). Use this when a balance or transaction list looks stale: a connection can read UPDATED yet be hours old, and this pulls fresh data WITHOUT disconnecting/reconnecting. Pass `items` as an array of selectors (item_id, connector_id, connector_name, or the user-set custom_label nickname); OMIT `items` to sync ALL linked banks. Returns `{ results, errors }`; each result has the final `status`, `executionStatus`, `lastUpdatedAt` (advances when data is refreshed), and `synced` (true = fresh data is ready). `needs_action` (e.g. MFA_REINTERACTION / LOGIN_ERROR / WAITING_USER_INPUT) means the user must re-authenticate — those results include a `reconnect_url` that opens the widget in UPDATE mode for that exact connection (user enters credentials / MFA token, data refreshes in place, no slot consumed, no disconnect needed). `timed_out: true` means the sync is still running — re-check with openfinance_get_item_status. Set `wait: false` for fire-and-forget (returns immediately while UPDATING).
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'wait': {'type': 'boolean'}, 'items': {'type': 'array', 'items': {'type': 'string'}}}}
openfinance_get_account_balance
Returns the latest available balance per account id (GET /accounts/:id/balance). This is the freshest balance the provider can serve, but it is a SNAPSHOT anchored to the connection's last upstream sync: the `updateDateTime`/`updatedAt` in each row is that sync instant, NOT a to-the-second live read. If a movement that just happened is not reflected yet, or the balance disagrees with the sum of openfinance_list_transactions, run openfinance_force_sync to pull fresh data and then re-read. Pass `account_ids` as an array (1–50). CREDIT accounts may return Pluggy BALANCE_FETCH_ERROR (provider could not fetch it) or BALANCE_CONSENT_ERROR (the institution refused it because the consent lacks the balance permission — reconnecting the bank restores it) — those rows include a structured `warning` instead of throwing. When the financial institution is temporarily unavailable upstream (5xx) or the connector is not Open Finance, the row DEGRADES to the last-synced balance with `realtime: false`, `updatedAt` and a `warning` instead of an error. Response shape: `{ results: [...], errors: [{ id, status, message }] }`.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['account_ids'], 'properties': {'account_ids': {'type': 'array', 'items': {'type': 'string'}}}}
openfinance_get_accounts_detail
Returns full account objects including extended creditData (additional cards, limits) per id (GET /accounts/:id). Pass `account_ids` as an array (1–50). `{ results, errors }` batch shape. May include a `provider_incident` block when the Open Finance provider has an OPEN incident affecting a connected bank: credit limits and balances may be unreliable (e.g. a limit near 1,00) until the provider recovers. Do not present those values as real.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['account_ids'], 'properties': {'account_ids': {'type': 'array', 'items': {'type': 'string'}}}}
openfinance_get_credit_card_bill
Returns bill-level detail for one or more credit card bills by id (GET /bills/:id): `dueDate`, `billClosingDate` (when the cycle closed — the boundary that defines which purchases belong to this bill), `totalAmount`, financeCharges and payments[] (id, paymentDate, amount, valueType, paymentMode). ITEMIZED PURCHASES (OPT-IN): the bank's bill payload has no transactions in it — they live on the card ACCOUNT. Pass `include_transactions:true` (plus `account_id` of the credit card, since the bill itself carries no account reference) and each row also gets `transactions[]`, `transactions_count`, `transactions_sum` and `reconciles_with_total`, already matched to that bill. Always check `transactions_basis`: `bill_id` = exact (the bank tagged each transaction with this bill — the normal case for CLOSED bills), `date_window` = ESTIMATE (`confidence:'low'`, window echoed in `transactions_window`) used when the connector tags no billId or the bill is still open (PENDING lines get no billId until the cycle closes), `unavailable` = no link possible. Opt-in because it costs an extra full transaction scan of the account. Whatever the basis, the bill's own `totalAmount` is authoritative — do NOT rebuild it by summing transactions. Without the opt-in the response carries a `transactions_hint`; you can also fetch them yourself via openfinance_list_transactions with the credit card account_id and a from/to range ending at `billClosingDate`. Pass `bill_ids` as an array — use openfinance_list_credit_card_bills first to discover ids. `{ results, errors }` batch shape. NOTE: Pluggy does NOT return a paid/status field. In Brazilian Open Finance, `payments[]` reflects payments registered during THIS bill's billing cycle — typically the payment of the PREVIOUS bill (do NOT assume this bill was paid just because `payments[]` is non-empty). To check paid status, prefer `openfinance_list_credit_card_bills` which derives `payment_status` via cross-bill match.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['bill_ids'], 'properties': {'bill_ids': {'type': 'array', 'items': {'type': 'string'}}, 'account_id': {'type': 'string'}, 'transactions_detail': {'enum': ['compact', 'rich', 'raw'], 'type': 'string'}, 'include_transactions': {'type': 'boolean'}}}
openfinance_get_item_status
Returns the current status of a bank connection (UPDATED, UPDATING, LOGIN_ERROR, etc.), its executionStatus, connector metadata, and a reconnect_url that reopens the widget in UPDATE mode for that connection (re-authenticate / enter MFA token in place, without disconnecting and without consuming a connection slot). Omit `item` to get the status of ALL linked banks at once (returns `{ count, items }`); pass `item` for a single bank. Bulk support: accepts item_ids for batched execution.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'item': {'type': 'string'}, 'item_id': {'type': 'string'}, 'item_ids': {'type': 'array', 'items': {'type': 'string'}}}}
openfinance_get_loan_detail
Returns full loan contract detail by id (GET /loans/:loanId): interestRates[] (taxType, ratePercentage, indexer), contractedFinanceCharges[], balloonPayments[], warranties[], installments schedule (installmentsCount, paidInstallments, numberOfInstallmentsRemaining, installmentFrequency), amortizationScheduled, CET, ipocCode and dates. Use after openfinance_list_loans to deep-dive on a specific contract. Pass `loan_ids` as an array (1-50). `{ results, errors }` batch shape.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['loan_ids'], 'properties': {'loan_ids': {'type': 'array', 'items': {'type': 'string'}}}}
openfinance_list_accounts
Returns accounts for a bank connection: BANK (checking/savings) and CREDIT (credit card) with balance, number, type, subtype, bankData, and creditData. Also returns `bank` (the brand/connector name like 'Nubank Empresas' — same shown in the dashboard UI) and `connector_id`. Note: each account's `name` is the legal entity that issues the account (e.g. 'Nu Pagamentos S.A. - Instituição de Pagamento'), which is not the same as the brand — when referring to the bank in user-facing text, use `bank`. OMIT `item` to list accounts across ALL linked banks at once — the response aggregates every connection's accounts into `results`, each row tagged with its own `bank`/`connector_id`/`item_id` (use this when the user asks for 'my accounts/cards' without naming a bank). Pass `item` to target a single bank (response carries `bank`/`connector_id`/`item_id` at the root). CREDIT (credit card) `balance`: its meaning is CONNECTOR-DEPENDENT — some banks report the current open-bill partial, others the full revolving/installment debt — so do NOT treat `balance` as 'this month's bill'. The open billing cycle is defined by `creditData.balanceCloseDate` (when it closes) / `balanceDueDate` (when it's due). For a standardized open-bill amount and total debt that mean the same across connectors, use openfinance_list_credit_card_bills (`open_bill` + `total_pending_debt`, derived from PENDING transactions); closed bills come from that same tool's `results`. A CREDIT row may carry `creditData.usedAmount` (how much of THIS card's limit the bank reports as consumed) and a `balance_notice`. `balance_notice` means `balance` came back 0,00 while the bank's own payload indicates an outstanding amount — some issuers never fill the card's consolidated balance field. When it is present, do NOT tell the user the card has nothing to pay: read the amount from openfinance_list_credit_card_bills instead. `bankData.closingBalance` and `automaticallyInvestedBalance` are provider-reported extras that can LAG right after a connection is first created: the bank may publish the connection as UPDATED before those derived fields converge, so they can briefly carry a stale/phantom value that a force sync (openfinance_force_sync) reconciles. The account's own `balance` is authoritative — treat those two as hints until they agree with it. May include a `provider_incident` block when the Open Finance provider has an OPEN incident affecting a bank in this response: balances and credit limits may be unreliable (incomplete or wrong, e.g. a credit limit near 1,00) even with the connection UPDATED, until the provider recovers. Do not present those values as real. May include an `identity_notice` when the SAME account (same number) arrives via two connections stamped with DIFFERENT owner/taxNumber: in Open Finance those fields reflect each connection's CONSENT HOLDER (e.g. a joint account consented by both holders), so dedupe by account number before summing balances and do not attribute ownership by owner/taxNumber for those accounts. Bulk support: accepts item_ids for batched execution.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'item': {'type': 'string'}, 'type': {'enum': ['BANK', 'CREDIT'], 'type': 'string'}, 'item_id': {'type': 'string'}, 'item_ids': {'type': 'array', 'items': {'type': 'string'}}}}
openfinance_list_categories
Returns Pluggy's transaction category taxonomy (GET /categories), cached for the adapter session. Each entry has `id` (the categoryId used by openfinance_update_transaction_category), `description` (English), `descriptionTranslated` (Portuguese — prefer this for pt-BR users), `parentId` and `parentDescription` (the tree parent). Single aggregated response — no batch ids.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
openfinance_list_connections
Returns the saved bank connections for this install: connector_id, item_id, bank name, a per-connection reconnect_url, and an add_connection_url to link additional banks via the Open Finance widget. The reconnect_url reopens the widget in UPDATE mode for that EXISTING connection (user re-enters credentials / MFA token and the data refreshes in place) — use it when a connection needs re-authentication (MFA connectors, LOGIN_ERROR, stale non-Open-Finance data). It does NOT consume a connection slot and does NOT require disconnecting first.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
openfinance_list_credit_card_bills
Returns CLOSED credit card bills for a CREDIT-type account: dueDate, totalAmount, minimumPaymentAmount, allowsInstallments, plus `payments[]` (id, paymentDate, amount, valueType, paymentMode), `payments_count`, `payments_total`, finance charges aggregates, and a derived `payment_status` per bill. IMPORTANT — Brazilian Open Finance semantics: Pluggy does NOT return a `paid`/`status` field. The payment goes into the `payments[]` of the bill whose CYCLE contains the paymentDate (closing ≈ dueDate − 7d): pre-payment before close stays on the bill being paid; payment between close and due, or after due, lands on the NEXT bill. So `payments[]` on a bill commonly carries the previous bill's payment, NOT the current one's — do NOT assume this bill was paid just because `payments[]` is non-empty. Use the derived `payment_status` (`PAID` | `OPEN` | `PAST_DUE_UNCONFIRMED` | `PAST_DUE_UNPAID`): a bill is `PAID` when its OWN `payments[]` (early pre-payment) or ANY newer bill in the payload contains a payment with amount ≈ this bill's `totalAmount` (±R$0.50). The MOST RECENT bill that's past-due, with no own pre-payment match, cannot be confirmed via cross-bill (the next cycle hasn't closed yet) — it returns `PAST_DUE_UNCONFIRMED`. NEVER call such a bill 'vencida' categorically; flag that the payment may have been made between close and due and not yet reflected upstream. The full `payment_status_legend` is returned alongside the results. OPEN BILL & TOTAL DEBT (standardized, derived — OPT-IN): pass `include_open_bill:true` to ALSO get `open_bill` (the current not-yet-closed bill, próxima a vencer) and `total_pending_debt` (saldo devedor total = all pending installments), BOTH derived from PENDING transactions so they mean the same thing across connectors — use these instead of the CREDIT account's `balance`, whose meaning VARIES by connector (some report the open-bill partial, others the full installment debt). `open_bill` = { available, method (`cycle_dates` = real close/due dates | `calendar_month_fallback` = estimated, `confidence:'low'`), close_date, due_date, total_amount (net charges − credits), transaction_count }; plus a `future_bills[]` breakdown per month — LOW-confidence forward projections of PENDING installments (`confidence:'low'`, `basis`), NOT authoritative bills (for closed months trust the `results` `totalAmount`). CONNECTOR ASYMMETRY: where the bank does NOT expose the open bill before closing (only closed bills, no reliable cycle dates), `open_bill.available` is `false` with a `reason` (`connector_exposes_no_pending` or `open_bill_not_published`) — that bill isn't retrievable by any endpoint until it closes (upstream limit of the institution's Open Finance feed, not our filter); check the bank app for the current open bill. When per-transaction billId grouping does not reconcile with the bills' totals, a `bill_grouping_reliability` warning is attached (trust `totalAmount`, do not sum by billId). Default `false` (the projection runs an extra accounts+transactions scan, so it's opt-in). The response opens with an `account` echo block ({ account_id, bank, name, number, type, item_id }) identifying WHICH card/bank these bills belong to. When more than one bank is connected, ALWAYS cross-check the echo against the card you intended to query and name the bank when presenting results — never attribute one bank's bills to another. This tool's `results` are bill-level summaries — NOT individual transactions, and each bill's `totalAmount` (from the bank) is the AUTHORITATIVE amount. To see itemized purchases/charges, use openfinance_list_transactions with the CREDIT account_id — but note `creditCardMetadata.billId` is a per-connector hint that can be sparse/inconsistent (e.g. Nubank), so do NOT reconstruct a bill total by summing transactions by billId. Returns a warning instead of failing if the CREDIT_CARDS product is not enabled. Bulk support: accepts account_ids for batched execution.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['account_id'], 'properties': {'page': {'type': 'number'}, 'page_size': {'type': 'number'}, 'account_id': {'type': 'string'}, 'account_ids': {'type': 'array', 'items': {'type': 'string'}}, 'include_open_bill': {'type': 'boolean'}}}
openfinance_list_investments
Returns the investment portfolio for a connection (broker or bank with INVESTMENTS product enabled): FIIs, stocks, ETFs, fixed income (CDB/LCI/LCA/Tesouro), mutual funds, retirement (previdência) and COE. Each row carries balance, amount, amountOriginal, amountProfit, lastMonthRate / annualRate / lastTwelveMonthsRate (when available), dueDate, issuer, ISIN, etc. Returns { total:0, results:[], warning } instead of throwing when INVESTMENTS isn't enabled (403) or other upstream errors. DATA INTEGRITY: when MULTIPLE positions come back as TOTAL_WITHDRAWAL with balance/quantity 0 at once (mass zeroing), the tool cross-checks each position's own transaction history upstream; if the zeroing is contradicted (BUY with no sale/redemption/transfer) the response carries `data_integrity_warning` and the affected rows are flagged `integrity:'suspect_zeroed'` — treat those balances as UNAVAILABLE (likely a temporary connector failure publishing zeros), never as real R$0, and do NOT sum them into the portfolio. Bulk support: accepts item_ids for batched execution.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'item': {'type': 'string'}, 'page': {'type': 'number'}, 'type': {'enum': ['COE', 'EQUITY', 'ETF', 'FIXED_INCOME', 'MUTUAL_FUND', 'SECURITY', 'OTHER'], 'type': 'string'}, 'item_id': {'type': 'string'}, 'item_ids': {'type': 'array', 'items': {'type': 'string'}}, 'page_size': {'type': 'number'}}}
openfinance_list_investment_transactions
Returns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER. Each row carries quantity, value, amount, netAmount, agreedRate (treasury), brokerageNumber, and itemized `expenses` (brokerageFee, incomeTax, settlementFee, custodyFee, stockExchangeFee, etc.). Use after openfinance_list_investments to get the investment_id. Bulk support: accepts investment_ids for batched execution.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['investment_id'], 'properties': {'page': {'type': 'number'}, 'page_size': {'type': 'number'}, 'investment_id': {'type': 'string'}, 'investment_ids': {'type': 'array', 'items': {'type': 'string'}}}}
openfinance_list_loans
Lists loan contracts per bank connection (GET /loans). Pass `items` as an array of connection selectors (item_id uuid, connector_id, or connector_name) — one entry per connection to fetch; multiple connections are queried sequentially with rate-limit spacing. OMIT `items` to list loans across ALL linked banks. Returns `{ results, errors }` per connection.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'items': {'type': 'array', 'items': {'type': 'string'}}}}
openfinance_list_transactions
Returns transactions for a bank account (BANK or CREDIT type). For CREDIT (credit card) accounts, this is the ONLY way to get itemized transactions (purchases, subscriptions, etc.). Each credit card transaction MAY carry `creditCardMetadata.billId` pointing at a bill from openfinance_list_credit_card_bills, but this is a per-connector HINT, not authoritative: some connectors (e.g. Nubank) populate it sparsely (many transactions and installments arrive with no billId) or inconsistently (the same payment tagged to more than one bill). Do NOT reconstruct a bill's total by summing transactions by billId — the bill's own `totalAmount` from openfinance_list_credit_card_bills is the source of truth. CREDIT PENDING vs POSTED varies by connector: where the bank exposes future-dated `status:'PENDING'` installments, those represent the OPEN bill plus future bills (future months); where it does NOT, only the last closed bill's POSTED items appear until ~closing. Same query, different coverage per bank (upstream). To get a standardized open-bill total / total debt regardless, use openfinance_list_credit_card_bills (`open_bill` / `total_pending_debt`). SCHEDULED (future-dated) ROWS: results are ordered by date DESCENDING, and on a card with long installment plans the TOP of the list is the FUTURE — rows dated months ahead are scheduled installments of purchases already made, not new purchases. Every such row is flagged `scheduled:true`, the response carries `scheduled_count` and a `notice` naming the most recent row that actually happened. NEVER read the first row as 'the latest purchase' without checking `scheduled`. To list only what already happened, pass `to` = today. Supports from/to date filters (ISO YYYY-MM-DD) and an optional keyword filter via `search_queries` (case- and accent-insensitive substring match against description and merchant name, OR semantics across multiple terms). When `search_queries` is set the tool aggregates up to 5000 transactions within from/to before filtering — narrow from/to if `truncated:true` is returned. PAGINATION: OMIT both `page` and `page_size` (the default) to get ALL transactions in the from/to range in one call — the tool auto-paginates the upstream and returns them under a single logical page (`page:1`, `totalPages:1`), up to a 5000 ceiling (`truncated:true` + warning if exceeded, then narrow from/to). Passing `page` and/or `page_size` switches to MANUAL pagination: you get one page (`page_size` items, default 50, max 500; `page` defaults to 1) with the REAL `total`/`totalPages`, so `page_size:5` alone returns the first 5 with `totalPages` telling you how many pages remain. On upstream errors, returns { total:0, results:[], warning, error } instead of throwing. `detail` controls how much per-row data you get (default `'compact'` = slim, cheap). Use `detail:'rich'` to enrich each row (when the bank connector provides it) with `merchantInfo` (estabelecimento: businessName/razão social, cnpj, cnae, category — useful for auto-classifying spending) and extra `creditCardMetadata` fields: `billId` (a per-connector HINT toward the transaction's bill — sparse/inconsistent on some connectors like Nubank, so do NOT sum by it to get a bill total; use the bill's `totalAmount` instead), `billForecastDate`, `cardNumber`, `purchaseDate`, `payeeMCC`, `feeType`/`feeTypeAdditionalInfo`, `otherCreditsType`/`otherCreditsAdditionalInfo`. `billForecastDate` ("YYYY-MM") is the counterpart of `billId` for the OPEN cycle: PENDING transactions have NO billId (the bank only mints it once the bill closes), so this is the only field telling you which bill a pending purchase will land in — its month OFFSET is per-connector (some banks month+1, others month+0), so surface it as-is and do not derive a due date from it. `cardNumber` (last 4 digits) separates the primary cardholder's charges from an additional card's when several cards share one account_id. Use `detail:'raw'` to get the FULL untouched Pluggy transaction object (everything Pluggy returns, un-normalized — heaviest, for when you need a field we don't project). 'rich'/'raw' add tokens per row and coverage varies by bank/Open Finance, so keep the default for normal listings. For the card's statement closing/due dates use openfinance_list_accounts (`creditData.balanceCloseDate` / `balanceDueDate`). The response opens with an `account` echo block ({ account_id, bank, name, number, type, item_id }) identifying WHICH account/bank these transactions belong to. When more than one bank is connected, ALWAYS cross-check the echo against the account you intended to query and name the bank when presenting results — never attribute one bank's transactions to another. If total is 0 for a CREDIT account, check the connection health via openfinance_get_item_status — `statusDetail.creditCards.isUpdated: false` means the credit card sync failed and a force sync (openfinance_force_sync) or reconnection may be needed. May include a `provider_incident` block when the Open Finance provider has an OPEN incident affecting a connected bank: transactions may come back incomplete or wrong until the provider recovers, and reconnecting does not fix it. Bulk support: accepts account_ids for batched execution.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['account_id'], 'properties': {'to': {'type': 'string'}, 'from': {'type': 'string'}, 'page': {'type': 'number'}, 'detail': {'enum': ['compact', 'rich', 'raw'], 'type': 'string'}, 'page_size': {'type': 'number'}, 'account_id': {'type': 'string'}, 'account_ids': {'type': 'array', 'items': {'type': 'string'}}, 'search_queries': {'type': 'array', 'items': {'type': 'string'}}}}
openfinance_list_transactions_by_item
Consolidated cash-flow analysis for a whole bank CONNECTION over a period, in ONE call. Resolves the connection's accounts internally and fans out their transactions, so you do NOT need to call openfinance_list_accounts first nor carry account_id uuids between calls. Pass `item` (connector_id, connector_name or item_id) to target one bank, or OMIT it to analyze ALL linked banks at once. `from`/`to` are ISO dates (YYYY-MM-DD). Default `granularity:'monthly'` returns a COMPACT summary (no raw rows): total entradas, saídas, saldo_liquido, monthly evolution (`por_mes`), and `top_despesas`/`top_recebimentos` (largest N each), plus a per-account breakdown (`by_account`). Use this for 'análise anual/mensal', 'fluxo de caixa', 'entradas e saídas', 'maiores gastos/recebimentos'. Set `granularity:'raw'` to ALSO get every consolidated transaction (heavier — only when itemized rows are needed); combine with `detail:'rich'` to enrich those rows with merchantInfo (cnpj/cnae/businessName/category) + extra creditCardMetadata (billId, purchaseDate, fees), or `detail:'raw'` for the full untouched Pluggy object per row, when the connector provides them. `type` filters BANK or CREDIT accounts. On a connection with many transactions the scan caps at 5000/account and flags `truncated:true`. May include a `provider_incident` block when the Open Finance provider has an OPEN incident affecting a connected bank: the totals/rows may be incomplete or wrong until the provider recovers, and reconnecting does not fix it. Bulk support: accepts item_ids for batched execution.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'to': {'type': 'string'}, 'from': {'type': 'string'}, 'item': {'type': 'string'}, 'type': {'enum': ['BANK', 'CREDIT'], 'type': 'string'}, 'top_n': {'type': 'number'}, 'detail': {'enum': ['compact', 'rich', 'raw'], 'type': 'string'}, 'item_id': {'type': 'string'}, 'item_ids': {'type': 'array', 'items': {'type': 'string'}}, 'granularity': {'enum': ['monthly', 'raw'], 'type': 'string'}}}
openfinance_provider_status
Checks the LIVE operational status of the Open Finance provider (its public status page) — this is the PROVIDER's health, separate from your own connection's `openfinance_get_item_status`. Use it whenever data looks incomplete or stale even though a connection shows UPDATED (accounts/transactions/balances missing, a bank not returning everything): it reveals an upstream outage or a known incident on a specific bank/connector, so you can tell a provider-side problem apart from a connection that just needs reconnecting. Returns the global indicator (none/minor/major/critical), degraded components, open incidents, and — when you have banks connected — flags the incidents that affect YOUR connected banks in `your_banks_affected`.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
openfinance_search_bank_connectors
Searches the available bank connectors by name (pass keywords[], e.g. ['nubank','btg']) and returns, per match: the connector id, whether it's Open Finance or API (`access`), PF/PJ (`audience`), the user's already-linked connections (and accounts when include_accounts=true), and a ready `connect_url` with the bank pre-selected. Some non-Open-Finance credential connectors carry a `caveat` warning that they don't auto-update (needs periodic manual reconnection) — surface it so the user can prefer the institution's Open Finance connector for automation. Honors the user's plan (a PF plan hides PJ banks; a PJ plan covers BOTH — PF and PJ banks connect and count under the same plan). Call this BEFORE connecting to hand the user a one-click link to the right bank. keywords[] is REQUIRED — without it returns a hint (never dumps the whole catalog).
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'keywords': {'type': 'array', 'items': {'type': 'string'}}, 'include_accounts': {'type': 'boolean'}}}
openfinance_update_transaction_category
Corrects the category of one or more transactions (PATCH /transactions/:id). Pass `items` as an array of { transaction_id, category_id } — `transaction_id` comes from openfinance_list_transactions, `category_id` from openfinance_list_categories. This overrides Pluggy's automatic categorization AND teaches Pluggy: recategorizing a transaction automatically creates a Category Rule for this client (case-insensitive exact match on the transaction's data), so FUTURE similar transactions are categorized the same way — use this to fix miscategorized transactions and improve categorization accuracy going forward. Batch shape: returns `{ updated, results: [{ transaction_id, category, categoryId }], errors: [{ id, status, message }] }` — per-item errors do not fail the whole batch.
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['items'], 'properties': {'items': {'type': 'array', 'items': {'type': 'object', 'required': ['transaction_id', 'category_id'], 'properties': {'category_id': {'type': 'string'}, 'transaction_id': {'type': 'string'}}}}}}
report_bug
Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.
멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['message'], 'properties': {'context': {'type': 'string', 'default': ''}, 'message': {'type': 'string'}, 'conversation': {'type': 'string', 'default': '[]'}}}
show_version
Show the current MCP platform and adapter versions.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
toolkit_info
Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.
읽기 전용 멱등성
입력 스키마 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
기록

최근 도구 변경

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authenticate
2026년 9월 17일 12:43 PM
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marketplace
2026년 9월 17일 12:43 PM
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toolkit_info
2026년 9월 17일 12:43 PM
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connect
2026년 9월 17일 12:43 PM
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report_bug
2026년 9월 17일 12:43 PM
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show_version
2026년 9월 17일 12:43 PM
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openfinance_disconnect_bank
2026년 9월 17일 12:43 PM
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openfinance_update_transaction_category
2026년 9월 17일 12:43 PM
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openfinance_list_categories
2026년 9월 17일 12:43 PM
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openfinance_get_credit_card_bill
2026년 9월 17일 12:43 PM
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openfinance_get_accounts_detail
2026년 9월 17일 12:43 PM
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openfinance_get_account_balance
2026년 9월 17일 12:43 PM
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openfinance_force_sync
2026년 9월 17일 12:43 PM
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openfinance_get_loan_detail
2026년 9월 17일 12:43 PM
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openfinance_list_loans
2026년 9월 17일 12:43 PM
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openfinance_list_investment_transactions
2026년 9월 17일 12:43 PM
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openfinance_list_investments
2026년 9월 17일 12:43 PM
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openfinance_list_credit_card_bills
2026년 9월 17일 12:43 PM
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openfinance_list_transactions_by_item
2026년 9월 17일 12:43 PM
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openfinance_list_transactions
2026년 9월 17일 12:43 PM
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openfinance_list_accounts
2026년 9월 17일 12:43 PM
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openfinance_provider_status
2026년 9월 17일 12:43 PM
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openfinance_get_item_status
2026년 9월 17일 12:43 PM
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openfinance_list_connections
2026년 9월 17일 12:43 PM
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openfinance_search_bank_connectors
2026년 9월 17일 12:43 PM
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