MCP Radar
MCP Server

Poupa AI

io.github.mcp-dir/poupa-mcp
Finance & Investing Productivity Public & reachable MCP 2025-11-25

What this MCP does

Provides personal finance tracking for accounts, cards, categories, balances, transactions, recurring or installment expenses, transfers, preferences, and financial notes.

Capabilities

Tools

19 tools
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.
Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'token': {'type': 'string'}}}
connect
Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.
Read only Idempotent
Input schema 
{'type': 'object', '$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.
Open world
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'default': 10}, 'query': {'type': 'string', 'default': ''}, 'action': {'enum': ['search', 'describe', 'install', 'uninstall', 'subscribe', 'cancel', 'resume', 'report_bug', 'request_mcp', 'list_tools', 'invoke', 'search_prompts', 'get_prompt', 'publish_prompt'], 'type': 'string', 'default': 'search'}, 'mcp_id': {'type': 'string', 'default': ''}, 'message': {'type': 'string', 'default': ''}, 'tool_id': {'type': 'string', 'default': ''}, 'arguments': {'type': 'string', 'default': '{}'}, 'immediate': {'type': 'boolean', 'default': False}, 'tier_slug': {'type': 'string', 'default': ''}, 'prompt_body': {'type': 'string', 'default': ''}, 'prompt_slug': {'type': 'string', 'default': ''}, 'prompt_tool': {'type': 'string', 'default': ''}, 'prompt_vars': {'type': 'string', 'default': '{}'}, 'conversation': {'type': 'string', 'default': '[]'}, 'prompt_title': {'type': 'string', 'default': ''}, 'request_name': {'type': 'string', 'default': ''}, 'cancel_reason': {'enum': ['too_expensive', 'missing_features', 'switched_service', 'unused', 'customer_service', 'too_complex', 'low_quality', 'other'], 'type': 'string'}, 'cancel_comment': {'type': 'string', 'default': ''}, 'prompt_targets': {'type': 'array', 'items': {'enum': ['claude', 'chatgpt', 'cursor', 'lovable'], 'type': 'string'}, 'default': []}, 'report_context': {'type': 'string', 'default': ''}, 'prompt_category': {'type': 'string', 'default': ''}, 'request_details': {'type': 'string', 'default': ''}, 'prompt_description': {'type': 'string', 'default': ''}}}
poupa_add_transaction
Cria uma transação. value e date são obrigatórios; demais campos opcionais. Para parcelar, use installments; para recorrer, use expense_recurrency (dias) OU recurrency_array_dates (lista de datas).
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['value', 'date'], 'properties': {'date': {'type': 'string'}, 'value': {'type': 'number'}, 'category': {'type': 'string'}, 'card_name': {'type': 'string'}, 'description': {'type': 'string'}, 'installments': {'type': 'number'}, 'payment_bank': {'type': 'string'}, 'expense_recurrency': {'type': 'number'}, 'recurrency_array_dates': {'type': 'array', 'items': {'type': 'string'}}}}
poupa_add_transactions
Cria várias transações de uma vez (bulk). transactions[] é obrigatório; cada item segue o mesmo shape de poupa_add_transaction.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['transactions'], 'properties': {'transactions': {'type': 'array', 'items': {'type': 'object', 'required': ['value', 'date'], 'properties': {'date': {'type': 'string'}, 'value': {'type': 'number'}, 'category': {'type': 'string'}, 'card_name': {'type': 'string'}, 'description': {'type': 'string'}, 'installments': {'type': 'number'}, 'payment_bank': {'type': 'string'}, 'expense_recurrency': {'type': 'number'}, 'recurrency_array_dates': {'type': 'array', 'items': {'type': 'string'}}}}}}}
poupa_banks
Lista os bancos/contas do usuário.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
poupa_cards
Lista os cartões de crédito do usuário.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
poupa_category
Lista as categorias do usuário.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
poupa_defaults
Categorias e métodos de pagamento padrão do usuário.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
poupa_delete_transactions_by_filter
Deleta transações por filtro. O filtro precisa ser não vazio (a tool se recusa a deletar tudo). Aceita ids, intervalo de datas, descrição, categoria, etc.
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'ids': {'type': 'array', 'items': {'type': 'string'}}, 'category': {'type': 'string'}, 'end_date': {'type': 'string'}, 'start_date': {'type': 'string'}, 'description': {'type': 'string'}}}
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.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'end_date': {'type': 'string'}, 'start_date': {'type': 'string'}}}
poupa_memories
Memórias/notas do usuário gravadas no Poupa AI.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
poupa_preferences
Preferências do usuário (idioma, moeda, etc.).
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
poupa_retrieve_transactions
Lista transações no intervalo (YYYY-MM-DD), opcionalmente filtradas por palavras-chave (match parcial case-insensitive na descrição), cartão e/ou banco/pagador.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'end_date': {'type': 'string'}, 'keywords': {'type': 'array', 'items': {'type': 'string'}}, 'card_name': {'type': 'string'}, 'start_date': {'type': 'string'}, 'payment_bank': {'type': 'string'}}}
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).
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['from_bank', 'to_bank', 'value'], 'properties': {'date': {'type': 'string'}, 'value': {'type': 'number'}, 'to_bank': {'type': 'string'}, 'from_bank': {'type': 'string'}}}
poupa_update_transactions
Atualiza uma ou mais transações existentes. Informe os ids alvo no filtro e os campos a alterar (passthrough).
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'ids': {'type': 'array', 'items': {'type': 'string'}}, 'filter': {'type': 'object', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}, 'changes': {'type': 'object', 'propertyNames': {'type': 'string'}, 'additionalProperties': {}}}}
report_bug
Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.
Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['message'], 'properties': {'context': {'type': 'string', 'default': ''}, 'message': {'type': 'string'}, 'conversation': {'type': 'string', 'default': '[]'}}}
show_version
Show the current MCP platform and adapter versions.
Read only Idempotent
Input schema 
{'type': 'object', '$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.
Read only Idempotent
Input schema 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
History

Recent tool changes

Added
authenticate
Sept. 17, 2026, 12:44 p.m.
Added
marketplace
Sept. 17, 2026, 12:44 p.m.
Added
toolkit_info
Sept. 17, 2026, 12:44 p.m.
Added
connect
Sept. 17, 2026, 12:44 p.m.
Added
report_bug
Sept. 17, 2026, 12:44 p.m.
Added
show_version
Sept. 17, 2026, 12:44 p.m.
Added
poupa_transfer_between_banks
Sept. 17, 2026, 12:44 p.m.
Added
poupa_delete_transactions_by_filter
Sept. 17, 2026, 12:44 p.m.
Added
poupa_update_transactions
Sept. 17, 2026, 12:44 p.m.
Added
poupa_add_transactions
Sept. 17, 2026, 12:44 p.m.
Added
poupa_add_transaction
Sept. 17, 2026, 12:44 p.m.
Added
poupa_memories
Sept. 17, 2026, 12:44 p.m.
Added
poupa_defaults
Sept. 17, 2026, 12:44 p.m.
Added
poupa_preferences
Sept. 17, 2026, 12:44 p.m.
Added
poupa_category
Sept. 17, 2026, 12:44 p.m.
Added
poupa_cards
Sept. 17, 2026, 12:44 p.m.
Added
poupa_banks
Sept. 17, 2026, 12:44 p.m.
Added
poupa_retrieve_transactions
Sept. 17, 2026, 12:44 p.m.
Added
poupa_get_balance
Sept. 17, 2026, 12:44 p.m.
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