io.github.mcp-dir/sofisa-mcp

up checked 2026-11-11T06:39:35.295Z

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Publisher-provided title

Banco Sofisa MCP

Publisher-provided description

Connect your Banco Sofisa account to AI via Brazil's Open Finance: balances, statements, cards, inve

Summary by lookupd

Lets an agent read Brazilian bank data via Open Finance: balances, statements, cards, loans and investments, plus category edits.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http sofisa https://api.mcp.ai/p_sofisa

Codex, remote (streamable-http)

codex mcp add sofisa --url https://api.mcp.ai/p_sofisa

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "sofisa": {
      "url": "https://api.mcp.ai/p_sofisa"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (25 tools)

Publisher-provided text

• 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 A
• 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 additio
• 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 reopen
• 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 `o
• 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 ret
• 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,
• 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 transac
• openfinance_list_credit_card_bills Returns CLOSED credit card bills for a CREDIT-type account: dueDate, totalAmount, minimumPaymentAmount, allowsInstallments, plus `payments[]` (id, paymentDate,
• 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), mut
• 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
• 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 en
• openfinance_get_loan_detail Returns full loan contract detail by id (GET /loans/:loanId): interestRates[] (taxType, ratePercentage, indexer), contractedFinanceCharges[], balloonPayments[],
• 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
• 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 ancho
• 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). `{ resu
• 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 defi
• 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
• 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` come
• 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
• show_version Show the current MCP platform and adapter versions.
• report_bug Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.
• connect Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns conn
• 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.
• 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",
• 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 <tok

Details

• Version: 0.1.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 172 ms
• First indexed: 2026-11-01T09:40:23.449Z
• Last seen in registry: 2026-11-01T09:40:23.449Z
• Repository: https://github.com/mcp-dir/sofisa-mcp

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