# Mambu MCP for AI Agents AI Agent Connect

> Mambu MCP lets you manage clients, loans, and deposit accounts directly through your AI client. It connects to your Mambu tenant so you can pull transaction histories, check task statuses, and get client details without jumping between browser tabs. It handles the heavy lifting of navigating the Mambu v2 REST API for your banking operations.

## Overview
- **Category:** money-moves
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_C7JCTZgbWmleJtE8WwBEzCEpdAqFlISqxFjpUW9f/ai-agent-connect
- **Tags:** loan-management, deposit-accounts, banking-operations, transaction-processing, client-management

## Description

This Mambu MCP lets you interact with your Mambu Cloud Banking Platform directly from your AI client. Instead of logging into a separate dashboard to track down a loan's status or dig through a client's transaction history, you can just ask your AI client to do it for you. It handles the retrieval of specific details for clients, loan accounts, and deposit accounts, making it much easier to keep your records straight. You can also manage your daily workflow by pulling lists of activities, communications, and pending tasks. Since Vinkius handles the secure injection of your credentials at runtime, you don't have to worry about your token being exposed. It's built for banking teams who need to move fast and want to stay focused on the actual work of managing money rather than hunting for data points in a complex UI. You can spend less time clicking through menus and more time making decisions. The integration handles the heavy lifting of querying the Mambu v2 REST API, which means you don't have to worry about the underlying technical complexity. It takes the friction out of banking operations by putting the data you need in front of you the moment you ask for it. You can quickly check balances or pull full histories, receiving data in a format that's easy to read and act on immediately.

## Tools

### get_client
Get specific details for a Mambu client. This allows you to see a client's profile and status instantly.

### get_deposit_account
Retrieve information for a specific Mambu deposit account. Use this to check account types and balances.

### get_loan_account
Get details for a specific Mambu loan account. This is useful for checking loan terms and outstanding amounts.

### get_task
Get details for a specific Mambu task. Use this to see specific instructions or deadlines for a single task.

### list_activities
List all Mambu activities. This helps you see a timeline of actions within your banking platform.

### list_clients
List all clients in your Mambu tenant. It provides a quick way to browse your entire client base.

### list_communications
List all Mambu communications. Use this to track history with clients and stakeholders.

### list_deposit_accounts
List all Mambu deposit accounts. This is great for getting a high-level view of all deposit products.

### list_loan_accounts
List all Mambu loan accounts. Use this to see all active and inactive loans at once.

### list_tasks
List all Mambu tasks. This helps you see your entire queue of pending work.

### list_transactions
List all Mambu transactions. Use this to audit history or verify payments.

## Prompt Examples

**Prompt:** 
```
List all clients in Mambu
```

**Response:** 
```
Found 24 clients in Mambu:
1. Acme Corp (ID: 12345) Active, 3 loan accounts
2. TechVentures (ID: 12346) Active, 1 savings account
3. GreenEnergy Ltd (ID: 12347) Active, 2 loan accounts
... Showing 3 of 24.
```

**Prompt:** 
```
Show details for client with ID 12345
```

**Response:** 
```
Client details for ID 12345:
**Name:** Acme Corp. 
**Status:** Active. 
**Created:** Jan 15, 2024.

**Accounts:** 
* 3 loan accounts (total outstanding: $125,000)
* 1 savings ($8,500 balance)

**Risk rating:** Low. 
**Last transaction:** March 18, 2025.
```

**Prompt:** 
```
List my tasks in Mambu
```

**Response:** 
```
You have 5 pending tasks in Mambu:

| Task | Due Date | Status |
| :--- | :--- | :--- |
| Review loan application #LA-789 | Today | Pending |
| Approve disbursement for Acme Corp | Tomorrow | Pending |
| Follow up on overdue payment | 3 days overdue | Pending |
| Complete KYC review | April 5 | Pending |
| Monthly portfolio risk report | April 1 | Pending |
```

## Capabilities

### Pull client profiles
Get full details for specific Mambu clients instantly.

### Audit transaction history
List all transactions for a specific account.

### Track loan balances
Get current loan account details and statuses.

### Monitor deposit accounts
View and list deposit accounts across your tenant.

### Manage task queues
View and get details for specific pending tasks.

### Review communications
List all communications to stay on top of client outreach.

## Use Cases

### Checking a loan balance during a call
A loan officer needs to know a client's current balance. They ask the agent to use get_loan_account to find the balance and outstanding amount.

### Daily task summary for ops teams
An operations manager wants to see what's on their plate for the day. They ask the agent to list_tasks and summarize the most urgent items.

### Verifying a specific payment
A customer service rep wants to see if a payment went through. They ask the agent to use list_transactions for a specific deposit account.

### Reviewing a new client portfolio
A new employee needs to see all active clients in the system. They ask the agent to list_clients to get a high-level overview of the portfolio.

## Benefits

- Stop switching tabs between your CRM and Mambu by using list_clients to pull profile data directly into your chat.
- Audit payments faster by using list_transactions to see the full history of a specific deposit account in one go.
- Keep your team on schedule by using list_tasks to see what's pending and who is assigned to it.
- Get instant answers during client calls by using get_loan_account to check terms and balances without searching.
- Track all touchpoints with customers by using list_communications to see the full history of interactions.
- View your entire loan portfolio at a glance by using list_loan_accounts to see all active and inactive records.

## How It Works

The bottom line is you get a direct line into your banking data without the manual effort of clicking through a dashboard.

1. Connect your Mambu API credentials to the Connector through the Vinkius dashboard.
2. Grant your AI client permission to access your specific Mambu tenant.
3. Ask your agent to perform actions like list all active loans or get client details.

## Frequently Asked Questions

**Can I use the Mambu MCP to see my clients?**
Yes, you can use the Connector to list all clients or get specific details for any individual client. This helps you see your entire portfolio without clicking through multiple pages.

**How does the Mambu MCP help with loan management?**
It allows your AI client to retrieve loan account details and transaction histories. You can quickly check balances or audit payments for any loan in your system.

**Can I use the Mambu MCP to track tasks?**
Yes, you can use it to list all pending tasks or get details on a specific one. This makes it easier to stay on top of your daily banking operations and deadlines.

**Is the Mambu MCP safe for banking data?**
Yes, it connects to your Mambu tenant securely. Your credentials are encrypted and only used by your AI client when you give it a specific command.

**Can I see transaction history with the Mambu MCP?**
You can use it to list all transactions for a specific account. This is perfect for auditing payments or verifying account activity.

**Does the Mambu MCP show client communications?**
Yes, you can use it to list all communications. This helps you keep track of every interaction with your clients in one place.

**How do I find my Mambu API Key?**
Log in to your Mambu administration panel, go to Administration > Access > API Keys. There you can generate or copy your existing API key.

**What is the subdomain?**
The subdomain is the first part of your Mambu URL. For example, if your URL is 'vinkius.mambu.com', your subdomain is 'vinkius'.

**Is my data secure?**
Yes, your API key is encrypted at rest and injected securely at runtime for all operations.