Belvo MCP. Pull live bank data from Latin America, instantly.
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Belvo. Access financial data across Latin America directly from any AI agent. This MCP Server lets you list bank links, query specific accounts, analyze transactions, and pull investment data from major Latin American financial institutions using natural conversation.
What your AI agents can do
Get account
Gets specific details for a single financial account.
Get investments
Lists detailed information about investment portfolios.
Get link
Retrieves specific details for a single financial connection.
Retrieves a list of all connected banking and gig-economy accounts via list_accounts.
Retrieves a comprehensive list of all transactions across all connected financial links using list_transactions.
Pulls detailed information on investment holdings and performance using get_investments.
Identifies and lists common expenses like subscriptions and bills via list_recurring_expenses.
Aggregates and lists the current balance for every account across all linked institutions using list_balances.
Retrieves a list of all active and managed financial connections using list_links.
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Supported MCP Clients
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Belvo MCP Server: 12 Tools for Financial Data
These tools let your AI agent pull everything from your linked accounts, transactions, and investments across Latin America.
019d755aget account
Gets specific details for a single financial account.
019d755aget investments
Lists detailed information about investment portfolios.
019d755aget link
Retrieves specific details for a single financial connection.
019d755aget transaction
Gets detailed information for one specific financial transaction.
019d755alist accounts
Lists all financial accounts across every connected link.
019d755alist balances
Lists the current balance for every financial account.
019d755alist incomes
Lists summarized income insights for the connected links.
019d755alist institutions
Lists every supported bank and financial institution.
019d755alist links
Lists all established connections (links) to financial institutions.
019d755alist owners
Lists the owners associated with the financial accounts.
019d755alist recurring expenses
Lists recurring expense insights, like subscriptions and bills.
019d755alist transactions
Lists all financial transactions across all linked accounts.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Belvo, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
You're connected to Belvo's financial data, so your AI client can pull it all directly. Your agent uses this server to access data from across Latin America, letting you handle bank accounts, investments, and transactions without ever logging into the dashboard. You've got a whole suite of tools to pull the numbers you need.
You can use list_accounts to get a list of every linked bank and gig-economy account. You can pull the current balance for every account across all linked institutions using list_balances. You can check out all the established financial connections by running list_links, and you can get specific connection details using get_link.
To track your spending, you can use list_transactions to pull a full list of every financial transaction. You can also use get_transaction to get detailed info on one specific transaction. You'll find insights into common bills and subscriptions by calling list_recurring_expenses. You can view summarized income streams by running list_incomes.
You can pull detailed performance info on your investment holdings using get_investments. You can list all financial accounts across every connected link with list_accounts, and you can list all transactions across all linked accounts using list_transactions. You can check out the owners associated with your accounts using list_owners. You can see every supported bank and financial institution by running list_institutions, and you can get specific details for a single financial account using get_account.
How Belvo MCP Works
- 1 First, you subscribe to the Belvo server and input your Secret ID and Secret Password.
- 2 Your AI agent sends a request (e.g., 'Show my balances') and calls the necessary tools (like
list_balances). - 3 The agent receives the raw financial data and presents it to you in a natural conversation format.
The bottom line is, your AI agent talks to Belvo, and you get a structured financial report back without leaving your chat interface.
Who Is Belvo MCP For?
Financial Analysts and Fintech Developers. If your job involves reconciling accounts or auditing data across multiple Latin American banks, this saves hours of manual dashboard clicking. It's for anyone who needs raw financial data, not pretty charts.
Pulls transaction histories using list_transactions and aggregates income data with list_incomes to build financial models for reporting.
Uses list_links and get_link to quickly audit connection statuses and verify data availability for new integrations.
Checks institution coverage using list_institutions to ensure all supported banks are visible in the product's data scope.
What Changes When You Connect
- See your entire financial picture with
list_balances. Instead of logging into 5 different bank apps, one call gives you the current balance for every linked account. - Build accurate cash flow models using
list_transactions. You pull every single transaction record, allowing you to analyze spending history across multiple accounts. - Quickly spot budget leaks by running
list_recurring_expenses. This tool surfaces subscriptions and bills you might forget about, saving you time from manual spreadsheet checks. - Audit your data setup with
list_links. You see every connection (Itau, Nubank, etc.) without having to click through the Belvo dashboard to verify if the link is active. - Analyze growth and wealth using
get_investments. It gives you a direct view of investment performance, keeping your financial model complete. - Identify revenue streams with
list_incomes. This tool provides processed summaries of income, so you don't have to manually filter out deposits from transaction logs.
Real-World Use Cases
Reconciling a new client's finances
A financial analyst needs to audit a client's finances across three different banks. They ask their agent to run list_accounts and then list_balances. The agent returns a single, consolidated view of all accounts and their current balances, letting the analyst start modeling immediately.
Tracking unusual spending patterns
A user notices a large, unexplained expense. They ask the agent to run list_transactions for the last month. The agent filters the list, showing the exact date, merchant, and amount, pinpointing the unusual spend without manual filtering.
Verifying business connections
A fintech developer needs to confirm if the system can connect to a new regional bank. They run list_institutions and then get_link for the specific bank. The agent confirms the bank's status and provides the required connection details for development testing.
Preparing for a tax filing
A product manager needs a summary of all expected annual income and expenses. They ask the agent to combine list_incomes and list_recurring_expenses. The agent pulls both reports and gives a clear summary, streamlining the reporting process.
The Tradeoffs
Forcing a single transaction query
Trying to get a full year's worth of transactions by running get_transaction repeatedly, or trying to combine all data using only get_account.
→
Don't rely on single calls. Use list_transactions to get paginated results, and supplement that with list_balances for the current snapshot. This gives you both history and real-time status.
Ignoring the connection status
Assuming data is available just because an account name is listed, or trying to query data without first checking list_links.
→
Always verify the connection first. Run list_links to confirm the link is active, then use get_account or get_transaction on the specific link ID to ensure data flow.
Over-relying on basic account listing
Running list_accounts and assuming that's enough. This only lists the account names, not the actual balance or transaction history.
→
Run list_accounts first to identify the target accounts, then immediately follow up with list_balances to get the current monetary value. The two tools work together.
When It Fits, When It Doesn't
Use this if you need a full financial audit trail. If you need to know how much money is currently available, use list_balances. If you need to know where the money went over time, use list_transactions and list_recurring_expenses. Don't use this if you just need to know if a bank exists—use list_institutions. If you need to know which connections are active, use list_links. Don't try to guess the data; call the specific tool for the data point you need.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Belvo. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Manually gathering financial data is a nightmare of tabs and logins.
Right now, pulling a full financial picture means logging into your bank portal, checking the balance, logging into your credit card statement, downloading the CSV, and cross-referencing that with your investment dashboard. You're spending hours just to compile a basic report.
With the Belvo MCP Server, your AI agent handles the API calls. You ask for the full picture, and it runs `list_balances` and `list_transactions` to compile everything into one chat response. You get the data, not the headache.
Belvo MCP Server: Get a unified view of your money.
Before, checking recurring expenses meant opening a spreadsheet and manually listing every subscription. Checking investment performance meant logging into a separate broker site. These tasks were isolated and required multiple logins.
Now, the agent uses `list_recurring_expenses` and `get_investments` to pull those data points together. You get a complete, unified financial summary—all in one place.
Common Questions About Belvo MCP
How do I use the `list_transactions` tool to see all my spending? +
The list_transactions tool pulls every financial movement across all your linked accounts. You can ask your agent to filter the results by date range or type (e.g., 'Show transactions from Netflix last month').
What is the difference between `list_accounts` and `list_balances`? +
They serve different purposes. list_accounts gives you the list of connected accounts (e.g., Savings, Checking). list_balances gives you the current dollar value for each of those accounts.
Can I use `get_investments` to see my portfolio performance? +
Yes, get_investments retrieves detailed data on your investment holdings and performance. It provides the figures needed to track growth and returns.
How do I check if a bank is supported by Belvo? +
Use the list_institutions tool. This lists every bank and financial institution that Belvo supports, letting you verify coverage before building a connection.
What information does `list_links` provide? +
list_links shows all your established connections. This is useful for auditing to confirm which specific financial institutions you are linked to and if the links are active.
How do I use `list_recurring_expenses` to find my usual monthly payments? +
It pulls insights into repeating charges like subscriptions or rent. You'll see identified items, their amounts, and the frequency they appear in your transactions.
What does `list_owners` do, and how does it help with data verification? +
It lists the owners associated with your financial accounts. This helps confirm who owns the funds, which is critical when auditing joint or business accounts.
If I need to see my current cash position, should I use `list_balances` or `list_accounts`? +
list_balances provides the current monetary value for all connected accounts. Use this when you just need the total money amount, not the account type itself.
Can I check the balance of a specific account using this integration? +
Yes! Use the get_account tool with the Account ID. Your agent will fetch the latest balance and account metadata directly from Belvo.
How do I list all transactions for a particular connection? +
Simply ask the agent to list_transactions. You can then inspect specific transaction details using the get_transaction tool with the Transaction ID.
Does the integration support all institutions in Brazil and Mexico? +
This integration supports all institutions currently active in your Belvo account across supported countries. Use the list_institutions tool to see the full list of available banks and platforms.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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