How to Use the Belvo MCP in Claude

Q: How do I connect Belvo to Claude Desktop?

Open the desktop app settings and edit your claudedesktopconfig.json file. Add the Belvo MCP Server details under the mcpServers key, save, and fully restart the application to load the tools.

Q: Can Claude Desktop pull Belvo transactions from multiple accounts?

Yes. Your agent calls the listaccounts tool to find all linked financial sources. Then it runs a loop over those IDs to grab the complete history.

Q: How fast can Claude Desktop analyze Belvo income data?

It depends on the size of the history, but the listincomes tool returns parsed insights instantly. Your agent just reads the JSON response and writes out the summary.

Pull Latin American bank accounts and transactions directly into Claude Desktop for instant financial analysis.

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Connect Belvo MCP to Claude Desktop

Create your Vinkius account to connect Belvo to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Belvo with Claude Desktop

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Audit LATAM finances inside Claude Desktop

Belvo exposes 12 financial data tools to your agent. You can ask Claude to pull a specific user's banking history using `list_transactions` and immediately format the output into a pivot table. Instead of exporting CSVs from a dashboard, you query the API conversationally. Your agent runs `list_balances` across connected institutions and cross-references the numbers with `list_incomes` to verify cash flow instantly.

Track recurring expenses and investments

This MCP Server lets you map out a user's financial footprint without writing a single script. Calling `list_recurring_expenses` flags subscriptions and regular bills automatically. When you need deeper portfolio details, `get_investments` grabs the exact asset breakdown. You get raw data straight from the source, ready for your agent to summarize or graph inside the chat interface.

Manage institutional connections

You control exactly which bank links your client accesses. The `list_institutions` tool shows every supported Latin American bank, while `list_links` confirms active user connections. Troubleshooting a broken feed takes seconds. Run `get_link` to check the sync status, then use `list_owners` to confirm the identity attached to the account before you dig into the underlying data.

Setup guide

Set up Belvo MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Belvo MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Belvo MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under belvo-mcp.

json

{
  "mcpServers": {
    "belvo-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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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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Common questions about Belvo MCP in Claude Desktop

Open the desktop app settings and edit your `claude_desktop_config.json` file. Add the Belvo MCP Server details under the mcpServers key, save, and fully restart the application to load the tools.

Yes. Your agent calls the `list_accounts` tool to find all linked financial sources. Then it runs a loop over those IDs to grab the complete history.

The web interface handles this natively. Go to Settings, open Integrations, and add the remote MCP URL as a Custom Connector.

It depends on the size of the history, but the `list_incomes` tool returns parsed insights instantly. Your agent just reads the JSON response and writes out the summary.

Vinkius runs this connection inside an ephemeral V8 Isolate Sandbox. Your transaction records and account balances only exist in memory during the request and disappear the second the connection closes.

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