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.

Belvo MCP Server for Claude Desktop 12 tools — connect in under 2 minutes

Name: Belvo
Availability: InStock
Author: Vinkius

modelcontextprotocol.io/quickstart/user

Built by Vinkius GDPR 12 Tools IDE

Claude Desktop is Anthropic's native application for interacting with Claude AI models on macOS and Windows. It was the first consumer application to ship with built-in MCP support, making it the reference implementation for the Model Context Protocol standard.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Belvo and 2,500+ MCP Servers from a single visual interface.

Download Free Open SourceNo signup required

Classic Setup·json

{
  "mcpServers": {
    "belvo": {
      // Your Vinkius token. get it at cloud.vinkius.com
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Belvo MCP Server

Connect your Belvo account to any AI agent and orchestrate your financial data workflows across Latin America through natural conversation.

Claude Desktop is the definitive way to connect Belvo to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 12 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.

What you can do

Connection Management — List and inspect all financial institution links (connections) managed by Belvo.
Account Oversight — Query and retrieve details for banking and gig-economy accounts.
Transaction Analysis — List and filter financial transactions to understand spending patterns and history.
Income & Expense Insights — Access processed insights like recurring expenses and income summaries.
Investment Portfolios — Retrieve detailed information on investment holdings and performance.
Institution Discovery — List all supported banks and institutions in the Belvo ecosystem.

The Belvo MCP Server exposes 12 tools through the Vinkius. Connect it to Claude Desktop in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Belvo to Claude Desktop via MCP

Follow these steps to integrate the Belvo MCP Server with Claude Desktop.

Open Claude Desktop Settings

Go to Settings → Developer → Edit Config to open claude_desktop_config.json

Add the MCP Server

Paste the configuration above into the mcpServers section

Restart Claude Desktop

Close and reopen Claude Desktop to load the new server

Start using Belvo

Look for the 🔌 icon in the chat. your 12 tools are now available

Why Use Claude Desktop with the Belvo MCP Server

Claude Desktop by Anthropic provides unique advantages when paired with Belvo through the Model Context Protocol.

Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available

Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface

Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions

Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network

Belvo + Claude Desktop Use Cases

Practical scenarios where Claude Desktop combined with the Belvo MCP Server delivers measurable value.

Interactive data exploration: ask Claude to query DNS records, look up WHOIS data, and cross-reference results in a single conversation

Ad-hoc security audits: type a domain name and let Claude enumerate subdomains, check DNS history, and flag configuration anomalies. all through natural language

Executive briefings: generate comprehensive domain intelligence reports by asking Claude to compile findings into a formatted summary

Learning and training: new team members can explore API capabilities conversationally without needing to read documentation

Belvo MCP Tools for Claude Desktop (12)

These 12 tools become available when you connect Belvo to Claude Desktop via MCP:

get_account

Get specific account details

get_investments

List investment portfolios

get_link

Get specific connection details

get_transaction

Get specific transaction details

list_accounts

List all financial accounts across all links

list_balances

List balances for all accounts

list_incomes

List income insights for the links

list_institutions

List all supported financial institutions

list_links

List all connections (links) to financial institutions

list_owners

List owners of the financial accounts

list_recurring_expenses

List recurring expense insights

list_transactions

List all transactions

Example Prompts for Belvo in Claude Desktop

Ready-to-use prompts you can give your Claude Desktop agent to start working with Belvo immediately.

"List all active financial links in my Belvo account."

"Show my account balances across all links."

"List recurring expenses found in my accounts."

Troubleshooting Belvo MCP Server with Claude Desktop

Common issues when connecting Belvo to Claude Desktop through the Vinkius, and how to resolve them.

Server not appearing after restart

Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).

Authentication error

Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.

Tools not showing in chat

Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.

Belvo + Claude Desktop FAQ

Common questions about integrating Belvo MCP Server with Claude Desktop.

How does Claude Desktop discover MCP tools?

When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.

What happens if the MCP server is temporarily unavailable?

Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.

Can I connect multiple MCP servers simultaneously?

Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.

Is there a limit on the number of tools per server?

Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.

Does Claude Desktop support Streamable HTTP transport?

Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.