Mambu MCP. Manage every client account and transaction record.

You're connecting your AI client directly to the Mambu Cloud Banking Platform using this server. It gives you operational access to core banking data—everything from client records and loan balances to transaction history and pending tasks.

To fetch specific client details, you call get_client, which retrieves a full record for one specified Mambu client. If you need basic identification info across multiple users, you can use list_clients to get a paginated list of all clients.

Retrieving account balances is straightforward. You'll check the current balance and status for a single deposit account using get_deposit_account. For loans, get_loan_account retrieves key data points from one specific loan account. When you need to manage client resources at scale, list_deposit_accounts lists all associated deposit accounts belonging to an entity, while list_loan_accounts shows multiple loan accounts and their outstanding balances for that entity.

For financial movements, you have two ways to go deep. You generate a detailed, paginated report of transactions within a given time frame by using list_transactions. Alternatively, if you just need a general view of what's happening across the board, you can use list_activities to get a list of overall banking events.

Auditing operational work items and communications is another major function. You check communication records via list_communications, which provides a full history of messages related to client accounts. If you need to track compliance actions or approvals, the server lets you list pending tasks with list_tasks or fetch details for one specific task using get_task.

This setup lets your agent build workflows that manage banking operations by calling these tools directly in a conversation. You can process data in batches by listing client resources; for example, running list_deposit_accounts against a group of clients lets you gather all necessary balance information before making a decision.

The server handles core financial record management through specialized tool calls. To get a comprehensive view of an entity's accounts, you can first run list_clients to identify the user, then call list_deposit_accounts and list_loan_accounts for that client ID. You'll use get_client if you need every detail on one person.

When tracking history or compliance, your agent uses dedicated tools. For instance, checking a full service interaction means calling list_communications. If the user needs to know what approvals are pending, they call list_tasks, which returns all open items requiring follow-up action in the system.