Open Finance Brasil MCP. Balance accounts, track debt, and view investments.

Listen up. You don't gotta log into seven different banking portals just to get a full picture of someone's money. This server connects your AI agent directly to core Brazilian financial sources, giving it access to everything from basic identity checks to investment portfolio values. It’s the single data pipeline you need.

To start, your agent first pulls the basics: customer identification details like their Name, CPF, and Address using get_customer_data. This context is critical for every other query you run against the system.

When it comes to liquid cash and spending, your agent can list all associated payment accounts. Using get_accounts, it pulls out the account type, agency, number, and what's currently sitting in that balance. If you wanna know how money moves through those accounts, you run get_transactions—you just gotta feed it an Account ID pulled from the previous step to get a full history of spending patterns.

Tracking debt is where this thing really shines. You can pull all linked credit card accounts with get_credit_cards, which gives you the brand, and the total, used, and available limits across the board. If you need specifics on what's due right now, running get_credit_card_bills lets your agent fetch outstanding bills after you provide a specific Credit Card Account ID.

For bigger picture debt—the stuff that lasts longer than a month—you use get_financing. This tool pulls records for long-term contracts, covering everything from auto loans to mortgages and other major financing agreements. It gives the full scope of their committed liabilities.

Then there's the wealth side of things. You can build out a complete investment profile using get_investments, which gathers data on various assets like funds, CDBs, or treasury bonds, showing you what they actually own and how much it's worth. This is your holistic view of their net worth.

By chaining these tools together—starting with identity, getting the current balances from get_accounts, reviewing spending history with get_transactions, checking credit limits via get_credit_cards while also pulling specific bills using get_credit_card_bills, understanding long-term debt through get_financing, and wrapping it all up with asset values from get_investments—your agent builds a complete, multi-layered financial profile.

It’s not just data retrieval; you're performing full financial analysis right in the prompt. You don't need to juggle multiple API keys or write complex SQL queries. Your AI client handles it all through one clean protocol.