Bring Open Banking
to Windsurf
Create your Vinkius account to connect Belvo to Windsurf and start using all 12 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Belvo MCP Server?
Connect your Belvo account to any AI agent and orchestrate your financial data workflows across Latin America through natural conversation.
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.
How it works
- Subscribe to this server
- Enter your Belvo Secret ID and Secret Password
- Start querying financial data from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Fintech Developers — quickly audit links and account data without navigating the Belvo dashboard.
- Financial Analysts — retrieve transaction and income data for modeling and reporting.
- Product Managers — verify institution coverage and data availability directly from their workspace.
Built-in capabilities (12)
Get specific account details
List investment portfolios
Get specific connection details
Get specific transaction details
List all financial accounts across all links
List balances for all accounts
List income insights for the links
List all supported financial institutions
List all connections (links) to financial institutions
List owners of the financial accounts
List recurring expense insights
List all transactions
Why Windsurf?
Windsurf's Cascade agent chains multiple Belvo tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 12 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 12 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
Belvo in Windsurf
Why run Belvo with Vinkius?
The Belvo connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 12 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Belvo using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Belvo and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Belvo to Windsurf through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Belvo for Windsurf
Every request between Windsurf and Belvo is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
How does Windsurf discover MCP tools?
Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
Can Cascade chain multiple MCP tool calls?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
Server not connecting
Check Settings → MCP for the server status. Try toggling it off and on.
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