• BALANCE
  • HISTORY
  • PIX
  • HUMAN

How to track account activity with your AI

Connect your Banco do Brasil account once. From then on, your agent handles the data retrieval for you.

Ask AI about this page

Short answer

How can I track my account activity with my AI?

Your agent pulls real-time data from Banco do Brasil to show you current balances, recent statements, and Pix transaction history. You get clear answers about your money without opening a banking app.

The outcomes

What you get from your agent

The AI turns raw banking data into useful information.

BALANCE

Check available funds

The AI pulls your current account balance so you know exactly how much money you have left.

HISTORY

Review recent spending

Your agent looks through your statements to find specific purchases or total spending for a certain period.

PIX

Track Pix transfers

The AI retrieves your Pix history to confirm if a specific transfer went through or to find a recipient.

HUMAN

Manual actions required

The AI only reads data. You still need to log in to your bank if you want to move money or change settings.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat interface and your bank data.

  1. Check funds

    The AI checks your current standing by looking up your account totals.

    get_balance

  2. Analyze spending

    Your agent pulls your transaction logs to summarize what you've bought lately.

    get_statement

  3. Verify transfers

    The AI scans your Pix activity to find specific instant payment records.

    get_pix_history

  4. Report findings

    The AI translates the raw data into a plain text response for you to read.

    get_statement

Try it

Copy these to start.

Use these prompts to begin interacting with your bank data.

Starting points

You can swap out the specific dates or transaction types to get different results.

Banco do Brasil Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_txX4i7XNpqsbulFf1HQmeMEeWl1UuBvqKvhXrL3R/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Banco do Brasil capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "banco-do-brasil-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_txX4i7XNpqsbulFf1HQmeMEeWl1UuBvqKvhXrL3R/mcp"
    }
  }
}
Copy into chat04

  • What is my current balance in my Banco do Brasil account?

  • Show me my transaction history from last week.

  • Did my last Pix transfer to Maria go through?

  • Summarize my total spending from my latest statement.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Banco do Brasil once, then ask.

Follow the link to link your account. Your login credentials stay encrypted and secure on our end.

Connect Banco do Brasil to your AI

FAQ

How this task behaves

  • 01

    Can the AI send money for me?

    No. The AI can only read data like balances and histories. You must use your banking app to make transfers.

  • 02

    Can I change my account password through the AI?

    No. The AI has no permission to modify your account settings or security credentials.

  • 03

    How often does the balance update?

    The AI pulls the most recent data available from the bank at the moment you ask the question.

  • 04

    Can the AI see my Pix transfers?

    Yes, it can retrieve your Pix history to help you track specific instant payments.

  • 05

    Can the AI delete my transaction history?

    No. The AI is read-only and cannot delete or alter any records in your bank account.

  • More questions about Banco do Brasil? The Connector page answers them. See everything the Banco do Brasil Connector can do

Connect Banco do Brasil to Claude, Cursor, ChatGPT & more