• LIQUIDITY
  • ASSETS
  • AUDIT
  • HUMAN

How to monitor cash positions with your AI

Connect Belvo to your AI client once. From there, your agent handles the heavy lifting of pulling data from multiple Latin American financial institutions.

Ask AI about this page

Short answer

How can I track my liquidity across different banks?

Your AI uses Belvo to pull live balances and investment data from various Latin American institutions into one place. You get a single, real-time view of your cash and holdings. This breakdown shows you how to set it up.

The outcomes.

Where your data lands.

The AI organizes the information it pulls from your accounts into these specific views.

LIQUIDITY

Real-time cash view

The AI aggregates all your available bank balances. You see exactly how much cash you have across different institutions right now.

ASSETS

Investment tracking

Your agent pulls your current investment holdings. This gives you a clear picture of your total asset value alongside your cash.

AUDIT

Institution list

The AI identifies every bank and financial entity it can connect to. You can verify which institutions are currently being monitored.

HUMAN

Manual decisions

The AI only reads and reports the data. You still make the final calls on moving money or changing your investment strategy.

The workflow

What your AI does when the data arrives.

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

  1. Identify connections

    The AI checks which financial institutions are available to pull data from.

    list_institutions

  2. Gather cash totals

    The agent pulls the current balance for every account it finds.

    list_balances

  3. Pull investment data

    The AI looks up your specific investment holdings to complete the liquidity picture.

    get_investments

  4. Summarize position

    The agent combines the balances and investments into a single report for you.

    list_balancesget_investments

Try it

Copy these to start.

Paste these into your chat to begin.

Starting points

These are opening lines. Swap out the specific bank names or account types with your own details.

Belvo Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_tbdLwCCXt5CKk2ERMA1JqkPx0QEupUeeqfutMwRu/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 — Belvo capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "belvo-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_tbdLwCCXt5CKk2ERMA1JqkPx0QEupUeeqfutMwRu/mcp"
    }
  }
}
Copy into chat04

  • Show me all my current bank balances from Belvo.

  • What are my total investment holdings right now?

  • List all the financial institutions you can see through Belvo.

  • Give me a summary of my total liquidity across all my accounts.

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

Start here

Connect Belvo once, then ask.

Click the link to connect. Your login credentials stay encrypted and secure on our side. Once connected, you can use the prompts above.

Connect Belvo to your AI

FAQ

How this task behaves.

  • 01

    Can the AI move money between my accounts?

    No. The AI can only read balances and investment data. It cannot execute transfers or move funds.

  • 02

    Can the AI delete my bank connections?

    No. The AI only reads data through the connection. You manage the actual connection through the Vinkius dashboard.

  • 03

    Does the AI see my transaction history?

    No. These tools only provide current balances and investment holdings, not a list of past transactions.

  • 04

    Is the data updated in real time?

    The AI pulls live data from the institutions via Belvo whenever you ask it a question.

  • 05

    Can I use this with any AI client?

    Yes, you can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

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

Connect Belvo to Claude, Cursor, ChatGPT & more