Belvo MCP for AI Agents. Querying financial accounts and transaction histories across Latin America
Belvo connects your AI agent to financial data across Latin America. List links, accounts, and transactions directly from any compatible client. This allows you to aggregate banking details, check spending patterns, review income streams, and audit institutional connections in one place.
Give Claude and any AI agent real-world access
Get a comprehensive list of every connected bank and institution, along with the status and refresh rates for each link.
List available and pending balances across all your linked checking, savings, and credit accounts immediately.
Retrieve detailed financial transactions by date range or category to understand where money is going.
Identify predictable payments, like subscriptions or rent, and pull insights on typical monthly income sources.
Pull detailed records of your brokerage holdings and overall wealth management information.
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What AI agents can do with Belvo: 12 Tools for Account & Transaction Analysis
Use these functions to retrieve specific details about your linked accounts, investments, and transaction history.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Belvo MCPGet Account
Retrieves full details for a single specified financial account.
Get Investments
Lists investment portfolios and holdings across linked brokerage accounts for wealth...
Get Link
Gets detailed status, access mode, and metadata for a specific Belvo connection link.
Get Transaction
Retrieves complete details for one particular financial transaction.
List Accounts
Lists all linked financial accounts—including checking, savings, and loans—with...
List Balances
Shows the current and available cash balances for every linked account to monitor liquid assets.
List Incomes
Generates income insights from transaction analysis, useful for affordability checks or credit scoring.
List Institutions
Lists all banks and financial institutions supported by Belvo across Latin America.
List Links
Retrieves a list of all active connections, representing user-to-institution links...
List Owners
Lists identity information for the people behind linked accounts, useful for KYC...
List Recurring Expenses
Detects and lists patterns of predictable payments like subscriptions or utility...
List Transactions
Provides a paginated list of all financial transactions, including debits, credits, and transfers, for auditing.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
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Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
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- Built in DLP, auth, and compliance on each call
- Real time usage dashboard and cost metering
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Make Your AI Do More
Start with Belvo, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,200+ others, all in one place
- Add new capabilities to your AI anytime you want
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- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog weekly
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Belvo MCP for AI Agents: Analyzing Financial Data in Latin America
Before Belvo, getting a full picture of finances was a nightmare. You'd have to log into bank A's portal, download the CSV; then switch over to your credit card company and repeat it. If you needed to know how much money you had available in total, you were cross-referencing multiple dashboards and manually compiling spreadsheets just to build one report.
Now, with this MCP, that process vanishes. You ask your agent a simple question—like 'List all my financial links'—and it pulls the data from every connected institution into a structured format for you. You get actionable facts without ever leaving your chat interface.
Using Belvo MCP for AI Agents: Auditing Bank Accounts and Links
When onboarding new clients, compliance teams used to manually audit every connection by logging into the client's financial system. This was slow, prone to human error, and didn't give a clear view of data availability or link status.
Now, you can ask the agent to 'Get detailed metadata for all connections.' It uses `get_link` to provide an immediate audit report on every connection's status and credentials. This cuts auditing time from hours to seconds.
What Belvo MCP for AI Agents MCP does for your AI
Connecting Belvo lets you talk to your finances instead of clicking through dozens of bank portals. Instead of manually compiling spreadsheets or running multiple API calls across different institutions, you just ask your AI agent a natural language question. For example, 'What are my recurring bills?' The agent handles the heavy lifting: it checks all linked accounts for utility payments, subscriptions, and loan repayments.
You can get full details on specific financial transactions, track current balances, or even look at investment holdings—all from a single chat window. If you’re building a system that needs robust financial data flow across Latin America, Vinkius makes this MCP readily available to connect with your existing AI client.
019d755a-ca3e-71db-ad1e-7f250cf207a7 How to set up Belvo MCP for AI Agents MCP
The bottom line is you ask one natural language query and get structured financial data back immediately.
Subscribe to the Belvo MCP and provide your secret ID and password.
Connect your preferred AI client (like Cursor or Claude) using the Vinkius platform.
Ask your agent a question, such as 'List all my active accounts' or 'What transactions happened last week?'
Who uses Belvo MCP for AI Agents MCP
Anyone working with complex, multi-source financial data needs this. Fintech Developers audit connections without hitting the dashboard; Financial Analysts model spending patterns instantly; Product Managers verify institutional coverage across Latin America.
Retrieving transaction logs and income insights to build reports or perform risk assessments.
Writing code that needs real-time access to account metadata, like connection status or institution lists, for auditing purposes.
Verifying which financial institutions and data types are covered by Belvo before designing new product features.
Benefits of connecting Belvo MCP for AI Agents MCP
Audit connections instantly: Use list_links to audit every user-to-institution connection without navigating the Belvo dashboard.
Track spending patterns accurately: Running list_transactions lets you quickly see all debits, credits, and transfers across years of activity.
Monitor cash flow easily: Calling list_balances gives you a real-time view of available money across every linked account type.
Understand monthly outflow: Use list_recurring_expenses to instantly surface subscriptions and utility payments for budgeting analysis.
Check wealth status fast: The get_investments tool pulls detailed information on your brokerage holdings so you don't have to log into multiple platforms.
Belvo MCP for AI Agents MCP use cases
Investigating a specific spending category
A user asks their agent, 'Show me all my coffee shop spending last quarter.' The agent uses list_transactions and filters the results to provide an exact total and list of transactions.
Auditing connectivity for a new feature
A developer asks, 'List every active link and its status.' The agent runs list_links, confirming which institutions are connected and if the connection is healthy enough to use in production code.
Calculating overall liquid assets
The user asks, 'What's my total available cash?' The agent calls list_balances across all types of accounts (savings, checking, credit) and provides a single summed figure.
Verifying client identity data
A compliance officer asks the agent to 'Get the owner details for the primary bank account.' The agent executes list_owners to pull necessary KYC information directly into their workflow.
Belvo MCP for AI Agents MCP tradeoffs
What to watch out for, and the recommended way to handle each one.
Only checking one type of data
A user asks, 'What is my balance?' but only has the agent check the primary checking account. They miss savings or investment funds.
To get a complete picture, ask for all balances using list_balances, or list all accounts first with list_accounts to verify every source.
Ignoring connection status
A developer assumes an account is working because it was connected last month. They don't check if the link is still active.
Before relying on any data, use get_link to inspect the current status and refresh rates of the specific financial connection.
Confusing transactions with balances
Asking 'How much money do I have?' and getting a list of recent deposits instead of the actual total amount.
Use list_balances to get your current cash position, or use get_account if you need specific details for one named account.
When to use Belvo MCP for AI Agents MCP
Use this MCP if your workflow requires aggregating financial data from multiple sources across Latin America. If the core task is compiling a report that needs transaction history, current balances, and metadata about connections (like which banks are involved), this is essential. Don't use it if you simply need to manage internal CRM records or process simple text documents; for those tasks, an internal data storage tool is better. Conversely, don't rely on Belvo just for basic accounting—while it tracks transactions (list_transactions), you still need dedicated general ledger software for complex tax filing. This MCP is best positioned as the universal data gateway that feeds structured financial facts into your existing intelligence workflow.
Frequently asked questions about Belvo MCP for AI Agents MCP
How does Belvo help me track spending in different countries? +
Belvo aggregates financial data across multiple Latin American institutions, allowing you to view all transactions regardless of their source bank or country. You just ask your agent for the report, and it compiles everything into one place.
Can Belvo show me my recurring bills? +
Yes. Using Belvo MCP, you can list recurring expenses like subscriptions and utility payments by analyzing transaction history. This makes budgeting much easier because all the patterns are automatically detected for you.
What kind of accounts can I get data for with Belvo? +
Belvo provides access to a wide range of account types, including checking, savings, credit card limits, and loan details. You can use the MCP to list balances across all these sources instantly.
Is Belvo only for developers or can I use it myself? +
You don't need to code. By connecting this MCP through Vinkius, you can simply ask your AI agent questions about your finances using natural language, just like talking to a colleague.
Does Belvo track investment performance? +
Yes, it retrieves detailed information on linked investment portfolios and holdings. You get summaries of different assets and the overall value across all connected brokerage accounts.