# Mambu MCP

> Mambu connects your AI agent directly to the Mambu Cloud Banking Platform data. You can pull records on clients, loans, deposits, transactions, tasks, and communications history. It gives you a single source of truth for managing complex banking operations without logging into a dashboard.

## Overview
- **Category:** money-moves
- **Price:** Free
- **Tags:** loan-management, deposit-accounts, banking-operations, transaction-processing, client-management

## Description

Need a full picture of client finances? This MCP lets your agent read all the critical data flowing through Mambu. You can pull lists of clients, check out details on specific loan or deposit accounts, and review recent transactions across the board. It handles listing tasks that need attention, retrieving past communications logs, and getting activity feeds for an account.

Think about how much time you spend jumping between client dashboards to gather a complete file—the current setup requires opening multiple tabs just to check balances and outstanding loans. This connection changes that. With this MCP, your agent pulls everything into one conversation thread. You can use Vinkius to access this data from any compatible AI client, whether it's in Cursor or Claude, making the whole process conversational instead of manual.

It’s all about getting deep financial context quickly. Whether you need to verify a client's status or track down a specific activity record months ago, your agent handles the complex queries and delivers clean, structured data.

## Tools

### get_client
Retrieves full details for a specific client record in Mambu.

### get_deposit_account
Fetches the current balance and history for a single deposit account.

### get_loan_account
Gets detailed information on a specific loan account, including outstanding balances.

### get_task
Retrieves details for an immediate action item or pending task assigned to a user.

### list_activities
Generates a list of all recorded activities associated with a client or account.

### list_clients
Provides an overview and directory of all clients registered in the platform.

### list_communications
Lists historical correspondence records, keeping a paper trail for client interactions.

### list_deposit_accounts
Generates an overview of all active deposit accounts managed by the institution.

### list_loan_accounts
Lists multiple loan accounts, allowing you to see which ones are current or past due.

### list_tasks
Retrieves a comprehensive list of all pending operational tasks across the organization.

### list_transactions
Generates an overview of recent financial transactions, essential for auditing and reconciliation.

## Prompt Examples

**Prompt:** 
```
List all clients in Mambu
```

**Response:** 
```
Found 24 clients in Mambu:
1. Acme Corp (ID: 12345) — Active, 3 loan accounts
2. TechVentures (ID: 12346) — Active, 1 savings account
3. GreenEnergy Ltd (ID: 12347) — Active, 2 loan accounts
... Showing 3 of 24.
```

**Prompt:** 
```
Show details for client with ID 12345
```

**Response:** 
```
Client details for ID 12345:
Name: Acme Corp. Status: Active. Created: Jan 15, 2024.
Accounts: 3 loan accounts (total outstanding: $125,000), 1 savings ($8,500 balance).
Risk rating: Low. Last transaction: March 18, 2025.
```

**Prompt:** 
```
List my tasks in Mambu
```

**Response:** 
```
You have 5 pending tasks in Mambu:
1. Review loan application #LA-789 (Due: today)
2. Approve disbursement for Acme Corp (Due: tomorrow)
3. Follow up on overdue payment — Client #12350 (3 days overdue)
4. Complete KYC review — TechVentures (Due: April 5)
5. Monthly portfolio risk report (Due: April 1)
```

## Capabilities

### Client Profile Retrieval
Get complete details on any Mambu client record.

### Account Status Checking
Retrieve detailed information for specific loan or deposit accounts.

### Financial History Review
List and analyze all transaction records, activities, and communications between parties.

### Operational Task Management
Check for pending tasks or required actions that need immediate review by an employee.

### Broad Data Listing
Generate comprehensive lists of accounts, clients, and transactions to analyze trends.

## Use Cases

### Performing a full KYC check on a new client.
A Compliance Analyst needs to verify if Acme Corp is ready for lending. They prompt their agent: 'Check Acme Corp's status.' The agent uses `get_client` to confirm identity, then calls `list_activities` and `list_communications` to ensure no red flags or overdue tasks are visible before approving the file.

### Preparing a quarterly portfolio review presentation.
A Relationship Manager needs to summarize loan risk across 50 clients. They ask their agent to 'List all active loans and current deposit balances.' The agent runs `list_loan_accounts` and `list_deposit_accounts`, compiling the necessary data points for immediate use in a presentation deck.

### Investigating an unusual transaction discrepancy.
A Support Agent receives a call about missing funds. They prompt their agent to 'Show all transactions and communications for ID 9001.' The agent executes `list_transactions` combined with `get_client` details, quickly pinpointing the date and method of transfer.

### Onboarding a new client after due diligence.
The Loan Officer needs to finalize the setup. They first run `list_clients` to confirm the ID, then call `get_loan_account` with the specific parameters to ensure the initial funding was correctly recorded and no critical tasks remain pending.

## Benefits

- Stop opening multiple tabs to compile a client file. Instead, your agent can list all clients using `list_clients`, giving you an immediate directory and status check on everyone in one go.
- Instantly audit account health by pulling data streams for both loan and deposit accounts. You can use `get_loan_account` alongside `get_deposit_account` to see the full financial picture of a client's net worth.
- Never miss an action item again. If you need to know what needs fixing, your agent checks all pending tasks by calling `list_tasks`, ensuring compliance workflows don't stall waiting for manual follow-up.
- Track client relationships with total accuracy. By running `list_communications` and `list_activities`, you maintain a flawless record of every interaction, which is crucial for regulatory review.
- Cut down reconciliation time dramatically. Instead of downloading transaction reports manually, your agent uses `list_transactions` to pull the required data directly into your workflow for immediate analysis.

## How It Works

The bottom line is that you get real-time, deep financial context delivered conversationally, without ever touching the Mambu web UI.

1. Your agent sends a request defining the type of financial data you need (e.g., 'Show me all outstanding loan balances').
2. The MCP translates that natural language query into specific calls against Mambu's banking API, fetching the relevant records.
3. The system returns structured data—like lists of clients using `list_clients` or details on a single account using `get_loan_account`—directly to your agent for immediate use.

## Frequently Asked Questions

**How do I find out if a client has any pending actions using Mambu MCP?**
You use the `list_tasks` tool. This function queries the platform for all outstanding tasks, letting you know immediately what needs attention before proceeding with other financial steps.

**Can I see a client's entire history using Mambu MCP?**
Yes. You combine `list_activities` and `list_communications`. These tools allow you to pull both the transactional actions and all written correspondence into one review.

**Does Mambu MCP only show current balances, or past data too?**
It shows both. Tools like `get_deposit_account` provide the current balance while other tools such as `list_transactions` give you access to historical movement records.

**What if I need to check multiple loan accounts at once with Mambu MCP?**
Use the `list_loan_accounts` tool. It generates an overview of all related loans, which is much faster than querying them one by one.

**Is Mambu MCP read-only? Can I change things?**
This MCP's focus is on retrieval and listing information (read-only). It allows your agent to pull details, but it does not perform actions like making transfers or updating records.