All servers · Payments & accounting

EQI MCP

io.github.mcp-dir/eqi-mcp · v0.1.0

Measured by MCP Station

Instruction-like text was found in openfinance_list_accounts. This is a pattern match, not a verdict. What we look for

Description written by the publisher, not verified

Connect your EQI account to AI via Brazil's Open Finance: balances, statements, cards, investments.

Connect

claude mcp add --transport http eqi-mcp https://api.mcp.ai/p_eqi

{
  "mcpServers": {
    "eqi-mcp": {
      "url": "https://api.mcp.ai/p_eqi"
    }
  }
}

Tools as reported by the server

• openfinance_search_bank_connectors
  Searches the available bank connectors by name (pass keywords[], e.g. ['nubank','btg']) and returns, per match: the connector id, whether it's Open Finance or API (`access`), PF/PJ (`audience`), the user's already-linked connections (and accounts when include_accounts=true), and a ready `connect_url
• openfinance_list_connections
  Returns the saved bank connections for this install: connector_id, item_id, bank name, a per-connection reconnect_url, and an add_connection_url to link additional banks via the Open Finance widget. The reconnect_url reopens the widget in UPDATE mode for that EXISTING connection (user re-enters cred
• openfinance_get_item_status
  Returns the current status of a bank connection (UPDATED, UPDATING, LOGIN_ERROR, etc.), its executionStatus, connector metadata, and a reconnect_url that reopens the widget in UPDATE mode for that connection (re-authenticate / enter MFA token in place, without disconnecting and without consuming a c
• openfinance_provider_status
  Checks the LIVE operational status of the Open Finance provider (its public status page) — this is the PROVIDER's health, separate from your own connection's `openfinance_get_item_status`. Use it whenever data looks incomplete or stale even though a connection shows UPDATED (accounts/transactions/ba
• openfinance_list_accounts
  Returns accounts for a bank connection: BANK (checking/savings) and CREDIT (credit card) with balance, number, type, subtype, bankData, and creditData. Also returns `bank` (the brand/connector name like 'Nubank Empresas' — same shown in the dashboard UI) and `connector_id`. Note: each account's `nam
• openfinance_list_transactions
  Returns transactions for a bank account (BANK or CREDIT type). For CREDIT (credit card) accounts, this is the ONLY way to get itemized transactions (purchases, subscriptions, etc.). Each credit card transaction MAY carry `creditCardMetadata.billId` pointing at a bill from openfinance_list_credit_car
• openfinance_list_transactions_by_item
  Consolidated cash-flow analysis for a whole bank CONNECTION over a period, in ONE call. Resolves the connection's accounts internally and fans out their transactions, so you do NOT need to call openfinance_list_accounts first nor carry account_id uuids between calls. Pass `item` (connector_id, conne
• openfinance_list_credit_card_bills
  Returns CLOSED credit card bills for a CREDIT-type account: dueDate, totalAmount, minimumPaymentAmount, allowsInstallments, plus `payments[]` (id, paymentDate, amount, valueType, paymentMode), `payments_count`, `payments_total`, finance charges aggregates, and a derived `payment_status` per bill. IM
• openfinance_list_investments
  Returns the investment portfolio for a connection (broker or bank with INVESTMENTS product enabled): FIIs, stocks, ETFs, fixed income (CDB/LCI/LCA/Tesouro), mutual funds, retirement (previdência) and COE. Each row carries balance, amount, amountOriginal, amountProfit, lastMonthRate / annualRate / la
• openfinance_list_investment_transactions
  Returns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER. Each row carries quantity, value, amount, netAmount, agreedRate (treasury), brokerageNumber, and itemized `expenses` (brokerageFee, incomeTax, settlementFee, custodyFee, stockExcha
• openfinance_list_loans
  Lists loan contracts per bank connection (GET /loans). Pass `items` as an array of connection selectors (item_id uuid, connector_id, or connector_name) — one entry per connection to fetch; multiple connections are queried sequentially with rate-limit spacing. OMIT `items` to list loans across ALL li
• openfinance_get_loan_detail
  Returns full loan contract detail by id (GET /loans/:loanId): interestRates[] (taxType, ratePercentage, indexer), contractedFinanceCharges[], balloonPayments[], warranties[], installments schedule (installmentsCount, paidInstallments, numberOfInstallmentsRemaining, installmentFrequency), amortizatio
• openfinance_force_sync
  Forces the bank to re-sync one or more connections NOW and WAITS for it to finish (PATCH /items/:id, then polls until the item stops updating, up to ~60s). Use this when a balance or transaction list looks stale: a connection can read UPDATED yet be hours old, and this pulls fresh data WITHOUT disco
• openfinance_get_account_balance
  Returns the latest available balance per account id (GET /accounts/:id/balance). This is the freshest balance the provider can serve, but it is a SNAPSHOT anchored to the connection's last upstream sync: the `updateDateTime`/`updatedAt` in each row is that sync instant, NOT a to-the-second live read
• openfinance_get_accounts_detail
  Returns full account objects including extended creditData (additional cards, limits) per id (GET /accounts/:id). Pass `account_ids` as an array (1–50). `{ results, errors }` batch shape. May include a `provider_incident` block when the Open Finance provider has an OPEN incident affecting a connecte
• openfinance_get_credit_card_bill
  Returns bill-level detail for one or more credit card bills by id (GET /bills/:id): `dueDate`, `billClosingDate` (when the cycle closed — the boundary that defines which purchases belong to this bill), `totalAmount`, financeCharges and payments[] (id, paymentDate, amount, valueType, paymentMode). IT
• openfinance_list_categories
  Returns Pluggy's transaction category taxonomy (GET /categories), cached for the adapter session. Each entry has `id` (the categoryId used by openfinance_update_transaction_category), `description` (English), `descriptionTranslated` (Portuguese — prefer this for pt-BR users), `parentId` and `parentD
• openfinance_update_transaction_category
  Corrects the category of one or more transactions (PATCH /transactions/:id). Pass `items` as an array of { transaction_id, category_id } — `transaction_id` comes from openfinance_list_transactions, `category_id` from openfinance_list_categories. This overrides Pluggy's automatic categorization AND t
• openfinance_disconnect_bank write/delete
  Revokes the Open Finance consent for a specific bank and deletes the connection data. The bank's data will no longer be available. Returns an add_connection_url to re-connect if needed.
• show_version
  Show the current MCP platform and adapter versions.
• report_bug
  Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.
• connect
  Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.
• toolkit_info
  Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.
• marketplace
  The official mcp.ai marketplace — the in-platform catalog of every MCP/tool, AND the way to run them. Covers capability requests like "find an MCP that does X", "consulta um CPF", "is there a tool for Y". Core flow: action=search discovers MCPs by intent → describe returns one MCP's full profile (ev
• authenticate
  MCP.AI for IDE agents (Cursor, etc.): log in in the browser, copy the access token. Best: add it to this server's config as a header `Authorization: Bearer <token>` for a permanent, non-expiring connection. Or paste it here for a session-only login: call with { token: "<jwt>" } after the user pastes

Repository · JSON · Text for agents · Registry updated 2026-06-11