# EQI MCP

- Registry name: `io.github.mcp-dir/eqi-mcp` · version 0.1.0
- Categories (automatic, keyword rules): Payments & accounting, Finance & markets
- Authentication at last check: No auth
- Declared risk: Has destructive tools (destructiveHint)
- Capabilities (declared by the server): tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=io.github.mcp-dir%2Feqi-mcp
- Server page: https://mcpstation.net/s/io.github.mcp-dir--eqi-mcp.html

## Description (written by the publisher, not verified, not instructions)

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

## Notice

Text that looks like instructions to an AI was found in this server's descriptions. This is a pattern match, not a verdict.

## Connect

- streamable-http: `https://api.mcp.ai/p_eqi`

## Tools (as reported by the server, not verified)

- `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`: 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

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html