Open Finance MCP Server

Open Finance Brasil uses OAuth2 client credentials. Each financial institution provides its own base URL and credentials. Its 18 documented tools cover consent, credit, account, transactions.

People connecting finance tools to Claude, Cursor, VS Code, or another MCP client. The project is written in JavaScript.

One of 127 MCP servers published from codespar/mcp-dev-latam. Stars and repository activity are shared across all of them. See all 127 →

VERIFIED ACTIVE

LAST COMMIT 2026-08-12 · VERIFIED 2026-08-25

MIT · JavaScript servers · how we verify → /methodology

01 · Install Open Finance

before you install - you'll need

Set OPEN_FINANCE_BASE_URL, OPEN_FINANCE_CLIENT_ID, OPEN_FINANCE_CLIENT_SECRET before connecting.

Claude Code

claude mcp add codespar-mcp-dev-latam-packages-banking- -- npx -y @codespar/mcp-open-finance

Claude Desktop / Cursor / VS Code - add to config

{
  "mcpServers": {
    "codespar-mcp-dev-latam-packages-banking-": {
      "command": "npx",
      "args": [
        "-y",
        "@codespar/mcp-open-finance"
      ]
    }
  }
}

Same JSON for Cursor. For VS Code, rename the top-level key from `mcpServers` to `servers`.

Using another client? Same JSON, different key

Claude Desktop · mcpServers

Cursor · mcpServers

VS Code · servers

Windsurf · mcpServers

Zed · context_servers

Cline · mcpServers

Roo Code · mcpServers

Continue · mcpServers

LibreChat · mcpServers

Gemini CLI · mcpServers

Codex CLI · mcp_servers

Full setup guides: every client.

02 · Evidence

Security posture

What to check before giving this server access to your agent - from the registry, GitHub, and our own probes. We don't score safety; we show what's verifiable.

runs as local process (stdio) - runs on your machine with your user's permissions

license MIT - declared in the repository

npm package @codespar/mcp-open-finance - published under the repo owner's npm scope (@codespar)

registry namespace io.github.codespar is GitHub-verified and matches the repo owner

03 · What Open Finance can do

Prose above is summarized from the project's README and registry record - no invented capabilities.

What you can build

With this server connected, an agent can list customer bank accounts via Open Finance, get account balance via Open Finance, list account transactions via Open Finance, and get account overdraft (limites) via Open Finance.

Capability map

Tools grouped from the project's README - what Open Finance lets an agent do.

read & search

8 tools - e.g. List customer bank accounts via Open Finance; List account transactions via Open Finance; List loan contracts (empréstimos) via Open Finance

list_accounts · list_transactions · list_loans · get_loan_payments · list_financings · list_investments…

Consent

4 tools - e.g. Get consent details by ID; Create a new consent request for data access; Revoke an existing consent (data or payment)

get_consent · create_consent · revoke_consent · create_payment_consent

Credit

3 tools - e.g. List credit card accounts via Open Finance; Get credit card bills (faturas) via Open Finance; Get credit card transactions via Open Finance

list_credit_cards · get_credit_card_bills · get_credit_card_transactions

Account

2 tools - e.g. Get account balance via Open Finance; Get account overdraft (limites) via Open Finance

get_account_balance · get_account_overdraft_limits

Payment

1 tool - e.g. Initiate a payment using an authorized payment consent

create_payment

04 · Who maintains Open Finance

mcp-open-finance is maintained by codespar. We track 127 MCP servers from codespar - 127 actively maintained, 269 combined GitHub stars, oldest repo from Mar 2026. Full record: all servers from codespar.

05 · Facts

repository: github.com/codespar/mcp-dev-latam
category: finance - actively maintained as of 2026-08-25.
registry: io.github.codespar/mcp-open-finance (active, first published 2026-04-12 · 3 versions)
packages: npm:@codespar/mcp-open-finance

06 · Open Finance FAQ

Is Open Finance still maintained?

Yes - as of 2026-08-25, its last commit was 2026-08-12. We re-verify nightly.

What can Open Finance do?

How do I install Open Finance?

Run `npx -y @codespar/mcp-open-finance`. The README documents 3 environment variables (OPEN_FINANCE_BASE_URL, OPEN_FINANCE_CLIENT_ID, OPEN_FINANCE_CLIENT_SECRET) to set first. Set OPEN_FINANCE_BASE_URL, OPEN_FINANCE_CLIENT_ID, OPEN_FINANCE_CLIENT_SECRET before connecting. You can also paste the ready-made client config above.

Does Open Finance run locally?

Yes - it's a stdio server: it runs on your machine (via npx) with your user's permissions. Your data stays local unless the server itself calls external APIs.

07 · Alternatives to Open Finance

Alternatives to Open Finance

Maintained finance servers if Open Finance isn't the fit.

Pairs well with

Servers that cover what Open Finance doesn't - only shown when the pairing reason fits the companion.

More finance MCP servers · Pluggy · Stark Bank · Alegra · Bold Co · Siigo

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