About Crefisa MCP
Crefisa MCP connects Crefisa accounts to AI clients through Brazil's Open Finance for account holders reviewing their finances. Its read-only tools cover balances, transactions, bills, investments, and loans.
Key features
- 01Connect Crefisa through Open Finance
- 02Retrieve balances and transactions
- 03Review credit card bills
- 04Inspect investments and loans
- 05Read-only account access
Use cases
- 01Check Crefisa balances and spending
- 02Summarize a credit card bill
- 03Review investments and loans
MCP support
The MCP server exposes tools for accounts, transactions, card bills, investments, and loans to clients supporting MCP over HTTP. It also supports syncing, transaction-category corrections, and revoking a bank connection.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://api.mcp.ai/p_crefisaclaude mcp add --transport http dir-crefisa https://api.mcp.ai/p_crefisa{"mcpServers":{"dir-crefisa":{"type":"http","url":"https://api.mcp.ai/p_crefisa"}}}Open in Cursor{"servers":{"dir-crefisa":{"type":"http","url":"https://api.mcp.ai/p_crefisa"}}}Open in VS Code{"mcpServers":{"dir-crefisa":{"type":"http","url":"https://api.mcp.ai/p_crefisa"}}}{"mcpServers":{"dir-crefisa":{"serverUrl":"https://api.mcp.ai/p_crefisa"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
25| Parameter | Type | Required | Description |
|---|---|---|---|
| keywords | array | No | |
| include_accounts | boolean | No |
Details
The maintainer has not added details yet. Check the README in the repository.
Comments
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