Itaú MCP

Name: Itaú MCP
Author: mcp-dir

MCP serverMCP

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

by mcp-dirrepository ↗v0.1.0

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Observed by Wellknown

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Everything here was measured by our prober or read from a registry. Nothing is self-reported.

30-day availability5/5 checks ok

30 days ago

Tools observed via MCP handshake

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 A
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 additio
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 reopen
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 `o
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 ret
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,
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 transac
openfinance_list_credit_card_bills — Returns CLOSED credit card bills for a CREDIT-type account: dueDate, totalAmount, minimumPaymentAmount, allowsInstallments, plus `payments[]` (id, paymentDate,
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), mut
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
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 en
openfinance_get_loan_detail — Returns full loan contract detail by id (GET /loans/:loanId): interestRates[] (taxType, ratePercentage, indexer), contractedFinanceCharges[], balloonPayments[],
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
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 ancho
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). `{ resu
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 defi
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
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` come
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
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 conn
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",
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 <tok

when	check	result	http	latency	detail
7 min ago	mcp initialize	ok	200	132 ms	server mcp-ai 0.9.343 · protocol 2025-06-18 · 25 tools
7 h ago	mcp initialize	ok	200	160 ms	server mcp-ai 0.9.343 · protocol 2025-06-18 · 25 tools
14 h ago	mcp initialize	ok	200	124 ms	server mcp-ai 0.9.343 · protocol 2025-06-18 · 25 tools
21 h ago	mcp initialize	ok	200	118 ms	server mcp-ai 0.9.343 · protocol 2025-06-18 · 25 tools
29 h ago	mcp initialize	ok	200	564 ms	server mcp-ai 0.9.343 · protocol 2025-06-18 · 25 tools
2 d ago	mcp initialize	ok	200	119 ms	server mcp-ai 0.9.342 · protocol 2025-06-18 · 25 tools

Itaú MCP

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