Bank

Provides read-only access to bank accounts via MCP, enabling balances, transactions, and spending analyses for AI assistants.

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3 months ago

First Indexed

2 months ago

Catalog Refreshed

Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

{
  "mcpServers": {
    "elcukro-bank-mcp": {
      "command": "npx",
      "args": [
        "@bank-mcp/server"
      ]
    }
  }
}

Bank MCP Server lets your AI assistant securely query your bank accounts in read-only mode using the Model Context Protocol. It connects to bank APIs through pluggable providers so you can ask natural language questions about balances, transactions, and spending breakdowns without exposing your credentials or performing actions. You can run it locally as a standard input/output (stdio) process and connect it to any MCP-compatible client.

How to use

You run the Bank MCP Server locally and connect it to your MCP client, such as Claude Code, Claude Desktop, Cursor, or other MCP-compatible tools. Start the server, then configure your MCP client to point at the local bank-mcp server so your AI assistant can query your accounts.

How to install

Prerequisites you need before installing: a computer with Node.js and npm installed.

Install and initialize the server with an interactive setup that walks you through choosing a provider and entering credentials.

npx @bank-mcp/server init

Add Bank MCP to your MCP client configuration. Use the common setup shown for Claude Code as an example.

{
  "mcpServers": {
    "bank": {
      "command": "npx",
      "args": ["@bank-mcp/server"]
    }
  }
}

Demo mode and mock data

If you don’t have bank credentials yet, start with realistic fake data to test your setup.

npx @bank-mcp/server --mock

Available tools

list_accounts

List all bank accounts across connections.

list_transactions

Fetch transactions with filtering options such as account, date range, and amount.

search_transactions

Perform full-text search on transaction descriptions and merchants.

get_balance

Retrieve current and available balances for a specific account.

spending_summary

Provide expenses grouped by merchant or category within a chosen date range.