How do I install Sofisa?

Sofisa is a remote plugin. You do not need to install anything locally. Add the server URL to your AI app's MCP configuration and you are ready to go.

Is Sofisa safe to use?

Sofisa was flagged by MCP Marketplace's security scan, scoring 10/10 (elevated risk). Review the security report on this page carefully before installing it.

What AI apps work with Sofisa?

Sofisa uses the Model Context Protocol (MCP) and works with any MCP-compatible AI app, including Claude, ChatGPT / Codex, Gemini, Copilot, Cursor, and more.

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Sofisa MCP Server

by Mcp Dir

Developer ToolsLow Risk10.0MCP RegistryRemote

Free

Server data from the Official MCP Registry

Connect your Banco Sofisa account to AI via Brazil's Open Finance: balances, statements, cards, inve

About

Connect your Banco Sofisa account to AI via Brazil's Open Finance: balances, statements, cards, inve

Remote endpoints: streamable-http: https://api.mcp.ai/p_sofisa

Security Report

10.0

Low Risk10.0Low Risk

Valid MCP server (1 strong, 0 medium validity signals). No known CVEs in dependencies. Imported from the Official MCP Registry. Trust signals: trusted author (69/69 approved).

Endpoint verified · Open access · No issues found

Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.

Permissions Required

This plugin requests these system permissions. Most are normal for its category.

HTTP Network Access

Connects to external APIs or services over the internet.

Unverified package source

We couldn't verify that the installable package matches the reviewed source code. Proceed with caution.

How to Connect

Remote Plugin

No local installation needed. Your AI client connects to the remote endpoint directly.

Add this to your MCP configuration to connect:

{
  "mcpServers": {
    "io-github-mcp-dir-sofisa-mcp": {
      "url": "https://api.mcp.ai/p_sofisa"
    }
  }
}

Documentation

View on GitHub

From the project's GitHub README.

Banco Sofisa MCP

Banco Sofisa no Claude, ChatGPT e agentes de IA via Open Finance

Conecte sua conta do Banco Sofisa ao Claude, ChatGPT e agentes de IA via Open Finance Brasil. Pergunte sobre saldos, extratos, faturas de cartão e investimentos do Banco Sofisa em linguagem natural. Regulado pelo Banco Central, somente leitura.

🏦 Banco Sofisa via Open Finance Brasil, regulado pelo Banco Central
💳 Saldos, extratos, faturas de cartão, investimentos e empréstimos
🔒 Somente leitura — a IA não movimenta dinheiro
🔑 Login por magic-link, consentimento explícito e revogável (LGPD)
💬 Funciona com qualquer cliente MCP: Claude Desktop, Cursor, VS Code, Cline, Continue

English version · Documentação completa · Skill pra agentes

Instalar em 1 clique

Claude (Web e Desktop)

A Anthropic unificou a instalação de MCPs em claude.ai/customize/connectors. O mesmo link serve pra Claude Web e Claude Desktop (basta estar logado):

➕ Abrir no Claude e conectar

Manual (se o deeplink não abrir): claude.ai/customize/connectors → + → Adicionar conector personalizado → cole Nome Banco Sofisa MCP e URL https://api.mcp.ai/p_sofisa.

Cursor

➕ Instalar Banco Sofisa MCP no Cursor

VS Code (Copilot Chat)

➕ Instalar Banco Sofisa MCP no VS Code

ChatGPT, Manus, OpenClaw e mais 40+ clientes

Funciona em qualquer cliente MCP que suporte MCP over HTTP. A URL do servidor é sempre:

https://api.mcp.ai/p_sofisa

Detalhes por cliente: INSTALL.md.

Exemplos de uso

Quanto gastei no cartão do Banco Sofisa esse mês?
Resuma minha fatura do Banco Sofisa em aberto
Qual meu saldo na conta do Banco Sofisa?
Como está minha carteira de investimentos no Banco Sofisa?

18 ferramentas disponíveis

Tool	Descrição
`openfinance_search_bank_connectors`	Searches the available bank connectors by name (pass keywords[], e.g.
`openfinance_list_connections`	Returns the saved bank connections for this install: connector_id, item_id, bank name, and an add_connection_url to link additional banks via the Open Finance widget.
`openfinance_get_item_status`	Returns the current status of a bank connection (UPDATED, UPDATING, LOGIN_ERROR, etc.), its executionStatus, and connector metadata.
`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`.
`openfinance_list_accounts`	Returns accounts for a bank connection: BANK (checking/savings) and CREDIT (credit card) with balance, number, type, subtype, bankData, and creditData.
`openfinance_list_transactions`	Returns transactions for a bank account (BANK or CREDIT type).
`openfinance_list_transactions_by_item`	Consolidated cash-flow analysis for a whole bank CONNECTION over a period, in ONE call.
`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`, `payme…
`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.
`openfinance_list_investment_transactions`	Returns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER.
`openfinance_list_loans`	Lists loan contracts per bank connection (GET /loans).
`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).
`openfinance_get_account_balance`	Returns real-time balance payload per account id (GET /accounts/:id/balance).
`openfinance_get_accounts_detail`	Returns full account objects including extended creditData (additional cards, limits) per id (GET /accounts/:id).
`openfinance_get_credit_card_bill`	Returns bill-level detail for one or more credit card bills by id (GET /bills/:id): financeCharges and payments[] (id, paymentDate, amount, valueType, paymentMode).
`openfinance_list_categories`	Returns the provider's transaction category taxonomy (GET /categories), cached for the adapter session.
`openfinance_update_transaction_category`	Corrects the category of one or more transactions (PATCH /transactions/:id).
`openfinance_disconnect_bank`	Revokes the Open Finance consent for a specific bank and deletes the connection data.

Detalhe de cada tool: docs/ferramentas.md

Preços

Veja docs/precos.md.

Privacidade & LGPD

Somente leitura, nenhuma ferramenta altera dados na origem.
Sub-processadores: o LLM host que você escolher (Claude, ChatGPT, Cursor, agente próprio). Lista completa em docs/privacidade-lgpd.md.
Os dados retornados pelas tools são enviados ao LLM host que você escolher, sub-processador fora do nosso controle. Recomendamos planos com opt-out de treinamento.

Perguntas frequentes

Como funciona? Via Open Finance Brasil (regulado pelo Banco Central). Você conecta sua conta Banco Sofisa com consentimento explícito; a IA lê saldos, extratos, faturas e investimentos. Somente leitura.

A IA pode movimentar dinheiro? Não. 100% leitura — Open Finance não permite movimentação por essa via.

Só funciona com o Banco Sofisa? Este MCP é focado no Banco Sofisa. Para conectar vários bancos de uma vez, use o Banco MCP (api.mcp.ai/banco).

O servidor é open source? O servidor é proprietário (hosted). Este repositório é o wrapper público com manifestos, docs e skills, tudo MIT.

Suporte

Licença

MIT — veja LICENSE. O servidor MCP em api.mcp.ai/p_sofisa é proprietário (hosted); este repositório (manifestos, docs, skills) é MIT.

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Sofisa MCP Server

About

Security Report

Permissions Required

How to Connect

Documentation

Banco Sofisa MCP

Banco Sofisa no Claude, ChatGPT e agentes de IA via Open Finance

Instalar em 1 clique

Claude (Web e Desktop)

Cursor

VS Code (Copilot Chat)

ChatGPT, Manus, OpenClaw e mais 40+ clientes

Exemplos de uso

18 ferramentas disponíveis

Preços

Privacidade & LGPD

Perguntas frequentes

Suporte

Licença

Reviews

No reviews yet

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Git

Toleno

mcp-creator-python

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