OpenFinance MCP Server

What is OpenFinance MCP Server?

The OpenFinance MCP Server is a Go-based application that connects to the Brazilian Open Finance ecosystem through Pluggy.ai. It provides secure, structured access to financial data—such as account balances, transactions, and investments—and exposes those resources to Large Language Models and other AI agents via the Model Context Protocol (MCP).

How to use OpenFinance MCP Server?

Clone the repository, install dependencies with go mod tidy, build with make build, then configure the binary in your MCP client (e.g., Claude Desktop) with the required PLUGGY_CLIENT_ID and PLUGGY_CLIENT_SECRET environment variables. Before using, ensure you have granted the necessary consents via Pluggy Connect.

Key features of OpenFinance MCP Server

• Connects to the Brazilian Open Finance ecosystem via Pluggy.ai
• Delivers account balances, transactions, and investment data
• Exposes financial data through the Model Context Protocol
• Go-based for performance and straightforward deployment
• Requires user consent and API credentials for secure access

Use cases of OpenFinance MCP Server

• Building AI-powered financial assistants that answer portfolio questions
• Automating retrieval of account balances and transaction history
• Enabling conversational agents to analyze investment positions

FAQ from OpenFinance MCP Server

What financial data can I access?

The server provides account balances, transactions, and investments from institutions in the Brazilian Open Finance ecosystem.

What do I need to use this server?

You need a Pluggy.ai account with a client ID and secret, and you must grant the necessary consents via Pluggy Connect before making requests.

What runtime or build steps are required?

The server is written in Go. You must clone the repository, run go mod tidy, build with make build, and then point your MCP client to the resulting binary.

How do I integrate it with an MCP client?

Add the binary path and environment variables (PLUGGY_CLIENT_ID, PLUGGY_CLIENT_SECRET) to your MCP client’s configuration JSON, as shown in the installation section of the README.

Is this server specific to Brazil?

Yes, it is designed to work with the Brazilian Open Finance ecosystem through Pluggy.ai.