Investec MCP: Banking API for AI Agents

Name: Investec MCP: Banking API for AI Agents
Author: Nicolaas0411

@Nicolaas0411

代码仓库

关于 Investec MCP: Banking API for AI Agents

MCP server for the Investec Private Banking API

基本信息

分类

开发工具

运行时

python

传输方式

stdio

发布者

Nicolaas0411

配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

{
  "mcpServers": {
    "investec-mcp": {
      "command": "uv",
      "args": [
        "pip",
        "install",
        "-e",
        "."
      ]
    }
  }
}

工具

未检测到工具

工具是从 README 中自动提取的。维护者可以在 ## Tools 标题下列出工具,即可填充这部分内容。

概览

What is Investec MCP: Banking API for AI Agents?

A Model Context Protocol (MCP) server that integrates with the Investec Open Banking API, enabling AI agents to access banking information and perform transactions such as transfers, payments, and document retrieval. It is designed for developers and users of MCP‑compatible clients (e.g., Claude, Windsurf) who need programmatic access to Investec banking services.

How to use Investec MCP: Banking API for AI Agents?

Install dependencies via uv pip install -e . or build a Docker image with docker build -t investec/mcp. Configure a .env file with Investec API credentials (INVESTEC_CLIENT_ID, INVESTEC_CLIENT_SECRET, INVESTEC_API_KEY) and optionally set TRANSPORT to sse or stdio. Run the server using uv run python src/main.py or docker run --env-file .env -p 8050:8050 investec/mcp. Connect MCP clients by adding a JSON configuration block as shown in the README.

Key features of Investec MCP: Banking API for AI Agents

Retrieve all accounts, balances, and transactions (including pending).
Manage profiles and beneficiaries.
Transfer money between own accounts and pay beneficiaries.
Batch multiple transfers and payments.
Download account documents by type and date range.

Use cases of Investec MCP: Banking API for AI Agents

An AI agent automatically checks account balances and recent transactions.
An agent initiates a transfer between the user’s own accounts.
A batch payment is sent to multiple beneficiaries from a single command.
An agent retrieves and provides supporting documents for a specific account.

FAQ from Investec MCP: Banking API for AI Agents

What are the prerequisites to run the server?

Python 3.12+ is required, along with an Investec Developer account with API credentials. Docker is recommended but not mandatory.

How do I choose between SSE and stdio transport?

Set the TRANSPORT environment variable to sse for serving the MCP server as an API endpoint, or to stdio for the MCP client to spawn the server process directly.

How do I secure my banking credentials?

Keep the .env file secure and never commit it to version control. Use private Docker registries if distributing images, and run the server only on secure, trusted networks. Additional rate limiting is recommended.

What tools are available for account information?

The server provides get_accounts, get_account_balance, get_account_transactions, and get_pending_transactions.

Can I make payments to saved beneficiaries?

Yes, using pay_beneficiary (single payment) or pay_multiple (batch payments) after configuring the beneficiary via get_beneficiaries.

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