Investec MCP: Banking API for AI Agents

@Nicolaas0411

代码仓库

基本信息

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开发工具

传输方式

stdio

作者

Nicolaas0411

关于 Investec MCP: Banking API for AI Agents

MCP server for the Investec Private Banking API

Investec MCP: Banking API for AI Agents 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",
        "."
      ]
    }
  }
}

Investec MCP: Banking API for AI Agents 工具

工具列表暂未提供

当前收录暂时没有可展示的工具列表，不代表服务没有工具。请查阅项目文档了解支持的能力。

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.

常见问题

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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