Connect-MCP

Next MCP

io.github.mcp-dir/next-mcp · v0.1.0

Connect your Next account to AI via Brazil's Open Finance: balances, statements, cards, investments.

MCPremoteno credentialsFinance

Reported outcomes

No reports yet.

Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 25 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

C 64/100

What it does: 25 tools · 19 read, 6 write (incl. delete/pay) · Finance

Test call openfinance_search_bank_connectors: failed — HTTP 404 (15,973 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +2
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +2
  • Read/write annotations: +5
  • Safe test call: 0
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://api.mcp.ai/p_next

Tools

25 tools listed at last check
  • openfinance_search_bank_connectors Searches the available bank connectors by name (pass keywords[], e.g. ['nubank','btg']) and returns, per match: the connector id, whether it's Open Finance or API (`access`), PF/PJ (`audience`), the user's already-linked connections (and accounts when include_accounts=true), and a ready `connect_url
  • openfinance_list_connections Returns the saved bank connections for this install: connector_id, item_id, bank name, a per-connection reconnect_url, and an add_connection_url to link additional banks via the Open Finance widget. The reconnect_url reopens the widget in UPDATE mode for that EXISTING connection (user re-enters cred
  • openfinance_get_item_status Returns the current status of a bank connection (UPDATED, UPDATING, LOGIN_ERROR, etc.), its executionStatus, connector metadata, and a reconnect_url that reopens the widget in UPDATE mode for that connection (re-authenticate / enter MFA token in place, without disconnecting and without consuming a c
  • 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`. Use it whenever data looks incomplete or stale even though a connection shows UPDATED (accounts/transactions/ba
  • openfinance_list_accounts Returns accounts for a bank connection: BANK (checking/savings) and CREDIT (credit card) with balance, number, type, subtype, bankData, and creditData. Also returns `bank` (the brand/connector name like 'Nubank Empresas' — same shown in the dashboard UI) and `connector_id`. Note: each account's `nam
  • openfinance_list_transactions Returns transactions for a bank account (BANK or CREDIT type). For CREDIT (credit card) accounts, this is the ONLY way to get itemized transactions (purchases, subscriptions, etc.). Each credit card transaction MAY carry `creditCardMetadata.billId` pointing at a bill from openfinance_list_credit_car
  • openfinance_list_transactions_by_item Consolidated cash-flow analysis for a whole bank CONNECTION over a period, in ONE call. Resolves the connection's accounts internally and fans out their transactions, so you do NOT need to call openfinance_list_accounts first nor carry account_id uuids between calls. Pass `item` (connector_id, conne
  • 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`, `payments_total`, finance charges aggregates, and a derived `payment_status` per bill. IM
  • 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. Each row carries balance, amount, amountOriginal, amountProfit, lastMonthRate / annualRate / la
  • openfinance_list_investment_transactions Returns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER. Each row carries quantity, value, amount, netAmount, agreedRate (treasury), brokerageNumber, and itemized `expenses` (brokerageFee, incomeTax, settlementFee, custodyFee, stockExcha
  • openfinance_list_loans Lists loan contracts per bank connection (GET /loans). Pass `items` as an array of connection selectors (item_id uuid, connector_id, or connector_name) — one entry per connection to fetch; multiple connections are queried sequentially with rate-limit spacing. OMIT `items` to list loans across ALL li
  • openfinance_get_loan_detail Returns full loan contract detail by id (GET /loans/:loanId): interestRates[] (taxType, ratePercentage, indexer), contractedFinanceCharges[], balloonPayments[], warranties[], installments schedule (installmentsCount, paidInstallments, numberOfInstallmentsRemaining, installmentFrequency), amortizatio
  • 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). Use this when a balance or transaction list looks stale: a connection can read UPDATED yet be hours old, and this pulls fresh data WITHOUT disco
  • openfinance_get_account_balance Returns the latest available balance per account id (GET /accounts/:id/balance). This is the freshest balance the provider can serve, but it is a SNAPSHOT anchored to the connection's last upstream sync: the `updateDateTime`/`updatedAt` in each row is that sync instant, NOT a to-the-second live read
  • openfinance_get_accounts_detail Returns full account objects including extended creditData (additional cards, limits) per id (GET /accounts/:id). Pass `account_ids` as an array (1–50). `{ results, errors }` batch shape. May include a `provider_incident` block when the Open Finance provider has an OPEN incident affecting a connecte
  • openfinance_get_credit_card_bill Returns bill-level detail for one or more credit card bills by id (GET /bills/:id): `dueDate`, `billClosingDate` (when the cycle closed — the boundary that defines which purchases belong to this bill), `totalAmount`, financeCharges and payments[] (id, paymentDate, amount, valueType, paymentMode). IT
  • openfinance_list_categories Returns Pluggy's transaction category taxonomy (GET /categories), cached for the adapter session. Each entry has `id` (the categoryId used by openfinance_update_transaction_category), `description` (English), `descriptionTranslated` (Portuguese — prefer this for pt-BR users), `parentId` and `parentD
  • openfinance_update_transaction_category Corrects the category of one or more transactions (PATCH /transactions/:id). Pass `items` as an array of { transaction_id, category_id } — `transaction_id` comes from openfinance_list_transactions, `category_id` from openfinance_list_categories. This overrides Pluggy's automatic categorization AND t
  • openfinance_disconnect_bank Revokes the Open Finance consent for a specific bank and deletes the connection data. The bank's data will no longer be available. Returns an add_connection_url to re-connect if needed.
  • show_version Show the current MCP platform and adapter versions.
  • report_bug Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.
  • connect Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.
  • toolkit_info Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.
  • marketplace The official mcp.ai marketplace — the in-platform catalog of every MCP/tool, AND the way to run them. Covers capability requests like "find an MCP that does X", "consulta um CPF", "is there a tool for Y". Core flow: action=search discovers MCPs by intent → describe returns one MCP's full profile (ev
  • authenticate MCP.AI for IDE agents (Cursor, etc.): log in in the browser, copy the access token. Best: add it to this server's config as a header `Authorization: Bearer <token>` for a permanent, non-expiring connection. Or paste it here for a session-only login: call with { token: "<jwt>" } after the user pastes

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