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

Connector by mcp-dir · GitHub account verified by the MCP Registry

IndexedMITRemote (HTTP)
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Install

Works with Claude Code, VS Code, Cursor, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install connector/mcp-dir-next-mcp

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

Remote endpoint

  • https://api.mcp.ai/p_next Remote (HTTP)

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About

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

No reviews yet. Installed it? Reviews come from verified installers only. How reviews work

Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools
19 read · 5 write · 1 delete
Secrets
None asked for
Install scripts
Nothing to install (hosted)
Runs as
Hosted (remote endpoint)

Tools by what they do 25

From the running server's own tool list (tools/list) on Oct 25, 2026.

Read 19 · Look things up without changing anything.

  • connect
  • openfinance_get_account_balance
  • openfinance_get_accounts_detail
  • openfinance_get_credit_card_bill
  • openfinance_get_item_status
  • openfinance_get_loan_detail
  • openfinance_list_accounts
  • openfinance_list_categories
  • openfinance_list_connections
  • openfinance_list_credit_card_bills
  • openfinance_list_investment_transactions
  • openfinance_list_investments
Show 7 more tools
  • openfinance_list_loans
  • openfinance_list_transactions
  • openfinance_list_transactions_by_item
  • openfinance_provider_status
  • openfinance_search_bank_connectors
  • show_version
  • toolkit_info

Write 5 · Create, change, send or run things.

  • authenticate
  • marketplace
  • openfinance_force_sync
  • openfinance_update_transaction_category
  • report_bug

Delete 1 · Delete, drop, revoke or wipe things.

  • openfinance_disconnect_bank

Network hosts it talks to 1

  • api.mcp.ai · found in remote endpoint, install command

Tools (25)

As the server listed them on Oct 25, 2026. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • authenticateAuthenticate

    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, or with no args to get the link.

  • connectConnection Statusread-only

    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.

  • marketplaceMarketplace

    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 (every tool with its id + params, pricing, auth) so you pick the right tool_id → invoke RUNS that tool. KEY: invoke works even when the MCP is NOT installed — it runs the tool pontualmente (one-off), without adding the MCP to the toolkit and without bloating the tool list. If the MCP needs a credential…

  • openfinance_disconnect_bankDisconnect Bankcan change or delete data

    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.

  • openfinance_force_syncForce Connection 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 disconnecting/reconnecting. Pass `items` as an array of selectors (item_id, connector_id, connector_name, or the user-set custom_label nickname); OMIT `items` to sync ALL linked banks. Returns `{ results, errors }`; each result has the final `status`, `executionStatus`, `lastUpdatedAt` (advances when dat…

  • openfinance_get_account_balanceGet Account Balanceread-only

    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. If a movement that just happened is not reflected yet, or the balance disagrees with the sum of openfinance_list_transactions, run openfinance_force_sync to pull fresh data and then re-read. Pass `account_ids` as an array (1–50). CREDIT accounts may return Pluggy BALANCE_FETCH_ERROR (provider coul…

  • openfinance_get_accounts_detailGet Accounts Detailread-only

    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 connected bank: credit limits and balances may be unreliable (e.g. a limit near 1,00) until the provider recovers. Do not present those values as real.

  • openfinance_get_credit_card_billGet Credit Card Bill Detailread-only

    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). ITEMIZED PURCHASES (OPT-IN): the bank's bill payload has no transactions in it — they live on the card ACCOUNT. Pass `include_transactions:true` (plus `account_id` of the credit card, since the bill itself carries no account reference) and each row also gets `transactions[]`, `transactions_count`, `tr…

  • openfinance_get_item_statusGet Connection Statusread-only

    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 connection slot). Omit `item` to get the status of ALL linked banks at once (returns `{ count, items }`); pass `item` for a single bank. Bulk support: accepts item_ids for batched execution.

  • openfinance_get_loan_detailGet Loan Detailread-only

    Returns full loan contract detail by id (GET /loans/:loanId): interestRates[] (taxType, ratePercentage, indexer), contractedFinanceCharges[], balloonPayments[], warranties[], installments schedule (installmentsCount, paidInstallments, numberOfInstallmentsRemaining, installmentFrequency), amortizationScheduled, CET, ipocCode and dates. Use after openfinance_list_loans to deep-dive on a specific contract. Pass `loan_ids` as an array (1-50). `{ results, errors }` batch shape.

  • openfinance_list_accountsList Bank Accountsread-only

    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 `name` is the legal entity that issues the account (e.g. 'Nu Pagamentos S.A. - Instituição de Pagamento'), which is not the same as the brand — when referring to the bank in user-facing text, use `bank`. OMIT `item` to list accounts across ALL linked banks at once — the response aggregates every connect…

  • openfinance_list_categoriesList Transaction Categoriesread-only

    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 `parentDescription` (the tree parent). Single aggregated response — no batch ids.

  • openfinance_list_connectionsList Bank Connectionsread-only

    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 credentials / MFA token and the data refreshes in place) — use it when a connection needs re-authentication (MFA connectors, LOGIN_ERROR, stale non-Open-Finance data). It does NOT consume a connection slot and does NOT require disconnecting first.

  • openfinance_list_credit_card_billsList Credit Card Billsread-only

    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. IMPORTANT — Brazilian Open Finance semantics: Pluggy does NOT return a `paid`/`status` field. The payment goes into the `payments[]` of the bill whose CYCLE contains the paymentDate (closing ≈ dueDate − 7d): pre-payment before close stays on the bill being paid; payment between close and due, or after…

  • openfinance_list_investment_transactionsList Investment Transactionsread-only

    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, stockExchangeFee, etc.). Use after openfinance_list_investments to get the investment_id. Bulk support: accepts investment_ids for batched execution.

Show 10 more tools
  • openfinance_list_investmentsList Investmentsread-only

    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 / lastTwelveMonthsRate (when available), dueDate, issuer, ISIN, etc. Returns { total:0, results:[], warning } instead of throwing when INVESTMENTS isn't enabled (403) or other upstream errors. DATA INTEGRITY: when MULTIPLE positions come back as TOTAL_WITHDRAWAL with balance/quantity 0 at once (mass zer…

  • openfinance_list_loansList Loansread-only

    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 linked banks. Returns `{ results, errors }` per connection.

  • openfinance_list_transactionsList Transactionsread-only

    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_card_bills, but this is a per-connector HINT, not authoritative: some connectors (e.g. Nubank) populate it sparsely (many transactions and installments arrive with no billId) or inconsistently (the same payment tagged to more than one bill). Do NOT reconstruct a bill's total by summing transactions by …

  • openfinance_list_transactions_by_itemAnalyze Connection Transactionsread-only

    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, connector_name or item_id) to target one bank, or OMIT it to analyze ALL linked banks at once. `from`/`to` are ISO dates (YYYY-MM-DD). Default `granularity:'monthly'` returns a COMPACT summary (no raw rows): total entradas, saídas, saldo_liquido, monthly evolution (`por_mes`), and `top_despesas`/`top_rec…

  • openfinance_provider_statusCheck Open Finance Provider Statusread-only

    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/balances missing, a bank not returning everything): it reveals an upstream outage or a known incident on a specific bank/connector, so you can tell a provider-side problem apart from a connection that just needs reconnecting. Returns the global indicator (none/minor/major/critical), degraded component…

  • openfinance_search_bank_connectorsSearch Bank Connectorsread-only

    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` with the bank pre-selected. Some non-Open-Finance credential connectors carry a `caveat` warning that they don't auto-update (needs periodic manual reconnection) — surface it so the user can prefer the institution's Open Finance connector for automation. Honors the user's plan (a PF plan hides PJ …

  • openfinance_update_transaction_categoryUpdate 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 teaches Pluggy: recategorizing a transaction automatically creates a Category Rule for this client (case-insensitive exact match on the transaction's data), so FUTURE similar transactions are categorized the same way — use this to fix miscategorized transactions and improve categorization accuracy go…

  • report_bugReport Bug

    Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.

  • show_versionShow Versionread-only

    Show the current MCP platform and adapter versions.

  • toolkit_infoToolkit Inforead-only

    Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.

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Last commit
Jun 11, 2026 (4 months ago)
Last release
Jun 11, 2026 (4 months ago)

From GitHub (fetched Oct 24, 2026).

Details

Registry name
io.github.mcp-dir/next-mcp
Version
0.1.0
Auth
Auth not stated
License
MIT
First seen
Oct 24, 2026
Last checked
Oct 24, 2026

More from mcp-dir

Cite this page

Next MCP. Agent Mart. https://agentmart.dev/connectors/mcp-dir-next-mcp (last updated 2026-10-24)