About BTGPactual MCP
BTGPactual MCP is an MCP server in the RAG category: cLI + servidor MCP para a sua conta no BTG Pactual: saldos, extrato, cartões, faturas com parcelas, investimentos e Open Finance. Somente leitura.
Install
git clone https://github.com/mcp-dir/btg-mcpThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (18)
openfinance_disconnect_bankRevokes the Open Finance consent for a specific bank and deletes the connection data.
Parameters not published.
openfinance_force_syncForces 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).
Parameters not published.
openfinance_get_account_balanceReturns real-time balance payload per account id (GET /accounts/:id/balance).
Parameters not published.
openfinance_get_accounts_detailReturns full account objects including extended creditData (additional cards, limits) per id (GET /accounts/:id).
Parameters not published.
openfinance_get_credit_card_billReturns bill-level detail for one or more credit card bills by id (GET /bills/:id): financeCharges and payments[] (id, paymentDate, amount, valueType, paymentMode).
Parameters not published.
openfinance_get_item_statusReturns the current status of a bank connection (UPDATED, UPDATING, LOGIN_ERROR, etc.), its executionStatus, and connector metadata.
Parameters not published.
openfinance_list_accountsReturns accounts for a bank connection: BANK (checking/savings) and CREDIT (credit card) with balance, number, type, subtype, bankData, and creditData.
Parameters not published.
openfinance_list_categoriesReturns the provider's transaction category taxonomy (GET /categories), cached for the adapter session.
Parameters not published.
openfinance_list_connectionsReturns the saved bank connections for this install: connector_id, item_id, bank name, and an add_connection_url to link additional banks via the Open Finance widget.
Parameters not published.
openfinance_list_credit_card_billsReturns CLOSED credit card bills for a CREDIT-type account: dueDate, totalAmount, minimumPaymentAmount, allowsInstallments, plus `payments[]` (id, paymentDate, amount, valueType, paymentMode), `payments_count`, `payme…
Parameters not published.
Show all 18 tools
openfinance_list_investment_transactionsReturns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER.
Parameters not published.
openfinance_list_investmentsReturns 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.
Parameters not published.
openfinance_list_loansLists loan contracts per bank connection (GET /loans).
Parameters not published.
openfinance_list_transactionsReturns transactions for a bank account (BANK or CREDIT type).
Parameters not published.
openfinance_list_transactions_by_itemConsolidated cash-flow analysis for a whole bank CONNECTION over a period, in ONE call.
Parameters not published.
openfinance_provider_statusChecks 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`.
Parameters not published.
openfinance_search_bank_connectorsSearches the available bank connectors by name (pass keywords[], e.g.
Parameters not published.
openfinance_update_transaction_categoryCorrects the category of one or more transactions (PATCH /transactions/:id).
Parameters not published.
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