About Sophtron MCP
Sophtron MCP is an MCP server published by GraysonCAdams in the Documentation category: mCP server for Sophtron — bank account connections and financial data.
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Install
git clone https://github.com/GraysonCAdams/sophtron-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 (15)
answer_mfaSubmit an MFA response (security question, verification code, token choice, phone verification, or captcha)
Parameters not published.
connect_bankLaunch an interactive wizard to connect a new bank or credit card account (UI-based)
Parameters not published.
create_connectionCreate a new bank connection with login credentials; returns a job ID for polling
Parameters not published.
get_account_preferencesRead stored account preferences (selection, custom names) for a connection
Parameters not published.
get_connection_accountsList accounts for a specific bank connection
Parameters not published.
get_transactionsGet transactions for a bank account (defaults to last 90 days)
Parameters not published.
list_accountsList accounts for a bank connection (selected accounts only by default)
Parameters not published.
list_connectionsList all linked bank connections for this account
Parameters not published.
manage_accountsOpen the account management UI to select, rename, and organize linked bank accounts (UI-based)
Parameters not published.
poll_jobCheck the status of a connection or refresh job; poll every 4-5 seconds until complete
Parameters not published.
Show all 15 tools
refresh_accountTrigger a fresh data pull from the bank for a specific account; returns a job ID to poll
Parameters not published.
rename_accountSet or clear a custom display name for a bank account
Parameters not published.
save_account_preferencesSave account selection and custom names after connecting a bank
Parameters not published.
search_institutionsSearch for banks and financial institutions by name
Parameters not published.
toggle_accountShow or hide a bank account from the active list
Parameters not published.
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