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Connect your Caixa Tem account to AI via Brazil's Open Finance: balances, statements, cards, investm
About
Connect your Caixa Tem account to AI via Brazil's Open Finance: balances, statements, cards, investm
Remote endpoints: streamable-http: https://api.mcp.ai/p_caixatem
Security Report
10.0
Low Risk10.0Low RiskValid MCP server (1 strong, 0 medium validity signals). No known CVEs in dependencies. Imported from the Official MCP Registry. Trust signals: trusted author (42/42 approved). 1 finding(s) downgraded by scanner intelligence.
Endpoint verified · Open access · 1 issue found
Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.
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Unverified package source
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How to Connect
Remote Plugin
No local installation needed. Your AI client connects to the remote endpoint directly.
Add this to your MCP configuration to connect:
{
"mcpServers": {
"io-github-mcp-dir-caixatem-mcp": {
"url": "https://api.mcp.ai/p_caixatem"
}
}
}Documentation
View on GitHubFrom the project's GitHub README.
Caixa Tem MCP
Caixa Tem no Claude, ChatGPT e agentes de IA via Open Finance
Conecte sua conta do Caixa Tem ao Claude, ChatGPT e agentes de IA via Open Finance Brasil. Pergunte sobre saldos, extratos, faturas de cartão e investimentos do Caixa Tem em linguagem natural. Regulado pelo Banco Central, somente leitura.
- 🏦 Caixa Tem via Open Finance Brasil, regulado pelo Banco Central
- 💳 Saldos, extratos, faturas de cartão, investimentos e empréstimos
- 🔒 Somente leitura — a IA não movimenta dinheiro
- 🔑 Login por magic-link, consentimento explícito e revogável (LGPD)
- 💬 Funciona com qualquer cliente MCP: Claude Desktop, Cursor, VS Code, Cline, Continue
English version · Documentação completa · Skill pra agentes
Instalar em 1 clique
Claude (Web e Desktop)
A Anthropic unificou a instalação de MCPs em claude.ai/customize/connectors. O mesmo link serve pra Claude Web e Claude Desktop (basta estar logado):
Manual (se o deeplink não abrir): claude.ai/customize/connectors → + → Adicionar conector personalizado → cole Nome Caixa Tem MCP e URL https://api.mcp.ai/p_caixatem.
Cursor
➕ Instalar Caixa Tem MCP no Cursor
VS Code (Copilot Chat)
➕ Instalar Caixa Tem MCP no VS Code
ChatGPT, Manus, OpenClaw e mais 40+ clientes
Funciona em qualquer cliente MCP que suporte MCP over HTTP. A URL do servidor é sempre:
https://api.mcp.ai/p_caixatem
Detalhes por cliente: INSTALL.md.
Exemplos de uso
Quanto gastei no cartão do Caixa Tem esse mês?
Resuma minha fatura do Caixa Tem em aberto
Qual meu saldo na conta do Caixa Tem?
Como está minha carteira de investimentos no Caixa Tem?
18 ferramentas disponíveis
| Tool | Descrição |
|---|---|
openfinance_search_bank_connectors | Searches the available bank connectors by name (pass keywords[], e.g. |
openfinance_list_connections | Returns 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. |
openfinance_get_item_status | Returns the current status of a bank connection (UPDATED, UPDATING, LOGIN_ERROR, etc.), its executionStatus, and connector metadata. |
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. |
openfinance_list_accounts | Returns accounts for a bank connection: BANK (checking/savings) and CREDIT (credit card) with balance, number, type, subtype, bankData, and creditData. |
openfinance_list_transactions | Returns transactions for a bank account (BANK or CREDIT type). |
openfinance_list_transactions_by_item | Consolidated cash-flow analysis for a whole bank CONNECTION over a period, in ONE call. |
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, `payme… |
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. |
openfinance_list_investment_transactions | Returns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER. |
openfinance_list_loans | Lists loan contracts per bank connection (GET /loans). |
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). |
openfinance_get_account_balance | Returns real-time balance payload per account id (GET /accounts/:id/balance). |
openfinance_get_accounts_detail | Returns full account objects including extended creditData (additional cards, limits) per id (GET /accounts/:id). |
openfinance_get_credit_card_bill | Returns bill-level detail for one or more credit card bills by id (GET /bills/:id): financeCharges and payments[] (id, paymentDate, amount, valueType, paymentMode). |
openfinance_list_categories | Returns the provider's transaction category taxonomy (GET /categories), cached for the adapter session. |
openfinance_update_transaction_category | Corrects the category of one or more transactions (PATCH /transactions/:id). |
openfinance_disconnect_bank | Revokes the Open Finance consent for a specific bank and deletes the connection data. |
Detalhe de cada tool: docs/ferramentas.md
Preços
Veja docs/precos.md.
Privacidade & LGPD
- Somente leitura, nenhuma ferramenta altera dados na origem.
- Sub-processadores: o LLM host que você escolher (Claude, ChatGPT, Cursor, agente próprio). Lista completa em docs/privacidade-lgpd.md.
- Os dados retornados pelas tools são enviados ao LLM host que você escolher, sub-processador fora do nosso controle. Recomendamos planos com opt-out de treinamento.
Perguntas frequentes
Como funciona? Via Open Finance Brasil (regulado pelo Banco Central). Você conecta sua conta Caixa Tem com consentimento explícito; a IA lê saldos, extratos, faturas e investimentos. Somente leitura.
A IA pode movimentar dinheiro? Não. 100% leitura — Open Finance não permite movimentação por essa via.
Só funciona com o Caixa Tem? Este MCP é focado no Caixa Tem. Para conectar vários bancos de uma vez, use o Banco MCP (api.mcp.ai/banco).
O servidor é open source? O servidor é proprietário (hosted). Este repositório é o wrapper público com manifestos, docs e skills, tudo MIT.
Suporte
Licença
MIT — veja LICENSE. O servidor MCP em api.mcp.ai/p_caixatem é proprietário (hosted); este repositório (manifestos, docs, skills) é MIT.
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