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Connect your Banco PAN account to AI via Brazil's Open Finance: balances, statements, cards, investm
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Connect your Banco PAN account to AI via Brazil's Open Finance: balances, statements, cards, investm
Remote endpoints: streamable-http: https://api.mcp.ai/p_pan
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 (62/62 approved).
Endpoint verified · Open access · No issues found
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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-pan-mcp": {
"url": "https://api.mcp.ai/p_pan"
}
}
}Documentation
View on GitHubFrom the project's GitHub README.
Banco PAN MCP
Banco PAN no Claude, ChatGPT e agentes de IA via Open Finance
Conecte sua conta do Banco PAN ao Claude, ChatGPT e agentes de IA via Open Finance Brasil. Pergunte sobre saldos, extratos, faturas de cartão e investimentos do Banco PAN em linguagem natural. Regulado pelo Banco Central, somente leitura.
- 🏦 Banco PAN 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 Banco PAN MCP e URL https://api.mcp.ai/p_pan.
Cursor
➕ Instalar Banco PAN MCP no Cursor
VS Code (Copilot Chat)
➕ Instalar Banco PAN 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_pan
Detalhes por cliente: INSTALL.md.
Exemplos de uso
Quanto gastei no cartão do Banco PAN esse mês?
Resuma minha fatura do Banco PAN em aberto
Qual meu saldo na conta do Banco PAN?
Como está minha carteira de investimentos no Banco PAN?
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 Banco PAN 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 Banco PAN? Este MCP é focado no Banco PAN. 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
- 📧 pan@mcp.ai
- 🐛 GitHub Issues
- 📄 docs/
Licença
MIT — veja LICENSE. O servidor MCP em api.mcp.ai/p_pan é proprietário (hosted); este repositório (manifestos, docs, skills) é MIT.
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