Up Bank MCP server enables secure account access and transaction viewing with Python API integration
The Up Bank MCP Server is an implementation of the Model Context Protocol (MCP) designed to enable AI applications, including Claude Desktop, Continue, and Cursor, to interact with Up Bank's financial data securely and efficiently. This server acts as a bridge between AI tools and the diverse range of financial services provided by Up Bank, allowing for seamless integration without significant development overhead.
The Up Bank MCP Server offers several core features that are crucial for AI applications to seamlessly interact with financial data. These include:
Users can easily check their account balances through the server. This is facilitated by sending an appropriate request via the MCP protocol, which then retrieves the relevant information from the Up Bank API.
Viewing transaction history is another key feature. The AI application can send a query to the MCP server using the MCP protocol, and the server will process this request and return historical financial transactions in a structured format.
To ensure data security, the server handles API tokens securely. These tokens are stored in an environment variable within the .env
file, preventing them from being exposed or committed to the repository.
The implementation of the MCP protocol ensures that the server behaves as expected by various MCP clients, allowing for consistent and reliable interactions across different applications.
The architecture of the Up Bank MCP Server revolves around efficient data retrieval and secure communication with both AI applications and Up Bank's API. The core components include:
Data flows through a streamlined pipeline that includes the following steps:
A Mermaid diagram illustrating this flow is provided below:
graph TD
A[AI Application] -->|MCP Client| B[MCP Protocol]
B --> C[MCP Server]
C --> D[Up Bank API]
style A fill:#e1f5fe
style C fill:#f3e5f5
To maintain high security standards, the server employs several methods including:
Setting up the Up Bank MCP Server involves a few straightforward steps:
Clone the repository:
git clone https://github.com/upbank/mcp-server.git
cd mcp-server
Create a virtual environment:
python -m venv venv
source venv/bin/activate # On Unix/macOS
Install the required dependencies by running:
pip install -r requirements.txt
Create a .env
file and add your Up Bank API token:
UP_TOKEN=your_token_here
This MCP server can be used across multiple use cases, enhancing the capabilities of various AI applications:
AI applications like Continue can integrate with the Up Bank MCP Server to perform real-time financial analysis. By calling specific functions based on the MCP protocol, such as balance checking and transaction history viewing, Continue can provide users with up-to-date insights into their accounts.
Claude Desktop, another AI tool, can leverage the Up Bank MCP Server to develop personalized investment strategies. Through structured queries via the MCP protocol, Claude Desktop can gather comprehensive financial data from multiple sources and use it to generate tailored advice for users.
The Up Bank MCP Server is compatible with a range of popular MCP clients:
MCP Client | Resources | Tools | Prompts | Status |
---|---|---|---|---|
Claude Desktop | ✔️ | ✔️ | ✔️ | Full Support |
Continue | ✔️ | ✔️ | ✔️ | Full Support |
Cursor | ✖️ | ✔️ | ✖️ | Limited Support |
For a detailed view of the protocol flow and data architecture, refer to the provided Mermaid diagrams below.
The performance and compatibility matrix offer insights into the operational efficiency and client support capabilities:
The server supports various MCP clients, as detailed in the above compatibility matrix.
To ensure maximum security and flexibility:
Environment Variables:
Ensure sensitive data like API tokens are stored securely using environment variables. The .env
file should be structured as follows:
UP_TOKEN=your_token_here
Security Best Practices:
Here's an example configuration for the MCP server setup:
{
"mcpServers": {
"[up-bank-server]": {
"command": "npx",
"args": ["-y", "@modelcontextprotocol/server-up-bank"],
"env": {
"API_KEY": "your-api-key"
}
}
}
}
Yes, the Up Bank MCP Server supports integration with most popular MCP clients like Claude Desktop and Continue.
Data is securely transmitted via environment variables stored in a .env
file. No sensitive information is committed to the repository.
Detailed documentation for advanced configuration, including best practices, can be found in our Advanced Configuration Guide.
The system is designed to handle high volumes and provides sub-second response times. However, ensure that the server resources are adequate for your specific use case.
This server supports a wide range of financial tools integrated with Up Bank API, including real-time balance checking and transaction history viewing.
We welcome contributions from developers interested in enhancing the functionality or improving the performance of the Up Bank MCP Server. Please refer to our Contributing Guide for details on how you can get involved.
For more information about the Model Context Protocol and its applications, explore the following resources:
By leveraging the Up Bank MCP Server, developers can significantly enhance AI application functionality, making real-time financial analysis, investment recommendations, and more a reality.
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