MCP For Claude Marketplace
Belvo

Belvo MCP Connector for Claude

A+

Access financial data across Latin America via Belvo — list links, accounts, and transactions directly from any AI agent.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Belvo account to any AI agent and orchestrate your financial data workflows across Latin America through natural conversation.

What you can do

  • Connection Management — List and inspect all financial institution links (connections) managed by Belvo.
  • Account Oversight — Query and retrieve details for banking and gig-economy accounts.
  • Transaction Analysis — List and filter financial transactions to understand spending patterns and history.
  • Income & Expense Insights — Access processed insights like recurring expenses and income summaries.
  • Investment Portfolios — Retrieve detailed information on investment holdings and performance.
  • Institution Discovery — List all supported banks and institutions in the Belvo ecosystem.

How it works

  1. Subscribe to this server
  2. Enter your Belvo Secret ID and Secret Password
  3. Start querying financial data from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Fintech Developers — quickly audit links and account data without navigating the Belvo dashboard.
  • Financial Analysts — retrieve transaction and income data for modeling and reporting.
  • Product Managers — verify institution coverage and data availability directly from their workspace.
open-bankingfinancial-dataapi-platformtransaction-analysisaccount-aggregationfintech

12 tools expose this connector's capabilities to your AI agent.

get_account

Get full details for a specific financial account by ID

get_investments

Use for wealth management and investment analysis. List investment portfolios and holdings across linked brokerage and investment accounts

get_link

Returns institution, access mode, status, refresh rates, and credential storage details. Get detailed status and metadata for a specific Belvo link connection

get_transaction

Get complete details for a specific financial transaction

list_accounts

Each account includes balance, currency, institution, type, and account number. Filter by link if needed. List all financial accounts across all Belvo links — checking, savings, credit, loans

list_balances

Use for cash position monitoring. List current and available balances for all linked accounts

list_incomes

Use for credit risk assessment and affordability checks. List income insights derived from transaction analysis across linked accounts

list_institutions

Use this to identify available institutions before creating a link. List all financial institutions supported by Belvo — banks, fintech, fiscal authorities across Latin America

list_links

Links are the core abstraction — each link represents one user connected to one institution. List all Belvo links — active connections between your app and end-user financial accounts

list_owners

Use for KYC verification and identity confirmation. List account owners — identity information for the people behind linked accounts

list_recurring_expenses

Use for budgeting analysis and subscription auditing. List recurring expense patterns — subscriptions, utility bills, loan payments detected in transactions

list_transactions

Returns paginated results. Use for spending analysis, reconciliation, or audit trails. List financial transactions across all linked accounts — debits, credits, transfers

See how to talk to your AI agent using Belvo.

List all active financial links in my Belvo account.

I've retrieved 3 active links: 'Itau' (ID: link_123), 'Nubank' (ID: link_456), and 'Uber' (ID: link_789). Which one would you like to explore?

Show my account balances across all links.

Fetching balances... I found 2 accounts: 'Savings (Itau)' with R$ 5,000.00 and 'Checking (Nubank)' with R$ 1,200.00.

List recurring expenses found in my accounts.

Retrieving insights... I've identified 4 recurring expenses, including 'Netflix', 'Electricity Bill', and 'Gym Membership'. Would you like the breakdown for any of these?

Yes! Use the `get_account` tool with the Account ID. Your agent will fetch the latest balance and account metadata directly from Belvo.

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