Can I check the balance and institution details of a specific linked account?

Yes! Use the `get_account` tool with the specific Account ID. The agent will return the current balance, account number, and the name of the financial institution.

How do I download a bank statement in PDF format for a specific period?

You can use the `get_statement` tool. Specify the `account_id`, set the `output` parameter to 'pdf', and define the `period` (e.g., 'last6months') to receive the statement data.

Is it possible to verify the identity of the account holder?

Absolutely. The `get_identity` tool allows you to fetch verified information such as the holder's full name, BVN, phone number, and registered address directly from the linked bank account.

Mono MCP Connector for Claude

A+

Automate financial data retrieval and payment orchestration via Mono — access account balances, transaction history, and initiate bank transfers directly from any AI agent.

5 tools Official Updated Jun 28, 2026 Official Vinkius Partner

More Details Connect to Claude

Connect your Mono account to any AI agent to access real-time financial data and payment capabilities across African financial institutions through natural conversation.

What you can do

Account Insights — Fetch real-time balances, account numbers, and institution details for any linked account using get_account.
Transaction Analysis — Query historical transaction data with filters for dates and types (credit/debit) via get_transactions.
Statement Retrieval — Generate and download bank statements in JSON or PDF formats for auditing and reconciliation using get_statement.
Identity Verification — Retrieve verified identity information including Full Name, BVN, and contact details with get_identity.
Payment Initiation — Orchestrate direct bank transfers with custom references and descriptions using initiate_payment.

How it works

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Start managing financial data from Claude, Cursor, or any MCP-compatible client

Who is this for?

Fintech Developers — Test and integrate Mono features directly from your code editor to maintain development flow.
Financial Analysts — Automate the collection of statements and transaction logs for faster reporting and auditing.
Operations Teams — Verify user identities and initiate payouts through simple natural language commands.

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