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Connect Crefisa via Open Finance to access balances, statements, cards, and investments.
This MCP tool comes from an official registry entry and is open source, with no clear high-risk red flags. However, it is designed to connect to Crefisa/Open Finance accounts, so sensitive financial data may traverse a remote endpoint, and the sparse documentation warrants cautious, least-privilege use.
The materials state that no separate API key or environment variable is required, which reduces developer-secret exposure. However, the tool's purpose is to connect a Crefisa/Open Finance account, so account authorization tokens or sessions are likely involved in practice; these are sensitive financial credentials, and the documentation does not explain how they are stored or forwarded.
It is known to access the remote endpoint api.mcp.ai. Given its stated features—balances, statements, cards, and investments—user financial data will likely leave the local environment and be sent to that service. The materials do not provide further detail on data flows, encryption, or data minimization.
The system checks indicate that the tool executes code/spawns processes, which is a normal MCP capability. The available materials do not show requests for system privileges beyond its stated function, but it should still be treated with the standard caution appropriate for locally executable tooling.
By description, it can access Crefisa/Open Finance data such as balances, statements, cards, and investments, which is highly sensitive financial information. There is no stated need for local file read/write access and no clear sign of overbroad authorization, but its data access scope should be assumed to be broad within the account domain.
Positive factors include its official registry source, open-source availability, and updates within the last year, all of which materially reduce supply-chain risk. However, the repository has no declared license, no README, and very low adoption (0 stars), which limits auditability and confidence in maturity; this supports a caution rating rather than high risk.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "Crefisa MCP" MCP server from askskill: Run: claude mcp add --transport http 'io-github-mcp-dir-crefisa-mcp' 'https://api.mcp.ai/p_crefisa'
After connecting my Crefisa account, summarize all current account balances, card information, and investment holdings, then present total assets in a table.
A clear asset overview table with balances, card summaries, investment holdings, and totals.
Read my last 3 months of Crefisa account statements, categorize transactions into income, transfers, and spending, and identify the highest expense items.
A categorized transaction analysis with major spending groups, amount totals, and unusually large expense highlights.
Review my Crefisa investment performance and current card status, listing holdings, available credit, and a summary of recent statements.
An investments and cards report including holding details, credit limits, and key recent statement highlights.
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