Connect EQI to AI for balances, statements, cards, and investments.
This MCP tool comes from an official registry and is open source, with no obvious high-risk red flags in the provided materials. However, it connects to EQI/Open Finance accounts, handles sensitive financial data, and communicates with a remote endpoint, so the overall posture is best treated as caution.
The materials state that no local environment variables or API keys are required, which reduces static secret exposure. However, the stated function is to connect an EQI account via Brazil's Open Finance, so real use likely relies on user account authorization/session tokens tied to sensitive financial access and should be handled carefully.
It is known to connect to the remote endpoint api.mcp.ai. Based on the feature description, financial data such as balances, statements, cards, and investments may be transmitted through this service. No unrelated or unknown egress endpoint is shown, but remote transmission of such data still warrants caution.
The system checks indicate this tool has executes-code capability, meaning it runs as a local MCP process and executes code. The provided materials do not show requests for system privileges beyond its stated function, and there are no clear signs of malicious execution, so this is caution rather than risk.
Per the description, the tool’s primary data surface is EQI/Open Finance account information, including balances, statements, cards, and investments, all of which are highly sensitive financial data. The materials do not indicate local file read/write behavior or obvious overbroad access, but account access should still be granted only on a least-privilege basis.
Positive signals include an official registry source, an auditable open-source repository, and updates within the last year, all of which materially lower supply-chain risk. However, community adoption is very low (0 stars), the license is not declared, and README information is absent, limiting audit visibility; therefore caution is appropriate.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "EQI MCP" MCP server from askskill: Run: claude mcp add --transport http 'io-github-mcp-dir-eqi-mcp' 'https://api.mcp.ai/p_eqi'
After connecting my EQI account, summarize my current balances, card information, and investment holdings, and provide a total asset overview by category.
A clear asset summary including balances, card details, investment holdings, and category totals.
Read my EQI account statements from the last 3 months, categorize transactions into income, spending, transfers, and investment-related activity, and summarize the main expense items.
A transaction analysis grouped by type, highlighting major spending categories and trends.
Fetch my investment data from EQI, list current holdings and recent position changes, and explain overall performance in a concise way.
A summary of investment holdings and changes with a brief performance explanation.
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