Connect Monte Bravo to AI for balances, statements, cards, and investments.
This MCP tool connects to Monte Bravo/Open Finance accounts and may handle financial data while also having local execution capability and remote connectivity. However, it comes from an official registry, is open-source, and has recent maintenance, so the overall posture is better classified as caution rather than high risk.
The material indicates no separate API key or environment variable is required, which is a positive sign; however, the tool connects to Monte Bravo/Open Finance accounts, so real usage would typically involve account authorization tokens or sessions that could expose sensitive financial data if misused.
It is known to access the remote endpoint api.mcp.ai, and the stated functionality involves balances, statements, cards, and investments, implying related query data may transit through that service; there is no evidence here of exfiltration to unrelated or unknown third-party endpoints.
The system checks explicitly mark it as capable of executing code/spawning processes, which is a common MCP-tool capability and warrants caution; the available material does not show it requesting abnormal system privileges beyond its stated purpose, so this alone does not justify a high-risk rating.
From the description, its primary data-access surface is the user's Monte Bravo/Open Finance financial account information, potentially including balances, statements/transactions, cards, and investments; no README is provided to define local file access scope, so extra local data access cannot be confirmed, but the financial data itself is highly sensitive.
The source is an official registry entry with a public source repository and updates within the last year, which materially lowers supply-chain risk; however, the repository has no declared license, very low adoption (0 stars), and no README, limiting audit context and maturity signals, so caution is still appropriate.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "Monte Bravo MCP" MCP server from askskill: Run: claude mcp add --transport http 'io-github-mcp-dir-montebravo-mcp' 'https://api.mcp.ai/p_montebravo'
After connecting my Monte Bravo account, summarize my current balances, recent statement highlights, cards, and investment holdings in a clear list.
A structured asset overview with balances, statement highlights, card details, and investment holdings.
Retrieve the last 30 days of account and card transactions from my Monte Bravo account, sort them by date, and highlight the top 10 largest transactions.
A date-sorted transaction list with the largest transactions highlighted for quick review.
Fetch my investment holdings from Monte Bravo, group them by product type, and provide the total amount for each category.
A categorized holdings report with totals for each investment type.
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