Next MCP Server

Connect your Next account to AI via Brazil's Open Finance: balances, statements, cards, investments.

Remote serverstreamable-http

What is the Next MCP MCP server?

Next MCP MCP server is a hosted integration for AI assistants that speak the Model Context Protocol. Connect your Next account to AI via Brazil's Open Finance: balances, statements, cards, investments.

What you get

Conecte sua conta do Next ao Claude, ChatGPT e agentes de IA via Open Finance Brasil. Pergunte sobre saldos, extratos, faturas de cartão e investimentos do Next em linguagem natural. Regulado pelo Banco Central, somente leitura.

What the assistant can call

Once Next MCP is connected, these are the calls the assistant has available:

  • Sub-processadores — o LLM host que você escolher (Claude, ChatGPT, Cursor, agente próprio). Lista completa em docs/privacidade-lgpd.md
  • openfinance_search_bank_connectors — Searches the available bank connectors by name (pass keywords[], e.g
  • openfinance_list_connections — Returns the saved bank connections for this install: connector_id, item_id, bank name, and an add_connection_url to link additional banks via the
  • openfinance_get_item_status — Returns the current status of a bank connection (UPDATED, UPDATING, LOGIN_ERROR, etc.), its executionStatus, and connector metadata
  • openfinance_provider_status — Checks the LIVE operational status of the Open Finance provider (its public status page) — this is the PROVIDER's health, separate from your own
  • openfinance_list_accounts — Returns accounts for a bank connection: BANK (checking/savings) and CREDIT (credit card) with balance, number, type, subtype, bankData, and
  • openfinance_list_transactions — Returns transactions for a bank account (BANK or CREDIT type)
  • openfinance_list_transactions_by_item — Consolidated cash-flow analysis for a whole bank CONNECTION over a period, in ONE call
  • openfinance_list_credit_card_bills — Returns CLOSED credit card bills for a CREDIT-type account: dueDate, totalAmount, minimumPaymentAmount, allowsInstallments, plus payments[] (id
  • openfinance_list_investments — Returns the investment portfolio for a connection (broker or bank with INVESTMENTS product enabled): FIIs, stocks, ETFs, fixed income
  • openfinance_list_investment_transactions — Returns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER
  • openfinance_list_loans — Lists loan contracts per bank connection (GET /loans)

Setting it up

Being a remote server, there is no local install. You register the endpoint with your client, authorise it once, and the tools appear.

Choosing this one

Plenty of AI and media services servers cover similar ground. The differences that matter in practice are scope of access and how much setup stands between you and a working tool call. Next MCP's toolset — Sub-processadores, openfinance_search_bank_connectors, openfinance_list_connections and 11 more — is a fair guide to whether it matches your workflow. It is maintained by mcp-dir; worth a glance at recent repository activity before you build anything load-bearing on it.

We check each listing at SyncDev against the project's documentation before it goes live — if something here drifts out of date, it is a bug worth reporting.

Before you rely on it

  • Your data travels to the provider's service, so the usual questions apply about what you send and what they retain.
  • With 14 tools registered it takes up a noticeable share of the context window; turn it off in projects that never touch Next MCP.
  • MCP clients confirm each tool call by default. Leave that on until you have watched what the next mcp mcp server does with a few real requests.

Available tools

ToolWhat it does
Sub-processadoreso LLM host que você escolher (Claude, ChatGPT, Cursor, agente próprio). Lista completa em [docs/privacidade-lgpd.md](docs/privacidade-lgpd.md).
openfinance_search_bank_connectorsSearches the available bank connectors by name (pass keywords[], e.g.
openfinance_list_connectionsReturns the saved bank connections for this install: connector_id, item_id, bank name, and an add_connection_url to link additional banks via the Open Finance widget.
openfinance_get_item_statusReturns the current status of a bank connection (UPDATED, UPDATING, LOGIN_ERROR, etc.), its executionStatus, and connector metadata.
openfinance_provider_statusChecks the LIVE operational status of the Open Finance provider (its public status page) — this is the PROVIDER's health, separate from your own connection's openfinance_get_item_status.
openfinance_list_accountsReturns accounts for a bank connection: BANK (checking/savings) and CREDIT (credit card) with balance, number, type, subtype, bankData, and creditData.
openfinance_list_transactionsReturns transactions for a bank account (BANK or CREDIT type).
openfinance_list_transactions_by_itemConsolidated cash-flow analysis for a whole bank CONNECTION over a period, in ONE call.
openfinance_list_credit_card_billsReturns CLOSED credit card bills for a CREDIT-type account: dueDate, totalAmount, minimumPaymentAmount, allowsInstallments, plus payments[] (id, paymentDate, amount, valueType, paymentMode), payments_count, payme…
openfinance_list_investmentsReturns the investment portfolio for a connection (broker or bank with INVESTMENTS product enabled): FIIs, stocks, ETFs, fixed income (CDB/LCI/LCA/Tesouro), mutual funds, retirement (previdência) and COE.
openfinance_list_investment_transactionsReturns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER.
openfinance_list_loansLists loan contracts per bank connection (GET /loans).
openfinance_force_syncForces the bank to re-sync one or more connections NOW and WAITS for it to finish (PATCH /items/:id, then polls until the item stops updating, up to ~60s).
openfinance_get_account_balanceReturns real-time balance payload per account id (GET /accounts/:id/balance).

Example prompts to try

  • Use Next MCP to Sub-processadores.
  • Use Next MCP to openfinance search bank connectors.
  • Use Next MCP to openfinance list connections.

Frequently asked questions

It connects Next MCP to MCP-compatible AI assistants such as Claude and Cursor, exposing 14 tools (Sub-processadores, openfinance_search_bank_connectors, openfinance_list_connections, and more) that the assistant can call on your behalf. Instead of copying data back and forth by hand, the assistant works with Next MCP directly.