Connect your Next account to AI via Brazil's Open Finance: balances, statements, cards, investments.
Connect your Next account to AI via Brazil's Open Finance: balances, statements, cards, investments.
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.
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Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| 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 Open Finance widget. |
| 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 connection's openfinance_get_item_status. |
| openfinance_list_accounts | Returns accounts for a bank connection: BANK (checking/savings) and CREDIT (credit card) with balance, number, type, subtype, bankData, and creditData. |
| 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, paymentDate, amount, valueType, paymentMode), payments_count, payme… |
| openfinance_list_investments | Returns 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_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). |
| openfinance_force_sync | Forces 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_balance | Returns real-time balance payload per account id (GET /accounts/:id/balance). |
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