Kobana MCP Financial Server

MCP (Model Context Protocol) server for the Kobana Financial API v2. This server enables AI assistants to manage financial accounts, balances, statement transactions, and imports.

Features

• List and manage financial providers
• Create and manage financial accounts
• Track account balances
• View and sync statement transactions
• Import statement transaction files
• Both stdio and HTTP/SSE transports supported
• Bearer token authentication

Installation

npm install kobana-mcp-financial

Or install globally:

npm install -g kobana-mcp-financial

Configuration

Set the following environment variable:

export KOBANA_ACCESS_TOKEN=your_access_token_here

Optionally, customize the API URL:

export KOBANA_API_URL=https://api.kobana.com.br

Usage

Stdio Transport (for Claude Desktop, etc.)

kobana-mcp-financial

HTTP Transport (for web applications)

kobana-mcp-financial-http

The HTTP server will start on port 3001 by default. Customize with:

PORT=3001 HOST=0.0.0.0 kobana-mcp-financial-http

Claude Desktop Configuration

Add to your Claude Desktop configuration file:

{
  "mcpServers": {
    "kobana-financial": {
      "command": "npx",
      "args": ["kobana-mcp-financial"],
      "env": {
        "KOBANA_ACCESS_TOKEN": "your_access_token_here"
      }
    }
  }
}

Available Tools

Financial Providers

• list_financial_providers - List all financial providers (banks and payment institutions)

Financial Accounts

• list_financial_accounts - List all financial accounts with pagination
• create_financial_account - Create a new financial account
• get_financial_account - Get details of a specific financial account
• update_financial_account - Update an existing financial account

Account Balances

• list_financial_account_balances - List balance records for an account
• create_financial_account_balance - Create a new balance record
• get_financial_account_balance - Get details of a specific balance

Account Commands

• list_financial_account_commands - List commands executed for an account
• get_financial_account_command - Get details of a specific command

Statement Transactions

• list_financial_statement_transactions - List statement transactions with date filters
• sync_financial_statement_transactions - Trigger a transaction sync (returns a command)

Statement Transaction Imports

• list_financial_statement_transaction_imports - List imports with status and date filters
• create_financial_statement_transaction_import - Create a new import from a file
• get_financial_statement_transaction_import - Get details of a specific import

HTTP API Endpoints

When running in HTTP mode:

• GET / - Server info and available tools
• GET /health - Health check
• GET /sse - SSE connection for MCP protocol
• POST /messages?sessionId=<id> - Send MCP messages

Authentication

For HTTP mode, you can pass the access token via:

1. Environment variable KOBANA_ACCESS_TOKEN
2. Authorization header: Authorization: Bearer <token>

Development

# Install dependencies
npm install

# Build
npm run build

# Run in development mode
npm run dev

# Start stdio server
npm start

# Start HTTP server
npm run start:http

License

MIT