Koskamo

Poupa AI MCP

A personal finance MCP server that allows agents to read balances grouped by bank, category, card, or month, and filter transactions by date and keyword. It supports listing banks, cards, and categories, as well as creating, updating, deleting transactions in bulk, and moving money between user accounts.

Endpoint and access

No sign-in to connect and list tools. Individual tools may still need a vendor account, credentials, or permissions; check the documented prerequisites.

Poupa AI MCP logo, by Poupa AICommunity listingStreamable HTTPNo sign-inEndpoint checked 2026-11-06Published by Poupa AI
You need:Autentique com a sua API key do Poupa AI
MCP endpoint (Streamable HTTP)
https://api.mcp.ai/p_poupa
Vendor documentation

What its tools do

19 tools, grouped by the hints the server advertises. Hints are self-declared, not verified behavior.

Read-only (11)

Can change data (8)

19 of 19 have a description · 19 of 19 declare behavior hints · 0 of 10 with parameters document them all

Checks and signals

Each line is separate evidence, not a trust score.

  • Passed Endpoint answered the live check ·
  • Availability 1 of 1 checks passed in 30 days

What you can do with it

  • Read balance grouped by bank, category, card, or month
  • Filter transactions by date range and keyword
  • Create, update, or delete transactions individually or in bulk
  • Move money between user's own accounts

Source and maintenance

Community listingRegistry 0.1.0
mcp-registry: io.github.mcp-dir/poupa-mcp@0.1.0Source repository
Maintenance checked

Protocol and capabilities

Server
mcp-ai 0.9.409
MCP protocol negotiated in check
2025-11-25
Tools
19 advertised
Resources
Not advertised
Resource templates
Not advertised
Prompts
Not advertised
Server-advertised capabilities
{
  "tools": {
    "listChanged": true
  }
}

Server-provided instructions

Untrusted server output shown for inspection. It is not Koskamo guidance and is excluded from knowledge search.

MCP.AI platform v0.9.409 | Adapters: poupa vunknown. When the user asks about the version (e.g. "qual a versão", "which version"), call the show_version tool. NEW MCPs/tools/integrations (capabilities not already in this toolkit) come from the official mcp.ai catalog: the `marketplace` tool (action=search) finds and runs them. You are not authenticated yet. Call the authenticate tool first — it will give the user a browser link to log in and copy a token. No other tools will work until authenticated.

Tools

19 advertised

poupa_get_balance
Advertised by the server during the last successful anonymous check.
Advertised read-only

Saldo do usuário, agrupado por banco, categoria, método de pagamento, cartão, tipo (entrada/saída) e mês. start_date/end_date (YYYY-MM-DD) limitam a janela; sem datas, traz tudo.

poupa_get_balance input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "end_date": {
      "type": "string"
    },
    "start_date": {
      "type": "string"
    }
  }
}
poupa_get_balance annotations
{
  "title": "poupa_get_balance",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
poupa_retrieve_transactions
Advertised by the server during the last successful anonymous check.
Advertised read-only

Lista transações no intervalo (YYYY-MM-DD), opcionalmente filtradas por palavras-chave (match parcial case-insensitive na descrição), cartão e/ou banco/pagador.

poupa_retrieve_transactions input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "end_date": {
      "type": "string"
    },
    "keywords": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "card_name": {
      "type": "string"
    },
    "start_date": {
      "type": "string"
    },
    "payment_bank": {
      "type": "string"
    }
  }
}
poupa_retrieve_transactions annotations
{
  "title": "poupa_retrieve_transactions",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
poupa_banks
Advertised by the server during the last successful anonymous check.
Advertised read-only

Lista os bancos/contas do usuário.

poupa_banks input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
poupa_banks annotations
{
  "title": "poupa_banks",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
poupa_cards
Advertised by the server during the last successful anonymous check.
Advertised read-only

Lista os cartões de crédito do usuário.

poupa_cards input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
poupa_cards annotations
{
  "title": "poupa_cards",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
poupa_category
Advertised by the server during the last successful anonymous check.
Advertised read-only

Lista as categorias do usuário.

poupa_category input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
poupa_category annotations
{
  "title": "poupa_category",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
poupa_preferences
Advertised by the server during the last successful anonymous check.
Advertised read-only

Preferências do usuário (idioma, moeda, etc.).

poupa_preferences input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
poupa_preferences annotations
{
  "title": "poupa_preferences",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
poupa_defaults
Advertised by the server during the last successful anonymous check.
Advertised read-only

Categorias e métodos de pagamento padrão do usuário.

poupa_defaults input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
poupa_defaults annotations
{
  "title": "poupa_defaults",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
poupa_memories
Advertised by the server during the last successful anonymous check.
Advertised read-only

Memórias/notas do usuário gravadas no Poupa AI.

poupa_memories input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
poupa_memories annotations
{
  "title": "poupa_memories",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
poupa_add_transaction
Advertised by the server during the last successful anonymous check.

Cria uma transação. value e date são obrigatórios; demais campos opcionais. Para parcelar, use installments; para recorrer, use expense_recurrency (dias) OU recurrency_array_dates (lista de datas).

poupa_add_transaction input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "value",
    "date"
  ],
  "properties": {
    "date": {
      "type": "string"
    },
    "value": {
      "type": "number"
    },
    "category": {
      "type": "string"
    },
    "card_name": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "installments": {
      "type": "number"
    },
    "payment_bank": {
      "type": "string"
    },
    "expense_recurrency": {
      "type": "number"
    },
    "recurrency_array_dates": {
      "type": "array",
      "items": {
        "type": "string"
      }
    }
  }
}
poupa_add_transaction annotations
{
  "title": "poupa_add_transaction",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
poupa_add_transactions
Advertised by the server during the last successful anonymous check.

Cria várias transações de uma vez (bulk). transactions[] é obrigatório; cada item segue o mesmo shape de poupa_add_transaction.

poupa_add_transactions input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "transactions"
  ],
  "properties": {
    "transactions": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "value",
          "date"
        ],
        "properties": {
          "date": {
            "type": "string"
          },
          "value": {
            "type": "number"
          },
          "category": {
            "type": "string"
          },
          "card_name": {
            "type": "string"
          },
          "description": {
            "type": "string"
          },
          "installments": {
            "type": "number"
          },
          "payment_bank": {
            "type": "string"
          },
          "expense_recurrency": {
            "type": "number"
          },
          "recurrency_array_dates": {
            "type": "array",
            "items": {
              "type": "string"
            }
          }
        }
      }
    }
  }
}
poupa_add_transactions annotations
{
  "title": "poupa_add_transactions",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
poupa_update_transactions
Advertised by the server during the last successful anonymous check.

Atualiza uma ou mais transações existentes. Informe os ids alvo no filtro e os campos a alterar (passthrough).

poupa_update_transactions input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "ids": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "filter": {
      "type": "object",
      "propertyNames": {
        "type": "string"
      },
      "additionalProperties": {}
    },
    "changes": {
      "type": "object",
      "propertyNames": {
        "type": "string"
      },
      "additionalProperties": {}
    }
  }
}
poupa_update_transactions annotations
{
  "title": "poupa_update_transactions",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
poupa_delete_transactions_by_filter
Advertised by the server during the last successful anonymous check.

Deleta transações por filtro. O filtro precisa ser não vazio (a tool se recusa a deletar tudo). Aceita ids, intervalo de datas, descrição, categoria, etc.

poupa_delete_transactions_by_filter input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "ids": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "category": {
      "type": "string"
    },
    "end_date": {
      "type": "string"
    },
    "start_date": {
      "type": "string"
    },
    "description": {
      "type": "string"
    }
  }
}
poupa_delete_transactions_by_filter annotations
{
  "title": "poupa_delete_transactions_by_filter",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
poupa_transfer_between_banks
Advertised by the server during the last successful anonymous check.

Registra uma transferência entre dois bancos/contas do PRÓPRIO usuário (movimento contábil — não executa transferência bancária real). value é o valor; date opcional (default = hoje).

poupa_transfer_between_banks input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "from_bank",
    "to_bank",
    "value"
  ],
  "properties": {
    "date": {
      "type": "string"
    },
    "value": {
      "type": "number"
    },
    "to_bank": {
      "type": "string"
    },
    "from_bank": {
      "type": "string"
    }
  }
}
poupa_transfer_between_banks annotations
{
  "title": "poupa_transfer_between_banks",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
show_version
Advertised by the server during the last successful anonymous check.
Advertised read-only

Show the current MCP platform and adapter versions.

show_version input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
show_version annotations
{
  "title": "Show Version",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
report_bug
Advertised by the server during the last successful anonymous check.

Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.

report_bug input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "message"
  ],
  "properties": {
    "context": {
      "type": "string",
      "default": ""
    },
    "message": {
      "type": "string"
    },
    "conversation": {
      "type": "string",
      "default": "[]"
    }
  }
}
report_bug annotations
{
  "title": "Report Bug",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
connect
Advertised by the server during the last successful anonymous check.
Advertised read-only

Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.

connect input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
connect annotations
{
  "title": "Connection Status",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
toolkit_info
Advertised by the server during the last successful anonymous check.
Advertised read-only

Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.

toolkit_info input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
toolkit_info annotations
{
  "title": "Toolkit Info",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
marketplace
Advertised by the server during the last successful anonymous check.
Open-world

The official mcp.ai marketplace — the in-platform catalog of every MCP/tool, AND the way to run them. Covers capability requests like "find an MCP that does X", "consulta um CPF", "is there a tool for Y". Core flow: action=search discovers MCPs by intent → describe returns one MCP's full profile (every tool with its id + params, pricing, auth) so you pick the right tool_id → invoke RUNS that tool. KEY: invoke works even when the MCP is NOT installed — it runs the tool pontualmente (one-off), without adding the MCP to the toolkit and without bloating the tool list. If the MCP needs a credential/login, invoke returns a connect link; if it is paid and the wallet is empty, invoke returns a checkout/top-up link (the user opens it, then you retry). Use install only to make an MCP PERMANENT in the active toolkit (its tools then show up natively in future sessions); prefer invoke for a single/occasional use. list_tools lists what is callable right now. subscribe/cancel handle per-MCP billing; report_bug sends feedback; request_mcp asks us to build a NEW MCP when nothing fits. Search/describe flag installed_in_toolkit vs installed_in_workspace. Writes (install/uninstall/subscribe/cancel and the one-off install behind invoke) require workspace owner/admin. It also carries the mcp.ai PROMPT LIBRARY, which is about ready-made prompt TEXT rather than MCPs: search_prompts finds one, get_prompt returns its full text with {{variables}} filled, and publish_prompt saves a prompt and returns a shareable mcp.ai/p/<slug> link that opens without login.

marketplace input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "limit": {
      "type": "number",
      "default": 10
    },
    "query": {
      "type": "string",
      "default": ""
    },
    "action": {
      "enum": [
        "search",
        "describe",
        "install",
        "uninstall",
        "subscribe",
        "cancel",
        "resume",
        "report_bug",
        "request_mcp",
        "list_tools",
        "invoke",
        "search_prompts",
        "get_prompt",
        "publish_prompt"
      ],
      "type": "string",
      "default": "search"
    },
    "mcp_id": {
      "type": "string",
      "default": ""
    },
    "message": {
      "type": "string",
      "default": ""
    },
    "tool_id": {
      "type": "string",
      "default": ""
    },
    "arguments": {
      "type": "string",
      "default": "{}"
    },
    "immediate": {
      "type": "boolean",
      "default": false
    },
    "tier_slug": {
      "type": "string",
      "default": ""
    },
    "prompt_body": {
      "type": "string",
      "default": ""
    },
    "prompt_slug": {
      "type": "string",
      "default": ""
    },
    "prompt_tool": {
      "type": "string",
      "default": ""
    },
    "prompt_vars": {
      "type": "string",
      "default": "{}"
    },
    "conversation": {
      "type": "string",
      "default": "[]"
    },
    "prompt_title": {
      "type": "string",
      "default": ""
    },
    "request_name": {
      "type": "string",
      "default": ""
    },
    "cancel_reason": {
      "enum": [
        "too_expensive",
        "missing_features",
        "switched_service",
        "unused",
        "customer_service",
        "too_complex",
        "low_quality",
        "other"
      ],
      "type": "string"
    },
    "cancel_comment": {
      "type": "string",
      "default": ""
    },
    "prompt_targets": {
      "type": "array",
      "items": {
        "enum": [
          "claude",
          "chatgpt",
          "cursor",
          "lovable"
        ],
        "type": "string"
      },
      "default": []
    },
    "report_context": {
      "type": "string",
      "default": ""
    },
    "prompt_category": {
      "type": "string",
      "default": ""
    },
    "request_details": {
      "type": "string",
      "default": ""
    },
    "prompt_description": {
      "type": "string",
      "default": ""
    }
  }
}
marketplace annotations
{
  "title": "Marketplace",
  "readOnlyHint": false,
  "openWorldHint": true,
  "idempotentHint": false,
  "destructiveHint": false
}
authenticate
Advertised by the server during the last successful anonymous check.

MCP.AI for IDE agents (Cursor, etc.): log in in the browser, copy the access token. Best: add it to this server's config as a header `Authorization: Bearer <token>` for a permanent, non-expiring connection. Or paste it here for a session-only login: call with { token: "<jwt>" } after the user pastes, or with no args to get the link.

authenticate input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "token": {
      "type": "string"
    }
  }
}
authenticate annotations
{
  "title": "Authenticate",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}

Prompts

Not advertised

No prompt definitions available.

Resources

Not advertised

No resource definitions available.

30-day availability

Aggregated from read-only remote checks; this is not a tool-execution or security guarantee.

Successful checks
1 of 1 (100%)
Average latency
1762 ms
95th percentile latency
1762 ms

Maintenance history

Public check and source-refresh events. Editorial and ownership records remain private.

  • · probe · passed · 1762 ms · metadata changed · 19 tool(s)

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers the remote server. Use --scope project to write .mcp.json for the repo.
Claude Code configuration
claude mcp add --transport http poupa-ai-mcp https://api.mcp.ai/p_poupa

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).
Codex configuration
codex mcp add poupa-ai-mcp --url https://api.mcp.ai/p_poupa

Cursor

Merge this server into .cursor/mcp.json in your project, then enable poupa-ai-mcp in your MCP settings.
Cursor configuration
{
  "mcpServers": {
    "poupa-ai-mcp": {
      "url": "https://api.mcp.ai/p_poupa"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure).
Cline configuration
{
  "mcpServers": {
    "poupa-ai-mcp": {
      "type": "streamableHttp",
      "url": "https://api.mcp.ai/p_poupa",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start poupa-ai-mcp and inspect its tools.
VS Code configuration
{
  "servers": {
    "poupa-ai-mcp": {
      "type": "http",
      "url": "https://api.mcp.ai/p_poupa"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.
Gemini CLI configuration
gemini mcp add --transport http poupa-ai-mcp https://api.mcp.ai/p_poupa

Claude Desktop

Open Claude Settings > Connectors > Add custom connector, enter this server URL and enable it for the conversation. This is a manual remote-connector handoff, not a desktop JSON configuration.
Claude Desktop configuration
https://api.mcp.ai/p_poupa

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.
Windsurf configuration
{
  "mcpServers": {
    "poupa-ai-mcp": {
      "serverUrl": "https://api.mcp.ai/p_poupa"
    }
  }
}

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