investec-mcp

investec-mcp

2
finance

The Investec MCP project is a server implementation designed to bridge AI agents with the Investec Open Banking API, enabling comprehensive banking interactions. It supports a variety of banking functionalities including account management, transactions, and payments, while emphasizing security for sensitive credentials.

Overview

This project presents an MCP server that allows AI agents to interface with the Investec Open Banking API. It aims to facilitate seamless integration with any MCP-compatible client, such as Claude, by conforming to Anthropic's standards for MCP server creation.

Features

  • Account Information: Retrieve user accounts, account balances, and transactions with filtering options.
  • Profile Management: Access user profile accounts and beneficiaries, along with authorization setup details.
  • Beneficiary Management: Manage saved beneficiaries and categories.
  • Transfers and Payments: Execute funds transfers and payments, supporting batch operations.
  • Document Management: Access account-related documents within specific date ranges.

Prerequisites

  • Python 3.12+
  • Investec Developer account with API credentials
  • Docker (for containerized server deployment)

Installation

Using UV:

  1. Clone the repository.
  2. Install dependencies.
  3. Configure .env with Investec API credentials.

Using Docker (Recommended):

  1. Build Docker image.
  2. Configure .env file.

Running the Server

Via UV or Docker, using SSE or Stdio transport protocol.

Security Considerations

  • Secure .env file and Docker registries.
  • Monitor network security.

Extending the Server

  1. Add methods to InvestecClient in src/utils.py.
  2. Create new tool functions with @mcp.tool() decorator.
  3. Register tools in src/main.py.