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BTGPactual MCP

openfinance_search_bank_connectors

Read-onlyIdempotent

Searches the available bank connectors by name (pass keywords[], e.g. ['nubank','btg']) and returns, per match: the connector id, whether it's Open Finance or API (access), PF/PJ (audience), the user's already-linked connections (and accounts when include_accounts=true), and a ready connect_url with the bank pre-selected. Some non-Open-Finance credential connectors carry a caveat warning that they don't auto-update (needs periodic manual reconnection) — surface it so the user can prefer the institution's Open Finance connector for automation. Honors the user's plan (a PF plan hides PJ banks; a PJ plan covers BOTH — PF and PJ banks connect and count under the same plan). Call this BEFORE connecting to hand the user a one-click link to the right bank. keywords[] is REQUIRED — without it returns a hint (never dumps the whole catalog).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
keywordsNo
include_accountsNo

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

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TDQS

A4.7/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already indicate readOnlyHint=true and idempotentHint=true. The description adds context about returning a connect_url, honoring the user's plan, and caveat warnings, which goes beyond the annotations without contradiction.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a dense paragraph, packing a lot of information. It could be more structured (e.g., bullet points), but it is clear and front-loaded with the main action. Every sentence adds value.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a tool with 2 params, no output schema, and good annotations, the description is exceptionally complete: it covers purpose, usage, plan behavior, caveats, and when to call. No gaps remain.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With 0% schema description coverage, the description fully explains both parameters: keywords (array of strings, required, example given) and include_accounts (boolean, triggers account retrieval). Provides behavior details not in schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states it searches bank connectors by name and returns connector id, access type, audience, linked connections, and a ready connect_url. It distinguishes from sibling tools like 'connect' and 'marketplace' by focusing on search and pre-selection.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly says to call 'BEFORE connecting', explains that keywords[] is REQUIRED (returns hint otherwise), and describes plan behavior (PF vs PJ). Guides on surfacing caveat warnings to prefer Open Finance connectors.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A3.9/5.0
Disambiguation4/5

The openfinance_* family is well-decomposed by resource (accounts, transactions, bills, investments, loans, connections) and by action (list, get, update, sync, disconnect), and the highly detailed descriptions make each tool's boundaries clear. A few pairs can be confused at a glance (list_accounts vs. get_account_balance, list_transactions vs. list_transactions_by_item, connect vs. toolkit_info), but the semantics are ultimately distinguishable.

Naming Consistency3/5

The openfinance_* group follows a strong and consistent verb_noun pattern (list_transactions, get_item_status, force_sync). However, the platform-level tools are a mixed bag—authenticate, connect, marketplace, toolkit_info, show_version, report_bug—so there is no single predictable naming scheme across the whole server.

Tool Count3/5

At 25 tools, the server is at the heavy/borderline boundary, though most of the surface area is genuinely needed for Open Finance reads and connection lifecycle management. Some functions overlap (list_accounts returns balances that get_account_balance also exposes), making the set feel slightly bloated and closer to a two-in-one platform (Open Finance + marketplace).

Completeness4/5

The server covers the full Open Finance discovery and connectivity lifecycle: search, reconnect, force sync, provider health, accounts, transactions, credit cards, investments, loans, and category correction. Gaps like initiating a new connection or executing financial movements are handled through connect URLs rather than direct tools, so the unavoidable dead-end is likely workable and the core read/aggregate domain is well covered.