sophtron-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SOPHTRON_USER_ID | Yes | Your Sophtron User ID | |
| SOPHTRON_ACCESS_KEY | Yes | Your Sophtron Access Key |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
| resources | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| connect_bankA | Launch an interactive wizard to connect a new bank or credit card account. Renders a guided UI for searching institutions, entering credentials, and handling MFA verification. |
| search_institutionsB | Search for banks and financial institutions by name |
| create_connectionA | Create a new bank connection with login credentials. Returns a job ID for polling. |
| poll_jobA | Check the status of a bank connection job. Used during the connection flow. |
| answer_mfaB | Submit an MFA response (security question answer, verification code, captcha, etc.) |
| get_connection_accountsA | List accounts for a specific bank connection |
| list_connectionsA | List all linked bank connections (UserInstitutions) for this account. |
| list_accountsB | List all accounts for a bank connection. Provide the UserInstitution ID. |
| get_transactionsA | Get transactions for a bank account. Defaults to last 90 days. |
| refresh_accountA | Trigger a fresh data pull from the bank for a specific account. Returns a job ID to poll. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| ui://sophtron/connect-bank.html |
TDQS
Scored across 10 tools
There is substantial overlap between get_connection_accounts and list_accounts, which both describe listing accounts for a bank connection with the same UserInstitution ID parameter. connect_bank and create_connection also overlap as alternative ways to create a connection, though the wizard vs. credential distinction helps somewhat.
Tool names consistently use snake_case verb_noun patterns, which is predictable. However, there is a minor inconsistency in using both get_ and list_ verbs for what is essentially the same account-listing operation.
Ten tools is a reasonable size for a bank connection and transaction MCP server. The count feels slightly inflated by the duplicate account-listing functionality, but overall the scope is well-contained.
The surface covers the core connection lifecycle: search, create, MFA, poll, list, transactions, and refresh. However, there is no way to disconnect/delete a bank connection or update credentials, which are significant lifecycle operations for this domain.