How do I use sophtron-mcp?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@sophtron-mcp search for Chase Bank" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

sophtron-mcp

MCP server for Sophtron — connect bank accounts and retrieve financial data (accounts, balances, transactions) through the Model Context Protocol.

Sophtron is a financial data aggregation platform. This server wraps the Sophtron API and exposes it as a set of MCP tools that Claude (or any MCP client) can use to search for banks, connect accounts with credential and MFA handling, list accounts, and pull transaction history.

Tools

Tool	Description
`connect_bank`	Launch an interactive wizard to connect a new bank or credit card account (UI-based)
`manage_accounts`	Open the account management UI to select, rename, and organize linked bank accounts (UI-based)
`search_institutions`	Search for banks and financial institutions by name
`create_connection`	Create a new bank connection with login credentials; returns a job ID for polling
`poll_job`	Check the status of a connection or refresh job; poll every 4-5 seconds until complete
`answer_mfa`	Submit an MFA response (security question, verification code, token choice, phone verification, or captcha)
`get_connection_accounts`	List accounts for a specific bank connection
`save_account_preferences`	Save account selection and custom names after connecting a bank
`get_account_preferences`	Read stored account preferences (selection, custom names) for a connection
`rename_account`	Set or clear a custom display name for a bank account
`toggle_account`	Show or hide a bank account from the active list
`list_connections`	List all linked bank connections for this account
`list_accounts`	List accounts for a bank connection (selected accounts only by default)
`get_transactions`	Get transactions for a bank account (defaults to last 90 days)
`refresh_account`	Trigger a fresh data pull from the bank for a specific account; returns a job ID to poll

Related MCP server: Monarch Money MCP Server

Environment Variables

Variable	Required	Description
`SOPHTRON_USER_ID`	Yes	Your Sophtron API user ID
`SOPHTRON_ACCESS_KEY`	Yes	Your Sophtron API access key (secret)
`SOPHTRON_API_ENDPOINT`	No	API base URL (defaults to `https://api.sophtron.com/api`)
`SOPHTRON_CUSTOMER_NAME`	No	Customer name override

Installation

npm ci

Usage

stdio mode (for MCP clients like Claude Desktop)

SOPHTRON_USER_ID=your-id SOPHTRON_ACCESS_KEY=your-key node dist/index.js

Claude Desktop configuration

Add to your Claude Desktop MCP config:

{
  "mcpServers": {
    "sophtron": {
      "command": "node",
      "args": ["/path/to/sophtron-mcp/dist/index.js"],
      "env": {
        "SOPHTRON_USER_ID": "your-id",
        "SOPHTRON_ACCESS_KEY": "your-key"
      }
    }
  }
}

HTTP mode (with mcp-proxy)

mcp-proxy --port 8001 -- node dist/index.js

Data Storage

Account preferences (custom names, selected/hidden status) are stored locally in ~/.sophtron-mcp/connections.json. No bank credentials are stored locally.

License

MIT

This server cannot be installed

A

license - permissive license

-

quality - not tested

C

maintenance

How are these scores calculated?

Maintenance

–Maintainers

–Response time

–Release cycle

–Releases (12mo)

Commit activity

Resources

GitHub Repository

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sophtron-mcp

sophtron-mcp

Tools

Environment Variables

Installation

Usage

stdio mode (for MCP clients like Claude Desktop)

Claude Desktop configuration

HTTP mode (with mcp-proxy)

Data Storage

License

Maintenance

Resources

Looking for Admin?

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