kubera-3p-mcp
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@kubera-3p-mcpShow my Kubera portfolios and their current performance"
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.
kubera-3p-mcp
Typed TypeScript client for the Kubera (api.kubera.com) REST API, plus an MCP server that exposes those endpoints as tools.
Why does this exist?
Kubera has decided that if you have a white-label account (i.e. run by your financial advisor), you're not allowed to use their MCP Server to access your own financial data. So instead, we make our own and tell them to fly a kite.
Related MCP server: projectionlab-mcp
Requirements
Bun 1.1+ (for local development /
preparebuild)Node.js 18+ (to run the published
binbundle)
Install
bun installAuth: cognito-session.json
Kubera API calls use:
Authorization: Bearer <Cognito AccessToken>AccessTokens expire in about an hour. You provide a Cognito session file (refresh token, device fields, and your white-label baseUrl). Derived AccessTokens are cached on disk — same pattern as stonex-mcp — so Cognito refresh is not called on every tool use.
The session file also carries:
Field | Purpose |
| White-label host used for |
| API root (optional; defaults to |
| Cognito app client id (from Amplify localStorage) |
| Cognito user pool id (from access/id token |
Export session (one paste)
Log into your Kubera white-label host in the browser.
Open DevTools → Console.
Paste the contents of
scripts/export-cognito-session.jsand press Enter.Save the downloaded
cognito-session.json.Run:
kubera-3p-mcp --session /path/to/cognito-session.jsonAccessToken cache
OS | Path |
Windows |
|
macOS |
|
Linux |
|
Startup / request flow:
Prefer a still-valid cached AccessToken.
Else, if the session export still has a valid AccessToken, cache that.
Else call Cognito
REFRESH_TOKEN_AUTHonce and write the new AccessToken to the cache.On API
401, clear cache, refresh once, retry; if that fails, re-export the session file.
Treat the session file and cached token like passwords. Do not commit them.
Run the MCP server
bun start -- --session /path/to/cognito-session.json
# or after build:
node dist/kubera-3p-mcp.js --session /path/to/cognito-session.jsonCursor / Claude Desktop config
{
"mcpServers": {
"kubera": {
"command": "npx",
"args": [
"-y",
"kubera-3p-mcp",
"--session",
"C:/Users/YOU/cognito-session.json"
]
}
}
}Local equivalent: "command": "bun", "args": ["run", "/path/to/kubera-3p-mcp/src/cli.ts", "--session", "/path/to/cognito-session.json"].
Typed client
import { KuberaClient } from "./src/client/index.ts";
import { resolveAuth } from "./src/auth/resolveAuth.ts";
import { writeTokenCache } from "./src/auth/tokenCache.ts";
const { accessToken, session } = await resolveAuth(
"/path/to/cognito-session.json",
);
const client = new KuberaClient({
accessToken,
session,
onAccessToken: (token) => writeTokenCache(token),
});
const user = await client.getUser();
const portfolios = await client.getPortfolios();
const portfolioId = portfolios.data.portfolio[0]!.id;
const chart = await client.getChartAndCagr({ portfolioId });Capture fixtures
bun run capture -- --session ./cognito-session.jsonSecurity note
Local capture files (kubera-fetch.js, kubera-har.json, kubera-urls.txt), cognito-session.json, and fixtures/ can contain live secrets and portfolio data. They are gitignored. Rotate credentials if those files were shared.
This server cannot be installed
Maintenance
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
Related MCP Servers
- Flicense-qualityCmaintenanceMCP server for Kubera that lets LLMs read and update your portfolio data.Last updated
- AlicenseAqualityCmaintenanceMCP server for ProjectionLab — export, snapshot, and restore your financial plans. Includes a built-in FIRE advisor knowledge base.Last updated51910MIT
- Flicense-qualityCmaintenanceExposes personal-finance tools like accounts, transactions, spending analysis, budgets, bills, reminders, portfolio, and goals via MCP, enabling any MCP client to query financial data.Last updated
- AlicenseAqualityCmaintenanceMCP server for accessing crypto market data (prices, portfolio analytics) from CoinGecko and performing RAG-based search over internal documents with responsible-AI guardrails.Last updated4MIT
Related MCP Connectors
Open-source MCP server for Zerodha Kite Connect. Portfolio, market data, backtesting, alerts.
Multi-tenant FastMCP server for Charles Schwab brokerage data, monetized via DPYC Tollbooth
MCP server for interacting with the Supabase platform
Latest Blog Posts
- Who's Calling? MCP Hosts Are an Identity Blind Spot (And the Spec Knows It)By Om-Shree-0709 on .mcpAgent IdentityOAuth 2.1
- Your AI Chatbot Just Exposed Your CEO's Salary to an InternBy Om-Shree-0709 on .Agent IdentityMCP SecurityOAuth Delegation
- Why MCP Servers Need Execution Sandboxing (And Why Your Current Stack Isn't Enough)By Om-Shree-0709 on .Agentic AiPrompt InjectionWebAssembly
MCP directory API
We provide all the information about MCP servers via our MCP API.
curl -X GET 'https://glama.ai/api/mcp/v1/servers/anaisbetts/kubera-3p-mcp'
If you have feedback or need assistance with the MCP directory API, please join our Discord server