openbanking-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| TRUELAYER_ENV | No | TrueLayer environment (sandbox or live) | sandbox |
| FINMCP_HTTP_TOKEN | No | Bearer token for HTTP mode (optional) | |
| TRUELAYER_CLIENT_ID | Yes | Client ID from TrueLayer app | |
| TRUELAYER_PROVIDERS | No | Comma-separated list of bank providers | uk-cs-mock |
| FINMCP_CALLBACK_PORT | No | Port for OAuth callback server | 3000 |
| TRUELAYER_REDIRECT_URI | No | Redirect URI for OAuth | http://localhost:3000/callback |
| TRUELAYER_CLIENT_SECRET | Yes | Client secret from TrueLayer app |
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": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_accountsB | Lista las cuentas bancarias sincronizadas. |
| get_balancesA | Saldo más reciente de cada cuenta. |
| get_transactionsB | Movimientos filtrados por cuenta, fechas (YYYY-MM-DD) y tipo (debit/credit). |
| search_transactionsA | Busca movimientos por texto en el comercio o el concepto. |
| spend_by_category_toolB | Gasto agregado por categoría en un periodo (fechas YYYY-MM-DD). |
| list_subscriptionsC | Cargos recurrentes detectados (suscripciones / domiciliaciones). |
| unusual_chargesC | Cargos atípicos respecto al histórico de cada comercio. |
| monthly_summary_toolC | Resumen mensual: ingresos, gastos, neto, top comercios y categorías. |
| sync_statusB | Estado de la última sincronización. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 9 tools
Each tool targets a distinct function: account listing, balances, filtered transactions, subscriptions, monthly summary, text search, category spending, sync status, and unusual charges. There is no functional overlap.
Most tools follow a verb_noun pattern in snake_case (e.g., get_balances, list_accounts). However, monthly_summary_tool and spend_by_category_tool include a '_tool' suffix not used by others, causing minor inconsistency.
9 tools is appropriate for the domain. Each tool provides a specific capability without redundancy, covering account management, transaction analysis, subscriptions, and sync status.
The set covers core read-only banking operations: accounts, balances, transactions, subscriptions, and spending analysis. Missing is the ability to retrieve a single transaction detail, but overall it is reasonably complete for an analytics-focused MCP.