How do I use Investec OpenAPI MCP Server?

1. Click on "Deploy 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., "@Investec OpenAPI MCP Server show me my account balances" 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.

Investec OpenAPI MCP Server

by jonelgithub

Overview Schema Source Related Servers Discussions Admin

TypeScript

Remote

🔵 Investec OpenAPI MCP Server

CI Build Check License: MIT Investec Developer MCP Server

A premium, production-ready Model Context Protocol (MCP) server that wraps the official Investec OpenAPI. It enables AI coding assistants, developer agents (such as Claude Desktop, Cursor, or custom MCP clients), and automation scripts to interact directly and securely with your Investec personal, business, corporate, and programmable card accounts.

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                      OPENAPI MCP SERVER

🌟 Key Architecture Highlights

🔒 Secure In-Memory Token Management: Automatically performs the OAuth2 Client Credentials flow, safely caches tokens, and auto-refreshes them proactively before expiration. No tokens or secrets are ever written to disk or printed in terminal logs.
🔌 Zero-Config Sandbox Mode: Connects out-of-the-box using the official Investec public Sandbox credentials. You can test account balances, payments, statements, and transaction listings instantly without registering for an developer account first.
🛠️ Robust Typings: Exposes strict TypeScript type definitions for all API models, including complex payloads like batch payments (paymultiple) and programmable card code compilation.
🚀 Stdio Transport Protocol: Implements JSON-RPC 2.0 over standard I/O (stdio) compliant with the official Model Context Protocol (MCP) specifications.

Related MCP server: paystack-mcp-server

📂 Repository Structure

investec-mcp-server/
├── .github/workflows/ci.yml # Automated CI validation pipeline
├── dist/                    # Compiled JavaScript build outputs
├── examples/                # Standalone SDK demo code
│   └── pb-demo.ts           # Demo of InvestecClient standalone usage
├── src/                     # TypeScript source code
│   ├── index.ts             # MCP server declaration and tools router
│   ├── investec-client.ts   # Core HTTP client & token manager
│   └── types.ts             # Strict TypeScript API schemas
├── .env.example             # Configuration settings template
├── CONTRIBUTING.md          # Open-source contribution guide
├── LICENSE                  # Open source MIT License
├── package.json             # Build dependencies and commands
└── tsconfig.json            # TypeScript compilation rules

⚙️ Installation & Setup

1. Build from Source

Ensure you have Node.js (v18.0.0 or higher) installed on your system.

# Clone the repository
git clone https://github.com/Investec-Developer-Community/investec-mcp-server.git
cd investec-mcp-server

# Install package dependencies
npm install

# Compile TypeScript to JavaScript
npm run build

2. Verify Connectivity (Sandbox Mode)

Run the sandbox integration test suite to verify that the server connects to the Investec developer sandbox API, fetches mock accounts, and reads balance sheets:

npm run test-sandbox

🔧 Environment Configuration

By default, the server runs in sandbox mode. To connect to your real live banking data, create a .env file in the root of the project (or copy .env.example to .env):

# 'production' to access live data, or 'sandbox' for mock accounts
INVESTEC_ENVIRONMENT=production

# Your Investec Developer credentials (obtained from Investec Online)
INVESTEC_CLIENT_ID=your_client_id
INVESTEC_CLIENT_SECRET=your_client_secret
INVESTEC_API_KEY=your_api_key

# Optional: Required for Advisor or Intermediary API scopes
INVESTEC_INTERMEDIARY_ID=your_intermediary_id

CAUTION

Keep your credentials secure! Never commit your .env file to public version control. The included .gitignore is pre-configured to block .env uploads.

💬 Claude Desktop Integration

To link the MCP server to your local Claude Desktop application, edit your claude_desktop_config.json:

Windows: %APPDATA%\Claude\claude_desktop_config.json
macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

Add the server specification under mcpServers:

{
  "mcpServers": {
    "investec-banking": {
      "command": "node",
      "args": [
        "C:/path/to/investec-mcp-server/dist/index.js"
      ]
    }
  }
}

Note: Make sure to replace C:/path/to/investec-mcp-server with the absolute path to your local project directory.

🛠️ Standalone SDK Usage

You can also import and use the underlying InvestecClient class as a standalone SDK in your own custom Node.js projects, independent of the MCP protocol:

import { InvestecClient } from "./src/investec-client";

async function main() {
  // Uses .env variables or falls back to public Sandbox defaults
  const client = new InvestecClient({ environment: "sandbox" });
  
  // List Accounts
  const response = await client.pbListAccounts();
  const accounts = response.data.accounts;
  
  console.log(`Found ${accounts.length} accounts.`);
}
main();

For a complete code demonstration, see examples/pb-demo.ts.

🧰 Exposed Tools Reference

The server registers the following MCP tools:

💳 Private Banking (PB)

Tool Name	Parameters	Description
`investec_pb_list_accounts`	None	List linked accounts ( cheque, savings, profiles ).
`investec_pb_get_account_balance`	`accountId`	Get available, current, and currency balance detail.
`investec_pb_get_account_transactions`	`accountId`, `fromDate?`, `toDate?`, `transactionType?`, `includePending?`	Fetch filtered transaction ledger feed.
`investec_pb_get_pending_transactions`	`accountId`	List outstanding pending transactions (e.g. card swipes).
`investec_pb_list_profiles`	None	List online profiles associated with user identity.
`investec_pb_list_profile_accounts`	`profileId`	List accounts associated with specific profile.
`investec_pb_list_beneficiaries`	None	Fetch registered payment beneficiaries.
`investec_pb_pay_multiple`	`accountId`, `paymentList`	Make batch payments to list of beneficiaries.
`investec_pb_transfer_multiple`	`accountId`, `paymentList`	Transfer funds between own accounts.
`investec_pb_get_documents`	`accountId`, `fromDate?`, `toDate?`	Retrieve list of statements and tax certificates.
`investec_pb_get_document`	`accountId`, `documentType`, `documentDate`	Fetch download link for specific statement PDF.

💻 Programmable Cards

Tool Name	Parameters	Description
`investec_card_list_cards`	None	List credit and debit cards linked to account.
`investec_card_create_virtual_card`	`accountNumber`, `embossName`, `embossName2?`	Issue virtual cards dynamically.
`investec_card_get_code`	`cardKey`	Get draft/working card JS scripts.
`investec_card_update_code`	`cardKey`, `code`	Upload new code draft for programmable cards.
`investec_card_publish_code`	`cardKey`	Publish and activate code for card swipe authorization.
`investec_card_execute_code`	`cardKey`, `authorizationModel`	Simulate card swipe swipe to test custom script logic.
`investec_card_get_execution_history`	`cardKey`	Fetch execution history logs of script.
`investec_card_get_env_vars`	`cardKey`	Retrieve script environment secrets.
`investec_card_update_env_vars`	`cardKey`, `variables`	Update script key-value environment secrets.
`investec_card_toggle_programmable`	`cardKey`	Turn programmable features on or off.

🏢 Corporate & Institutional Banking (CIB)

Tool Name	Parameters	Description
`investec_cib_list_accounts`	None	List corporate accounts.
`investec_cib_get_account_transactions`	`accountId`, `fromDate?`, `toDate?`, `page?`	Get corporate transaction ledger with pagination.
`investec_cib_list_companies`	None	List company entities under profile.
`investec_cib_get_orders_shipments_report`	`companyName`	Query current shipment and order status data.

📄 License

This project is open-source and released under the MIT License. Feel free to fork, distribute, and integrate this project in commercial and private setups. For official API support, consult the Investec Developer Portal.

Available Tools

37 tools

investec_card_countriesB

Get reference list of supported countries for card transactions.

Inputs: no named parameters.

investec_card_create_virtual_cardB

Create a virtual card for a specific account number.

Inputs: embossName (required), accountNumber (required), embossName2.

investec_card_currenciesB

Get reference list of supported currencies for card transactions.

Inputs: no named parameters.

investec_card_execute_codeA

Simulate a transaction authorization request against a card's code to test the code logic.

Inputs: cardKey (required), authorizationModel (required).

investec_card_get_cardB

Retrieve details of a specific card by its card key.

Inputs: cardKey (required).

investec_card_get_codeB

Retrieve the draft/working JavaScript code uploaded to a programmable card.

Inputs: cardKey (required).

investec_card_get_env_varsB

Retrieve environment variables (secrets/constants) configured for a card's code.

Inputs: cardKey (required).

investec_card_get_execution_historyB

Retrieve the logs and execution history of transaction approvals running on the card's programmable code.

Inputs: cardKey (required).

investec_card_get_published_codeB

Retrieve the currently active/published JavaScript code running on the programmable card.

Inputs: cardKey (required).

investec_card_list_cardsA

List all debit and credit cards on the account, including card status, programmable features, and details.

Inputs: no named parameters.

investec_card_merchantsA

Get reference list of merchant categories (MCCs).

Inputs: no named parameters.

investec_card_publish_codeA

Publish the draft code block for a card to make it active for transactions.

Inputs: cardKey (required).

investec_card_toggle_programmableB

Toggle the programmable banking feature on/off for a specific card.

Inputs: cardKey (required).

investec_card_update_codeB

Upload a draft JavaScript code block for a programmable card.

Inputs: code (required), cardKey (required).

investec_card_update_env_varsB

Save environment variables (key-value strings) for a card's programmable code.

Inputs: cardKey (required), variables (required).

investec_cib_get_account_transactionsC

Retrieve corporate transaction history for a CIB account.

Inputs: accountId (required), page, toDate, fromDate.

investec_cib_get_orders_shipments_reportB

Get current orders and shipment status report for a corporate company.

Inputs: companyName (required).

investec_cib_list_accountsA

List all Corporate Banking (CIB) accounts and balances.

Inputs: no named parameters.

investec_cib_list_companiesA

List all companies associated with the CIB corporate profile.

Inputs: no named parameters.

investec_ifi_forex_get_allowances_balanceB

Get foreign exchange allowances balance for a specific account.

Inputs: accountNo (required).

investec_ifi_forex_list_bop_reportsA

List Balance of Payments (BOP) reports for foreign exchange reporting.

Inputs: no named parameters.

investec_ifi_get_client_dashboardB

Query and view the client dashboard summary by keyword (client details, holdings).

Inputs: searchKeyword (required).

investec_ifi_list_accountsA

List accounts linked to the active Intermediary profile.

Inputs: no named parameters.

investec_pb_get_account_balanceC

Retrieve detailed balance information for a specific Private Banking account.

Inputs: accountId (required).

investec_pb_get_account_transactionsB

Retrieve transaction history for a specific Private Banking account. Supports date filtering and including pending transactions.

Inputs: accountId (required), toDate, fromDate, includePending, +1 more.

investec_pb_get_authorisation_setup_detailsA

Get authorization setup details for a profile and account (critical for understanding who needs to approve a batch payment).

Inputs: accountId (required), profileId (required).

investec_pb_get_documentB

Retrieve a specific document or statement file (returns metadata and document link).

Inputs: accountId (required), documentDate (required), documentType (required).

investec_pb_get_documentsA

List available PDF documents (such as statements and tax certificates) for an account. Supports optional fromDate and toDate filters.

Inputs: accountId (required), toDate, fromDate.

investec_pb_get_pending_transactionsB

Retrieve pending/unposted transactions for a specific Private Banking account.

Inputs: accountId (required).

investec_pb_list_accountsA

List all Private Banking (PB) accounts linked to the user profile, including account balances and details.

Inputs: no named parameters.

investec_pb_list_beneficiariesA

List all global beneficiaries defined on the user's online banking profile.

Inputs: no named parameters.

investec_pb_list_beneficiary_categoriesB

List categories used to organize beneficiaries.

Inputs: no named parameters.

investec_pb_list_profile_account_beneficiariesB

List beneficiaries linked to a specific account under a profile.

Inputs: accountId (required), profileId (required).

investec_pb_list_profile_accountsA

List all bank accounts associated with a specific Online Banking profile.

Inputs: profileId (required).

investec_pb_list_profilesA

List all Investec Online Banking profiles linked to the user.

Inputs: no named parameters.

investec_pb_pay_multipleA

Initiate batch payments to one or more beneficiaries. Note: Beneficiaries must be pre-registered and paid at least once via online banking.

Inputs: accountId (required), paymentList (required).

investec_pb_transfer_multipleA

Initiate transfers between own accounts (inter-account transfers).

Inputs: accountId (required), paymentList (required).

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

Deploy Server

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

TDQS

A3.6/5.0

Scored 2026-06-25 21:30 across 37 tools

Disambiguation5/5

Tools are organized by clear domain prefixes (card, cib, ifi, pb) and each tool targets a specific action on a specific entity. No two tools have overlapping purposes; even similar actions (e.g., list_accounts) are for different domains or contexts.

Naming Consistency5/5

All tool names follow a strict pattern: 'investec_{domain}_{action}_{detail}' using snake_case. The consistent prefix and verb_noun structure makes the surface predictable and easy to navigate.

Tool Count4/5

37 tools is on the higher side, but the server covers multiple distinct banking domains (cards, corporate, intermediary, private banking), each with a reasonable set of operations. The count is justified given the breadth of functionality.

Completeness4/5

Each domain includes essential CRUD-like operations, queries, and management actions (e.g., card lifecycle, account details, transactions, beneficiaries). Minor gaps exist (e.g., updating beneficiaries, creating accounts) but these are common omissions in banking APIs.

Maintenance

ActivityInactive

ResponsivenessNo recent community issues

Resources

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🔵 Investec OpenAPI MCP Server

🌟 Key Architecture Highlights

📂 Repository Structure

⚙️ Installation & Setup

1. Build from Source

2. Verify Connectivity (Sandbox Mode)

🔧 Environment Configuration

💬 Claude Desktop Integration

🛠️ Standalone SDK Usage

🧰 Exposed Tools Reference

💳 Private Banking (PB)

💻 Programmable Cards

🏢 Corporate & Institutional Banking (CIB)

📄 License

Available Tools

Tool Schema Changelog

TDQS

Maintenance

Resources

Related MCP Connectors

Related MCP Servers

Lunch Flow MCP Server

paystack-mcp-serverofficial

Mono Banking MCP Server

Revolut MCP