Chase MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| chase_auth_checkA | Check if user is logged in to Chase. Returns login status and instructions if not authenticated. Call this before any other Chase operations. |
| chase_auth_clearA | Clear stored Chase session cookies. Use this to log out or reset authentication state. |
| chase_accountsA | Get all Chase accounts - checking, savings, credit cards, investments, and loans. |
| chase_balanceC | Get the current balance for a specific account. |
| chase_transactionsC | Get recent transactions for an account. |
| chase_billsA | Get bills and payees set up in Chase Bill Pay. |
| chase_transfersC | Get recent transfer history. |
| chase_statementsC | Get available statements for an account. |
| chase_rewardsA | Get Ultimate Rewards points and cash back balance. |
| chase_transfer_previewA | Preview a transfer between accounts. Does NOT execute the transfer - provides instructions for completing it manually. |
| chase_bill_pay_previewA | Preview a bill payment. Does NOT execute the payment - provides instructions for completing it manually. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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