Tool

Descrição

openfinance_search_bank_connectors

Searches the available bank connectors by name (pass keywords[], e.g.

openfinance_list_connections

Returns the saved bank connections for this install: connector_id, item_id, bank name, and an add_connection_url to link additional banks via the Open Finance widget.

openfinance_get_item_status

Returns the current status of a bank connection (UPDATED, UPDATING, LOGIN_ERROR, etc.), its executionStatus, and connector metadata.

openfinance_provider_status

Checks the LIVE operational status of the Open Finance provider (its public status page) — this is the PROVIDER's health, separate from your own connection's openfinance_get_item_status.

openfinance_list_accounts

Returns accounts for a bank connection: BANK (checking/savings) and CREDIT (credit card) with balance, number, type, subtype, bankData, and creditData.

openfinance_list_transactions

Returns transactions for a bank account (BANK or CREDIT type).

openfinance_list_transactions_by_item

Consolidated cash-flow analysis for a whole bank CONNECTION over a period, in ONE call.

openfinance_list_credit_card_bills

Returns CLOSED credit card bills for a CREDIT-type account: dueDate, totalAmount, minimumPaymentAmount, allowsInstallments, plus payments[] (id, paymentDate, amount, valueType, paymentMode), payments_count, `payme…

openfinance_list_investments

Returns the investment portfolio for a connection (broker or bank with INVESTMENTS product enabled): FIIs, stocks, ETFs, fixed income (CDB/LCI/LCA/Tesouro), mutual funds, retirement (previdência) and COE.

openfinance_list_investment_transactions

Returns the movement history for a specific investment position: BUY / SELL / TAX / INTEREST / AMORTIZATION / TRANSFER.

openfinance_list_loans

Lists loan contracts per bank connection (GET /loans).

openfinance_force_sync

Forces the bank to re-sync one or more connections NOW and WAITS for it to finish (PATCH /items/:id, then polls until the item stops updating, up to ~60s).

openfinance_get_account_balance

Returns real-time balance payload per account id (GET /accounts/:id/balance).

openfinance_get_accounts_detail

Returns full account objects including extended creditData (additional cards, limits) per id (GET /accounts/:id).

openfinance_get_credit_card_bill

Returns bill-level detail for one or more credit card bills by id (GET /bills/:id): financeCharges and payments[] (id, paymentDate, amount, valueType, paymentMode).

openfinance_list_categories

Returns the provider's transaction category taxonomy (GET /categories), cached for the adapter session.

openfinance_update_transaction_category

Corrects the category of one or more transactions (PATCH /transactions/:id).

openfinance_disconnect_bank

Revokes the Open Finance consent for a specific bank and deletes the connection data.