Allows for checking Chase Bank account balances, viewing transaction history, accessing account statements, monitoring rewards, and previewing bill payments and transfers.
Click on "Deploy 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., "@Chase MCP Server What's my current checking account balance and my recent transactions?"
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.
MCP server for Chase Bank - let AI agents check accounts, view transactions, and manage finances.
Built by Strider Labs for the agentic commerce era.
Accounts - View all checking, savings, credit, investment, and loan accounts
Balances - Get current and available balances
Transactions - View recent transaction history
Bills - See payees and scheduled payments
Transfers - View transfer history and preview new transfers
Statements - Access account statements
Rewards - Check Ultimate Rewards points and cash back
Related MCP server: agent-browser-mcp
npm install @striderlabs/mcp-chaseAdd to your claude_desktop_config.json:
{
"mcpServers": {
"chase": {
"command": "npx",
"args": ["@striderlabs/mcp-chase"]
}
}
}This connector uses browser automation and requires stored cookies:
Log in to Chase in your browser
Export cookies to ~/.strider/chase/cookies.json
Use a browser extension like "Cookie-Editor" to export cookies in JSON format
Note: Chase uses MFA - you may need to re-export cookies periodically
This connector operates in read-only mode for sensitive operations
Transfers and bill payments provide preview only with manual completion instructions
No actual financial transactions are executed by this connector
All credentials are stored locally in ~/.strider/chase/
Tool | Description |
| Check login status |
| Clear stored session |
| List all accounts |
| Get account balance |
| Get transaction history |
| View bill pay payees |
| View transfer history |
| Get account statements |
| Check rewards balance |
| Preview a transfer (manual completion) |
| Preview a bill payment (manual completion) |
// Check if logged in
const auth = await chase_auth_check();
// Get all accounts
const accounts = await chase_accounts();
// Get transactions for an account
const txns = await chase_transactions({ accountId: accounts[0].id, limit: 10 });
// Check rewards
const rewards = await chase_rewards();Node.js 18+
Chase bank account
Stored session cookies
MIT - Strider Labs
Get all Chase accounts - checking, savings, credit cards, investments, and loans.
Inputs: no named parameters.
Check if user is logged in to Chase. Returns login status and instructions if not authenticated. Call this before any other Chase operations.
Inputs: no named parameters.
Clear stored Chase session cookies. Use this to log out or reset authentication state.
Inputs: no named parameters.
Get the current balance for a specific account.
Inputs: accountId (required).
Preview a bill payment. Does NOT execute the payment - provides instructions for completing it manually.
Inputs: payeeId (required), amount (required), date.
Get bills and payees set up in Chase Bill Pay.
Inputs: no named parameters.
Get Ultimate Rewards points and cash back balance.
Inputs: no named parameters.
Get available statements for an account.
Inputs: accountId (required).
Get recent transactions for an account.
Inputs: accountId (required), limit.
Preview a transfer between accounts. Does NOT execute the transfer - provides instructions for completing it manually.
Inputs: fromAccountId (required), toAccountId (required), amount (required).
Get recent transfer history.
Inputs: no named parameters.
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
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Scored across 11 tools
Each tool targets a distinct aspect of Chase banking: accounts, auth, balance, bills, rewards, statements, transactions, and transfers. There is no overlap in purposes.
All tools follow a consistent 'chase_verb_noun' pattern (e.g., chase_accounts, chase_balance, chase_transactions). Naming is uniform and predictable.
With 11 tools covering account management, authentication, balances, transactions, bills, rewards, statements, and transfers, the count is well-scoped for a personal banking MCP.
Core read operations are present, but critical write actions (bill pay execution, actual transfers) are only previews without execution. Missing features like credit card details (beyond balance) and investment account actions. This creates gaps for full financial management.
Read-only access to your own bank, card and brokerage accounts for Claude, ChatGPT and other AI agents: balances, transactions, spending, subscriptions, cashflow and investment holdings. It can never move money.
Ask your AI about your own accounts, debts, budgets and goals. OAuth sign-in, read-only by default.
Connect AI agents to bank accounts, transactions, balances, and investments.
Read-only Increase banking observability plus one safe non-money-moving write, for AI agents.
