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fintual_mcp_server

MCP.Pizza Chef: davila7

The Fintual MCP Server is a lightweight MCP server that exposes Fintual's API endpoints to language models, enabling real-time interaction with financial data and services. It supports integration via a Python server implementation with easy setup instructions and plans for a TypeScript version. This server allows developers to build AI workflows that query and manipulate Fintual's financial data through standardized MCP protocols.

Use This MCP server To

Query Fintual financial data via LLMs Integrate Fintual API into AI-driven financial apps Automate financial data retrieval and analysis Enable real-time financial insights in chatbots Build AI assistants for personal finance management Connect LLMs to investment portfolio data Create custom financial reports using LLM queries

README

Fintual MCP Servers

This server enables LLMs to interact with Fintual's API.

API Endpoints

Swagger: https://fintual.cl/api-docs/index.html

Servers list

Python Server Setup instructions

1- Clone this repository

git clone https://github.com/davila7/fintual_mcp_server.git

2- Install uv

curl -LsSf https://astral.sh/uv/install.sh | sh

Add the server

Go to the fintual_python_server folder and run the following command:

cd fintual_python_server

Run the following command:

uv run mcp install server.py

or Add this to your .codegpt/mcp_config.json for CodeGPT or /path/to/Claude/claude_desktop_config.json for Claude Desktop:

{
  "mcpServers": {
    "Fintual MCP Server": {
      "command": "/path_to_your_uv/.local/bin/uv",
      "args": [
        "run",
        "--with",
        "mcp[cli]",
        "mcp",
        "run",
        "<path to mcp-servers>/fintual_mcp_server/fintual_python_server/server.py"
      ]
    }
  }
}

Important:

  • Replace /path_to_your_uv/.local/bin/uv with the actual path to your uv executable.
  • Replace <path to mcp-servers>/fintual_mcp_server/fintual_python_server/server.py with the actual path to the server.py file of the Fintual MCP server.

Configuration File Location by Tool

The common JSON configuration should be placed in the following file, depending on the tool you are using:

  • Claude Desktop: claude_desktop_config.json
  • Cursor: .cursor/mcp.jso
  • CodeGPT: ~/.codegpt/mcp_config.json

Tool list

  • asset_provider: Get the list of asset providers.
  • get_asset_provider_by_id: Get the asset provider by id.
  • get_conceptual_assets: Get the list of conceptual assets.
  • banks: Get the list of banks.

Prompt list

  • assets_provider_prompt: Prompt to use the assets_provider tool.
  • conceptual_assets_prompt: Prompt to use the conceptual_assets tool.

Example questions to use the tools

  1. Question Example: Zurich es una administradora de activos de Fintual ?

  2. Question Example: Cuales son los bancos integrados en Fintual ?

  3. Question Example: Cuales son los activos conceptuales de BANCHILE?

Add a Prompt to use the tools from the MCP Server

In Claude Desktop, you can add an speific prompt to use the tools.

  • Select assets_provider_prompt
Screenshot 2025-05-09 at 23 35 53
  • Add the assets_provider
Screenshot 2025-05-09 at 23 41 10

How it works

  • The model will use the tools to answer the questions, but first it will ask for confirmation to use the tools.
Screenshot 2025-05-09 at 23 43 17
  • Then the model will read the API response and answer the question.
Screenshot 2025-05-09 at 23 43 53

What's next

  • Add more tools to the MCP Server.
  • Add more prompts to use the tools.
  • Add typescript support to the MCP Server.

fintual_mcp_server FAQ

How do I set up the Fintual MCP Server?
Clone the repository, install the uv runtime, and configure the JSON with the server command as per the README instructions.
What programming languages are supported for the Fintual MCP Server?
Currently, a Python server is available with a TypeScript server coming soon.
How does the Fintual MCP Server expose API endpoints?
It maps Fintual's REST API endpoints into MCP-compatible structured data accessible by LLMs.
Can I customize the server configuration?
Yes, you can modify the JSON configuration to specify command paths and arguments for your environment.
Is the Fintual MCP Server compatible with multiple LLM providers?
Yes, it works with any MCP-compatible LLM host, including OpenAI, Anthropic Claude, and Google Gemini.
Where can I find the API documentation for Fintual?
The API Swagger documentation is available at https://fintual.cl/api-docs/index.html.
What is the purpose of the uv runtime in setup?
uv is used to run the MCP server process efficiently and manage its lifecycle.
Can I extend the Fintual MCP Server for additional endpoints?
Yes, since it is open source, you can add or modify endpoints to suit your needs.