Poupa AI
Personal finance by Poupa AI. Read balance grouped by bank/category/card/month, transactions filtere
Sollte ich dies verwenden
Qualität und Sicherheit
Befunde (11)
- HIGH
- MEDIUMin poupa_get_balance
- MEDIUMin poupa_defaults
- LOWin poupa_preferences
- LOWin poupa_defaults
- LOWin poupa_memories
- LOWin poupa_delete_transactions_by_filter
- LOWin connect
- LOWin poupa_delete_transactions_by_filter
- INFOin poupa_get_balance
Basierend auf einer automatisierten Analyse der Tool-Definitionen und der Einhaltung des Protokolls.
Kontextkosten
Dies ist die ungefähre Anzahl der Tokens, die jedes Mal verbraucht werden, wenn die Tools des Servers in den Kontext eines Modells geladen werden. Höhere Werte verringern die Aufmerksamkeit, die für andere Aufgaben verfügbar ist.
Installieren
Installation mit einem Klick
Fügen Sie dies Ihrer Datei `claude_desktop_config.json` hinzu:
{
"mcpServers": {
"poupa-mcp": {
"url": "https://api.mcp.ai/p_poupa"
}
}
}Remote-Endpunkte
https://api.mcp.ai/p_poupastreamable-httpWas es kann
Tool-Inventar
Tools (19)
🟢poupa_get_balance(start_date, end_date)
Saldo do usuário, agrupado por banco, categoria, método de pagamento, cartão, tipo (entrada/saída) e mês. start_date/end_date (YYYY-MM-DD) limitam a janela; sem datas, traz tudo.
Eingabe-Schema
{
"type": "object",
"properties": {
"start_date": {
"type": "string"
},
"end_date": {
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢poupa_retrieve_transactions(start_date, end_date, keywords, card_name, payment_bank)
Lista transações no intervalo (YYYY-MM-DD), opcionalmente filtradas por palavras-chave (match parcial case-insensitive na descrição), cartão e/ou banco/pagador.
Eingabe-Schema
{
"type": "object",
"properties": {
"start_date": {
"type": "string"
},
"end_date": {
"type": "string"
},
"keywords": {
"type": "array",
"items": {
"type": "string"
}
},
"card_name": {
"type": "string"
},
"payment_bank": {
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢poupa_banks
Lista os bancos/contas do usuário.
Eingabe-Schema
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢poupa_cards
Lista os cartões de crédito do usuário.
Eingabe-Schema
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢poupa_category
Lista as categorias do usuário.
Eingabe-Schema
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢poupa_preferences
Preferências do usuário (idioma, moeda, etc.).
Eingabe-Schema
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢poupa_defaults
Categorias e métodos de pagamento padrão do usuário.
Eingabe-Schema
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢poupa_memories
Memórias/notas do usuário gravadas no Poupa AI.
Eingabe-Schema
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟡poupa_add_transaction(value, date, description, category, payment_bank, ...)
Cria uma transação. value e date são obrigatórios; demais campos opcionais. Para parcelar, use installments; para recorrer, use expense_recurrency (dias) OU recurrency_array_dates (lista de datas).
Eingabe-Schema
{
"type": "object",
"properties": {
"value": {
"type": "number"
},
"date": {
"type": "string"
},
"description": {
"type": "string"
},
"category": {
"type": "string"
},
"payment_bank": {
"type": "string"
},
"card_name": {
"type": "string"
},
"installments": {
"type": "number"
},
"expense_recurrency": {
"type": "number"
},
"recurrency_array_dates": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"value",
"date"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟡poupa_add_transactions(transactions)
Cria várias transações de uma vez (bulk). transactions[] é obrigatório; cada item segue o mesmo shape de poupa_add_transaction.
Eingabe-Schema
{
"type": "object",
"properties": {
"transactions": {
"type": "array",
"items": {
"type": "object",
"properties": {
"value": {
"type": "number"
},
"date": {
"type": "string"
},
"description": {
"type": "string"
},
"category": {
"type": "string"
},
"payment_bank": {
"type": "string"
},
"card_name": {
"type": "string"
},
"installments": {
"type": "number"
},
"expense_recurrency": {
"type": "number"
},
"recurrency_array_dates": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"value",
"date"
]
}
}
},
"required": [
"transactions"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟡poupa_update_transactions(ids, filter, changes)
Atualiza uma ou mais transações existentes. Informe os ids alvo no filtro e os campos a alterar (passthrough).
Eingabe-Schema
{
"type": "object",
"properties": {
"ids": {
"type": "array",
"items": {
"type": "string"
}
},
"filter": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
},
"changes": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {}
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🔴poupa_delete_transactions_by_filter(ids, start_date, end_date, description, category)
Deleta transações por filtro. O filtro precisa ser não vazio (a tool se recusa a deletar tudo). Aceita ids, intervalo de datas, descrição, categoria, etc.
Eingabe-Schema
{
"type": "object",
"properties": {
"ids": {
"type": "array",
"items": {
"type": "string"
}
},
"start_date": {
"type": "string"
},
"end_date": {
"type": "string"
},
"description": {
"type": "string"
},
"category": {
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}⚪poupa_transfer_between_banks(from_bank, to_bank, value, date)
Registra uma transferência entre dois bancos/contas do PRÓPRIO usuário (movimento contábil — não executa transferência bancária real). value é o valor; date opcional (default = hoje).
Eingabe-Schema
{
"type": "object",
"properties": {
"from_bank": {
"type": "string"
},
"to_bank": {
"type": "string"
},
"value": {
"type": "number"
},
"date": {
"type": "string"
}
},
"required": [
"from_bank",
"to_bank",
"value"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢show_version
Show the current MCP platform and adapter versions.
Eingabe-Schema
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟡report_bug(message, context, conversation)
Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.
Eingabe-Schema
{
"type": "object",
"properties": {
"message": {
"type": "string"
},
"context": {
"default": "",
"type": "string"
},
"conversation": {
"default": "[]",
"type": "string"
}
},
"required": [
"message"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢connect
Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.
Eingabe-Schema
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟢toolkit_info
Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.
Eingabe-Schema
{
"type": "object",
"properties": {},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟡marketplace(action, query, mcp_id, limit, tier_slug, ...)
The official mcp.ai marketplace — the in-platform catalog of every MCP/tool, AND the way to run them. Covers capability requests like "find an MCP that does X", "consulta um CPF", "is there a tool for Y". Core flow: action=search discovers MCPs by intent → describe returns one MCP's full profile (every tool with its id + params, pricing, auth) so you pick the right tool_id → invoke RUNS that tool. KEY: invoke works even when the MCP is NOT installed — it runs the tool pontualmente (one-off), without adding the MCP to the toolkit and without bloating the tool list. If the MCP needs a credential/login, invoke returns a connect link; if it is paid and the wallet is empty, invoke returns a checkout/top-up link (the user opens it, then you retry). Use install only to make an MCP PERMANENT in the active toolkit (its tools then show up natively in future sessions); prefer invoke for a single/occasional use. list_tools lists what is callable right now. subscribe/cancel handle per-MCP billing; report_bug sends feedback; request_mcp asks us to build a NEW MCP when nothing fits. Search/describe flag installed_in_toolkit vs installed_in_workspace. Writes (install/uninstall/subscribe/cancel and the one-off install behind invoke) require workspace owner/admin. It also carries the mcp.ai PROMPT LIBRARY, which is about ready-made prompt TEXT rather than MCPs: search_prompts finds one, get_prompt returns its full text with {{variables}} filled, and publish_prompt saves a prompt and returns a shareable mcp.ai/p/<slug> link that opens without login.
Eingabe-Schema
{
"type": "object",
"properties": {
"action": {
"default": "search",
"type": "string",
"enum": [
"search",
"describe",
"install",
"uninstall",
"subscribe",
"cancel",
"resume",
"report_bug",
"request_mcp",
"list_tools",
"invoke",
"search_prompts",
"get_prompt",
"publish_prompt"
]
},
"query": {
"default": "",
"type": "string"
},
"mcp_id": {
"default": "",
"type": "string"
},
"limit": {
"default": 10,
"type": "number"
},
"tier_slug": {
"default": "",
"type": "string"
},
"immediate": {
"default": false,
"type": "boolean"
},
"cancel_reason": {
"type": "string",
"enum": [
"too_expensive",
"missing_features",
"switched_service",
"unused",
"customer_service",
"too_complex",
"low_quality",
"other"
]
},
"cancel_comment": {
"default": "",
"type": "string"
},
"message": {
"default": "",
"type": "string"
},
"report_context": {
"default": "",
"type": "string"
},
"conversation": {
"default": "[]",
"type": "string"
},
"request_name": {
"default": "",
"type": "string"
},
"request_details": {
"default": "",
"type": "string"
},
"tool_id": {
"default": "",
"type": "string"
},
"arguments": {
"default": "{}",
"type": "string"
},
"prompt_slug": {
"default": "",
"type": "string"
},
"prompt_vars": {
"default": "{}",
"type": "string"
},
"prompt_category": {
"default": "",
"type": "string"
},
"prompt_tool": {
"default": "",
"type": "string"
},
"prompt_title": {
"default": "",
"type": "string"
},
"prompt_description": {
"default": "",
"type": "string"
},
"prompt_body": {
"default": "",
"type": "string"
},
"prompt_targets": {
"default": [],
"type": "array",
"items": {
"type": "string",
"enum": [
"claude",
"chatgpt",
"cursor",
"lovable"
]
}
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}🟡authenticate(token)
MCP.AI for IDE agents (Cursor, etc.): log in in the browser, copy the access token. Best: add it to this server's config as a header `Authorization: Bearer <token>` for a permanent, non-expiring connection. Or paste it here for a session-only login: call with { token: "<jwt>" } after the user pastes, or with no args to get the link.
Eingabe-Schema
{
"type": "object",
"properties": {
"token": {
"type": "string"
}
},
"$schema": "http://json-schema.org/draft-07/schema#"
}Community
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