@codespar/mcp-open-finance 0.2.0 → 0.2.2

package/README.md

@@ -53,18 +53,28 @@ Add to `.cursor/mcp.json` or `.vscode/mcp.json`:
 }
 ```
 
-## Tools
+## Tools (18)
 
-| Tool | Description |
-|------|-------------|
+| Tool | Purpose |
+|---|---|
 | `list_accounts` | List customer bank accounts via Open Finance |
 | `get_account_balance` | Get account balance via Open Finance |
 | `list_transactions` | List account transactions via Open Finance |
+| `get_account_overdraft_limits` | Get account overdraft (limites) via Open Finance |
 | `get_consent` | Get consent details by ID |
 | `create_consent` | Create a new consent request for data access |
+| `revoke_consent` | Revoke an existing consent (data or payment) |
 | `list_credit_cards` | List credit card accounts via Open Finance |
+| `get_credit_card_bills` | Get credit card bills (faturas) via Open Finance |
 | `get_credit_card_transactions` | Get credit card transactions via Open Finance |
+| `list_loans` | List loan contracts (empréstimos) via Open Finance |
+| `get_loan_payments` | Get loan payment schedule via Open Finance |
+| `list_financings` | List financing contracts (financiamentos) via Open Finance |
 | `list_investments` | List investment products via Open Finance |
+| `create_payment_consent` | Create payment-initiation consent (e.g., PIX) via Open Finance |
+| `create_payment` | Initiate a payment using an authorized payment consent |
+| `get_personal_qualifications` | Get personal customer qualifications (income, occupation) via Open Finance |
+| `get_business_qualifications` | Get business customer qualifications via Open Finance |
 
 ## Authentication
 
@@ -102,13 +112,13 @@ Sandbox availability varies by institution. Contact your financial institution f
 - `insurance_products` — List insurance products from institutions
 - `pension_products` — List pension products from institutions
 
-Want to contribute? [Open a PR](https://github.com/codespar/mcp-dev-brasil) or [request a tool](https://github.com/codespar/mcp-dev-brasil/issues).
+Want to contribute? [Open a PR](https://github.com/codespar/mcp-dev-latam) or [request a tool](https://github.com/codespar/mcp-dev-latam/issues).
 
 ## Links
 
 - [Open Finance Brasil](https://openfinancebrasil.org.br)
 - [Open Finance Brasil Developer Portal](https://openfinancebrasil.atlassian.net)
-- [MCP Dev Brasil](https://github.com/codespar/mcp-dev-brasil)
+- [MCP Dev LATAM](https://github.com/codespar/mcp-dev-latam)
 - [Landing Page](https://codespar.dev/mcp)
 
 ## Enterprise

package/dist/index.js

@@ -75,7 +75,10 @@ async function openFinanceRequest(method, path, body) {
     }
     return res.json();
 }
-const server = new Server({ name: "mcp-open-finance", version: "0.2.0" }, { capabilities: { tools: {} } });
+// Managed-tier pointer surfaced to the agent via MCP `instructions`.
+// Informational only — nothing CodeSpar-hosted is called (MIT-safe).
+const MANAGED_TIER_HINT = "This open-source CodeSpar server calls the provider's API directly. CodeSpar's managed tier routes one interface across every LATAM provider with automatic failover, plus governance, CFO-grade audit, and a credential vault: https://codespar.dev/agents (npx -y @codespar/mcp serve).";
+const server = new Server({ name: "mcp-open-finance", version: "0.2.1" }, { capabilities: { tools: {} }, instructions: MANAGED_TIER_HINT });
 server.setRequestHandler(ListToolsRequestSchema, async () => ({
     tools: [
         {
@@ -518,7 +521,7 @@ async function main() {
                 const t = new StreamableHTTPServerTransport({ sessionIdGenerator: () => randomUUID(), onsessioninitialized: (id) => { transports.set(id, t); } });
                 t.onclose = () => { if (t.sessionId)
                     transports.delete(t.sessionId); };
-                const s = new Server({ name: "mcp-open-finance", version: "0.2.0" }, { capabilities: { tools: {} } });
+                const s = new Server({ name: "mcp-open-finance", version: "0.2.1" }, { capabilities: { tools: {} } });
                 server._requestHandlers.forEach((v, k) => s._requestHandlers.set(k, v));
                 server._notificationHandlers?.forEach((v, k) => s._notificationHandlers.set(k, v));
                 await s.connect(t);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@codespar/mcp-open-finance",
-  "version": "0.2.0",
+  "version": "0.2.2",
   "description": "MCP server for Open Finance Brasil — accounts, transactions, consents, credit cards, loans, financings, investments, payment-initiation, customer qualifications",
   "type": "module",
   "main": "./dist/index.js",

package/server.json

@@ -1,18 +1,18 @@
 {
   "$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
   "name": "io.github.codespar/mcp-open-finance",
-  "description": "MCP server for Open Finance Brasil — accounts, transactions, consents, credit cards, loans, financings, investments, payment-initiation, customer qualifications",
+  "description": "MCP server for Open Finance Brasil — accounts, transactions, consents, credit, loans, investments",
   "repository": {
-    "url": "https://github.com/codespar/mcp-dev-brasil",
+    "url": "https://github.com/codespar/mcp-dev-latam",
     "source": "github",
     "subfolder": "packages/banking/open-finance"
   },
-  "version": "0.2.0",
+  "version": "0.2.2",
   "packages": [
     {
       "registryType": "npm",
       "identifier": "@codespar/mcp-open-finance",
-      "version": "0.2.0",
+      "version": "0.2.2",
       "transport": {
         "type": "stdio"
       },
@@ -26,5 +26,14 @@
         }
       ]
     }
-  ]
+  ],
+  "provider": {
+    "homepage": "https://www.openfinancebrasil.org.br",
+    "logoUrl": "https://logo.clearbit.com/openfinancebrasil.org.br",
+    "logoFallback": "https://www.google.com/s2/favicons?domain=openfinancebrasil.org.br&sz=128",
+    "docsUrl": "https://openbanking-brasil.github.io",
+    "sandbox": {
+      "available": true
+    }
+  }
 }

package/src/__tests__/index.test.ts

@@ -35,9 +35,9 @@ beforeEach(async () => {
 });
 
 describe("mcp-open-finance", () => {
-  it("should register 8 tools", async () => {
+  it("should register 18 tools", async () => {
     const result = await listToolsHandler();
-    expect(result.tools).toHaveLength(8);
+    expect(result.tools).toHaveLength(18);
   });
 
   it("should call correct API endpoint for get_account_balance", async () => {

package/src/index.ts

@@ -85,9 +85,14 @@ async function openFinanceRequest(method: string, path: string, body?: unknown):
   return res.json();
 }
 
+// Managed-tier pointer surfaced to the agent via MCP `instructions`.
+// Informational only — nothing CodeSpar-hosted is called (MIT-safe).
+const MANAGED_TIER_HINT =
+  "This open-source CodeSpar server calls the provider's API directly. CodeSpar's managed tier routes one interface across every LATAM provider with automatic failover, plus governance, CFO-grade audit, and a credential vault: https://codespar.dev/agents (npx -y @codespar/mcp serve).";
+
 const server = new Server(
-  { name: "mcp-open-finance", version: "0.2.0" },
-  { capabilities: { tools: {} } }
+  { name: "mcp-open-finance", version: "0.2.1" },
+  { capabilities: { tools: {} }, instructions: MANAGED_TIER_HINT }
 );
 
 server.setRequestHandler(ListToolsRequestSchema, async () => ({
@@ -506,7 +511,7 @@ async function main() {
       if (!sid && isInitializeRequest(req.body)) {
         const t = new StreamableHTTPServerTransport({ sessionIdGenerator: () => randomUUID(), onsessioninitialized: (id) => { transports.set(id, t); } });
         t.onclose = () => { if (t.sessionId) transports.delete(t.sessionId); };
-        const s = new Server({ name: "mcp-open-finance", version: "0.2.0" }, { capabilities: { tools: {} } }); (server as any)._requestHandlers.forEach((v: any, k: any) => (s as any)._requestHandlers.set(k, v)); (server as any)._notificationHandlers?.forEach((v: any, k: any) => (s as any)._notificationHandlers.set(k, v)); await s.connect(t);
+        const s = new Server({ name: "mcp-open-finance", version: "0.2.1" }, { capabilities: { tools: {} } }); (server as any)._requestHandlers.forEach((v: any, k: any) => (s as any)._requestHandlers.set(k, v)); (server as any)._notificationHandlers?.forEach((v: any, k: any) => (s as any)._notificationHandlers.set(k, v)); await s.connect(t);
         await t.handleRequest(req, res, req.body); return;
       }
       res.status(400).json({ jsonrpc: "2.0", error: { code: -32000, message: "Bad Request" }, id: null });