sophtron-mcp

MCP server for Sophtron — connect bank accounts and retrieve financial data (accounts, balances, transactions) through the Model Context Protocol.

Sophtron is a financial data aggregation platform. This server wraps the Sophtron API and exposes it as a set of MCP tools that Claude (or any MCP client) can use to search for banks, connect accounts with credential and MFA handling, list accounts, and pull transaction history.

| Tool | Description | |------|-------------| | connect_bank | Launch an interactive wizard to connect a new bank or credit card account (UI-based) | | manage_accounts | Open the account management UI to select, rename, and organize linked bank accounts (UI-based) | | search_institutions | Search for banks and financial institutions by name | | create_connection | Create a new bank connection with login credentials; returns a job ID for polling | | poll_job | Check the status of a connection or refresh job; poll every 4-5 seconds until complete | | answer_mfa | Submit an MFA response (security question, verification code, token choice, phone verification, or captcha) | | get_connection_accounts | List accounts for a specific bank connection | | save_account_preferences | Save account selection and custom names after connecting a bank | | get_account_preferences | Read stored account preferences (selection, custom names) for a connection | | rename_account | Set or clear a custom display name for a bank account | | toggle_account | Show or hide a bank account from the active list | | list_connections | List all linked bank connections for this account | | list_accounts | List accounts for a bank connection (selected accounts only by default) | | get_transactions | Get transactions for a bank account (defaults to last 90 days) | | refresh_account | Trigger a fresh data pull from the bank for a specific account; returns a job ID to poll |

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