Sophtron MCP

What it does

Sophtron MCP lets you connect your bank accounts and retrieve financial data directly through your MCP host. It wraps the Sophtron financial data aggregation API and exposes it as interactive UI workflows and MCP tools. You can search for banks, launch a credential-and-MFA wizard to connect accounts, view balances, pull transaction history, rename or hide accounts, and trigger data refreshes — all through natural conversation with your AI assistant.

Key features

• Interactive bank connection wizard (connect_bank tool) — UI-based guided flow with credential entry and MFA handling
• Account management UI (manage_accounts tool) — select, rename, and organize linked bank accounts
• Institution search — find banks by name before connecting
• Full MFA support — answer security questions, verification codes, token choices, phone verification, and captchas
• Transaction history — pull up to 90 days of transactions for any account
• Account preferences — custom names, show/hide toggles, per-connection preferences stored locally

Installation

Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "sophtron": {
      "command": "node",
      "args": ["/path/to/sophtron-mcp/dist/index.js"],
      "env": {
        "SOPHTRON_USER_ID": "your-id",
        "SOPHTRON_ACCESS_KEY": "your-key"
      }
    }
  }
}

Set SOPHTRON_USER_ID and SOPHTRON_ACCESS_KEY (required). Optionally set SOPHTRON_API_ENDPOINT and SOPHTRON_CUSTOMER_NAME.

HTTP mode (for remote hosting)

mcp-proxy --port 8001 -- node dist/index.js

Supported hosts

Claude Desktop (confirmed in README). Also supports HTTP mode via mcp-proxy for remote clients.