Connect AI agents to your Australian bank and global brokerage data โ live balances, transactions, holdings, and trades over the Model Context Protocol.
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--- Redbark syncs bank and brokerage accounts to Google Sheets, Airtable, Notion, YNAB, and webhooks. The Redbark MCP server gives MCP-compatible AI agents โ Claude, Cline, Cursor, ChatGPT, VS Code, and others โ secure, read-only access to the same live financial data. Australian banking data is sourced through the regulated **Consumer Data Right (CDR / open banking)** framework. Your banking credentials are never shared with Redbark or your AI agent, and Redbark never stores your banking data โ every request is proxied live from the source. ## Quickstart The server is **remote and hosted** โ there is nothing to install or run. ``` https://mcp.redbark.com/mcp ``` - **Transport:** Streamable HTTP - **Auth:** OAuth 2.1 (automatic โ your client opens a browser consent flow), or a personal API key as a fallback - **Requirements:** a Redbark account on a Developer or Professional plan (API access is included in the free trial) ### Cline Add to `cline_mcp_settings.json` (Cline โ MCP Servers โ Configure): ```json { "mcpServers": { "redbark": { "type": "streamableHttp", "url": "https://mcp.redbark.com/mcp" } } } ``` Cline discovers the OAuth authorization server automatically and opens a browser window to approve access. To use an API key instead (created at [app.redbark.com](https://app.redbark.com) โ Settings โ API Keys): ```json { "mcpServers": { "redbark": { "type": "streamableHttp", "url": "https://mcp.redbark.com/mcp", "headers": { "Authorization": "Bearer rbk_live_YOUR_API_KEY" } } } } ``` ### Claude Code ```bash claude mcp add --transport http redbark https://mcp.redbark.com/mcp ``` ### Claude (desktop / web) Settings โ Connectors โ **Add custom connector** โ paste `https://mcp.redbark.com/mcp`. ### Cursor ```json { "mcpServers": { "redbark": { "url": "https://mcp.redbark.com/mcp" } } } ``` ## Tools All tools are **read-only**. The server cannot move money, modify accounts, or change your Redbark configuration. | Tool | Description | | --- | --- | | `list_connections` | List your connected bank and brokerage institutions | | `list_accounts` | List accounts across connections (paged) | | `list_balances` | Live balances for up to 20 accounts at once | | `list_transactions` | Live transactions for a connection (paged, default 30-day window) | | `list_holdings` | Brokerage holdings (Professional plan) | | `list_trades` | Brokerage trade history, up to a 366-day window (Professional plan) | Example prompts once connected: > "What did I spend on groceries across all my accounts last month?" > "What's my total cash balance right now?" > "Show my share purchases this financial year and summarise them in a table." ## Authentication & scopes **OAuth (recommended).** The server implements the standard MCP authorization flow (OAuth 2.1 with Dynamic Client Registration and PKCE). Clients that support MCP OAuth need only the server URL โ registration, browser consent, and token refresh are automatic. Granted scopes: | Scope | Grants | | --- | --- | | `mcp:read` | Banking tools (always granted) | | `brokerage:read` | Brokerage tools (optional, Professional plan) | You can review and revoke any connected agent at any time from **Connected Apps** in your [Redbark settings](https://app.redbark.com). **API key (fallback).** For clients without OAuth support, create a key at app.redbark.com โ Settings โ API Keys and send it as `Authorization: Bearer rbk_live_...`. ## Security - **No stored banking data.** Redbark proxies data live from providers at request time; customer banking data is never persisted to Redbark's database. - **Regulated data access.** Australian bank connections run on the CDR (open banking) framework โ credentials go to your bank, never to Redbark or your agent. - **Read-only by design.** No tool can initiate payments or mutate accounts. - **Scoped, revocable access.** OAuth tokens carry only the scopes you consent to and can be revoked in one click. - Requests are rate-limited pre- and post-authentication, and every request is auditable. ## Pricing MCP access requires a [Developer or Professional plan](https://redbark.com/pricing) and is included in the free trial. Brokerage tools (`list_holdings`, `list_trades`) require Professional. ## Support - Docs: [docs.redbark.com/api-reference/mcp](https://docs.redbark.com/api-reference/mcp) - Email: [support@redbark.com](mailto:support@redbark.com) ## License This repository (documentation and assets) is MIT licensed. The hosted service is governed by the [Redbark terms](https://redbark.com/terms).