Read-only live access to Australian bank (CDR/open banking) and global brokerage data for AI agents.
Copy the AI prompt to install this server into Claude Code, Cursor, or another agent β or use 1-click editor setup below.
π‘ Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows)
Connect AI agents to your Australian bank and global brokerage data β live balances, transactions, holdings, and trades over the Model Context Protocol.
Website Β· Documentation Β· Dashboard
Redbark syncs bank and brokerage accounts to Google Sheets, Airtable, Notion, YNAB, and webhooks. The Redbark MCP server gives MCP-compatible AI agents β Claude, Cline, Cursor, ChatGPT, VS Code, and others β 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 β every request is proxied live from the source.
The server is remote and hosted β there is nothing to install or run.
Add to cline_mcp_settings.json (Cline β MCP Servers β Configure):
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 β Settings β API Keys):
Settings β Connectors β Add custom connector β paste https://mcp.redbark.com/mcp.
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."
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 β 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.
API key (fallback). For clients without OAuth support, create a key at app.redbark.com β Settings β API Keys and send it as Authorization: Bearer rbk_live_....
MCP access requires a Developer or Professional plan and is included in the free trial. Brokerage tools (list_holdings, list_trades) require Professional.
This repository (documentation and assets) is MIT licensed. The hosted service is governed by the Redbark terms.
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