The Redbark MCP server lets AI agents (Claude Desktop, Cursor, Windsurf, etc.) access your bank accounts, balances, transactions, and brokerage data through the Model Context Protocol.
MCP access requires a Developer or Professional plan. Brokerage tools (holdings, trades) require a Professional plan.
Server URL
https://mcp.redbark.co/mcp
Authentication
The MCP server uses the same API keys as the REST API. Create a key in the dashboard, then configure your MCP client with the Authorization header.
Setup
Claude Desktop
Claude Code
Cursor
Add to your claude_desktop_config.json:{
"mcpServers": {
"redbark": {
"url": "https://mcp.redbark.co/mcp",
"headers": {
"Authorization": "Bearer rbk_live_..."
}
}
}
}
- macOS:
~/Library/Application Support/Claude/claude_desktop_config.json
- Windows:
%APPDATA%\Claude\claude_desktop_config.json
Add to your .mcp.json in any project directory:{
"mcpServers": {
"redbark": {
"type": "url",
"url": "https://mcp.redbark.co/mcp",
"headers": {
"Authorization": "Bearer rbk_live_..."
}
}
}
}
Go to Cursor Settings > MCP and add a new server:
- Name:
redbark
- Type:
sse
- URL:
https://mcp.redbark.co/mcp
Then add the authorization header via your ~/.cursor/mcp.json:{
"mcpServers": {
"redbark": {
"url": "https://mcp.redbark.co/mcp",
"headers": {
"Authorization": "Bearer rbk_live_..."
}
}
}
}
list_connections
List all bank and brokerage connections, including institution names, providers, and connection status.
No parameters required.
list_accounts
List all bank and brokerage accounts, including names, types, institutions, and currencies.
| Parameter | Type | Default | Description |
|---|
limit | integer | 50 | Maximum items to return (1-200) |
offset | integer | 0 | Items to skip for pagination |
list_balances
Fetch live account balances. Returns current and available balances with currencies.
| Parameter | Type | Required | Description |
|---|
accountIds | string[] | Yes | Account UUIDs to fetch balances for (1-100) |
list_transactions
Fetch bank transactions for a connection, with optional date range and account filters.
| Parameter | Type | Required | Description |
|---|
connectionId | string | Yes | Connection ID to fetch from |
accountId | string | No | Filter to a specific account |
from | string | No | Start date (YYYY-MM-DD). Defaults to 30 days ago |
to | string | No | End date (YYYY-MM-DD). Defaults to today |
limit | integer | No | Max items to return (1-500, default 200) |
offset | integer | No | Items to skip for pagination |
list_holdings
Requires a Professional plan.
| Parameter | Type | Required | Description |
|---|
connectionId | string | Yes | Brokerage connection ID |
accountId | string | No | Filter to a specific account |
list_trades
Requires a Professional plan.
| Parameter | Type | Required | Description |
|---|
connectionId | string | Yes | Brokerage connection ID |
accountId | string | No | Filter to a specific account |
from | string | No | Start date (YYYY-MM-DD) |
to | string | No | End date (YYYY-MM-DD) |
limit | integer | No | Max items to return (1-500, default 200) |
offset | integer | No | Items to skip for pagination |
Example prompts
Once connected, you can ask your AI agent things like:
- “What bank accounts do I have connected?”
- “Show me my current balances across all accounts”
- “What were my transactions last week?”
- “How much did I spend on groceries this month?”
- “Show me my brokerage holdings and P&L”
Troubleshooting
| Error | Cause | Fix |
|---|
| 401 Unauthorized | Missing or invalid API key | Check your Authorization header and key |
| 403 Plan required | Not on a Developer or Professional plan | Upgrade at app.redbark.co/settings/billing |
| 403 Professional required | Brokerage tool on a Developer plan | Upgrade to Professional for holdings and trades |
| Connection timeout | Server cold start | Retry after a few seconds; the server scales from zero |
