Documentation Index
Fetch the complete documentation index at: https://docs.redbark.co/llms.txt
Use this file to discover all available pages before exploring further.
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 supports OAuth 2.1 for remote MCP clients. Paste the server URL into Claude, ChatGPT, Cursor, or another MCP client and complete the Redbark consent screen. API-key auth is still accepted for legacy/manual setups, but OAuth is recommended.
Discovery endpoints:
| Endpoint | Purpose |
|---|
https://mcp.redbark.co/.well-known/oauth-protected-resource | MCP resource metadata |
https://app.redbark.co/.well-known/oauth-authorization-server | OAuth authorization server metadata |
Setup
Claude Desktop
Claude Code
Cursor
Add a custom connector with:{
"mcpServers": {
"redbark": {
"type": "http",
"url": "https://mcp.redbark.co/mcp"
}
}
}
- 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": "http",
"url": "https://mcp.redbark.co/mcp"
}
}
}
Go to Cursor Settings > MCP and add a new server:
- Name:
redbark
- Type:
http
- URL:
https://mcp.redbark.co/mcp
{
"mcpServers": {
"redbark": {
"type": "http",
"url": "https://mcp.redbark.co/mcp"
}
}
}
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 — accepts YYYY-MM-DD or full ISO 8601 (YYYY-MM-DDTHH:mm:ssZ). Defaults to 30 days ago. |
to | string | No | End date — same formats accepted. Defaults to now. |
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, invalid, or expired OAuth token | Reconnect Redbark from your MCP client |
| 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 |
