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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 connects AI assistants like Claude, ChatGPT, and Cursor directly to your bank accounts, balances, transactions, and brokerage data. Instead of syncing to a spreadsheet or app, the AI queries your data on demand.
MCP access requires a Developer or Professional plan. Brokerage data (holdings, trades) requires Professional.

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What is MCP?

Model Context Protocol is an open standard that lets AI tools read data from external services. The Redbark MCP server provides read-only access — your AI can view your data but can never modify, delete, or move anything. When connected, your AI assistant can answer questions like:
  • “What bank accounts do I have connected?”
  • “What’s my current balance across all accounts?”
  • “What did I spend on groceries this month?”
  • “Show me my brokerage holdings and P&L”
Data is fetched live from your banking provider on each request. Nothing is stored by Redbark or sent to the AI until you ask.

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How it’s different from other destinations

Google Sheets, You Need a Budget, etc.MCP Server
When data movesOn a schedule (every few hours)On demand, when you ask
What movesTransactions are written and storedNothing is stored; data is fetched live
Set up inRedbark dashboardYour AI tool’s config file
Best forRecord-keeping, budgeting, automationAsking questions, analysis, ad-hoc lookups

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Setup

1

Copy the MCP URL

Go to Settings > AI Connectors in the Redbark dashboard and copy the MCP URL:
https://mcp.redbark.co/mcp
2

Add the server to your AI tool

Paste the URL into Claude, ChatGPT, Cursor, or any remote MCP client. Your tool will open a Redbark OAuth consent screen.
3

Start asking questions

Open a conversation and ask about your accounts, balances, or transactions. The AI will call the MCP server automatically.

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Configuration

Add a custom connector in Claude settings with:
{
  "mcpServers": {
    "redbark": {
      "type": "http",
      "url": "https://mcp.redbark.co/mcp"
    }
  }
}
File location:
  • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json
Restart Claude Desktop after saving.
API keys are still supported for direct REST API consumers and advanced local MCP setups, but OAuth is recommended for hosted AI connectors.

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What your AI can access

Once connected, these tools are available to your AI assistant:
ToolWhat it doesPlan
list_connectionsShow all linked bank and brokerage connectionsDeveloper+
list_accountsList all accounts with names, types, and currenciesDeveloper+
list_balancesFetch live balances for specific accountsDeveloper+
list_transactionsGet transactions with date range and account filtersDeveloper+
list_holdingsShow brokerage holdings with prices and P&LProfessional
list_tradesList brokerage trades with date filtersProfessional
The AI chooses which tool to call based on your question. You don’t need to know the tool names.

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Security

  • Read-only access: the MCP server can only read your data. It cannot create, modify, or delete anything in your bank accounts, connections, or syncs.
  • Your data stays yours: data is fetched live from your bank and returned to your AI tool. Redbark never stores transaction data.
  • OAuth auth: hosted AI tools receive short-lived OAuth access tokens and refresh them without storing your Redbark API keys.
  • Plan-gated: only users on Developer or Professional plans can use the MCP server. Brokerage tools are restricted to Professional.
  • Revocable: you can revoke a connected app from the dashboard at any time. The MCP server immediately stops accepting its tokens.

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Troubleshooting

ProblemFix
”Missing Authorization header” / “Invalid or expired OAuth access token”Reconnect the Redbark MCP server from your AI tool so it can complete the OAuth flow again
”MCP server not available” / 405 Method Not Allowed / connection fails silentlyMake sure "type" is "http" (not "sse"). Our server is Streamable HTTP only and will reject SSE-style GET requests
”Invalid or revoked API key”If you are using legacy API-key auth, create a new key in Settings > API Keys
”API access requires a Developer or Professional plan”Upgrade your plan
”Brokerage endpoints require a Professional plan”Holdings and trades need a Professional plan
Server not respondingThe server scales from zero; retry after a few seconds
Tools not showing upRestart your AI tool after editing the config file
For the full technical reference (schemas, error formats, endpoint details), see the API Reference > MCP Server page.