Redbark MCP Server
Connect AI agents to your Australian bank and global brokerage data — live balances, transactions, holdings, and trades over the Model Context Protocol.
README
<p align="center"> <img src="logo.png" width="120" height="120" alt="Redbark logo" /> </p>
<h1 align="center">Redbark MCP Server</h1>
<p align="center"> Connect AI agents to your Australian bank and global brokerage data — live balances, transactions, holdings, and trades over the Model Context Protocol. </p>
<p align="center"> <a href="https://redbark.com">Website</a> · <a href="https://docs.redbark.com/api-reference/mcp">Documentation</a> · <a href="https://app.redbark.com">Dashboard</a> </p>
Redbark syncs bank and brokerage accounts to Google Sheets, Airtable, Notion, YNAB, and webhooks. The Redbark MCP server gives MCP-compatible AI agents — Claude, Cline, Cursor, ChatGPT, VS Code, and others — 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 — every request is proxied live from the source.
Quickstart
The server is remote and hosted — there is nothing to install or run.
https://mcp.redbark.com/mcp
- Transport: Streamable HTTP
- Auth: OAuth 2.1 (automatic — 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 → MCP Servers → Configure):
{
"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 → Settings → API Keys):
{
"mcpServers": {
"redbark": {
"type": "streamableHttp",
"url": "https://mcp.redbark.com/mcp",
"headers": {
"Authorization": "Bearer rbk_live_YOUR_API_KEY"
}
}
}
}
Claude Code
claude mcp add --transport http redbark https://mcp.redbark.com/mcp
Claude (desktop / web)
Settings → Connectors → Add custom connector → paste https://mcp.redbark.com/mcp.
Cursor
{
"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 — 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 → Settings → 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 — 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 and is included in the free trial. Brokerage tools (list_holdings, list_trades) require Professional.
Support
- Docs: docs.redbark.com/api-reference/mcp
- Email: support@redbark.com
License
This repository (documentation and assets) is MIT licensed. The hosted service is governed by the Redbark terms.
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