sophtron-mcp

MCP server for Sophtron — connect bank accounts and retrieve financial data (accounts, balances, transactions) through the Model Context Protocol.

Sophtron is a financial data aggregation platform. This server wraps the Sophtron API and exposes it as a set of MCP tools that Claude (or any MCP client) can use to search for banks, connect accounts with credential and MFA handling, list accounts, and pull transaction history.

Tools

Tool	Description
connect_bank	Launch an interactive wizard to connect a new bank or credit card account (UI-based)
manage_accounts	Open the account management UI to select, rename, and organize linked bank accounts (UI-based)
search_institutions	Search for banks and financial institutions by name
create_connection	Create a new bank connection with login credentials; returns a job ID for polling
poll_job	Check the status of a connection or refresh job; poll every 4-5 seconds until complete
answer_mfa	Submit an MFA response (security question, verification code, token choice, phone verification, or captcha)
get_connection_accounts	List accounts for a specific bank connection
save_account_preferences	Save account selection and custom names after connecting a bank
get_account_preferences	Read stored account preferences (selection, custom names) for a connection
rename_account	Set or clear a custom display name for a bank account
toggle_account	Show or hide a bank account from the active list
list_connections	List all linked bank connections for this account
list_accounts	List accounts for a bank connection (selected accounts only by default)
get_transactions	Get transactions for a bank account (defaults to last 90 days)
refresh_account	Trigger a fresh data pull from the bank for a specific account; returns a job ID to poll

Environment Variables

Variable	Required	Description
SOPHTRON_USER_ID	Yes	Your Sophtron API user ID
SOPHTRON_ACCESS_KEY	Yes	Your Sophtron API access key (secret)
SOPHTRON_API_ENDPOINT	No	API base URL (defaults to https://api.sophtron.com/api)
SOPHTRON_CUSTOMER_NAME	No	Customer name override

Installation

npm ci

Usage

stdio mode (for MCP clients like Claude Desktop)

SOPHTRON_USER_ID=your-id SOPHTRON_ACCESS_KEY=your-key node dist/index.js

Claude Desktop configuration

Add to your Claude Desktop MCP config:

{
  "mcpServers": {
    "sophtron": {
      "command": "node",
      "args": ["/path/to/sophtron-mcp/dist/index.js"],
      "env": {
        "SOPHTRON_USER_ID": "your-id",
        "SOPHTRON_ACCESS_KEY": "your-key"
      }
    }
  }
}

HTTP mode (with mcp-proxy)

mcp-proxy --port 8001 -- node dist/index.js

Data Storage

Account preferences (custom names, selected/hidden status) are stored locally in ~/.sophtron-mcp/connections.json. No bank credentials are stored locally.

License

MIT