What is Fintual Mcp Server

Fintual MCP Server is a server that enables Large Language Models (LLMs) to interact with Fintual’s API, facilitating data retrieval and processing for various financial services.

Use cases

Use cases include querying asset providers, retrieving information about banks, and accessing conceptual assets for financial analysis and decision-making.

How to use

To use Fintual MCP Server, clone the repository from GitHub, install the required UV tool, and configure the JSON settings according to your specific tool. Run the server using the provided command structure.

Key features

Key features include API endpoints for asset providers, banks, and conceptual assets, along with a user-friendly JSON configuration for integration with various tools.

Where to use

Fintual MCP Server is primarily used in the financial technology sector, particularly for applications involving asset management, investment services, and data analysis.

Fintual MCP Servers

This server enables LLMs to interact with Fintual’s API.

API Endpoints

Swagger: https://fintual.cl/api-docs/index.html

Servers list

• Python Server
• Typescript Server (coming soon)

Python Server Setup instructions

1- Clone this repository

git clone https://github.com/davila7/fintual_mcp_server.git

2- Install uv

curl -LsSf https://astral.sh/uv/install.sh | sh

Add the server

Go to the fintual_python_server folder and run the following command:

cd fintual_python_server

Run the following command:

uv run mcp install server.py

or Add this to your .codegpt/mcp_config.json for CodeGPT or /path/to/Claude/claude_desktop_config.json for Claude Desktop:

{
  "mcpServers": {
    "Fintual MCP Server": {
      "command": "/path_to_your_uv/.local/bin/uv",
      "args": [
        "run",
        "--with",
        "mcp[cli]",
        "mcp",
        "run",
        "<path to mcp-servers>/fintual_mcp_server/fintual_python_server/server.py"
      ]
    }
  }
}

Important:

• Replace /path_to_your_uv/.local/bin/uv with the actual path to your uv executable.
• Replace <path to mcp-servers>/fintual_mcp_server/fintual_python_server/server.py with the actual path to the server.py file of the Fintual MCP server.

Configuration File Location by Tool

The common JSON configuration should be placed in the following file, depending on the tool you are using:

• Claude Desktop: claude_desktop_config.json
• Cursor: .cursor/mcp.jso
• CodeGPT: ~/.codegpt/mcp_config.json

Tool list

• asset_provider: Get the list of asset providers.
• get_asset_provider_by_id: Get the asset provider by id.
• get_conceptual_assets: Get the list of conceptual assets.
• banks: Get the list of banks.

Prompt list

• assets_provider_prompt: Prompt to use the assets_provider tool.
• conceptual_assets_prompt: Prompt to use the conceptual_assets tool.

Example questions to use the tools

1. Question Example:
   Zurich es una administradora de activos de Fintual ?

2. Question Example:
   Cuales son los bancos integrados en Fintual ?

3. Question Example:
   Cuales son los activos conceptuales de BANCHILE?

Add a Prompt to use the tools from the MCP Server

In Claude Desktop, you can add an speific prompt to use the tools.

• Select assets_provider_prompt

• Add the assets_provider

How it works

• The model will use the tools to answer the questions, but first it will ask for confirmation to use the tools.

• Then the model will read the API response and answer the question.

What’s next

• Add more tools to the MCP Server.
• Add more prompts to use the tools.
• Add typescript support to the MCP Server.