What is Investec Sapb Mcp

The investec-sapb-mcp project is a Python-based MCP (Model Context Protocol) server designed to interact with the Investec SA private banking API, allowing AI applications to manage accounts, transactions, and beneficiary payments through a standardized interface.

Use cases

Use cases for investec-sapb-mcp include AI-driven financial advisory services, automated account management systems, and applications that facilitate beneficiary payments and transaction monitoring.

How to use

To use investec-sapb-mcp, clone the repository, install the required package management tool ‘uv’, create and activate a virtual environment, and install the necessary dependencies as outlined in the installation guide.

Key features

Key features of investec-sapb-mcp include seamless integration with the Investec API, a standardized interface for AI applications, and the ability to manage various banking operations without custom code for each integration.

Where to use

investec-sapb-mcp can be used in the financial services sector, particularly in applications related to private banking, account management, and transaction processing.

Investec SAPB MCP Server

Overview

The investec-sapb-mcp project is a Python-based MCP (Model Context Protocol) server designed to interact with the Investec SA private banking API. This server allows AI applications to perform actions against the Investec API—such as managing accounts, transactions, and beneficiary payments—using a standardized interface. By leveraging MCP, the project enables seamless integration between LLM Client that support MCP and the Investec API without the need for custom code for each integration.

What is MCP?

Model Context Protocol (MCP) is an open standard introduced by Anthropic in late 2024 that standardizes how AI applications connect with external tools, data sources, and systems. Often described as a “USB-C port for AI applications,” MCP creates a universal interface allowing any AI assistant to plug into any data source or service without requiring custom code for each integration.

MCP solves the integration complexity problem by transforming what was previously an “M×N problem” (requiring custom integrations between M AI applications and N tools/systems) into a simpler “M+N problem” through standardization. This significantly reduces development time and maintenance requirements.

Installation

To set up the investec-sapb-mcp project, follow these steps:

1. Clone the repository:

   git clone https://github.com/acambitsis/investec-sapb-mcp.git
   cd investec-sapb-mcp
   

2. Install uv for package management:
   uv is used for managing Python packages in this project. Follow the installation guide here to set up uv on your system.

3. Create and activate a virtual environment:

   uv venv .venv
   source .venv/bin/activate  # On Unix/macOS
   # OR
   .venv\Scripts\activate     # On Windows
   

4. Install dependencies:
   Use uv to install the required packages:

   uv sync
   

5. Set up environment variables:
   Create a .env file in the root directory and add the following variables:

   INVESTEC_CLIENT_ID=your_client_id
   INVESTEC_CLIENT_SECRET=your_client_secret
   INVESTEC_API_KEY=your_api_key
   INVESTEC_USE_SANDBOX=true  # Set to false for production
   INVESTEC_TIMEOUT=30
   

   Replace your_client_id, your_client_secret, and your_api_key with your actual Investec API credentials.

   ⚠️ Security Warning: Never hardcode API keys, client IDs, or secrets in the code. Always use environment variables or a secure vault.

Usage

To use the investec-sapb-mcp server, follow these steps:

1. Start the MCP server:
   Test that the server runs with following command:

   uv run server.py
   

2. Connect via an MCP-compatible AI application:
   Use an AI application that supports MCP (e.g., Claude Desktop or 5ire) to connect to the server. The AI can then use the exposed tools to interact with the Investec API.

3. Available Tools:
   The server exposes several tools for interacting with the Investec API:

   • get_accounts: Retrieve all accounts for the authenticated user.
   • transfer_multiple: Transfer funds to one or multiple accounts.
   • pay_beneficiaries: Pay one or multiple beneficiaries.

   For detailed usage of each tool, refer to the docstrings in server.py.

Example Usage

Here’s an example of how an AI might use the get_accounts tool:

**User Query**: "List all my accounts."

**AI Response**: "Here are your accounts:
- Account Name: Savings Account, Account Number: 123456789, Balance: 5000.00 ZAR
- Account Name: Cheque Account, Account Number: 987654321, Balance: 1500.00 ZAR"

Testing

To run the tests for this project, follow these steps:

1. Install test dependencies:

   uv add pytest
   

2. Run tests:

   pytest tests/
   

   The tests use the sandbox environment by default. Ensure your .env file is configured correctly for testing.

Contributing

We welcome contributions to the investec-sapb-mcp project. To contribute, follow these steps:

1. Fork the repository:
   Click the “Fork” button on the GitHub repository page.

2. Create a feature branch:

   git checkout -b feature/your-improvement
   

3. Make your changes:
   Implement your feature or bug fix, ensuring to follow the project’s coding standards.

4. Submit a pull request:
   Push your changes to your fork and submit a pull request to the main repository with a clear description of your changes.