Investec API MCP Server

This is a Model Context Protocol (MCP) server that provides tools for interacting with the Investec SA Private Banking API.

Design Philosophy

This MCP server has been intentionally designed with simplicity in mind. The entire implementation is contained in a single file (server.py) without unnecessary abstractions or layers. This approach was deliberately chosen for security reasons to make it easy to audit and review the full codebase without exessive effort.

Installation

1. Clone this repository
2. Install dependencies using the uv package manager:

   # Install uv if you don't have it yet
   curl -sSf https://astral.sh/uv/install.sh | bash
   
   # Create virtual environment and activate it
   uv venv
   source .venv/bin/activate
   
   # Install dependencies
   uv sync
   

3. Create your environment file from the example:

   cp .env.example .env
   

4. Edit the .env file and add your Investec API credentials:

   CLIENT_ID=your-client-id
   CLIENT_SECRET=your-client-secret
   API_KEY=your-api-key
   USE_SANDBOX=true # or false for production
   TIMEOUT=30 # seconds
   

Running the Server

Test the server by running it using:

python server.py

Compatible MCP Clients

This server implements the Model Context Protocol (MCP) and can be used with any compatible client. Some recommended clients include:

• Claude Desktop App - Anthropic's desktop client with full MCP support
• Cursor - An AI-native code editor with MCP tools support

For a full list of compatible clients, visit the MCP Clients page.

Connecting to Claude Desktop

To connect this MCP server to Claude Desktop:

1. Download and install Claude Desktop
2. Configure Claude Desktop to use this MCP server by editing the configuration file:
   • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Windows: %AppData%\\Claude\\claude_desktop_config.json
   • Add the server configuration:

{
    "mcpServers": {
        "investec-banking": {
            "command": "~/.local/bin/uv",
            "args": [
                "--directory",
                "/path/to/mcp-investec-sapb-simple",
                "run",
                "server.py"
            ]
        }
    }
}

For macOS users, this configuration:

• Uses the uv CLI tool to run the Python script
• Specifies the project directory with --directory
• Runs the server directly with run server.py

3. Save the file and restart Claude Desktop
4. You should now see the Investec tools available in Claude

For more detailed instructions, see the MCP Quickstart Guide.

Connecting to Cursor

Alternatively, you can use Cursor as your MCP client:

1. Download and install Cursor
2. Open Cursor and follow their MCP integration instructions

Available Tools

The server provides the following tools:

Account Information

• get_accounts: Get a list of accounts
• get_account_balance: Get the balance of a specific account
• get_account_transactions: Get transactions for a specific account
• get_pending_transactions: Get pending transactions for a specific account
• get_profiles: Get a list of profiles
• get_profile_accounts: Get accounts for a specific profile

Beneficiaries

• get_beneficiaries: Get a list of beneficiaries
• get_beneficiary_categories: Get a list of beneficiary categories
• get_profile_beneficiaries: Get beneficiaries for a specific profile and account
• get_authorisation_setup_details: Get authorisation setup details

Transfers

• transfer_multiple: Transfer funds to one or multiple accounts
• pay_multiple: Pay funds to one or multiple beneficiaries

Documents

• get_documents: Get a list of documents for a specific account
• get_document: Get a specific document

Contributing

Contributions are welcome to improve this MCP server. Beyond bug fixes, key areas for enhancement include:

• Error handling refinements
• Logging improvements
• Test coverage expansion
• Documentation enhancements
• Supporting credential retrieval from keyvaults or other secure sources
• Anything else that you consider to be needed or valuable

Please submit a pull request with your improvements.

License

This project is licensed under the MIT License - see the LICENSE file for details.