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Redbark logo

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.

Website · Documentation · Dashboard


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

License

This repository (documentation and assets) is MIT licensed. The hosted service is governed by the Redbark terms.

About

Redbark MCP server — connect AI agents to Australian bank + global brokerage data (live balances, transactions, holdings) via the Model Context Protocol

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