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universokobana/kobana-banking

v2.1.0MIT

Kobana Banking Gateway for AI agents: boletos, bolepix, Pix charges, payments, Pix and TED transfers, bank accounts, balances and statements across 40+ Brazilian banks. Includes the sandbox server for safe testing.

Kobana Kobana

Kobana Banking Gateway

🇺🇸 English · 🇧🇷 Português · 🇪🇸 Español

The official Kobana plugin for Banking Gateway. Connect Claude, or any other AI agent, to your Kobana account and work with boletos, Pix, payments, transfers, bank statements and customers on 40+ Brazilian banks by conversation, always with your own permissions.

We take care of your processes, while you take care of your purpose.

  • Nothing to install on your side. The plugin connects to Kobana's remote MCP server. You sign in to Kobana and authorize.
  • Your permissions, not more. OAuth 2.1, scopes per resource and the dashboard permissions of whoever authorized, re-checked on every call.
  • A skill that knows the product. It teaches the agent the product's workflows and asks for confirmation before anything that moves money or deletes data.

Contents

About Banking Gateway

Unified banking operations. One API, 40+ banks. Connect your company to the Brazilian banking system through a single API. Issue boletos, receive Pix, make TED transfers, manage bank accounts and balances, all without changing banks.

  • Receivables: Pix, boleto, bolepix and payment links
  • Payments: boletos, Pix and taxes, in batches or scheduled
  • Transfers: Pix, TED and between accounts
  • Bank accounts, balances, statements, reconciliation and DDA

Try asking

  • "List my overdue boletos"
  • "What is the balance of my financial accounts?"
  • "Create a Pix charge of R$ 99.90"

Install

On claude.ai and in Cowork, add the plugin from the directory. In Claude Code, add the marketplace once and install the plugin:

/plugin marketplace add universokobana/kobana-agent-marketplace
/plugin install kobana-banking@kobana-agent-marketplace

For ChatGPT, Codex, Cursor, Copilot, Gemini and 20+ other clients, see the install guides.

MCP servers

ServerURL
kobana-bankinghttps://mcp.banking.kobana.com.br
kobana-banking-sandbox (sandbox, data isolated from production)https://mcp.banking.sandbox.kobana.com.br

Authentication is OAuth 2.1 with PKCE: on first use, your client opens the Kobana login. There is no client secret.

Security by design

  • Only what you can do. The agent can only do what your account can do in the dashboard. Without permission, the tool does not even appear.
  • You choose the access. On the authorization screen, select only the resources you need. To explore, grant read-only access.
  • Sensitive actions need confirmation. Tools are annotated as read, write or destructive. Cancelling, paying and transferring only run after you confirm.
  • Revoke anytime. In Kobana Account → Tokens and Access → Authorized Applications, remove the assistant without affecting your REST integrations.
  • Third-party data is not instructions. Names, descriptions and notes are written by other people. The servers and skills instruct the agent not to follow orders found in those fields.
  • Start in the sandbox. Banking Gateway destructive tools move real money. Experiment on the sandbox server first.

To report a vulnerability, see the security policy and our White Hat Policy.

Other Kobana plugins

  • Automatic Billing (kobana-billing): Customers, subscriptions, invoices, NFS-e and proposals.
  • Smart Finance (kobana-finance): Accounts payable and receivable, entries, reconciliation and cash flow.
  • Dunning (kobana-dunning): Charges, dunning workflows, agreements and disputes.
  • Magic Dashboard (kobana-dashboards): Portal users, team and organization.
  • Autonomous Inbox (kobana-inbox): Inboxes, e-mails, agents, agent runs and webhooks.

Links

License

MIT. Kobana and the Kobana logo are trademarks of Kobana.

This folder is generated from the repository's catalog.json and src/. Do not edit it by hand.