Kobana Kobana

Kobana Smart Finance

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The official Kobana plugin for Smart Finance. Connect Claude, or any other AI agent, to your Kobana account and work with accounts payable and receivable, entries, reconciliation and cash flow 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.

About Smart Finance
Try asking
Install
MCP servers
Security by design
Other Kobana plugins
Links
License

About Smart Finance

Financial back-office for Brazil. Accounts payable, accounts receivable, bank reconciliation and multi-company workspaces in one platform, with real-time balances and automatic classification rules.

Accounts payable and receivable: single, installments or recurring
Automatic bank reconciliation by value and date, OFX/QIF import
Parent company and subsidiaries in one workspace, with a consolidated view
Cash flow, inflows and outflows, category ranking and projections

Try asking

"Which workspaces can you act on?"
"Which accounts payable are due this week?"
"How does the cash flow look this month?"

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-finance@kobana-agent-marketplace

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

MCP servers

Server	URL
`kobana-finance`	`https://mcp.finance.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.
Read-only through OAuth. Outside Banking Gateway, clients that register themselves over OAuth, such as Claude and ChatGPT, get read-only access. To create or change records in Smart Finance, connect with a personal token.

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

Other Kobana plugins

Banking Gateway (kobana-banking): Boletos, Pix, payments, transfers, bank statements and customers on 40+ Brazilian banks.
Automatic Billing (kobana-billing): Customers, subscriptions, invoices, NFS-e and proposals.
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.

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.

universokobana/kobana-finance