BankingMCP
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Setup guide

Connect Windsurf to your bank accounts

Windsurf, now Devin Desktop, loads MCP servers from its own config file. Add BankingMCP there and reload the agent.

Before you start

  1. Create a BankingMCP account and start the 7-day free trial. You add payment details at Stripe, and you pay nothing if you cancel within the trial.
  2. Connect your bank through its own PSD2 web form. Your banking login stays with your bank.
  3. Add Windsurf as an assistant to get a personal MCP address for it.

Add BankingMCP to Windsurf

Windsurf

now Devin Desktop

Setup steps

  1. Copy your personal MCP address from BankingMCP.
  2. Add the entry shown here to ~/.config/devin/mcp_config.json, or run devin mcp add bankingmcp followed by your address.
  3. Reload the agent and ask about your accounts.

Still on the older Cascade agent? Add the same address as serverUrl in ~/.codeium/windsurf/mcp_config.json.

~/.config/devin/mcp_config.json
{
  "mcpServers": {
    "bankingmcp": {
      "url": "https://banking-mcp.com/api/mcp/<your-token>",
      "transport": "http"
    }
  }
}

This address is an example. You get your own after signing up, and it works like a password.

What Windsurf can do once it's connected

list_accounts
Lists your connected accounts with bank, IBAN and balance.
get_balances
Totals across all accounts, per currency, plus each account's balance.
search_transactions
Finds transactions by account, date range, merchant or purpose, income or spending and amount, with totals.
list_transactions
Loads all transactions page by page, optionally per account and date range, so your assistant can sort through them itself, e.g. for rent payments.
refresh_accounts
Loads the newest data your banks have delivered before answering.

These tools only read. Nothing can move money, and payments are not part of this connection.

Does your bank work?

Thousands of banks in Germany, Austria and across Europe. Search for yours before you sign up.

Check your bank →

Questions about Windsurf and BankingMCP

Does Windsurf see my banking login?
No. You log in at your bank in its own web form. BankingMCP never receives your PIN or password, and neither does Windsurf.
Can Windsurf move money?
No. This connection is read-only: listing accounts, balances and transactions. There is no payment tool. Payments are planned as a separate, explicitly approved step.
What happens if I want to cut off access?
Each assistant has its own address. Deactivate or remove the one you gave Windsurf and it stops working immediately, without touching your other assistants.

Guides for other assistants

Try it with Windsurf

7 days free, then €5 a month. Cancel anytime.

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