Sophtron Financial Data Connection

Sophtron Financial Data Connection

Official
sophtron

Connects to financial institutions, utilities, and billing accounts to retrieve account balances, transaction history, payment data, and identity information through a unified API.

Connect to financial, utility, and billing accounts to retrieve balance, transaction, payment, and identity data

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What it does

  • Retrieve account balances from banks and financial institutions
  • Fetch transaction history and payment data
  • Access utility and billing account information
  • Connect to phone and internet service providers
  • Handle multi-factor authentication flows
  • Extract identity data from connected accounts

Best for

Fintech developers building personal finance appsCompanies needing customer financial verificationApplications requiring automated billing data collectionFinancial wellness platforms aggregating user accounts
Free tier with 10,000 requests per monthMachine learning adapts to data source changes automaticallySupports both direct API and OAuth 2.0 authentication

About Sophtron Financial Data Connection

Sophtron Financial Data Connection is an official MCP server published by sophtron that provides AI assistants with tools and capabilities via the Model Context Protocol. Sophtron Financial Data Connection securely links financial, utility, and billing accounts to retrieve balances, transac It is categorized under finance, developer tools.

How to install

You can install Sophtron Financial Data Connection in your AI client of choice. Use the install panel on this page to get one-click setup for Cursor, Claude Desktop, VS Code, and other MCP-compatible clients. This server supports remote connections over HTTP, so no local installation is required.

License

Sophtron Financial Data Connection is released under the MIT license. This is a permissive open-source license, meaning you can freely use, modify, and distribute the software.

Sophtron Integration

Sample code of how to integrate with Sophtron data API. Currently support financial, utility, phone, internet and other vendor billing accounts.

Sophtron is a next generation data aggregation service that makes accessing data a breeze. No matter which sources the data are from, or which formats the data are of, Sophtron will provide you with a single API and uniform format. You only need to integrate with Sophtron once, and be assured that Sophtron API will take care of the rest.

Armed with machine learning technologies, Sophtron's data aggregation system adjusts to data changes automatically. No matter whether the data source or format changes, our robust system will return the same format of data without any disruption. This means minimal down time for you and no maintenance cost to support angry customers' calls.

To integrate with Sophtron, follow our tutorial or sample code. Authentication methods include both direct API call and OAuth 2.0. Contact us at [email protected] if you have any questions.

Sophtron Banking and Billing API is free to developers up to 10,000 requests / month. More details at https://sophtron.com/Home/Pricing

Example code

  • js:
cd js
npm i
node quick_example.js
node full_example.js
  • dotnet5: load with visualstudio and start debugging.
  • both version provides direct auth and oauth method, with a quick example to access the authorized healthcheck endpoint
  • js version of full bank auth (with mfa handling) example, please refer to full_example
  • for sophtron widget integration, please refer to Sophtron-Wiget-Loader project

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