BTG Pactual

v0.1.0-alpha.1OAuth2alpha

BR investment bank with retail digital banking (BTG+). Investment-bank flavor: Pix + boleto + accounts PLUS investment positions, portfolio summary, fund subscribe/redeem. OAuth2 + mTLS. Alpha — devportal contract-gated.

12 tools5 env vars🇧🇷 Brazilalpha — pending validation

Install

terminal

$ npm install @codespar/mcp-btg@alpha

Quickstart

Add this entry to your claude_desktop_config.json (or any MCP-compatible client config).

claude_desktop_config.json

{
  "mcpServers": {
    "btg": {
      "command": "npx",
      "args": [
        "-y",
        "@codespar/mcp-btg@alpha"
      ],
      "env": {
        "BTG_CLIENT_ID": "<your_btg_client_id>",
        "BTG_CLIENT_SECRET": "<your_btg_client_secret>",
        "BTG_CERT_PATH": "<your_btg_cert_path>",
        "BTG_KEY_PATH": "<your_btg_key_path>"
      }
    }
  }
}

After restart, your agent can call any of the 12 tools below — try get_oauth_token first.

Environment variables · 5

Required to authenticate the server. Stored encrypted when using CodeSpar managed hosting.

BTG_CLIENT_ID

required

BTG OAuth client_id issued via the Developer Portal after contract onboarding.

BTG_CLIENT_SECRET

requiredsecret

BTG OAuth client_secret.

BTG_CERT_PATH

required

Absolute path to the mTLS client certificate (.crt or .pem). BACEN mandates mTLS for Pix v2; BTG enforces it across product families.

BTG_KEY_PATH

requiredsecret

Absolute path to the mTLS private key (.key or .pem).

BTG_ENV

optional

Environment: 'sandbox' or 'production'. Defaults to 'sandbox'.

Available tools · 12

Each tool is independent — your agent loads only what it needs to reduce context and response time.

READget_oauth_token

Mint or return a cached OAuth2 client_credentials bearer token for the BTG Developer Portal. Exposed so agents can inspect token freshness; normal tool calls obtain tokens implicitly.

WRITEcreate_pix_cob

Create an immediate Pix charge (cob) with QR code. Returns the txid, copy-paste EMV payload, and location URL. BACEN Pix v2 standard surface.

READget_pix_cob

Retrieve an immediate Pix charge (cob) by its txid.

WRITEcreate_boleto

Issue a boleto via BTG Cobrança. Returns nosso_numero, linha_digitável, barcode, and PDF URL.

READget_boleto

Retrieve a boleto by its BTG identifier (id or nosso_numero).

READget_account_balance

Retrieve the available balance for a BTG+ checking account (conta corrente). Returns available, blocked, and total balances in BRL.

READget_account_statement

Retrieve account statement transactions for a given period. Paginated.

READlist_investment_positions

List the counterparty's investment positions held at BTG, scoped to fixed-income asset classes (CDB, LCI, LCA, LF, LFSN, debêntures, CRI, CRA). Each position includes issuer, indexer (CDI/IPCA/Prefixado), gross value, net value (after IR/IOF), and maturity.

Compatible frameworks

MCP is a protocol — any framework that speaks it can mount this server.

Claude Agent SDKAnthropic

OpenAI AgentsOpenAI

Vercel AI SDKVercel

LangChainLangChain

LlamaIndexLlamaIndex

CrewAICrewAI

MastraMastra

Any MCP clientProtocol

Frequently asked questions

All credentials are encrypted at rest in an isolated vault scoped per organization. OAuth2 tokens are automatically refreshed before expiry. Your agent code never sees raw secrets — it receives scoped, short-lived session tokens.