Ask Claude about your own financial life and get answers grounded in your real data. Add Belvo as a connector and Claude can use your own financial information when you ask about your money. Get a clearer picture of where you stand, understand patterns you might not notice on your own, and think through decisions with answers based on your real numbers. Available for bank accounts and INSS records in Brazil, and SAT and IMSS records in Mexico. Connect in minutes: add Belvo and link your first source. Secure access: Belvo reads your data and can refresh your connections, but never moves money or changes your accounts. You're in control: you decide what to connect and can disconnect anytime.
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/belvo. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://panorama-mcp.belvo.com/mcp. Sign-in: Required. Publisher documentation: https://panorama.belvo.com/. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
fiscal_list_financial_statements
fiscal_list_invoices
fiscal_list_tax_compliance_status
fiscal_list_tax_retentions
fiscal_list_tax_returns
fiscal_list_tax_status
get_connection_link
imss_list_current_employments
imss_list_employment_records
inss_list_employments
inss_list_owners
list_connections
list_products
open_finance_list_accounts
open_finance_list_bills
open_finance_list_investments
open_finance_list_owners
open_finance_list_transactions
open_finance_search_transactions
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