Use the iBanFirst MCP with Claude

Connect the iBanFirst MCP Connector to Claude and ask questions about your wallets, payments, and FX rates in plain language — in Claude.ai, Claude Desktop, or Claude Code.

Before you start, make sure you have your iBanFirst Token ID and Token Password (see Before you start).

Requirements

• A Claude plan that supports custom connectors (Pro, Max, Team or Enterprise).
• On a Team or Enterprise plan, the connector must first be added by an organization owner. See I don't have admin access to add the connector.

Connect the MCP

Claude.ai (Web)

1. Open claude.ai and expand the sidebar
2. Click Customize → Connectors → Add custom connector
3. Name it iBanFirst MCP and enter the URL: https://mcp.ibanfirst.com/mcp
4. Click Connect — Claude opens the iBanFirst login page
5. Enter your iBanFirst Token ID and Token Password, then click Connect

Claude Desktop

1. Open Claude Desktop
2. Go to Customize → Connectors
3. Click + → Add custom connector, name it iBanFirst MCP and enter the URL https://mcp.ibanfirst.com/mcp — or select iBanFirst MCP if your organization has already added it
4. Click Connect and enter your iBanFirst Token ID and Token Password on the iBanFirst login page

Connectors added on Claude.ai are also available in Claude Desktop with the same account, and the other way around.

Claude Code

1. Add the server from your terminal:

   claude mcp add --transport http ibanfirst https://mcp.ibanfirst.com/mcp

   Add --scope user to make it available in all your projects.

2. Start Claude Code, run /mcp, select ibanfirst and choose Authenticate

3. Your browser opens the iBanFirst login page — enter your Token ID and Token Password

4. Back in Claude Code, /mcp shows ibanfirst as connected

Use it

Ask Claude in natural language, for example:

• "List my iBanFirst wallets and their balances."
• "Show me all payments waiting for signature."
• "What's the EUR/USD rate on iBanFirst right now?"
• "Pull last month's financial movements into my Excel file."

Claude picks the right iBanFirst tools automatically. The full list is in Available tools.

For Excel workflows, install the ibanfirst-excel-sync skill described in MCP + Excel.

FAQ

For questions common to every AI assistant (login, credentials, multiple companies, read-only access), see the MCP Connector FAQ.

I don't have admin access to add the connector — what should I do?

If your organization uses a Claude Team or Enterprise plan, custom connectors can only be added by an organization owner. Ask your IT admin to add the iBanFirst MCP connector as a custom connector once, using the URL https://mcp.ibanfirst.com/mcp. This is a one-time setup — once the connector is added at the organization level, every user can connect it individually with their own Token ID and Token Password.

I don't see the "iBanFirst MCP" connector in the list

The connector appears in the list only once it has been added, by you or by your organization admin, as a custom connector. Ensure you are using a Claude plan that supports custom connectors, then add it with the URL https://mcp.ibanfirst.com/mcp.

Claude Code says the MCP is not connected when working with my Excel file

If Claude Code returns an error stating the MCP is not connected while you're working on an Excel file, the file may be locked by Excel while it's open. Save your work, close the Excel file completely, and reopen it before running the command again. This forces Excel to release its lock and lets the MCP reconnect properly.

Claude Code keeps asking me to authenticate

Run /mcp, select ibanfirst and choose Authenticate again. If the problem persists, remove and re-add the server with claude mcp remove ibanfirst followed by the claude mcp add command above.