iBanFirst MCP Connector
The iBanFirst MCP server gives AI assistants direct access to your international payments and treasury operations. Query multi-currency wallet balances and IBANs, retrieve transaction history and payment details, check live FX rates, explore payment options and fees, manage external beneficiary accounts, and monitor active fix-forward trades. Designed for finance teams and CFOs who want instant, conversational visibility into their cross-border cash flows — without leaving their AI interface.
Connect the MCP
Claude.ai (Web)
- Open claude.ai and expand the sidebar
- Click Customize → Connectors
- Click the + to Add Connector and search for "iBanFirst App MCP" in the connector list
- Click Connect and enter your OAuth Client ID and OAuth Client Password with your iBanFirst account
Claude Desktop
- Open Claude Desktop on your desktop
- Go to Customize → Connectors
- Click the + to Add Connector and search for "iBanFirst App MCP" in the connector list
- Click Connect and enter your OAuth Client ID and OAuth Client Password with your iBanFirst account
Available tools
The connector exposes the following tools to your AI assistant, grouped by domain.
Wallets
| Tool | Description |
|---|---|
get_wallets | List all iBanFirst wallets. Optionally filter by 3-letter currency code (e.g. EUR, USD). |
get_wallet_details | Get full details of a wallet (IBAN, bank info, holder) by wallet ID. |
get_wallet_balance | Get the balance of a wallet on a specific date (YYYY-MM-DD). |
Financial movements
| Tool | Description |
|---|---|
get_financial_movements | List transaction history. Optionally filter by wallet, date range, and sort order. |
get_financial_movement_details | Get full details of a specific financial movement by ID. |
Payments
| Tool | Description |
|---|---|
get_payments_by_status | List payments filtered by status (all, planified, finalized, rejected, canceled, refused, blocked, waitingconfirmation). |
get_payment_details | Get full details of a payment by its ID. |
get_payment_options | Get available payment options and fee estimates for a given wallet and external bank account. |
FX rates & trades
| Tool | Description |
|---|---|
get_fx_rates | Get current FX rates for a currency pair (e.g. EURUSD, GBPEUR). |
get_trades | List FX trades. Filter by status and date range. |
get_trade_details | Get full details of a specific trade by its ID. |
Fix-forward trades
| Tool | Description |
|---|---|
get_fix_forwards | List active fix-forward trades (paginated). |
get_fix_forward | Get details of a specific fix-forward trade by ID. |
Beneficiaries
| Tool | Description |
|---|---|
get_external_bank_accounts | Retrieve the list of all beneficiaries referenced with your iBanFirst accounts. Optionally filter by 3-letter ISO currency code. |
get_external_bank_account_by_id | Get details of an external bank account by ID. |
Documents
| Tool | Description |
|---|---|
get_documents | List documents available on the account (paginated). |
get_document_details | Get full details of a specific document by ID (name, type, MIME type, download link). |
FAQ
Why does the connector show "Authentication failed"?
This usually means your OAuth Client ID or OAuth Client Password was entered incorrectly. Double-check both values in your iBanFirst platform settings under API Access and re-enter them in the connector form. Make sure there are no leading or trailing spaces.
The connector connects successfully but returns no data — why?
Your OAuth credentials may not have the required API scopes enabled. Contact your iBanFirst account administrator to verify that your API client has read access to wallets, payments, and FX rates.
I get a "Connection timeout" or "Server unreachable" error
This can happen due to network restrictions (VPN, corporate firewall) blocking outbound requests to api.ibanfirst.com. Ask your IT team to whitelist that domain on port 443.
The MCP connector disconnects after a short period
OAuth access tokens expire after a set period. Claude should refresh the token automatically — if it does not, try disconnecting and reconnecting the connector, then authenticate again with your credentials.
I don't see the "iBanFirst App MCP" connector in the list
The connector may not yet be available in your region or your Claude plan. Ensure you are using a Claude plan that supports custom connectors, and check that you are searching for the exact name "iBanFirst App MCP".
I need further assistance
For any technical issue not covered above, contact the iBanFirst production support team at it-production@ibanfirst.com.