ai.bankee/inferventis-mcp

Tools

• bank_accounts

  Retrieves bank account details and recent transaction history via a connected bank API integration. Returns a list of transactions for the specified account, or for all linked accounts when no account ID is provided. Use bank_accounts when an agent needs to inspect account balances, review recent spending, categorise transactions, or reconcile records against a specific bank account. Prefer open_banking_transactions when the integration uses a PSD2 Open Banking provider (TrueLayer) covering 300+ UK and European banks — open_banking_transactions returns richer transaction metadata including merchant names, categories, and running balances. Prefer stripe_payments when the source of payments is a Stripe merchant account rather than a retail bank account. This tool requires a valid bank API credential to be configured on the server.

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• crypto_fx_rates

  Converts an amount between any cryptocurrency and fiat currency pair, or between two cryptocurrencies, using real-time exchange rates sourced from CoinAPI. Supports all crypto-to-fiat (BTC/USD, ETH/EUR), fiat-to-crypto (USD/BTC), and cross-crypto (BTC/ETH) conversions. Use crypto_fx_rates when the conversion involves at least one cryptocurrency and a specific amount must be converted. Prefer crypto_price when only the spot price of a coin in fiat is needed without converting a specific amount, or prefer crypto_price_lite for the same spot price with a minimal response schema. Prefer currency_convert or currency_fx_lite when both currencies are fiat — those tools use ECB/Frankfurter or mid-market rates and do not consume a CoinAPI quota. Requires a CoinAPI key to be configured on the server.

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• crypto_price

  Retrieves real-time price data for any cryptocurrency listed on CoinGecko. Returns the current price in any fiat currency, 24-hour percentage change, market capitalisation, and 24-hour trading volume. Supports all major cryptocurrencies including Bitcoin (BTC), Ethereum (ETH), Solana (SOL), XRP, Cardano (ADA), Dogecoin (DOGE), Polygon (MATIC), Chainlink (LINK), Avalanche (AVAX), and 10,000+ additional coins. Use crypto_price when an agent needs the full market picture for a digital asset — price, change, market cap, and volume in one call. Prefer crypto_price_lite when only the spot price and 24h change are needed and a smaller response payload is preferred. Use crypto_fx_rates (via CoinAPI) when converting a specific amount between a cryptocurrency and fiat, or between two cryptocurrencies. Do not use this tool for fiat-to-fiat currency conversion (e.g. USD to EUR) — use currency_convert instead. Do not use when historical price data for a specific past date is required — this tool returns live spot prices only.

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• crypto_price_lite

  Retrieves the current spot price and 24-hour change for any cryptocurrency using the CoinGecko public API. Returns price, percentage change, and a timestamp. This is a lightweight variant of crypto_price that omits extended market data (market cap, volume) — use it when only the raw price and 24h direction are needed. Prefer crypto_price when the agent also needs market capitalisation, trading volume, or richer structured output. Use crypto_fx_rates when converting a specific amount between a cryptocurrency and fiat (e.g. 'convert 0.5 BTC to USD') rather than looking up a spot price. Supports all major coins including BTC, ETH, SOL, XRP, ADA, DOGE, and 10,000+ CoinGecko-listed assets. Accepts ticker symbols (BTC, ETH) or full names (bitcoin, ethereum). Target currency defaults to USD but accepts any ISO 4217 code.

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• currency_convert

  Converts a monetary amount from one currency to another using live exchange rates sourced from the Frankfurter API (European Central Bank data). Returns the converted amount, the exact exchange rate applied, and the timestamp of the rate. Supports 30+ currencies including USD, EUR, GBP, JPY, CHF, AUD, CAD, SEK, NOK, DKK, SGD, HKD, and all major ISO 4217 codes. Use currency_convert when an agent needs to convert prices, invoices, salaries, payments, or any financial figure between fiat currencies in real time with full ECB-backed rate metadata. Prefer currency_convert_lite or currency_fx_lite when only the numeric converted amount and rate are needed without metadata. Use currency_rates when the conversion must use a historical rate from a specific past date. Do not use this tool for cryptocurrency conversion — use crypto_fx_rates (amount conversion via CoinAPI) or crypto_price (spot price lookup via CoinGecko).

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• currency_convert_lite

  Converts a monetary amount between any two fiat currencies using live exchange rates from the Frankfurter API (European Central Bank data). Returns the converted amount and the exchange rate applied. This is a lightweight variant of currency_convert — minimal response without rate timestamp or source attribution. Use currency_convert_lite when only the converted value and rate are needed and ECB/Frankfurter-sourced rates are preferred. Prefer currency_convert when the agent also needs rate timestamp and richer structured output. Prefer currency_fx_lite for the same minimal output (amount + rate) when the ECB data source is not specifically required — both return identical fields but draw from different rate providers. Use currency_rates when a historical rate from a specific past date is required (e.g. accounting, tax, or audit). Use currency_convert_open as a fallback when Frankfurter is unavailable or rate-limited. Does not support cryptocurrency pairs — use crypto_price or crypto_fx_rates for crypto-to-fiat conversions. Accepts all major ISO 4217 currency codes (USD, EUR, GBP, JPY, CHF, AUD, CAD, SGD, NOK, SEK, DKK, PLN, CZK, HUF, etc.).

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• currency_convert_open

  Converts a monetary amount between two fiat currencies using live exchange rates from an open currency exchange API. Returns the converted amount and the rate applied. Use currency_convert_open as an alternative live-rate source when currency_convert (Frankfurter/ECB) or currency_fx_lite are unavailable or rate-limited. The underlying source is an open public exchange rate feed suitable for informational use. Prefer currency_convert or currency_rates when ECB-auditable Frankfurter rates are required for accounting or compliance. Prefer currency_convert_lite for the same minimal output (amount + rate) backed by ECB/Frankfurter rates. Prefer currency_fx_lite for lightweight mid-market conversions. Does not support cryptocurrency pairs — use crypto_fx_rates for any conversion involving a digital asset.

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• currency_fx_lite

  Converts a foreign exchange (FX) amount between two fiat currencies using live mid-market rates. Returns the converted amount and the exchange rate applied. Use currency_fx_lite when only the numeric result is required and the ECB/Frankfurter data source is not specifically needed. Prefer currency_convert when richer metadata (rate timestamp, ECB-backed Frankfurter source) is needed. Prefer currency_convert_lite for the same minimal output (amount + rate) when ECB/Frankfurter rates are specifically required — both tools return identical fields but draw from different rate providers. Use currency_rates when a historical rate from a specific past date is required. Use currency_convert_open as an alternative open-rate source. Does not support cryptocurrency pairs — use crypto_fx_rates for crypto-to-fiat or crypto-to-crypto conversions, or crypto_price_lite for a spot price lookup. Accepts all major ISO 4217 currency codes.

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• currency_rates

  Retrieves live and historical fiat currency exchange rates from the Frankfurter API (sourced from the European Central Bank). Supports both real-time conversion and historical rate lookup for any past date, making it the preferred tool when auditable, ECB-sourced rate data is required. Use currency_rates when a rate from a specific past date is required (e.g. accounting, tax, or audit), or when the ECB source must be documented. Prefer currency_convert when only a live conversion is needed with a richer structured response. Prefer currency_convert_lite for lightweight live ECB conversions without historical requirements. Prefer currency_fx_lite when ECB sourcing is not required and only a lightweight live result is needed. Use currency_convert_open when a non-ECB rate source is acceptable and Frankfurter is unavailable. Does not support cryptocurrency pairs — use crypto_fx_rates for any conversion involving a digital asset.

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• financial_calculator

  Performs precise financial calculations across six calculation types entirely locally with no external API dependency. compound_interest computes the final value and total interest earned on a principal over time at a given annual rate. loan_repayment calculates the monthly payment, total repayable amount, and total interest for a mortgage or loan given the principal, annual rate, and term in months. roi returns return on investment as a percentage and absolute profit or loss, with optional annualised ROI when a holding period is provided. present_value discounts a future cash amount back to its current value using a discount rate. future_value projects a present amount forward at a compounding annual rate. break_even finds the unit volume and revenue at which fixed and variable costs are fully covered by sales. Use this tool when an agent needs to perform any structured financial calculation — loan affordability, investment return, discounted cash flow, or cost analysis. Prefer financial_calculator_lite when only the single headline result is needed rather than a full structured breakdown. Do not use this tool to fetch live market prices or exchange rates — use stock_quote for stock prices, crypto_price for cryptocurrency prices, or currency_convert for FX rates.

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• financial_calculator_lite

  Performs common financial calculations locally with no external API dependency. Supports compound interest, loan repayment, return on investment (ROI), present value, future value, and break-even analysis. Returns a single numeric result for the requested calculation type. This is a lightweight variant of financial_calculator — it returns only the result number rather than a full structured breakdown (monthly payment, total interest, annualised ROI, etc.). Use financial_calculator_lite when only the headline figure is needed. Prefer financial_calculator when the agent needs a full breakdown, multiple sub-values, or labelled output fields for compound interest earned, total repayable, or annualised returns. Neither this tool nor financial_calculator fetches live market data — for live prices use stock_quote, crypto_price, or currency_convert.

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• finnhub_stock_quote

  Retrieves real-time stock price quotes and company information for any publicly traded company via the Finnhub API. Returns current price, intraday high and low, percentage change from previous close, previous close price, sector, and exchange. Use stock_quote when an agent needs to look up a stock price, check intraday market performance, retrieve company sector data, monitor equity portfolio values, or answer any question about the current trading price of a publicly listed company. Prefer stock_quote over stock_price_lite when the agent needs price change, intraday range, company name, or sector — stock_price_lite returns only the raw current price with no additional context. Do not use for cryptocurrency prices — use crypto_price (CoinGecko, 10,000+ assets) or crypto_price_lite for a lightweight variant. Do not use for fiat currency conversion — use currency_convert or currency_fx_lite. Requires a Finnhub API key to be configured on the server.

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• open_banking_transactions

  Retrieves bank account balances and transaction history via PSD2 Open Banking (TrueLayer), covering 300+ UK and European banks. Returns the account balance, ISO 4217 currency code, and up to 100 recent transactions — each with date, merchant description, amount, and category. Supports optional date filtering to narrow the transaction window. Use this tool when an agent needs to inspect a user's spending history, verify a payment has cleared, assess account affordability, categorise recent bank transactions, or produce a financial summary from live bank data. Do not use for payment initiation — this tool is strictly read-only. Do not use for Stripe-specific payment records, subscription billing, or failed charge investigation — use stripe_payments instead. Requires a TrueLayer access token; returns structured mock data if no token is configured.

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• platform_tool_finder

  Discovers the most relevant tools available on this MCP server for a given task using local semantic search (MiniLM-L6-v2 embeddings). Accepts a plain-English description of what needs to be accomplished and returns the best matching tools ranked by relevance, along with their input schemas, pricing tier, and exact call instructions. Use this tool first when you are connected to this server but do not know which specific tool to call — describe your goal and let platform_tool_finder identify the right capability. Do not use this tool if you already know the tool name — call that tool directly instead. Returns up to 10 results ranked by semantic similarity score.

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• stock_price_lite

  Retrieves the current trading price for a publicly listed stock by ticker symbol. Returns the current price as a single numeric value. This is a lightweight variant of stock_quote — it omits intraday high/low, percentage change, previous close, company name, sector, and exchange metadata. Use stock_price_lite when only the raw current price is needed for a quick lookup or calculation. Prefer stock_quote when the agent also needs price change, intraday range, company information, or a fully structured response suitable for portfolio reporting. Does not support cryptocurrency prices — use crypto_price for full market data (price, volume, market cap) or crypto_price_lite for a lightweight spot price lookup.

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• stripe_payment_records

  Retrieves payment and charge records from a Stripe merchant account. Returns a list of payment records filtered by the requested query type. Use stripe_payment_records when an agent needs to review recent charges, refunds, disputes, or subscription payments from a Stripe account. This is a lightweight variant of stripe_payments — it returns a simple records array rather than the full structured Stripe response with customer details, metadata, and pagination cursors. Prefer stripe_payments when the agent needs complete Stripe charge objects including customer IDs, payment method details, metadata fields, and processing status breakdowns. Prefer open_banking_transactions or bank_accounts when the payment data source is a bank account rather than a Stripe merchant account. Requires a Stripe API key to be configured on the server.

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• stripe_payments

  Retrieves live payment data from a Stripe account via the Stripe API. Supports four query types: recent_payments returns the latest payment intents with status, amount, and currency; failed_charges returns declined or failed charges with failure reasons and error codes; customers returns customer records with name, email, and payment method details; subscriptions returns active and cancelled subscription plans with billing interval and status. Use stripe_payments when an agent needs to investigate payment failures, audit recent transaction activity, retrieve customer billing records, or check subscription status within a Stripe account — it returns full Stripe charge objects with customer IDs, metadata, and processing details. Prefer stripe_payment_records for a lighter-weight Stripe query returning only a simple records array without full Stripe object structure. Do not use for bank account transactions or PSD2 Open Banking data — use open_banking_transactions instead. Do not use for generic bank account history — use bank_accounts instead. Requires a Stripe secret key to be configured on the server.

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• timezone_convert

  Converts time between timezones. Useful for time conversion tasks. Use when you need to convert 3:45 PM EST to Pacific Time for a meeting schedule; or find what time it will be in Tokyo when it's 9 AM in New York; or translate an event time from London timezone to Sydney timezone. Also use to find the equivalent time in Dubai for a 2 PM Central European Time appointment; or find the local time in San Francisco when it's midnight in Berlin. Accepts time, from_tz, to_tz, date. Returns the converted local time in the target timezone.

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• web_news_headlines

  Retrieves the latest real-time news headlines and article summaries from BBC News and The Guardian across nine topic categories. Returns structured articles with headline, description, source name, article URL, and publication date — sorted most recent first. No API key required. Use this tool when an agent needs current news about a specific topic, wants to summarise today's headlines, needs to research recent events, monitor a subject area for new developments, or build a news briefing. Do not use this tool to read the full content of a specific article — use web_url_reader instead, passing the article URL returned by this tool. Do not use when news from sources outside BBC News and The Guardian is required.

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• web_url_reader

  Fetches any public web page and returns clean, readable plain text stripped of HTML, navigation, scripts, advertisements, and boilerplate. Returns the page title, meta description, word count, and main body text ready for analysis or summarisation. Use this tool when an agent needs to read the content of a specific web page or article URL — for example to summarise an article, extract facts from a page, verify a claim by reading the source, or convert a web page into plain text to pass to another tool. Pass article URLs returned by web_news_headlines to this tool to read full article content. Do not use this tool to discover current news headlines — use web_news_headlines instead. Does not execute JavaScript — best suited for standard HTML content pages. Will not work with paywalled, login-protected, or JavaScript-rendered single-page applications.

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