mcp-itau — Claude Code MCP server: what it does, setup
Connects an AI agent to Itaú operations for Pix, boletos, transfers, and statements through OAuth2 and mTLS.
claude mcp add --env ITAU_CLIENT_ID=<ITAU_CLIENT_ID> --env ITAU_CLIENT_SECRET=<ITAU_CLIENT_SECRET> --env ITAU_CERT_PATH=<ITAU_CERT_PATH> --env ITAU_KEY_PATH=<ITAU_KEY_PATH> --env ITAU_ENV=<ITAU_ENV> --transport stdio itau -- npx -y @codespar/mcp-itauWhat mcp-itau does
mcp-itau exposes Itaú banking actions to an agent. It can send or refund Pix payments, create QR charges and boletos, fetch account statements, pay collection bills, manage DICT keys, and schedule payments. The package provides 22 tools, including TED and transfers between Itaú accounts.
Every request uses both OAuth2 client_credentials and mutual TLS. Configure ITAU_CLIENT_ID, ITAU_CLIENT_SECRET, ITAU_CERT_PATH, and ITAU_KEY_PATH; select the environment with ITAU_ENV. API paths are still unverified against Itaú’s merchant-only OpenAPI specs, so they must be checked before live use. The sandbox host can also vary by merchant.
What it helps with
- send and refund Pix payments
- issue QR charges and boletos
- retrieve account transactions for a period
- pay utility and tax bills
- schedule future banking payments
Example prompts for the agent
- Send a Pix through Itaú after resolving the recipient’s DICT key.
- Create an Itaú boleto and download its PDF.
- Fetch the account statement for the requested date range.
How to install mcp-itau
Platform CLI
claude mcp add --env ITAU_CLIENT_ID=<ITAU_CLIENT_ID> --env ITAU_CLIENT_SECRET=<ITAU_CLIENT_SECRET> --env ITAU_CERT_PATH=<ITAU_CERT_PATH> --env ITAU_KEY_PATH=<ITAU_KEY_PATH> --env ITAU_ENV=<ITAU_ENV> --transport stdio itau -- npx -y @codespar/mcp-itauReplace <…> with your own values
Platform CLI
codex mcp add itau --env ITAU_CLIENT_ID=<ITAU_CLIENT_ID> --env ITAU_CLIENT_SECRET=<ITAU_CLIENT_SECRET> --env ITAU_CERT_PATH=<ITAU_CERT_PATH> --env ITAU_KEY_PATH=<ITAU_KEY_PATH> --env ITAU_ENV=<ITAU_ENV> -- npx -y @codespar/mcp-itauReplace <…> with your own values
Config file
{
"mcpServers": {
"itau": {
"command": "npx",
"args": [
"-y",
"@codespar/mcp-itau"
],
"env": {
"ITAU_CLIENT_ID": "<ITAU_CLIENT_ID>",
"ITAU_CLIENT_SECRET": "<ITAU_CLIENT_SECRET>",
"ITAU_CERT_PATH": "<ITAU_CERT_PATH>",
"ITAU_KEY_PATH": "<ITAU_KEY_PATH>",
"ITAU_ENV": "<ITAU_ENV>"
}
}
}
}Replace <…> with your own values
Config file
{
"servers": {
"itau": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"@codespar/mcp-itau"
],
"env": {
"ITAU_CLIENT_ID": "<ITAU_CLIENT_ID>",
"ITAU_CLIENT_SECRET": "<ITAU_CLIENT_SECRET>",
"ITAU_CERT_PATH": "<ITAU_CERT_PATH>",
"ITAU_KEY_PATH": "<ITAU_KEY_PATH>",
"ITAU_ENV": "<ITAU_ENV>"
}
}
}
}Replace <…> with your own values
Platform CLI
gemini mcp add -e ITAU_CLIENT_ID=<ITAU_CLIENT_ID> -e ITAU_CLIENT_SECRET=<ITAU_CLIENT_SECRET> -e ITAU_CERT_PATH=<ITAU_CERT_PATH> -e ITAU_KEY_PATH=<ITAU_KEY_PATH> -e ITAU_ENV=<ITAU_ENV> itau npx -y @codespar/mcp-itauReplace <…> with your own values
Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about mcp-itau
How do I install mcp-itau in Claude Code?
Run `claude mcp add mcp-itau -e ITAU_CLIENT_ID=<ITAU_CLIENT_ID> -e ITAU_CLIENT_SECRET=<ITAU_CLIENT_SECRET> -e ITAU_CERT_PATH=<ITAU_CERT_PATH> -e ITAU_KEY_PATH=<ITAU_KEY_PATH> -- npx -y @codespar/mcp-itau`.
What does mcp-itau do?
It gives an agent Itaú tools for Pix, boletos, account statements, Arrecadação, TED, DICT keys, and scheduled payments.
What credentials does mcp-itau require?
You need OAuth credentials from the Itaú Developer Portal plus a client certificate and private key for mTLS. Verify the API paths against the OpenAPI specification issued to the onboarded merchant.