MCP · Rico Investimentos
Connect your AI to a Rico account.
Check holdings, amount invested, and returns from your Rico Investimentos portfolio by talking to the AI you already use.
- Read-only
- Secure connection
- Disconnect anytime
What you can check
Your Rico Investimentos portfolio, in plain language.
You ask, the AI answers with the portfolio's real holdings. Nothing is moved: access is read-only.
Investments
Portfolio with current balance, amount invested, and returns.
Balance
How much you have in each account, at the moment you ask.
Accounts
Every account at the institution in one consolidated view.
Ask your own wayNo spreadsheet, no dashboard.
No spreadsheet, no dashboard.
Just the question.
You talk to the AI the way you already do. It checks your Rico Investimentos portfolio and answers with the numbers.
Use it with your AI
The AI you already use, now with your Rico Investimentos account.
Works with any MCP-compatible client. You don't switch tools: you connect the one you already use.
- ChatGPT
- Claude
- Cursor
- Manus
- 01
Your AI
- 02
UPX MCP
- 03
Rico Investimentos
How it works
From question to data, with you in control.
- 01
Your AI asks
The AI receives your request in plain language.
- 02
UPX MCP translates
The MCP turns the request into a read-only query.
- 03
Your permission
The query only happens within what you authorized.
- 04
Open Finance
Access uses Open Finance, regulated by Brazil's Central Bank.
- 05
Your bank answers
The institution returns the data, which goes back to the AI.
You control access
Grant what you want. Revoke whenever you want.
The permission is yours and reversible. Every query is logged, and access can be cut at any moment.
Connection permissions
Check portfolioGranted
Check returnsGranted
Buy or sell assetsUnavailable
Change account detailsUnavailable
Buy or sell orders and detail changes don't exist in the MCP: there is no permission to grant.
Connect in 3 steps
From zero to your first question in minutes.
- 01 / Choose
Select the institution
Pick Rico Investimentos from the list of available institutions.
- 02 / Authorize
Log in with your broker
Authentication happens inside the broker's own environment. Your password never passes through UPX.
- 03 / Use
Ask your AI
Go back to the AI you already use. The portfolio data is already available.
Security and privacy
Read-only. No moving money.
The MCP does not store your credentials. Authorization happens inside the bank's environment, and access is read-only.
- Your password never passes through UPX
- You log in directly with your bank. UPX never sees your password, it only receives read permission.
- Read-only by design
- There are no transfer, payment, or account-change endpoints. The AI has no way to move money.
- Query history
- Every query is logged: what, when, and which app accessed it. Export it whenever you need.
- Disconnect instantly
- Cut access for any bank or app with one click. No waiting.
Frequently asked
Questions about connecting Rico Investimentos.
Is it safe to connect my Rico Investimentos account?
Yes. Authentication happens directly on the Rico Investimentos website or app. UPX never accesses or asks for your password. Data passes through UPX infrastructure only to reach the AI and is discarded afterwards — it does not train models and is not shared with third parties beyond the AI you choose.Can the AI transfer money or pay bills?
No. Access is read-only by design. There are no transfer, payment, or account-change endpoints, for individuals or businesses. The AI has no way to move money.How is access to the Rico Investimentos account authorized?
Through Open Finance, regulated by Brazil's Central Bank. You authorize access inside the Rico Investimentos environment and can revoke it whenever you want, without depending on UPX.Does the AI check investments too?
Yes. Beyond balance and statement, the MCP delivers the aggregated portfolio with current balance, amount invested, result, and returns. For businesses, it also includes holdings tied to the company tax ID.Do I need to switch AI?
No. It works with any MCP-compatible client, such as ChatGPT, Claude, Cursor, and Manus. You connect the tool you already use.
Other banks
Connect other institutions.
Inter
Itaú
Bradesco
Mercado Pago
Santander
PicPay
Banco do Brasil
Caixa Econômica Federal
MCP
Your bank account. In your AI.
Read-only, authorization inside the bank's environment, and revocation at any time.