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Banking Server (MongoDB Backend)

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Enables basic banking operations (CRUD) with persistent MongoDB storage, supporting account management and money transfers.

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About

Enables basic banking operations (CRUD) with persistent MongoDB storage, supporting account management and money transfers.

README

A simple Model Context Protocol (MCP) server for basic banking operations (CRUD) using MongoDB as the backend. This project demonstrates how to build an MCP server for account management and money transfers. This readme really needs some lovin. Not everything is documented.

Features

  • Create, delete, and list accounts
  • Deposit, withdraw, and transfer funds
  • Persistent storage with MongoDB

Prerequisites

  • Python 3.8+
  • MongoDB (local or cloud)
  • uv (recommended)

Setup

  1. Clone the repository
    git clone <repository-url>
    cd banking-mcp-server-mdb
    
  2. Install dependencies
    uv pip install -r requirements.txt
    
  3. Configure MongoDB Create a .env file in the project root:
    MONGO_URI=mongodb://localhost:27017
    MONGO_DB=money_transfer_db
    
    Start your MongoDB server if not already running.
  4. Start the MCP server (Note: This doesn't do anything by itself. It's meant to be called via MCP Clients or toold like ClaudeDesktop)
    ./start_banking_mcp_server_mdb.sh
    
  5. If running the temporal version for durable MCP, start the temporal worker
    python -m mcp_server.worker
    

Claude Desktop Configuration

Add this to your /Users/swomack/Library/Application Support/Claude/claude_desktop_config.json file to use the server:

"mcpServers": {
  "bank_accounts": {
    "command": "/absolute/path/to/banking-mcp-server-mdb/start_banking_mcp_server_mdb.sh",
    "args": []
  }
}

Replace the path with your actual project location.

Available Tools

  • create_account(username, balance=0.0): Create a new account
  • delete_account(username): Delete an account
  • get_account(username): Get account info
  • list_accounts(): List all accounts
  • deposit(username, amount): Deposit funds
  • withdraw(username, amount): Withdraw funds
  • transfer(from_user, to_user, amount): Transfer funds between accounts

Example Usage

Ask Claude:

  • Create an account: Create a bank account for Alice with $100.
  • Transfer funds: Transfer $50 from Alice to Bob.
  • List accounts: Show all accounts.

This project is for demonstration purposes only.

from github.com/stwomack/banking-mcp-server-mdb

Installing Banking Server (MongoDB Backend)

This server has no published package — it is built from source. Open the repository and follow its README.

▸ github.com/stwomack/banking-mcp-server-mdb

FAQ

Is Banking Server (MongoDB Backend) MCP free?

Yes, Banking Server (MongoDB Backend) MCP is free — one-click install via Unyly at no cost.

Does Banking Server (MongoDB Backend) need an API key?

No, Banking Server (MongoDB Backend) runs without API keys or environment variables.

Is Banking Server (MongoDB Backend) hosted or self-hosted?

A hosted option is available: Unyly runs the server in the cloud, no local setup required.

How do I install Banking Server (MongoDB Backend) in Claude Desktop, Claude Code or Cursor?

Open Banking Server (MongoDB Backend) on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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