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Chase Server

FreeMaintained

Enables AI agents to interact with Chase Bank accounts to view balances, transactions, statements, and rewards. It provides a secure, read-only interface using

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About

Enables AI agents to interact with Chase Bank accounts to view balances, transactions, statements, and rewards. It provides a secure, read-only interface using browser automation and stored session cookies for natural language financial management.

README

MCP server for Chase Bank - let AI agents check accounts, view transactions, and manage finances.

Built by Strider Labs for the agentic commerce era.

Features

  • Accounts - View all checking, savings, credit, investment, and loan accounts
  • Balances - Get current and available balances
  • Transactions - View recent transaction history
  • Bills - See payees and scheduled payments
  • Transfers - View transfer history and preview new transfers
  • Statements - Access account statements
  • Rewards - Check Ultimate Rewards points and cash back

Installation

npm install @striderlabs/mcp-chase

Usage with Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "chase": {
      "command": "npx",
      "args": ["@striderlabs/mcp-chase"]
    }
  }
}

Authentication

This connector uses browser automation and requires stored cookies:

  1. Log in to Chase in your browser
  2. Export cookies to ~/.strider/chase/cookies.json
  3. Use a browser extension like "Cookie-Editor" to export cookies in JSON format
  4. Note: Chase uses MFA - you may need to re-export cookies periodically

Security Notes

  • This connector operates in read-only mode for sensitive operations
  • Transfers and bill payments provide preview only with manual completion instructions
  • No actual financial transactions are executed by this connector
  • All credentials are stored locally in ~/.strider/chase/

Available Tools

Tool Description
chase_auth_check Check login status
chase_auth_clear Clear stored session
chase_accounts List all accounts
chase_balance Get account balance
chase_transactions Get transaction history
chase_bills View bill pay payees
chase_transfers View transfer history
chase_statements Get account statements
chase_rewards Check rewards balance
chase_transfer_preview Preview a transfer (manual completion)
chase_bill_pay_preview Preview a bill payment (manual completion)

Example

// Check if logged in
const auth = await chase_auth_check();

// Get all accounts
const accounts = await chase_accounts();

// Get transactions for an account
const txns = await chase_transactions({ accountId: accounts[0].id, limit: 10 });

// Check rewards
const rewards = await chase_rewards();

Requirements

  • Node.js 18+
  • Chase bank account
  • Stored session cookies

License

MIT - Strider Labs

Links

from github.com/markswendsen-code/mcp-chase

Install Chase Server in Claude Desktop, Claude Code & Cursor

Recommended · one command, every IDE
unyly install chase-mcp-server

Installs into Claude Desktop, Claude Code, Cursor & VS Code — handles npx, uvx and build-from-source repos for you.

First time? Get the CLI: curl -fsSL https://unyly.org/install | sh

Or configure manually

Run in your terminal:

claude mcp add chase-mcp-server -- npx -y @striderlabs/mcp-chase

Step-by-step: how to install Chase Server

FAQ

Is Chase Server MCP free?

Yes, Chase Server MCP is free — one-click install via Unyly at no cost.

Does Chase Server need an API key?

No, Chase Server runs without API keys or environment variables.

Is Chase Server hosted or self-hosted?

Self-hosted: the server runs locally on your machine via the install command above.

How do I install Chase Server in Claude Desktop, Claude Code or Cursor?

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

Changes

Versions and requested access over time.

  • New version published
  • New version published

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