Chase MCP Server

1

Add it to Claude Code

Run this in a terminal.

Run in terminal
claude mcp add chase-mcp -- npx @striderlabs/mcp-chase
README.md

Let AI agents check accounts, view transactions, and manage finances.

@striderlabs/mcp-chase

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

Tools (11)

chase_auth_checkCheck login status
chase_auth_clearClear stored session
chase_accountsList all accounts
chase_balanceGet account balance
chase_transactionsGet transaction history
chase_billsView bill pay payees
chase_transfersView transfer history
chase_statementsGet account statements
chase_rewardsCheck rewards balance
chase_transfer_previewPreview a transfer (manual completion)
chase_bill_pay_previewPreview a bill payment (manual completion)

Configuration

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

Try it

What is my current balance across all my Chase accounts?
Show me the last 10 transactions for my primary checking account.
How many Ultimate Rewards points do I currently have?
List my scheduled bill payments for this month.

Frequently Asked Questions

What are the key features of Chase MCP Server?

View all checking, savings, credit, investment, and loan accounts. Retrieve current and available account balances. Access recent transaction history. View bill payees and scheduled payments. Check Ultimate Rewards points and cash back balances.

What can I use Chase MCP Server for?

Quickly checking account balances without logging into the Chase website. Reviewing recent spending patterns by querying transaction history via AI. Monitoring rewards points progress for credit card accounts. Verifying upcoming bill payments and scheduled transfers.

How do I install Chase MCP Server?

Install Chase MCP Server by running: npm install @striderlabs/mcp-chase

What MCP clients work with Chase MCP Server?

Chase MCP Server works with any MCP-compatible client including Claude Desktop, Claude Code, Cursor, and other editors with MCP support.

Turn this server into reusable context

Keep Chase MCP Server docs, env vars, and workflow notes in Conare so your agent carries them across sessions.

Need the old visual installer? Open Conare IDE.
Open Conare