Sophtron FAQs

Question 1

Can I manage linked accounts and data?

Accepted Answer

Yes, the tool allows you to manage account preferences, including custom naming, visibility toggles for linked accounts, and the ability to trigger manual data refreshes to ensure you always have the most up-to-date information.

Question 2

What financial data can I access using Sophtron MCP?

Accepted Answer

You can access detailed financial information such as account details, current balances, and historical transaction data from all connected bank and credit card accounts.

Question 3

Is Sophtron MCP compatible with Claude?

Accepted Answer

Absolutely. Sophtron MCP is specifically designed as an MCP server, making it fully compatible and easily configurable for use with Claude and other Model Context Protocol clients.

Question 4

How do I connect new bank accounts?

Accepted Answer

Sophtron MCP provides interactive UI wizards for securely connecting new banks or financial institutions. You can also create connections directly by providing credentials and handling multi-factor authentication (MFA) challenges.

Question 5

What is Sophtron MCP?

Accepted Answer

Sophtron MCP is a Model Context Protocol server that wraps the Sophtron API. It allows clients like Claude to connect bank accounts and retrieve comprehensive financial data, including accounts, balances, and transaction history.

Sophtron

Sophtron

Key Features

Use Cases

Key Features

Use Cases