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Kubera 3p

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MCP server that exposes a typed TypeScript client for the Kubera (api.kubera.com) REST API, enabling users to access their financial data (user info, portfolios

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About

MCP server that exposes a typed TypeScript client for the Kubera (api.kubera.com) REST API, enabling users to access their financial data (user info, portfolios, charts) via Cognito-authenticated tools, including white-label account support.

README

Typed TypeScript client for the Kubera (api.kubera.com) REST API, plus an MCP server that exposes those endpoints as tools.

Why does this exist?

Kubera has decided that if you have a white-label account (i.e. run by your financial advisor), you're not allowed to use their MCP Server to access your own financial data. So instead, we make our own and tell them to fly a kite.

Requirements

  • Bun 1.1+ (for local development / prepare build)
  • Node.js 18+ (to run the published bin bundle)

Install

bun install

Auth: cognito-session.json

Kubera API calls use:

Authorization: Bearer <Cognito AccessToken>

AccessTokens expire in about an hour. You provide a Cognito session file (refresh token, device fields, and your white-label baseUrl). Derived AccessTokens are cached on disk — same pattern as stonex-mcp — so Cognito refresh is not called on every tool use.

The session file also carries:

Field Purpose
baseUrl White-label host used for Origin / Referer (required)
apiBaseUrl API root (optional; defaults to https://api.kubera.com/api/v1)
clientId Cognito app client id (from Amplify localStorage)
userPoolId Cognito user pool id (from access/id token iss)

Export session (one paste)

  1. Log into your Kubera white-label host in the browser.
  2. Open DevTools → Console.
  3. Paste the contents of scripts/export-cognito-session.js and press Enter.
  4. Save the downloaded cognito-session.json.
  5. Run:
kubera-3p-mcp --session /path/to/cognito-session.json

AccessToken cache

OS Path
Windows %LOCALAPPDATA%\kubera-3p-mcp\access-token.json
macOS ~/Library/Caches/kubera-3p-mcp/access-token.json
Linux ${XDG_CACHE_HOME:-~/.cache}/kubera-3p-mcp/access-token.json

Startup / request flow:

  1. Prefer a still-valid cached AccessToken.
  2. Else, if the session export still has a valid AccessToken, cache that.
  3. Else call Cognito REFRESH_TOKEN_AUTH once and write the new AccessToken to the cache.
  4. On API 401, clear cache, refresh once, retry; if that fails, re-export the session file.

Treat the session file and cached token like passwords. Do not commit them.

Run the MCP server

bun start -- --session /path/to/cognito-session.json
# or after build:
node dist/kubera-3p-mcp.js --session /path/to/cognito-session.json

Cursor / Claude Desktop config

{
  "mcpServers": {
    "kubera": {
      "command": "npx",
      "args": [
        "-y",
        "kubera-3p-mcp",
        "--session",
        "C:/Users/YOU/cognito-session.json"
      ]
    }
  }
}

Local equivalent: "command": "bun", "args": ["run", "/path/to/kubera-3p-mcp/src/cli.ts", "--session", "/path/to/cognito-session.json"].

Typed client

import { KuberaClient } from "./src/client/index.ts";
import { resolveAuth } from "./src/auth/resolveAuth.ts";
import { writeTokenCache } from "./src/auth/tokenCache.ts";

const { accessToken, session } = await resolveAuth(
  "/path/to/cognito-session.json",
);

const client = new KuberaClient({
  accessToken,
  session,
  onAccessToken: (token) => writeTokenCache(token),
});

const user = await client.getUser();
const portfolios = await client.getPortfolios();
const portfolioId = portfolios.data.portfolio[0]!.id;
const chart = await client.getChartAndCagr({ portfolioId });

Capture fixtures

bun run capture -- --session ./cognito-session.json

Security note

Local capture files (kubera-fetch.js, kubera-har.json, kubera-urls.txt), cognito-session.json, and fixtures/ can contain live secrets and portfolio data. They are gitignored. Rotate credentials if those files were shared.

from github.com/anaisbetts/kubera-3p-mcp

Installing Kubera 3p

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

▸ github.com/anaisbetts/kubera-3p-mcp

FAQ

Is Kubera 3p MCP free?

Yes, Kubera 3p MCP is free — one-click install via Unyly at no cost.

Does Kubera 3p need an API key?

No, Kubera 3p runs without API keys or environment variables.

Is Kubera 3p hosted or self-hosted?

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

How do I install Kubera 3p in Claude Desktop, Claude Code or Cursor?

Open Kubera 3p 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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