The Revio Insight MCP server connects Claude, ChatGPT, Microsoft Copilot, and any MCP client to your bank's intelligence — opportunities, customers, competitors, and audiences. Read-only by design, signed in with OAuth.
Works with every major MCP client
Everything the Revio Insight Agent can do, exposed to your AI tools through the Model Context Protocol.
Capabilities are named by intent — find opportunities, look up a customer, prepare for a meeting — so your AI host routes each question to the right one automatically. No commands to learn.
Every question runs the complete Revio Insight Agent loop — opportunities across every category Revio detects, customers, competitors, branches, relationship managers, and audiences.
Build, preview, and save audiences from your AI tool. Saved lists land in Revio's Custom Audiences, attributed to the signed-in user — ready to explore and export.
The MCP surface cannot create tasks, modify records, or delete anything — enforced in the agent's instructions and again at execution time.
Per-user login with MFA and an explicit consent screen — tokens are short-lived, bank-bound, and revocable. API keys with IP allowlists cover automation.
A monthly AI budget per institution, enforced before each request — and a log of every call: the question, tokens, cost, latency, and who asked.
The same questions your team asks in Revio — answered inside Claude, ChatGPT, and Copilot.
| Destination | Accounts | Volume |
|---|---|---|
| Chase | 84 | $8.1M |
| Fidelity | 52 | $5.6M |
| Mercury | 31 | $3.9M |
| Held-away | Volume |
|---|---|
| Outside mortgage payments | $21,600/yr |
| Brokerage transfers | $1,500/mo |
| Borrower | Balance | Matures |
|---|---|---|
| Apex Plaza LLC | $2.1M | Oct 3 |
| Northshore Development | $1.4M | Nov 20 |
| Sunset Retail Group | $780K | Dec 8 |
| Account | Balance | Status |
|---|---|---|
| Checking | $48,200 | Active |
| Money Market | $182,000 | Active |
| CD (matures Jan) | $100,000 | Active |
No infrastructure to run, no custom integration. Enable MCP for your institution, then each user signs in from their own AI tool.
Settings → Integrations → MCP. An admin with MCP permission turns it on and sets the monthly AI budget for your institution.
Add the connector in Claude or ChatGPT and sign in with your Revio account — MFA and a consent screen included. For automation, create an API key with an optional IP allowlist instead.
Revio's capabilities appear in your AI tool automatically. Ask about opportunities, customers, and competitors — the right one is picked by intent.
# claude.ai (or Claude Desktop) # Settings → Connectors → Add custom connector Name: Revio Insight URL: <your Revio MCP URL> # Copy it from Revio → Settings → Integrations → MCP # Sign in with your Revio account (MFA), # approve the consent screen — done. ✓ Revio Insight connected
# ChatGPT → Settings → Connectors → Add Name: Revio Insight MCP server URL: <your Revio MCP URL> Authentication: OAuth # Sign in with your Revio account when # prompted. Requires a ChatGPT plan with # connectors enabled.
# For automation & CLI clients: # Revio → Settings → Integrations → MCP # → Create API key (optional IP allowlist) claude mcp add --transport http \ revio <your-revio-mcp-url> \ --header "Authorization: Bearer <your-key>" claude mcp list ✓ revio connected
Capabilities are named the way people ask. Your AI host reads the intent — "prep me for my call with…" — and routes it to the right one without anyone saying "Revio."
Every entry point runs the same full agent loop — one permission model, one behavior
Each call is stateless on Revio's side — your AI tool carries the thread and passes context forward
Every answer states the data window used — "data through July 31" comes standard
Internal identifiers stay internal — the agent is instructed never to expose them
The MCP surface is read-only with a single, deliberate exception: saving an audience. Build the list in Claude or ChatGPT, confirm, and it's waiting in Revio for the campaign.
Per-user identity, per-institution isolation, and a receipt for every request.
Per-user sign-in with MFA, an explicit consent screen, and bank-bound tokens. Refresh and revocation built in — no shared secrets floating around.
Bearer keys created in Revio, with optional CIDR IP allowlists — ["52.10.0.0/16"] — and expiry. Revoke any key instantly.
No task creation, no edits, no deletes — blocked in the agent's instructions and again at execution. The single exception: an audience you confirmed saving.
A monthly USD cap on AI spend per institution, checked before and during every request — and a per-call log with tokens, cost, latency, and principal.
MCP_TOOL_TIMEOUT=300000 in Claude Code or "timeout": 300000 in .mcp.json.Already on Revio? Enable MCP in Settings → Integrations and connect in minutes. Not yet? Start with the demo.
Thirty minutes. We'll connect a live MCP client, route real questions through it live, and walk your security team through OAuth, budgets, and the audit log.
Live connection to Claude or ChatGPT — watch intent routing work
The full security story: OAuth 2.1, MFA, IP allowlists, read-only guarantees
Budget controls and per-request logging for your compliance team
We'll email you within one business day to set up a time. It's a 30-minute call — bring your questions.