{"protocolVersion":"0.3.0","name":"Effo","description":"Effo is the AI-native platform for financial services. Business teams across a financial firm build, deploy and run their own AI tools (agents, apps and workflows) on the company’s own data and stack, with the security, governance and control regulated finance requires. Effo’s agent endpoint speaks the Model Context Protocol (Streamable HTTP, JSON-RPC 2.0) at https://mcp.effo.ai, gated by OAuth 2.1. Its tool list is published at https://effo.ai/.well-known/mcp/server-card.json.","url":"https://mcp.effo.ai","preferredTransport":"JSONRPC","version":"1.0.0","provider":{"organization":"Effo","url":"https://effo.ai"},"iconUrl":"https://effo.ai/web-app-manifest-512x512.png","documentationUrl":"https://effo.ai/llms.txt","capabilities":{"streaming":true,"pushNotifications":false,"stateTransitionHistory":false},"defaultInputModes":["text/plain","application/json"],"defaultOutputModes":["text/plain","application/json"],"securitySchemes":{"oauth2":{"type":"oauth2","description":"OAuth 2.1 authorization code flow with PKCE, discovered from https://mcp.effo.ai/.well-known/oauth-protected-resource."}},"security":[{"oauth2":[]}],"skills":[{"id":"compliance-and-risk","name":"Compliance and risk","description":"Policy Q&A, KYC file summarisation, suspicious-activity triage and regulatory change tracking over the firm’s own documents.","tags":["compliance","risk","kyc","financial-services"],"examples":["Summarise the KYC file for this counterparty and flag what is missing.","Which of our policies changed under the latest regulatory update?"]},{"id":"operations-and-back-office","name":"Operations and back office","description":"Process automation, reconciliation, onboarding workflows and ticket triage across the systems a firm already runs.","tags":["operations","back-office","automation","workflows"],"examples":["Reconcile yesterday’s settlement breaks and open a task for each.","Triage the onboarding queue and route the exceptions."]},{"id":"client-and-customer-service","name":"Client and customer service","description":"Response drafting, account-query copilots and call-note summarisation.","tags":["client-service","support","drafting"],"examples":["Draft a reply to this client query using our account records.","Summarise the call notes and list the follow-ups."]},{"id":"finance-treasury-and-analysis","name":"Finance, treasury and analysis","description":"Board-pack drafting, variance analysis, market-data digests and forecasting.","tags":["finance","treasury","analysis","reporting"],"examples":["Draft the variance analysis section of this month’s board pack.","Give me a digest of this week’s market data for our holdings."]},{"id":"governed-data-access","name":"Governed data access","description":"Read and write the firm’s tables, documents and connected systems (SharePoint, Slack, Google Workspace) under one permission system with full audit logs.","tags":["data","integrations","permissions","audit"],"examples":["Find the latest version of this policy in SharePoint.","Add these rows to the onboarding table."]},{"id":"build-agents-apps-and-workflows","name":"Build agents, apps and workflows","description":"Create, run and schedule Effo agents, apps and workflows, so engineering sets the guardrails rather than the queue.","tags":["agents","apps","workflows","automation"],"examples":["Build me an agent that triages the shared inbox every morning.","Run the month-end reconciliation workflow."]}],"contact":{"email":"team@effo.ai","url":"https://effo.ai"}}