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Getting started

From zero to your first connected bank account. It takes about 5 minutes.

Step 1 — Open the app​

In the UPX Portal, click Apps in the sidebar, then Launch on the UPX Financial MCP card.

UPX Financial MCP card in the apps list

The first time, the app shows a welcome screen with the Connect your first bank button.

Step 2 — New Bank Connection​

Click Connect your first bank (or New Bank Connection, if you already have connections). The New Bank Connection dialog opens.

New Bank Connection dialog with region and account type

Step 3 — Pick the region​

Under Region, select the bank's country:

  • Brazil (BR) — Brazilian banks, via Pluggy
  • United States (US) — US banks, via Plaid

Region selector open with Brazil and United States

Step 4 — Pick the account type​

Under Account type, choose Individual or Corporate.

Individual account type selected

Corporate plan

Corporate plans accept both types. Individual plans only allow Individual — the dialog itself tells you what your plan permits.

Step 5 — Start connection​

Click Start connection. The aggregator's window (Pluggy or Plaid) opens on top of the portal.

  1. Accept the aggregator's terms and click Continue.
  2. Search for and select your bank.
  3. Sign in on your bank's website or app — the aggregator redirects you there.
  4. Authorize view-only access.
UPX never sees your password

The login happens inside your bank's environment. UPX only receives an encrypted, read-only access token.

Until the authorization finishes, the connection shows in the list as Connecting…. If you change your mind, click Cancel on the connection's row.

Connection in Connecting state in the financial accounts list

Step 6 — Confirm​

When the authorization completes, the bank's window closes and the connection appears in the Financial accounts tab with the institution's name, an Active status, and the time of the last sync.

Next step​

Now authorize an AI assistant under MCP clients.