Bank ConnectionsWrite
Create Bank Link
create_bank_linkInitiate a new bank connection. Returns a link token and hosted authorization URL. For Plaid: open authUrl in a browser. For SaltEdge/SnapTrade: open authUrl and follow the authorization flow.
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
workspaceId | string | required | Workspace ID — get from list_workspaces |
source | enum: 'plaid' | 'saltedge' | 'snaptrade' | required | Banking data provider. Use "plaid" for US/CA, "saltedge" for EU/AU/NZ. |
institutionId | string | optional | Pre-select a specific institution. Omit to let the user search. |
countryCodes | string[] | optional | ISO 3166-1 alpha-2 country codes, e.g. ["US", "CA"] |