Financial DataRead-only

Get Holdings

get_holdings

Get current investment holdings (positions, quantities, market values) for an investment account.

Parameters

Parameter	Type	Required	Description
`workspaceId`	string	required	Workspace ID — get from list_workspaces
`bankId`	string	required	Bank connection ID — get from list_banks
`accountId`	string	required	Account ID — get from list_accounts or get_bank

Fetch bank transactions

Fetch live account balance

Fetch investment trades

Fetch loan and liability details

Get Holdings MCP Tool | BankSync Developers