Financial DataRead-only

Get Loan Details

get_loan

Get loan details (outstanding balance, interest rate, next payment) for a loan or liability 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 holdings

Fetch investment trades

Get Loan Details MCP Tool | BankSync Developers