Connect to 10k+ financial institutions across the United States and Canada. Sync your financial transactions to Notion, Airtable and more for budgeting.

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Bank Feeds
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BankSync

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Bank FeedsLive

Live transactions, balances & investments from your bank

Document ExtractorAI

AI-powered extraction from receipts, invoices & statements

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Step-by-step tutorials and getting-started walkthroughs

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REST API

Full endpoint reference for banks, transactions, feeds & more

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Connect ChatGPT, Claude, Cursor & more to your financial data

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REST API

MCP Server

MCP Tools/List Accounts

Account DataRead-only

List Accounts

list_accounts

Fetch live accounts for a bank connection directly from the institution — not cached. Returns accountId, accountType, balance, and currency.

Parameters

Parameter	Type	Required	Description
`workspaceId`	string	required	Workspace ID — get from list_workspaces
`bankId`	string	required	Bank connection ID — get from list_banks

Use this tool in

Claude Code Claude Desktop Claude Cowork ChatGPT Cursor Windsurf VS Code Copilot OpenClaw Gemini Hermes Agent

Related Account Data tools

Get Account

get_account

Get single account details