Connect to 10k+ financial institutions globally. Sync your financial transactions to Notion, Airtable, Google Sheets and more for budgeting and accounting.

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Bank FeedsLive

Live transactions, balances & investments from your bank

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AI-powered extraction from receipts, invoices & statements

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MCP Server

MCP Tools/List Banks

Bank ConnectionsRead-only

List Banks

list_banks

List all connected bank/institution connections for a workspace. Returns bankId needed for list_accounts, get_transactions, and other data tools.

Parameters

Parameter	Type	Required	Description
`workspaceId`	string	required	Workspace ID — get from list_workspaces

Use this tool in

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

Related Bank Connections tools

Get Bank

get_bank

Get bank details and live accounts

Create Bank Link

create_bank_link

Start a new bank connection flow

Connect Bank

connect_bank

Complete a Plaid bank connection

Delete Bank

delete_bank

Remove a bank connection