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

Document ExtractorAI

AI-powered extraction from receipts, invoices & statements

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Enrichments Integrations Coverage System Status

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Guides

Step-by-step tutorials and getting-started walkthroughs

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Financial insights, tips and product updates

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REST API

Full endpoint reference for banks, transactions, feeds & more

MCP Server

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

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Dev Hub Authentication MCP Tools Error Handling

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REST API

MCP Server

MCP Tools/List Workspaces

WorkspaceRead-only

List Workspaces

list_workspaces

List all workspaces the authenticated user belongs to. Returns workspaceId, name, and role for each — workspaceId is required by all other tools.

Parameters

This tool takes no parameters.

Use this tool in

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

Related Workspace tools

Get Workspace

get_workspace

Get workspace details and plan

List Integrations

list_integrations

List connected destination integrations

Delete Integration

delete_integration

Remove a destination integration