Bank ConnectionsWriteDo not retry automatically

Connect bank

connect_bank

Complete a bank connection by exchanging the provider callback payload. Call create_bank_link first, then pass the callback payload here. For Plaid: payloadKind="plaid_public_token" + publicToken. For SaltEdge/SnapTrade: payloadKind="provider_connection_id" + connectionId.

Parameters

Parameter	Type	Required	Description
`intentId`	string	optional	Optional creation intent id (create_content_intent): place the new item in the folder it names
`providerInstanceId`	string	required	Same providerInstanceId used in create_bank_link, e.g. "plaid:us"
`payloadKind`	"plaid_public_token" \| "provider_connection_id"	required	Matches the expectedPayloadKind returned by create_bank_link. Use "plaid_public_token" for Plaid, "provider_connection_id" for SaltEdge/SnapTrade.
`publicToken`	string	optional	Plaid public_token from Plaid Link onSuccess — required when payloadKind is "plaid_public_token"
`institutionId`	string	optional	Institution ID from Plaid Link metadata (optional, for display)
`connectionId`	string	optional	Provider connection ID from the callback redirect — required when payloadKind is "provider_connection_id"

Example call

The tool call an MCP client sends (required arguments shown with placeholder values).

{
  "tool": "connect_bank",
  "arguments": {
    "providerInstanceId": "providerInstanceId_123",
    "payloadKind": "value"
  }
}

Use this tool in

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Related Bank Connections tools

List bankslist_banksList connected bank connections Get bankget_bankGet bank details and live accounts Create bank linkcreate_bank_linkStart a new bank connection flow Search institutionssearch_institutionsDeprecated: prefer search_brands, which returns one result per bank with every way to connect it.

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