Bank ConnectionsWrite

Connect Bank

connect_bank

Complete a Plaid bank connection by exchanging the public_token. Call create_bank_link first, have the user complete Plaid, then pass the public_token here.

Parameters

Parameter	Type	Required	Description
`workspaceId`	string	required	Workspace ID — get from list_workspaces. Portal workspaces are valid here when you manage them (look for `isInherited: true` in list_workspaces).
`publicToken`	string	required	public_token from Plaid Link onSuccess callback
`institutionId`	string	optional	Institution ID from Plaid metadata
`institutionName`	string	optional	Institution name from Plaid metadata

Example call

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

{
  "tool": "connect_bank",
  "arguments": {
    "workspaceId": "workspaceId_123",
    "publicToken": "value"
  }
}

Use this tool in

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

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 Delete Bankdelete_bankRemove a bank connection

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