Bank ConnectionsWrite

Create Bank Link

create_bank_link

Initiate a new bank connection. Returns a link token and hosted authorization URL. For Plaid: open authUrl in a browser. For SaltEdge/SnapTrade: open authUrl and follow the authorization flow.

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).
`source`	enum: 'plaid' \| 'saltedge' \| 'snaptrade'	required	Banking data provider. Use "plaid" for US/CA, "saltedge" for EU/AU/NZ.
`institutionId`	string	optional	Pre-select a specific institution. Omit to let the user search.
`countryCodes`	string[]	optional	ISO 3166-1 alpha-2 country codes, e.g. ["US", "CA"]

Example call

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

{
  "tool": "create_bank_link",
  "arguments": {
    "workspaceId": "workspaceId_123",
    "source": "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 Connect Bankconnect_bankComplete a Plaid bank connection Delete Bankdelete_bankRemove a bank connection

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