Feed ManagementWrite

Create Feed

create_feed

Create a new data pipeline feed. Source must be one of: sync, extractor, upload. DataType must be one of: transactions, balances, trades, holdings, loans, receipts, invoices, documents.

Try asking

“Sync my Chase transactions to my Google Sheet.”

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).
`name`	string	required	Human-readable feed name
`source`	enum: 'sync' \| 'extractor' \| 'upload'	required	Feed source type
`dataType`	enum	required	Type of financial data
`sourceConfig`	object	optional	Bank sync or extractor configuration
`destinationConfig`	object	optional	Destination (Notion/Airtable/Sheets) config
`fieldMappings`	array	optional	Source-to-destination field mappings
`schedule`	object	optional	Automated sync schedule

Example call

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

{
  "tool": "create_feed",
  "arguments": {
    "workspaceId": "workspaceId_123",
    "name": "value",
    "source": "value",
    "dataType": "value"
  }
}