Portals (Accountants)Write

Create Portal

create_portal

Create a new client portal under your parent workspace. A portal is a workspace dedicated to one client. Optionally pass clientEmail to invite the client at create time. Returns the portalId — use it as a workspaceId in any other tool. Accountants only.

Parameters

Parameter	Type	Required	Description
`workspaceId`	string	required	Parent workspace ID — must be top-level (NOT a portal). Get from list_workspaces (entries WITHOUT a parentWorkspaceId).
`name`	string	required	Portal name — typically the client's business name. Shown to the client and in your portal list.
`clientEmail`	string	optional	Optional: invite a client by email at create time. They receive an invitation that makes them an editor of the portal once accepted.
`clientRole`	'editor' \| 'viewer'	optional	Role for the invited client. Default: editor.
`capabilities`	object	optional	Override default capabilities (membersCanCreateBanks, membersCanCreateFeeds, membersCanCreateIntegrations). Defaults: client can connect banks, but cannot create feeds or integrations.
`limits`	object	optional	Per-portal hard caps (maxBanks, maxFeeds, maxIntegrations, maxMembers). null = no cap beyond the family ceiling.

Example call

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

{
  "tool": "create_portal",
  "arguments": {
    "workspaceId": "workspaceId_123",
    "name": "value"
  }
}

Use this tool in

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

Related Portals (Accountants) tools

List Portalslist_portalsList client portals under a parent workspace Update Portalupdate_portalUpdate portal config or metadata Delete Portaldelete_portalSoft-delete a portal Get Family Usageget_family_usageFamily-wide plan usage + limits

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