SimpleFINWriteDo not retry automatically

Create SimpleFIN access

create_simplefin_access

Issue a new SimpleFIN setup token so a third-party app can read this workspace’s banks. The setup token is returned ONCE and cannot be retrieved again — surface it to the user immediately. Optionally limit the access to specific accountIds; omit to share every account, including banks connected later.

Parameters

Parameter	Type	Required	Description
`name`	string	required	Label for this access, e.g. "Actual Budget — laptop"
`app`	"actual" \| "securo" \| "other"	optional	Which client this is for; tailors the setup instructions only
`accountIds`	string[]	optional	Limit the access to these accounts — get ids from list_accounts
`includePendingDefault`	boolean	optional	Include pending transactions when the app does not ask explicitly

Example call

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

{
  "tool": "create_simplefin_access",
  "arguments": {
    "name": "value"
  }
}

Use this tool in

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Related SimpleFIN tools

List SimpleFIN accesslist_simplefin_accessList the SimpleFIN access this workspace has issued to third-party apps (Actual Budget, Securo, and other SimpleFIN clients).Rotate SimpleFIN accessrotate_simplefin_accessIssue a fresh setup token for an existing SimpleFIN access.Revoke SimpleFIN accessrevoke_simplefin_accessRevoke a SimpleFIN access.

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