Financial DataRead-only

Get Balance

get_balance

Fetch the current live balance for an account directly from the institution — not cached. Returns current balance, available balance, and credit limit.

Try asking

“What's the current balance on my checking account?”

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).
`bankId`	string	required	Bank connection ID — get from list_banks
`accountId`	string	required	Account ID — get from list_accounts or get_bank

Example call

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

{
  "tool": "get_balance",
  "arguments": {
    "workspaceId": "workspaceId_123",
    "bankId": "bankId_123",
    "accountId": "accountId_123"
  }
}

Use this tool in

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

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