Bank ConnectionsRead-only

Get Bank

get_bank

Get a bank connection and its live accounts fetched directly from the institution. Returns bankId, institution name, and accounts with accountId and accountType.

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Parameters

ParameterTypeRequiredDescription
workspaceIdstringrequiredWorkspace ID — get from list_workspaces. Portal workspaces are valid here when you manage them (look for `isInherited: true` in list_workspaces).
bankIdstringrequiredBank connection ID — get from list_banks

Example call

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

{
"tool": "get_bank",
"arguments": {
"workspaceId": "workspaceId_123",
"bankId": "bankId_123"
}
}

Use this tool in

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