Bank ConnectionsRead-only
Get Bank
get_bankGet a bank connection and its live accounts fetched directly from the institution. Returns bankId, institution name, and accounts with accountId and accountType.
Try asking
“Is my Chase connection healthy?”
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 |
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"}}
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