Account DataRead-only

List Accounts

list_accounts

Fetch live accounts for a bank connection directly from the institution — not cached. Returns accountId, accountType, balance, and currency.

Try asking

“List all accounts on my Chase connection.”

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

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

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