Bank ConnectionsRead-only
List Banks
list_banksList bank connections in a workspace. Returns bankId needed for list_accounts, get_transactions, and other data tools. Pass scope='family' on an accountant's parent workspace to also include banks from every portal under it — each row gains a portal badge and workspaceId for attribution.
Try asking
“Which banks are connected to my workspace?”
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). |
scope | 'self' | 'family' | optional | Optional. `self` (default) returns this workspace only. `family` includes every portal under it — for accountants who want a single view across all clients. Each row in a family response gains a `portal: { id, name, icon } | null` badge and a `workspaceId` field. Requires admin+ role and is only valid on a top-level workspace. |
Example call
The tool call an MCP client sends (required arguments shown with placeholder values).
{"tool": "list_banks","arguments": {"workspaceId": "workspaceId_123"}}
Use this tool in
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