Bank ConnectionsRead-only
List banks
list_banksList bank connections in the workspace. Returns bankId needed for list_accounts, get_transactions, and other data tools. Use scope:'family' to also include banks from every client workspace this workspace covers (admin+); each row gains a `portal` badge and a `workspaceId` field.
Try asking
“Which banks are connected to my workspace?”
Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
scope | "self" | "family" | "firm" | optional | 'self' (default): banks in this workspace only. 'family': also banks from every client workspace this workspace covers (admin+). 'firm': also the banks of clients' own workspaces shared with this workspace that you work on; each such row has accessVia:'grant' and a `client` badge. Top-level workspace only. |
Example call
The tool call an MCP client sends (required arguments shown with placeholder values).
{"tool": "list_banks","arguments": {}}
Use this tool in
Claude CodeClaude DesktopClaude CoworkChatGPTCursorWindsurfVS Code CopilotOpenClawGeminiGrokMeta MuseHermes Agent
Related Bank Connections tools
Get bank
get_bankGet bank details and live accountsCreate bank linkcreate_bank_linkStart a new bank connection flowConnect bankconnect_bankComplete a Plaid bank connectionSearch institutionssearch_institutionsDeprecated: prefer search_brands, which returns one result per bank with every way to connect it.