Portals (Accountants)Read-only

List Portals

list_portals

List every client portal under a top-level workspace. Returns each portal's id, name, icon, status counts (banks/feeds/members/invitations), portalConfig, and lastActivityAt. Use the portal id as a workspaceId in any other tool. Accountants only.

Parameters

Parameter	Type	Required	Description
`workspaceId`	string	required	Parent workspace ID — must be top-level (NOT a portal). Get from list_workspaces (entries WITHOUT a parentWorkspaceId).

Example call

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

{
  "tool": "list_portals",
  "arguments": {
    "workspaceId": "workspaceId_123"
  }
}

Use this tool in

Claude Code Claude Desktop Claude Cowork ChatGPT Cursor Windsurf VS Code Copilot OpenClaw Gemini Hermes Agent

Related Portals (Accountants) tools

Create Portalcreate_portalCreate a new client portal Update Portalupdate_portalUpdate portal config or metadata Delete Portaldelete_portalSoft-delete a portal Get Family Usageget_family_usageFamily-wide plan usage + limits

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