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Connect Yodlee to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Pull real-time banking and transaction data into your AI agent.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 13 capabilities

We ship only the actions that matter.

Capability set01 / 04

01-04

4 capabilities in this set.

Part of 13 available through Yodlee.

  1. 01

    Create provider account

    This capability links a new financial institution account to your profile.

  2. 02

    Create verification

    Use this to start an account verification process, such as for ACH.

  3. 03

    Delete account

    This capability removes a specific account from your user profile.

  4. 04

    Get account

    This capability retrieves specific details for a single account ID.

Capability set02 / 04

05-07

3 capabilities in this set.

Part of 13 available through Yodlee.

  1. 05

    List accounts

    Use this to see all financial accounts currently linked to a user.

  2. 06

    List providers

    This capability searches for supported financial institutions.

  3. 07

    List transaction categories

    This capability provides a list of all available transaction categories.

Capability set03 / 04

08-10

3 capabilities in this set.

Part of 13 available through Yodlee.

  1. 08

    Generate token

    This capability creates a new Yodlee access token.

  2. 09

    Get provider account

    Use this to check the status of an account refresh or a linking request.

  3. 10

    Get provider

    This capability fetches details about a specific financial provider, including login requirements.

Capability set04 / 04

11-13

3 capabilities in this set.

Part of 13 available through Yodlee.

  1. 11

    Get verification

    This capability retrieves the results of a verification attempt.

  2. 12

    List transactions

    This capability pulls transaction history across all linked accounts.

  3. 13

    Update provider account

    Use this to update credentials or trigger a manual account refresh.

Real work

What teams actually run

01

Automated Expense Tracking

An agent monitors transaction history to categorize spending automatically.

02

API Testing

Developers test Yodlee integration flows by interacting with the MCP in their terminal.

03

Onboarding Workflows

A fintech app uses the verification capabilities to confirm new user accounts securely.

04

Net Worth Monitoring

A personal finance agent aggregates balances from multiple banks to show total wealth.

Automate a task

Put Yodlee to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Yodlee works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Yodlee to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

953ms average. Fast in production.

Yodlee is checked daily against the live service.

Daily averagePeak 1206ms
Oct 3Today
Fastest day
708ms
Slowest day
1206ms
14-day trend
Improving-9%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 13 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Yodlee, so you can see the experience inside your AI.

It does not authenticate your account with Yodlee. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Yodlee Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_FOZKagYlwkUkf5NwxG6GrWf19lUeKG2fDFGeWoHM/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Yodlee capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "yodlee-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_FOZKagYlwkUkf5NwxG6GrWf19lUeKG2fDFGeWoHM/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Yodlee in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Yodlee owners hand off.

This MCP is built for professionals working with financial data who need to automate data retrieval and verification.

  • 01

    Fintech Developers

    They use the MCP to test API responses and verify account linking flows within their IDE.

  • 02

    Financial Analysts

    They use the agent to aggregate and categorize transaction data without manual exports.

  • 03

    Personal Finance Managers

    They use the agent to track net worth and spending across various institutions.

FAQ

Questions Yodlee owners ask.

  • 01

    How do I connect my Yodlee account?

    You need to provide your Yodlee Base URL, Client ID, and Secret during the setup process on Vinkius.

  • 02

    Which AI clients can use this MCP?

    This MCP works with any compatible client, including Claude, Cursor, Windsurf, and VS Code.

  • 03

    Can I use this to verify bank accounts?

    Yes, the MCP includes capabilities to initiate and check the status of account verifications for secure onboarding.

  • 04

    Can I search for specific transactions?

    Yes, you can ask your agent to find transactions by date, category, or specific keywords.

  • 05

    Does this support multiple banks?

    Yes, it allows you to list and manage accounts across various supported financial institutions.

  • 06

    Can I filter transactions by a specific date range or category?

    Yes. Use the list_transactions capability with optional parameters like fromDate, toDate, and categoryId to narrow down your financial history.

  • 07

    How do I find if a specific bank is supported by Yodlee?

    You can use the list_providers capability to search for financial institutions and the get_provider capability to see specific details and requirements for that institution.

  • 08

    Is it possible to remove a linked account through the AI agent?

    Yes. The delete_account capability allows you to remove a specific account from the user profile by providing its unique Account ID.

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