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ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
DeepSeekMistralCursorVS CodeWindsurfJetBrainsClineLovableVercel AI SDKLangChain

Use Yodlee with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Access financial data via Yodlee. list accounts, fetch transactions, and verify banking details directly from any AI agent.

Included with plan

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

Complete set · 13 capabilities

The complete Yodlee capability set.

These are the exact actions your AI can choose when you ask it to work with Yodlee.

Capability set01 / 04

01-04

4 capabilities in this set.

Part of 13 available through Yodlee.

  1. 01

    Get account

    Get details for a specific account

  2. 02

    Get provider

    G., login requirements). Get details about a specific provider

  3. 03

    Get provider account

    Check the status of an account refresh or linking process

  4. 04

    Get verification

    Retrieve verification results

Capability set02 / 04

05-07

3 capabilities in this set.

Part of 13 available through Yodlee.

  1. 05

    List accounts

    List all financial accounts for a user

  2. 06

    List providers

    Search for supported financial institutions

  3. 07

    List transaction categories

    List available transaction categories

Capability set03 / 04

08-10

3 capabilities in this set.

Part of 13 available through Yodlee.

  1. 08

    List transactions

    Fetch transactions across all accounts

  2. 09

    Update provider account

    Update credentials or trigger a manual refresh

  3. 10

    Create provider account

    Link a new financial institution account

Capability set04 / 04

11-13

3 capabilities in this set.

Part of 13 available through Yodlee.

  1. 11

    Create verification

    G., for ACH). Initiate account verification

  2. 12

    Delete account

    Remove an account from the user profile

  3. 13

    Generate token

    Generate a Yodlee access token

Observed, not estimated

842ms average. Fast in production.

Yodlee is checked daily against the live service.

Daily averagePeak 1222ms
Aug 24Today
Fastest day
805ms
Slowest day
1222ms
14-day trend
Stable-1%

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

FAQ

Questions Yodlee owners ask.

  • 01

    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.

  • 02

    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.

  • 03

    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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