• PROVISION
  • SECURITY
  • AUDIT
  • HUMAN

How to manage bank accounts with your AI

Connect ClearBank to your AI client to handle ledger provisioning and account security through simple chat commands.

Ask AI about this page

Short answer

How can I manage bank accounts with my AI?

Your AI uses ClearBank tools to create new sort-code ledgers and freeze accounts when you spot suspicious activity. You can also pull a full list of your existing accounts to audit them instantly. This setup gives you direct control over your banking infrastructure through your chat interface.

Where every action lands.

Operational outcomes

The AI handles the technical execution of these banking tasks.

PROVISION

New ledger setup

The AI creates new sort-code ledgers on demand. You get a fresh account structure without touching a banking dashboard.

SECURITY

Instant account suspension

When fraud is detected, your AI shuts down specific accounts immediately. This stops unauthorized movement before it scales.

AUDIT

Account visibility

Your AI pulls current account data to show you exactly what is active. You can verify your ledger status in seconds.

HUMAN

Manual oversight

The AI performs the technical steps, but you decide which accounts to freeze or create. You remain the final authority on all financial moves.

The workflow

What your AI does when a request arrives.

The AI translates your plain English instructions into direct ClearBank API calls.

  1. Identify accounts

    The AI looks up your current account list to find the specific ledger or account you want to act on.

    clearbank_get_accounts

  2. Provision ledgers

    When you need a new sort-code, the AI sets up the new ledger automatically.

    clearbank_create_account

  3. Mitigate fraud

    If an account looks compromised, the AI executes a suspension to lock the funds.

    clearbank_suspend_account

  4. Confirm status

    The AI checks the updated account list to ensure the new ledger exists or the suspension took effect.

    clearbank_get_accounts

Try it

Copy these to start.

Use these prompts to trigger actions in ClearBank.

Starting points

Swap out the specific account names or sort codes with your actual ClearBank details.

ClearBank UK Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_hStE9b3niSe3ZLKNFKo3dPufKKgkqxDdo7U474Aq/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 — ClearBank UK capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clearbank-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_hStE9b3niSe3ZLKNFKo3dPufKKgkqxDdo7U474Aq/mcp"
    }
  }
}
Copy into chat04

  • List all my current ClearBank accounts.

  • Create a new sort-code ledger for my new project.

  • Suspend the account ending in 4452 immediately.

  • Check if the new ledger I just created is active.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect ClearBank once, then ask.

Link your account with one click. Your credentials stay encrypted, and you can start managing ledgers through your AI client immediately.

Connect ClearBank to your AI

FAQ

How the banking task behaves

  • 01

    Can the AI move money between accounts?

    No. The AI can only create accounts, list accounts, or suspend them.

  • 02

    Does the AI decide when to suspend an account?

    No. The AI only suspends an account when you explicitly tell it to or when you instruct it to act on a specific fraud alert.

  • 03

    Can I use this to delete an account?

    No. There is no tool available to delete or close accounts.

  • 04

    Can the AI see my transaction history?

    No. The AI can only see account details and ledger information.

  • 05

    Who is responsible for the account security?

    You are. The AI is a tool that executes your commands, but you are responsible for the decisions to suspend or create accounts.

  • More questions about ClearBank? See everything the ClearBank Connector can do

Connect ClearBank UK to Claude, Cursor, ChatGPT & more