• LIQUIDITY
  • HISTORY
  • ALERTS
  • REPORTS

How to monitor account balances with your AI

Connect ClearBank once. From then on, your agent handles the checking so you don't have to log into the portal constantly.

Ask AI about this page

Short answer

How can I track my ClearBank balances with an AI?

Your agent uses ClearBank tools to pull live settled balances and recent transaction data. You get an immediate view of your liquidity. This setup gives you the following outcomes.

The outcomes.

Where your data goes.

The agent processes your banking information into these specific results.

LIQUIDITY

Real-time cash view

The agent pulls current settled amounts to show exactly how much cash is available for use right now.

HISTORY

Transaction oversight

Your agent reviews recent movements to identify specific incoming or outgoing payments.

ALERTS

Human intervention

When balances hit a certain level, the AI flags the issue so you can decide how to move funds.

REPORTS

Custom summaries

The agent aggregates transaction data into a clear summary of your recent spending or receipts.

The workflow

What your AI does when the data arrives.

The agent acts as a bridge between your bank and your chat interface.

  1. Check balances

    The agent fetches the most recent settled amounts for your accounts.

    clearbank_get_account_balances

  2. Review activity

    It pulls a list of recent transactions to see where money is moving.

    clearbank_get_transactions

  3. Analyze liquidity

    The agent compares current balances against recent transaction volume to assess your cash position.

    clearbank_get_account_balancesclearbank_get_transactions

  4. Flag discrepancies

    The agent identifies unusual transaction patterns or low balances and notifies you.

    clearbank_get_transactions

Try it

Copy these to start.

Use these prompts to begin interacting with your ClearBank data.

Starting points

These are opening lines. Swap out the account names or dates to fit your specific needs.

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

  • What is my current settled balance in the main operating account?

  • Show me the last ten transactions from my payroll account.

  • How much liquidity do I have left after today's transactions?

  • List all incoming transfers from the last 24 hours.

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

Start here

Connect ClearBank once, then ask.

Follow the link to authorize the connection. Your login stays encrypted on our side, and the full walkthrough lives on the Connector page.

Connect ClearBank to your AI

FAQ

How this task behaves.

  • 01

    Can my AI move money between accounts?

    No. This connector only provides read access to balances and transaction history.

  • 02

    Can the AI delete transactions?

    No. The agent cannot modify, delete, or reverse any banking data.

  • 03

    Is the balance data real-time?

    Yes, the agent pulls live settled balances directly from ClearBank.

  • 04

    Does the AI store my banking login?

    No. Vinkius manages the connection securely so your actual login credentials are never exposed to the AI.

  • 05

    Can I use this with any AI client?

    Yes, as long as the client supports the Model Context Protocol (MCP).

  • More questions about ClearBank? The Connector page answers them. See everything the ClearBank Connector can do

Connect ClearBank UK to Claude, Cursor, ChatGPT & more