• REAL-TIME
  • OVERVIEW
  • STATUS
  • HUMAN

How to monitor account balances with your AI

Connect Tink to your AI client once. After that, you can pull live financial data through simple chat commands.

Ask AI about this page

Short answer

How do I check my bank balances with AI?

Your AI uses the Tink connector to pull live data from your connected financial institutions. You just ask for the numbers, and it fetches the current status of your accounts. This gives you a single view of your liquidity without opening multiple banking apps.

The results you get

Where your data lands

The AI handles the heavy lifting of fetching data so you can see your finances clearly.

REAL-TIME

Live balance checks

The AI pulls the most recent data from your bank accounts. You get the exact amount available right now.

OVERVIEW

Consolidated account lists

Instead of checking five different apps, your AI lists every connected account in one place. It organizes your total financial picture instantly.

STATUS

Account health monitoring

The AI identifies the status of your accounts. You can quickly see if an account is active or if there are issues to address.

HUMAN

Manual transfers

The AI can read your data, but it cannot move money. You still handle all actual transactions and transfers yourself.

The workflow

What your AI does when you ask for balance updates.

The AI acts as a bridge between your chat interface and your bank's data.

  1. Identify accounts

    The AI looks through your connected financial profiles to find the specific accounts you are asking about.

    list_accounts

  2. Fetch live data

    Once it finds the right accounts, the AI pulls the current balance and status for each one.

    list_accounts

  3. Summarize totals

    The AI calculates your total available cash across all identified accounts.

    list_accounts

  4. Report findings

    The AI presents the numbers and account statuses in a clear, readable format in your chat window.

    list_accounts

Try it

Copy these to start.

Use these prompts to get your financial data immediately.

Starting points

These are basic ways to start. You can swap out specific account names or banks as needed.

Tink Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_UdIc2CVACNggTorod0hoQNYX7LNEUC12VF73Wo7Y/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 — Tink capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "tink-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_UdIc2CVACNggTorod0hoQNYX7LNEUC12VF73Wo7Y/mcp"
    }
  }
}
Copy into chat04

  • What is my current balance in my Chase checking account?

  • List all my connected bank accounts and their available balances.

  • How much money do I have in total across all my accounts?

  • Show me the status of my savings account at Wells Fargo.

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

Start here

Connect Tink once, then ask.

Click the link to connect your accounts. Your login credentials stay encrypted and secure on our side. You can find the full setup guide on the Connector page.

Connect Tink to your AI

FAQ

Common questions

  • 01

    Can the AI move money between my accounts?

    No. The AI can only read account data. It cannot perform transfers, payments, or any other transactions.

  • 02

    Is my banking login information visible to the AI?

    No. Your credentials are encrypted and handled securely. The AI only receives the data it needs to answer your questions.

  • 03

    Does the AI see my transaction history?

    This specific connector is designed to provide account lists and balances. It does not pull individual transaction logs.

  • 04

    Can the AI close an account for me?

    No. All account management and closures must be done through your bank's official channels.

  • 05

    How often is the balance data updated?

    The AI pulls real-time data from the bank via Tink whenever you ask a question.

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

Connect Tink to Claude, Cursor, ChatGPT & more