Teller Connector for AI agents.
11 live capabilities
Manage bank balances and send payments through your AI client.
Waiting for input…
Why people use Teller
Teller for Automated Banking and Ledger Management
This Connector changes that by bringing your bank data into your AI client. You just ask for your total balance or a list of recent transactions, and the data appears in your chat. You get a unified view of your finances without ever opening a banking app.
What Vinkius changes
You get a direct conversational bridge to your bank accounts.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Checking balances across 5 different banks
Ask 'What's my total balance across all accounts?
- Real-world use case 02
Finding a specific transaction from last month
Ask 'Show me my transactions from June 12th' to pull a filtered list of ledger entries using list_transactions.
- Real-world use case 03
Setting up a new recurring payment
Ask the agent to create a new payee and initiate a Zelle payment to a friend using create_payee and initiate_payment.
Complete set · 11capabilities
The complete Teller capability set.
These are the exact actions your AI can choose when you ask it to work with Teller.
01—04
4 capabilities in this set.
Part of 11 available through Teller.
- 01 Capability
Get account balances
Get real-time ledger and available balances for your accounts. This helps you see exactly how much money is ready to spend.
- 02 Capability
Get account details
Get account and routing numbers for specific accounts. Use this when you need the technical details for a wire or deposit.
- 03 Capability
List accounts
List all accounts for the enrollment. This gives your agent a bird's-eye view of every connected bank.
- 04 Capability
Create payee
Create a new payee for an account. This sets up a recipient so you can send them money faster.
05—08
4 capabilities in this set.
Part of 11 available through Teller.
- 05 Capability
Delete account
Delete authorization for a specific account. Use this to cut off access for one bank while keeping others.
- 06 Capability
Delete all accounts
Delete authorization for all accounts in the enrollment. This is the quickest way to wipe your bank data from the Connector.
- 07 Capability
Get account
Get details for a specific account. Use this to pull deep metadata about a single bank connection.
- 08 Capability
Get identity
Get identity information for accounts. This retrieves names, addresses, and emails tied to your banking profile.
09—11
3 capabilities in this set.
Part of 11 available through Teller.
- 09 Capability
Initiate payment
Initiate a payment from the specified account. This allows your agent to send money, including via Zelle.
- 10 Capability
List institutions
List supported financial institutions. Check which banks are compatible with the Teller API.
- 11 Capability
List transactions
List ledger transactions for an account. Use this to view your spending history with date filters.
Set up in minutes
One URL. Then ask Teller to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Teller from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_NpuvxnrUPL1zoY9JiWobTLodmIXBr29bEJmyahSR/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Teller, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Teller for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_NpuvxnrUPL1zoY9JiWobTLodmIXBr29bEJmyahSR/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Teller URL.
- Step 03
Save and start
Save the connection and enable Teller in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"teller": {
"url": "https://edge.vinkius.com/vk_preview_NpuvxnrUPL1zoY9JiWobTLodmIXBr29bEJmyahSR/mcp"
}
}
} - Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Teller
Open Agent mode in chat and ask: "Using Teller, help me...". 11 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"teller": {
"url": "https://edge.vinkius.com/vk_preview_NpuvxnrUPL1zoY9JiWobTLodmIXBr29bEJmyahSR/mcp"
}
}
} - Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Teller
Ask Copilot: "Using Teller, help me...". 11 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"teller": {
"url": "https://edge.vinkius.com/vk_preview_NpuvxnrUPL1zoY9JiWobTLodmIXBr29bEJmyahSR/mcp"
}
}
} - Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Teller
Open Cascade and ask: "Using Teller, help me...". 11 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"teller": {
"url": "https://edge.vinkius.com/vk_preview_NpuvxnrUPL1zoY9JiWobTLodmIXBr29bEJmyahSR/mcp"
}
}
} - Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Teller
Ask Cline: "Using Teller, help me...". 11 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add teller --transport http "https://edge.vinkius.com/vk_preview_NpuvxnrUPL1zoY9JiWobTLodmIXBr29bEJmyahSR/mcp" - Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Teller
Ask Claude: "Using Teller, show me...". 11 tools are ready
Where the request belongs
Work Teller can move forward.
This is for people who deal with multiple bank accounts and want to stop jumping between tabs. It's for the finance lead tired of manual reconciliations and the developer who needs a reliable banking API.
Fintech Developer
Building an AI-powered app that needs to pull real-time banking data or send payments.
Finance Manager
Checking balances across multiple institutions and monitoring transaction history for audits.
Personal Finance User
Tracking daily spending and managing transfers using natural language instead of a clunky mobile app.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Column
Empower your Agent to operate a chartered US bank. Create accounts, trigger wire transfers, and orchestrate paper payouts using natural text.
Bring your own AI
Change the model, client or framework. Keep Teller connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Teller.
The practical details behind the request, access and result.
How does the Teller MCP help with my bank balances?
It gives your AI client real-time access to your accounts. You can ask for balances at any time and get immediate answers without logging into your bank's website.
Can I use the Teller MCP to send money via Zelle?
Yes, you can initiate payments and send money using Zelle through your AI client. It handles creating payees and sending the funds for you.
Is the Teller MCP safe for my banking data?
This Connector connects to your accounts via the Teller API. You control the connection and can revoke access to specific accounts or your entire enrollment at any time.
Can the Teller MCP see my transaction history?
Yes, it can pull your ledger transactions. You can ask your agent to show you spending from specific dates or just list your recent activity.
Which banks work with the Teller MCP?
It supports a wide range of major financial institutions. You can use the list_institutions capability to see exactly which banks are compatible with your setup.
How do I stop the Teller MCP from accessing my accounts?
You can manage your permissions easily. You can choose to delete authorization for a single account or revoke access to all your connected banks at once.
Can I retrieve my full account and routing numbers for a specific account?
Yes. Use the get_account_details capability with the specific Account ID. It will return the sensitive account and routing numbers associated with that account.
Is it possible to list transactions within a specific date range?
Absolutely. The list_transactions capability allows you to provide start_date and end_date parameters (in ISO 8601 format) to filter your transaction history.
Can I initiate a payment like Zelle through this integration?
Yes. You can use create_payee to set up a destination and then initiate_payment to send funds using supported schemes like Zelle.
One connection away
Give your agent a direct line to Teller.
Connect Teller once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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