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Vinkius

Yodlee Connector for AI agents.

13 live capabilities

Connect your agent to bank aggregation and transaction history data.

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AI Agent

Why people use Yodlee

Yodlee for Fintech Bank Aggregation and Data Fetching

This Connector lets your agent handle that plumbing for you. You can ask it to find a provider, link an account, or fetch a transaction history without writing a single line of new integration code. You get a working financial data pipeline in minutes.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get direct, conversational access to Yodlee's financial data without writing custom API code.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 6,100+ Connectors

  1. Real-world use case 01

    Summing balances across multiple banks

    A user wants to know their total balance across 5 banks.

  2. Real-world use case 02

    Verifying if a bank link worked

    A dev needs to test if a bank link worked.

  3. Real-world use case 03

    Finding specific merchant charges

    An analyst needs to find all Amazon charges.

Complete set · 13capabilities

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 Capability

    Get account

    Get specific details for a single account. It's useful for checking balances or account types.

  2. 02 Capability

    Get provider account

    Check if an account refresh or linking process is finished. Use this to monitor background tasks.

  3. 03 Capability

    Get provider

    Get details about a specific financial institution. It shows login requirements and supported features.

  4. 04 Capability

    Get verification

    Pull the results of a verification check. This confirms if a user's account is successfully verified.

Capability set02 / 04

05—07

3 capabilities in this set.

Part of 13 available through Yodlee.

  1. 05 Capability

    List accounts

    See all financial accounts linked to a user. It's the first step for any spending overview.

  2. 06 Capability

    List providers

    Search for all supported financial institutions. Use this to see which banks your app can connect to.

  3. 07 Capability

    List transaction categories

    See what categories are available for transactions. This helps with organizing spending data.

Capability set03 / 04

08—10

3 capabilities in this set.

Part of 13 available through Yodlee.

  1. 08 Capability

    List transactions

    Fetch a list of transactions across all accounts. You can filter these by date or keywords.

  2. 09 Capability

    Update provider account

    Update credentials or trigger a manual refresh. It's the fix for broken bank connections.

  3. 10 Capability

    Generate token

    Create a new Yodlee access token. This keeps your session active and secure.

Capability set04 / 04

11—13

3 capabilities in this set.

Part of 13 available through Yodlee.

  1. 11 Capability

    Create provider account

    Link a new financial institution to a user profile. This is the core of the onboarding flow.

  2. 12 Capability

    Create verification

    Start a new account verification process. Use this to kick off secure onboarding for new users.

  3. 13 Capability

    Delete account

    Remove a specific account from the user's profile. It helps keep the data clean and relevant.

Where the request belongs

Work Yodlee can move forward.

Built around the request

This is for anyone tired of manual data entry or building complex bank aggregation flows from scratch. It's for developers who want to test flows fast and analysts who need clean data.

01

Fintech Developer

Testing API responses and account linking flows in an IDE without building a full frontend.

02

Financial Analyst

Aggregating transaction data for reports without manual CSV exports from multiple banks.

03

Personal Finance Manager

Building custom net worth trackers that pull from multiple institutions automatically.

Build the capability set

Add more capabilities.

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Bring your own AI

Change the model, client or framework. Keep Yodlee connected.

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Before you connect

Questions about Yodlee.

The practical details behind the request, access and result.

What can the Yodlee MCP do for my fintech app?

It connects your app to multiple banks, handles the authentication flow, and lets your agent fetch real-time balances and transaction history.

How does Yodlee MCP handle different banks?

It uses provider discovery to identify supported institutions and manages the specific linking requirements for each one automatically.

Can I use Yodlee MCP to see my transaction history?

Yes, it can fetch transactions across all your linked accounts and even filter them by date or specific keywords like 'grocery' or 'Amazon'.

Does Yodlee MCP help with user onboarding?

It streamlines onboarding by allowing users to link new bank accounts and initiate secure verifications through a simple conversation with your agent.

Can the Yodlee MCP refresh old bank connections?

Yes, it includes a specific capability to trigger a manual refresh of credentials, which helps fix broken connections without requiring the user to re-type everything.

Is the Yodlee MCP good for personal finance?

It's excellent for personal finance because it aggregates data from many different sources into one place, making it easy to track net worth or spending patterns.

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.

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.

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.

One connection away

Give your agent a direct line to Yodlee.

Connect Yodlee once. Keep it beside 6,100+ managed Connectors when the next task needs more.

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