Vinkius
Yodlee

Yodlee MCP for AI. Access bank data with natural language prompts.

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

Yodlee MCP on Cursor AI Code EditorYodlee MCP on Claude Desktop AppYodlee MCP on OpenAI Agents SDKYodlee MCP on Visual Studio CodeYodlee MCP on GitHub Copilot AI AgentYodlee MCP on Google Gemini AIYodlee MCP on Lovable AI DevelopmentYodlee MCP on Mistral AI AgentsYodlee MCP on Amazon AWS Bedrock

Connect to your AI in seconds.

Yodlee MCP connects your AI agent directly to bank data, letting you list accounts, pull transaction histories, and manage provider credentials without leaving your chat window.

Get programmatic access to financial details from major institutions—all through a simple conversation.

What your AI can do

Generate token

Generates an active access token needed for subsequent data calls.

Create provider account

Starts the process of linking a new financial institution account.

Create verification

Initiates an account verification check, useful for confirming identity with a bank.

+ 10 more capabilities included
See all linked accounts

List every financial account tied to the user profile and get specific details on any single account.

Pull transaction history

Fetch, filter, and summarize transactions across all connected accounts based on keywords, dates, or categories.

Manage bank links

Initiate new connections to financial institutions, refresh old credentials, or remove an account entirely from the profile.

Check provider details

Search for supported banks and find out what login information they require before linking them.

Handle verification status

Start an account verification process or retrieve the results to confirm a user's identity with a bank.

Included with Plan

Waiting for input…

AI Agent

Yodlee: 13 Financial Tools

These tools let your agent interact with every part of the financial connection lifecycle—from listing accounts to updating provider credentials.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using Yodlee on Vinkius

Generate Token

Generates an active access token needed for subsequent data calls.

Create Provider Account

Starts the process of linking a new financial institution account.

Create Verification

Initiates an account verification check, useful for confirming identity with a bank.

Delete Account

Removes a specified financial account from the user's linked profile.

Get Account

Retrieves detailed information and current balances for a specific linked account ID.

Get Provider Account

Checks the progress of an existing account refresh or linking process status.

Get Provider

Fetches details about a particular financial institution, including its login requirements.

Get Verification

Retrieves the final results and status of a requested account verification check.

List Accounts

Lists all financial accounts currently connected to the user's profile.

List Providers

Searches and lists major financial institutions that are supported by Yodlee.

List Transaction Categories

Provides a list of all standard categories available for classifying transactions.

List Transactions

Fetches and summarizes transaction data across all linked accounts, filtered by time or keywords.

Update Provider Account

Updates login credentials for a provider or manually triggers an account refresh.

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Claude AI

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Yodlee integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on every call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Yodlee, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,100+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Every connection is secured and compliant automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog every week
Yodlee MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Yodlee. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

VINKIUS INFRASTRUCTURE

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on every call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

Works with Claude, ChatGPT, Cursor, and more

The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.

This connection provides 13 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.

Getting financial data used to mean jumping through hoops.

Today, pulling a complete picture of your finances requires logging into multiple bank portals. You download statements for credit cards here, and then you manually export CSVs from investment platforms there. If you need to analyze spending across three different accounts, you spend hours cleaning up data that was never structured for easy comparison.

With this MCP, the process changes completely. Your agent doesn't care about portals or file formats. It just asks the underlying system for 'all transactions between X and Y.' The result is one clean feed of data ready to use.

List Transactions: What you get from this MCP.

You don't have to write complicated filters or merge disparate spreadsheets. You ask the agent for 'all transactions in Q3 containing gas station spending,' and it handles retrieving the data using `list_transactions` across every linked source automatically.

The result is a single, unified view of your spending that you can analyze immediately. No more manual cleanup. It's just done.

What your AI can actually do with this

You don't need to jump between banking portals or export mountains of CSV files just to get an overview. This MCP gives your AI agent the ability to pull real-time financial data, letting you ask questions like, 'How much did I spend on dining out last quarter?' and getting a precise answer right back.

It handles listing all linked accounts, fetching filtered transactions by category or date, and even managing credential refreshes for specific providers.

Building custom finance dashboards used to mean writing complex scripts and dealing with messy APIs. Now, you tell your agent what data you need—whether it's checking the status of a new bank link or finding out which institutions are supported—and it handles the heavy lifting. Because every single action takes place within Vinkius, all tool calls produce a cryptographically signed audit trail.

You always know exactly who asked for what data and when, making compliance easier than ever.

Built · Hosted · Managed by Vinkius Yodlee-MCP - Access Bank Data and Transactions
Server ID 019ea610-7374-7079-bb2f-9528f0be3774
Vinkius Inspector
Compliance Grade A+
Score 98.33/100
Vinkius Inspector Badge — Score 98.33/100

Questions you might have

How do I list all my accounts using the Yodlee MCP? +

You call list_accounts. This tool sends a request to retrieve every financial account ID and basic status connected to your profile in one go.

Can I refresh credentials with the Yodlee MCP? +

Yes. Use the update_provider_account tool, or first check the status using get_provider_account if you suspect a credential issue.

Is the data from list_transactions real-time? +

The data retrieved via list_transactions reflects the current aggregated state of your linked accounts, pulling history and balances as needed. Always check the provider's last update time for maximum accuracy.

What if I need to know what banks are supported? Yodlee MCP? +

Use list_providers. This tool searches the catalog of major financial institutions that have established integration with Yodlee, letting you plan your workflow accurately.

How do I handle expired access keys using the `generate_token` tool? +

You run generate_token with your credentials to get a fresh key. This function issues a new, valid Yodlee access token, ensuring your AI agent doesn't fail because of an expired API key. It keeps your connections secure and running smoothly.

What information do I get when checking status with `get_provider_account`? +

This tool confirms the current state of a linked account or refresh process. It tells you if your credentials are valid, if a manual update was successful, or if further action (like user input) is required to complete linking.

Before analyzing transactions, how do I use `list_transaction_categories`? +

This command provides you with the full list of available transaction categories. You get the predefined taxonomy used by Yodlee, allowing your agent to accurately categorize expenses or filter records without guesswork.

How do I permanently remove a linked account using the `delete_account` tool? +

Calling delete_account immediately severs the connection to that financial institution. This action permanently removes the account from your profile, ensuring sensitive data is no longer accessible through any of your AI workflows.

Can I filter transactions by a specific date range or category? +

Yes. Use the list_transactions tool 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 tool to search for financial institutions and the get_provider tool 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 tool allows you to remove a specific account from the user profile by providing its unique Account ID.

Built & Managed by Vinkius 30s setup 13 tools

We've already built the connector for Yodlee. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 13 tools are live and waiting. You're up and running in seconds.

Vinkius runs on Claude Claude
Vinkius runs on ChatGPT ChatGPT
Vinkius runs on Cursor Cursor
Vinkius runs on Gemini Gemini
Vinkius runs on Windsurf Windsurf
Vinkius runs on VS Code VS Code
Vinkius runs on JetBrains JetBrains
Vinkius runs on Vercel Vercel
+ other MCP clients

Vinkius gives your AI agents access to the full catalog of app connectors, all fully managed, secure, and enterprise-ready. One subscription, every tool you need.

Zero hosting required Full MCP catalog included Enterprise-grade security Auto-updated by Vinkius

Built, hosted, and secured by Vinkius. You just connect and go.