MCP For Claude Marketplace
Teller

Teller MCP Connector for Claude

A+

Connect to your bank accounts, list transactions, check balances, and initiate payments via Teller API.

11 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Teller enrollment to any AI agent and manage your financial data and payments through natural conversation.

What you can do

  • Account Management — List all financial accounts and fetch specific metadata for any connected bank account.
  • Identity Verification — Retrieve owner information including names, addresses, phone numbers, and emails associated with the accounts.
  • Balances & Details — Get real-time ledger and available balances, as well as sensitive account and routing numbers.
  • Transaction History — Query historical ledger transactions with support for pagination and date filtering.
  • Payments — Create payees and initiate payments (e.g., via Zelle) directly from your specified accounts.
  • Access Control — Revoke authorization for specific accounts or the entire enrollment when needed.

How it works

  1. Subscribe to this server
  2. Enter your Teller Access Token, Certificate, and Private Key
  3. Start managing your banking data from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Developers — integrate real-time banking data and payment flows into your AI-driven applications without building custom connectors.
  • Finance Teams — automate transaction monitoring and balance checks across multiple institutions.
  • Personal Finance Users — interact with your own bank data using natural language to track spending or verify account details.
banking-apifinancial-datatransaction-historypayment-initiationopen-banking

11 tools expose this connector's capabilities to your AI agent.

get_account_balances

Get real-time ledger and available balances

get_account_details

Get account and routing numbers

list_accounts

List all accounts for the enrollment

create_payee

Create a new payee for an account

delete_account

Delete authorization for a specific account

delete_all_accounts

Delete authorization for all accounts in the enrollment

get_account

Get details for a specific account

get_identity

Get identity information for accounts

initiate_payment

g., via Zelle) from the specified account. Initiate a payment from an account

list_institutions

List supported financial institutions

list_transactions

Supports pagination and date filtering. List ledger transactions for an account

See how to talk to your AI agent using Teller.

List all my connected bank accounts and their IDs.

I've retrieved your accounts. You have a 'Checking' account (ID: acc_123) and a 'Savings' account (ID: acc_456) connected via Chase.

What is the current balance of my account acc_123?

The current ledger balance for account acc_123 is $1,250.50, with $1,200.00 available for immediate use.

Show me the identity information associated with my accounts.

The identity records show the accounts are owned by 'John Doe', with a registered address at 123 Finance St and email 'john@example.com'.

Yes. Use the `get_account_details` tool with the specific Account ID. It will return the sensitive account and routing numbers associated with that account.

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