MCP For Claude Marketplace
Yodlee

Yodlee MCP Connector for Claude

A+

Access financial data via Yodlee — list accounts, fetch transactions, and verify banking details directly from any AI agent.

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

Connect your Yodlee developer account to any AI agent and gain programmatic access to financial data and account verification workflows through natural conversation.

What you can do

  • Account Aggregation — List all linked financial accounts and retrieve specific details for any account ID
  • Transaction History — Fetch and filter transactions across all accounts by date, category, or keywords
  • Provider Discovery — Search for supported financial institutions (providers) and inspect their login requirements
  • Account Linking — Manage the process of linking new provider accounts or refreshing existing credentials
  • Verification Services — Initiate and check the status of account verifications for secure onboarding

How it works

  1. Subscribe to this server
  2. Enter your Yodlee Base URL, Client ID, and Secret
  3. Start querying financial data from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Fintech Developers — test API responses and verify account linking flows directly from the terminal or IDE
  • Financial Analysts — aggregate transaction data and categorize expenses without manual CSV exports
  • Personal Finance Managers — build custom dashboards or agents that track net worth and spending patterns across multiple institutions
fintechbank-aggregationtransaction-historyaccount-verificationyodlee-api

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

generate_token

Generate a Yodlee access token

create_provider_account

Link a new financial institution account

create_verification

g., for ACH). Initiate account verification

delete_account

Remove an account from the user profile

get_account

Get details for a specific account

get_provider_account

Check the status of an account refresh or linking process

get_provider

g., login requirements). Get details about a specific provider

get_verification

Retrieve verification results

list_accounts

List all financial accounts for a user

list_providers

Search for supported financial institutions

list_transaction_categories

List available transaction categories

list_transactions

Fetch transactions across all accounts

update_provider_account

Update credentials or trigger a manual refresh

See how to talk to your AI agent using Yodlee.

List all my linked financial accounts and their current balances.

I've retrieved your accounts. You have 3 linked accounts: a 'Premier Checking' (ID: 10123) with $4,250.00, a 'High Yield Savings' (ID: 10124) with $12,800.00, and a 'Travel Rewards Credit Card' (ID: 10125) with a balance of -$450.20.

Search for transactions containing 'Amazon' from the last 30 days.

Searching your history... I found 2 transactions: $45.99 at 'Amazon.com' on Oct 12th and $12.99 for 'Amazon Prime' on Oct 15th. Would you like more details on either of these?

Show me the details for the financial provider with ID 16441.

Fetching provider info... ID 16441 corresponds to 'Chase Bank'. It supports account aggregation and verification, requiring a username, password, and MFA for linking.

Yes. Use the `list_transactions` tool with optional parameters like `fromDate`, `toDate`, and `categoryId` to narrow down your financial history.

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