Available tools

Once connected, your AI tool can call any of these tools. You do not need to invoke them manually — the client discovers them and chooses the right tool based on your questions. All tools are read-only. They return data from Finta storage (requires Storage Mode). High-volume tools support filters and pagination via cursor parameters in the tool schema.

Tool	What it does	Example prompt
`whoami`	Returns your Finta user and MCP setup status	”Am I connected to Finta?”
`list_bank_connections`	Lists your bank connections with status and error state	”Which of my banks are connected?”
`list_accounts`	Lists bank accounts with balances	”What accounts do I have?”
`get_account`	Gets a single account by ID	”Show me details for my Chase checking account”
`list_transactions`	Lists cash transactions, filterable by account, date, and category	”What did I spend on groceries last month?”
`list_categories`	Lists transaction categories	”What categories does Finta use?”
`list_accounts_balance_history`	Daily balance history across accounts	”Show me my net worth over the last 6 months”
`get_account_balance_history`	Daily balance history for one account	”How has my savings account balance changed?”
`list_securities`	Lists securities in investment accounts	”What stocks do I hold?”
`list_holdings`	Lists investment positions with quantities	”What’s in my portfolio?”
`list_investment_transactions`	Lists investment transactions (buys, sells, dividends)	“What trades did I make this year?”