Fintable

Send an email to the fixed Fintable support address (it cannot be unsent) — the only tool here that reaches a human. Use it when something is broken, wrong, or missing; when the user wants a bank, integration, or feature Fintable does not have; when a question cannot be answered from get_docs; or when the user just wants to send feedback. Ask the user before sending and show them the text first — the reply arrives by email, not in this conversation. Write as much detail as the user can give: what they were doing, what happened, what they expected, the exact error text, the connection/account ids involved, and when it happened; a vague report costs the user a round-trip. Offer to attach a screenshot when the user can supply an image (base64, PNG/JPEG/WebP/GIF, max 2 MB). A person replies to the email address given within 2 business days, usually much sooner.

feedback

One bank account by id, including its IBAN when supplied by the bank. Unlike list_accounts this also returns description_parts_samples: real example values from THIS account's transactions for every piece a transaction description can be built from. Read it before calling update_account with description_parts, and show the examples to the user. An empty list for a part means the bank leaves that piece blank on this account; description_parts_samples being null means no transactions have synced yet, so there is nothing to sample and you should suggest running a sync rather than say the bank sends nothing. It also returns description_fields_available: EVERY other field this bank sends on this account, discovered from its own transactions rather than a fixed schema, each with real examples — select one by passing raw:<field> in description_parts. For balances, balance_sources_available shows each provider-reported balance with its exact amount, currency and reference date; show these choices before changing balance_source. A null balance_source uses Fintable's default.

get_account

The categorizer run state: requested/completed/active versions, per-destination export state, and failure marks — use it to see whether a queued pass has landed.

get_categorizer_status

One category by id.

get_category

One bank connection by id (conn_{provider}_{number}).

get_connection

The full Fintable API documentation as markdown.

get_docs

A daily series of European Central Bank exchange rates between two dates (public reference data). Non-working days are absent — the ECB publishes nothing for them. Maximum 366 days per call. A currency the ECB does not publish is a 422 naming that code, never a missing entry in `rates` — so every symbol you ask for is either returned or reported.

get_exchange_rate_history

European Central Bank currency exchange rates for one day (public reference data). Also converts: pass `amount` and the returned rates become that amount converted into each symbol. The ECB publishes once per working day, so a weekend or holiday date returns the previous working day and the response `date` says which was used. A currency the ECB does not publish is a 422 naming that code, never a missing entry in `rates` — so every symbol you ask for is either returned or reported.

get_exchange_rates

Check status and health of the selected Workspace's Airtable and Google Sheets integrations. A cold or stale validation cache can trigger live validation that creates missing Airtable fields, saves spreadsheet names or column mappings, refreshes credentials, and sends authorization-expiry notifications to Workspace admins. Returns base/spreadsheet ids and health; this is not a read-only check.

get_integrations

Profile and billing metadata for the authorized Fintable account: name, tier, connection limits and usage, transaction-volume limit, sync entitlement, and renewal info.

get_me

An account's pending transactions snapshot: what the bank last reported as authorized but not yet posted. A snapshot, not a feed — `as_of` says how fresh it is (usually the last daily sync), items have no ids and are never stored as transactions, and the whole list is replaced on every read. `supported: false` means this provider never reports pending items, which is different from nothing being in flight. Use this rather than filtering list_transactions by pending, which never matches anything.

get_pending_transactions

One categorizer rule by id, including its full JSONLogic.

get_rule

Historical OHLCV bars for one stock ticker (public reference data, US equities). Prices are split- and dividend-adjusted. Useful for charting a holding or valuing a position on a past date.

get_stock_price_history

Latest prices for one or more stock tickers (public reference data, US equities). Returns price, day open/high/low, previous close, change and change percent as exact decimal strings, in the exchange currency — pair with get_exchange_rates to convert. Tickers with no price data are omitted from the result rather than raising an error.

get_stock_prices

The saved daily time/timezone and next scheduled run, actual daily-run start/completion and state, custom schedules, active syncs, and each connection's latest sync status.

get_sync_status

One transaction by id.

get_transaction

Email an invitation into a Workspace the user owns or administers (Office/Enterprise plans). The invitee accepts from the email with their own Fintable login, creating one on the spot if they have none; a repeat for the same address replaces the open invitation. Roles: admin, editor (can connect banks), viewer. Uses the Workspace id from list_workspaces, never workspace_id. Ask the user before sending: each call emails the address given.

invite_workspace_member

Enabled bank accounts by default (use include_disabled=true for all) with balances, currency, IBAN when supplied by the bank, type, sync start date, and enabled flag.

list_accounts

All transaction categories (id, name, header, color).

list_categories

All bank connections with health, status text, reconnect flag, last successful update, accounts count, and live sync status.

list_connections

Investment holdings for an account — one daily snapshot per call (default: latest). Cost basis is the TOTAL position cost, not per share.

list_holdings

All categorizer rules — metadata only (id, name, type, priority, category_ids); fetch one rule for its full JSONLogic.

list_rules

List transactions with filters and opaque cursor pagination (next_cursor). Amounts are exact decimal strings; negative = money out.

list_transactions

List the invitations into a Workspace the user owns or administers — pending ones first, then newest — each with its status: pending, accepted or expired. Revoked invitations are omitted (revoke_workspace_invitation returns the row it revoked). Uses the Workspace id from list_workspaces, never workspace_id.

list_workspace_invitations

List the Fintable Workspaces this connection is authorized to access. Use a returned `id` as `workspace_id` on another workspace-bound tool. Omitting `workspace_id` uses the oldest owned Workspace, or the oldest Workspace the person belongs to if they own none (by Workspace creation time).

list_workspaces

The ISO 9362 BIC (SWIFT code) directory as SWIFTRef publishes it (public reference data): every BIC8 and branch code with the institution's legal name, addresses and country. Reverse-look a code up with `bic`, or search by name, address and country; each entry says whether it is the head office (branch XXX) and whether the BIC is active on the SWIFT network (`is_active_swift`; `test_bic` for test-and-training codes), read from the code's location character as SWIFT defines it. 25 entries per page, `meta.has_more` for the next; `meta.valid_as_of` is the directory's publication date and `meta.last_updated` its newest record update.

lookup_bic

Mint a single-use signed URL (30-min TTL) that a person opens in a browser to connect or reconnect a bank into the Workspace. By default the link is for the user themselves; `for_user` names another member of that Workspace by email (whose role may connect banks, e.g. a client who accepted an invitation) — they complete the link with THEIR OWN Fintable login. Give the URL to that person — it requires their login and any configured two-factor or passkey check.

mint_connection_link

Revoke a pending invitation into a Workspace the user owns or administers, so its email link stops working. An accepted invitation cannot be revoked (conflict): remove the member on the dashboard instead. Uses the Workspace id and the invitation id (inv_...) from list_workspace_invitations.

revoke_workspace_invitation

Queue a full ordered categorizer pass plus destination exports (202). Poll get_categorizer_status for completion.

run_categorizer

Search institutions grouped by domain. Each result includes connection options by country/provider; pass a nested connection slug to mint_connection_link.

search_institutions

Search connectable institutions for the selected Workspace mode. Sandbox Workspaces show test connectors; live Workspaces show production connectors. Pass a returned connection slug to mint_connection_link.

search_workspace_institutions

Start a bank data sync (cached provider data), updating stored financial data and configured private spreadsheet destinations. Reports per-connection outcomes: started or already_syncing. Requires an active subscription or trial, except for a Sandbox Bank Connection, which syncs on any plan.

start_sync

Update an account. enabled=false excludes the account from default API reads and further spreadsheet exports without deleting stored rows or previously exported spreadsheet rows. Pass include_disabled=true to access or re-enable an already-disabled account.

update_account

Rename a category or change its header/color (spreadsheet exports update automatically).

update_category

Rename a connection or set its sync start date (enabled accounts only).

update_connection

Set the daily sync time and/or timezone for all accounts in the selected Workspace, on any plan. Omitted fields stay unchanged. Returns the schedule and daily-run status; never starts a sync or changes additional custom schedules.

update_daily_sync_schedule

Update a categorizer rule. Priority/logic changes queue a full ordered all-rules pass (202).

update_rule

Rename a Workspace the user owns. Use the Workspace id returned by create_workspace or list_workspaces; this operation does not use workspace_id.

update_workspace