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These are the read-only visibility tools for bank connections. Write tools for triggering syncs and managing account links are on Connections writes.

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get_sync_status

Returns the status of all bank connections: provider type, sync state, last sync time, and any error details. Agents call this to check data freshness or diagnose “why don’t I see yesterday’s transactions”. Scope: Read Mirrors: GET /api/v1/connections

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Parameters

None.

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Example input

{}

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Example output

[
  {
    "id": "c1Xm9pQ2",
    "institution_name": "Chase",
    "institution_id": "ins_3",
    "provider": "plaid",
    "status": "active",
    "last_synced_at": "2026-04-23T14:32:00Z",
    "error_code": null,
    "error_message": null,
    "user_id": "u4Xm9pQ2",
    "user_name": "Alice",
    "created_at": "2026-01-15T09:00:00Z",
    "updated_at": "2026-04-23T14:32:00Z"
  },
  {
    "id": "c2Yn0qR3",
    "institution_name": "Bank of America",
    "institution_id": "ins_127",
    "provider": "plaid",
    "status": "pending_reauth",
    "last_synced_at": "2026-04-18T09:15:00Z",
    "error_code": "ITEM_LOGIN_REQUIRED",
    "error_message": "User must re-authenticate via Plaid Link.",
    "user_id": "u5Yn0qR3",
    "user_name": "Bob",
    "created_at": "2026-02-01T11:20:00Z",
    "updated_at": "2026-04-18T09:15:00Z"
  }
]

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Status values

StatusMeaning
activeHealthy and syncing normally.
errorLast sync failed. Check error_message.
pending_reauthBank requires re-authentication in the admin UI.
disconnectedConnection was removed; accounts and transactions are preserved with FKs set to NULL.
Lists account links between primary and dependent/authorized-user accounts. Account links deduplicate transactions that appear in both feeds when two family members connect the same credit card. Each link entry returns match counts and unmatched counts so you can see reconciliation progress. Scope: Read

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Parameters

None.

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Example input

{}

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Example output

[
  {
    "id": "L9Xm2pQr",
    "primary_account_id": "a7Xm9pQ2",
    "primary_account_name": "Amex Gold (Alice)",
    "primary_user_name": "Alice",
    "dependent_account_id": "a8Yn0qR3",
    "dependent_account_name": "Amex Gold (Bob)",
    "dependent_user_name": "Bob",
    "match_strategy": "date_amount_name",
    "match_tolerance_days": 0,
    "enabled": true,
    "match_count": 142,
    "unmatched_dependent_count": 7,
    "created_at": "2026-01-20T16:45:00Z",
    "updated_at": "2026-04-23T12:00:00Z"
  }
]