generated: '2026-07-23' method: derived status: candidate source: openapi/finicity-openbanking-us-openapi-original.yml note: No official Finicity/Mastercard Open Banking MCP server published as of this date; tools derived 1:1 from non-deprecated OpenAPI operations as a candidate agent surface. Input schemas are each operation parameters + requestBody in the referenced spec. server: name: finicity transport: http url: null tools: - name: create_token description: Create Access Token source_operation: openapi/finicity-openbanking-us-openapi-original.yml#CreateToken - name: modify_partner_secret description: Modify Partner Secret source_operation: openapi/finicity-openbanking-us-openapi-original.yml#ModifyPartnerSecret - name: generate_connect_url description: Generate Data Connect URL source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateConnectUrl - name: generate_lite_connect_url description: Generate Lite Data Connect URL source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateLiteConnectUrl - name: generate_fix_connect_url description: Generate Fix Data Connect URL source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateFixConnectUrl - name: send_connect_email description: Send Data Connect Email source_operation: openapi/finicity-openbanking-us-openapi-original.yml#SendConnectEmail - name: generate_joint_borrower_connect_url description: Generate Data Connect URL - Joint Borrower source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateJointBorrowerConnectUrl - name: verify_micro_entry_microdeposit description: Account Validation Assistant User Verification of Microdeposits source_operation: openapi/finicity-openbanking-us-openapi-original.yml#VerifyMicroEntryMicrodeposit - name: generate_transfer_bill_pay_switch_url description: Generate Connect Transfer URL for Bill Pay Switch source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateTransferBillPaySwitchUrl - name: generate_transfer_deposit_switch_url description: Generate Connect Transfer URL for Deposit Switch source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateTransferDepositSwitchUrl - name: send_joint_borrower_connect_email description: Send Data Connect Email - Joint Borrower source_operation: openapi/finicity-openbanking-us-openapi-original.yml#SendJointBorrowerConnectEmail - name: add_testing_customer description: Add Testing Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#AddTestingCustomer - name: add_customer description: Add Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#AddCustomer - name: get_customers description: Get Customers source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCustomers - name: get_customer_with_app_data description: Get Customer With App Data by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCustomerWithAppData - name: get_customer description: Get Customer by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCustomer - name: modify_customer description: Modify Customer by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#ModifyCustomer - name: delete_customer description: Delete Access to Customer by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#DeleteCustomer - name: create_consumer description: Create Consumer for the Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#CreateConsumer - name: get_consumer_for_customer description: Get the Consumer Record for the Given Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetConsumerForCustomer - name: get_consumer description: Get Consumer by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetConsumer - name: modify_consumer description: Modify Consumer by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#ModifyConsumer - name: get_customer_accounts_by_institution_login description: Get Customer Accounts by Institution Login ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCustomerAccountsByInstitutionLogin - name: refresh_customer_accounts_by_institution_login description: Refresh Customer Accounts by Institution Login ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#RefreshCustomerAccountsByInstitutionLogin - name: refresh_customer_accounts_by_institution_login_v2 description: Refresh Customer Accounts by Institution Login ID for Data Access Tiers source_operation: openapi/finicity-openbanking-us-openapi-original.yml#RefreshCustomerAccountsByInstitutionLoginV2 - name: delete_customer_accounts_by_institution_login description: Delete Access to Customer Accounts by Institution Login ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#DeleteCustomerAccountsByInstitutionLogin - name: get_customer_account description: Get Customer Account by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCustomerAccount - name: delete_customer_account description: Delete Access to Customer Account by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#DeleteCustomerAccount - name: get_customer_accounts description: Get Customer Accounts source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCustomerAccounts - name: refresh_customer_accounts description: Refresh Customer Accounts source_operation: openapi/finicity-openbanking-us-openapi-original.yml#RefreshCustomerAccounts - name: refresh_customer_accounts_v2 description: Refresh Customer Accounts for Data Access Tiers source_operation: openapi/finicity-openbanking-us-openapi-original.yml#RefreshCustomerAccountsV2 - name: get_customer_accounts_by_institution description: Get Customer Accounts by Institution ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCustomerAccountsByInstitution - name: get_customer_accounts_by_institution_simple description: Get Customer Accounts by Institution ID (Simple) source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCustomerAccountsByInstitutionSimple - name: get_customer_accounts_by_institution_login_simple description: Get Customer Accounts by Institution Login ID (Simple) source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCustomerAccountsByInstitutionLoginSimple - name: get_customer_account_simple description: Get Customer Account by ID (Simple) source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCustomerAccountSimple - name: get_customer_accounts_simple description: Get Customer Accounts (Simple) source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCustomerAccountsSimple - name: load_historic_transactions_for_customer_account description: Load Historic Transactions for Customer Account source_operation: openapi/finicity-openbanking-us-openapi-original.yml#LoadHistoricTransactionsForCustomerAccount - name: get_account_owner description: Get Account Owner source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetAccountOwner - name: get_account_owner_details description: Get Account Owner Details source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetAccountOwnerDetails - name: generate_fcra_payment_success_indicators description: Generate FCRA Payment Success Indicators source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateFcraPaymentSuccessIndicators - name: get_fcra_payment_success_indicators description: Get FCRA Payment Success Indicators by Pay Request ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetFcraPaymentSuccessIndicators - name: generate_payment_success_indicators description: Generate Non-FCRA Payment Success Indicators source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GeneratePaymentSuccessIndicators - name: get_payment_success_indicators description: Get Non-FCRA Payment Success Indicators by Pay Request ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetPaymentSuccessIndicators - name: get_fcrapayment_success_indicator description: Get FCRA Payment Success Indicator (Legacy) source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetFCRAPaymentSuccessIndicator - name: get_payment_success_indicator description: Get Non-FCRA Payment Success Indicator (Legacy) source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetPaymentSuccessIndicator - name: register_app description: Register App source_operation: openapi/finicity-openbanking-us-openapi-original.yml#RegisterApp - name: modify_app_registration description: Modify App Registration source_operation: openapi/finicity-openbanking-us-openapi-original.yml#ModifyAppRegistration - name: get_applications description: Get App Registration Details source_operation: openapi/finicity-openbanking-us-openapi-original.yml#getApplications - name: get_registered_institutions description: Get App Registration Status by Institution source_operation: openapi/finicity-openbanking-us-openapi-original.yml#getRegisteredInstitutions - name: set_customer_app_id description: Set Customer App ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#SetCustomerAppID - name: migrate_institution_login_accounts description: Migrate Institution Login Accounts source_operation: openapi/finicity-openbanking-us-openapi-original.yml#MigrateInstitutionLoginAccounts - name: get_certified_institutions_with_rssd description: Get Certified Institutions With RSSD source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCertifiedInstitutionsWithRSSD - name: get_institutions description: Get Institutions source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetInstitutions - name: get_certified_institutions description: Get Certified Institutions source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCertifiedInstitutions - name: get_institution description: Get Institution by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetInstitution - name: get_institution_branding description: Get Institution Branding by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetInstitutionBranding - name: get_institutions_by_routing_number description: Get Institutions by Routing Number source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetInstitutionsByRoutingNumber - name: get_location_matches description: Get Merchant Location Matches source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetLocationMatches - name: generate_voareport description: Generate VOA Report for the Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateVOAReport - name: generate_voawith_income_report description: Generate VOA With Income Report for the Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateVOAWithIncomeReport - name: generate_prequalification_crareport description: Generate Prequalification (CRA) Report for the Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GeneratePrequalificationCRAReport - name: generate_prequalification_non_crareport description: Generate Prequalification (Non-CRA) Report source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GeneratePrequalificationNonCRAReport - name: generate_voireport description: Generate VOI Report for the Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateVOIReport - name: generate_voepayroll_report description: Generate VOE - Payroll Report for the Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateVOEPayrollReport - name: generate_voetransactions_report description: Generate VOE - Transactions Report for the Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateVOETransactionsReport - name: generate_pay_statement_report description: Generate Pay Statement Report for the Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GeneratePayStatementReport - name: generate_voiepaystub_with_txverify_report description: Generate VOIE Paystub (With TXVerify) Report for the Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateVOIEPaystubWithTXVerifyReport - name: generate_voiepaystub_report description: Generate VOIE - Paystub Report for the Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateVOIEPaystubReport - name: refresh_voiepayroll_report description: Generate VOIE - Payroll Report for the Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#RefreshVOIEPayrollReport - name: get_customer_account_statement description: Get Customer Account Statement source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCustomerAccountStatement - name: generate_statement_report description: Generate Statement Report for Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateStatementReport - name: get_customer_account_multiple_statement description: Get Customer Account Multiple Statement Details source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCustomerAccountMultipleStatement - name: get_all_customer_transactions description: Get All Customer Transactions source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetAllCustomerTransactions - name: get_transaction_by_unique_transaction_id description: Get Transaction by UniqueTransactionId source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetTransactionByUniqueTransactionId - name: get_customer_transaction description: Get Customer Transaction by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCustomerTransaction - name: get_customer_account_transactions description: Get Customer Account Transactions source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetCustomerAccountTransactions - name: generate_transactions_report description: Generate Transactions Report for the Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateTransactionsReport - name: get_recurring_transactions description: Get Recurring Transactions for Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetRecurringTransactions - name: generate_balance_analytics_report description: Generate Balance Analytics Report for the customer - Personal/Business source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateBalanceAnalyticsReport - name: generate_cashflow_analytics_report description: Generate Cash Flow Analytics Report for the customer - Personal/Business source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateCashflowAnalyticsReport - name: generate_payment_history_report description: Generate Payment History Report for the Customer - Business source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GeneratePaymentHistoryReport - name: store_customer_pay_statement description: Store Customer Pay Statement source_operation: openapi/finicity-openbanking-us-openapi-original.yml#StoreCustomerPayStatement - name: get_loan_payment_details description: Get Loan Payment Details source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetLoanPaymentDetails - name: get_portfolio_by_customer description: Get Portfolio by Customer and Portfolio source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetPortfolioByCustomer - name: subscribe_to_tx_push_notifications description: Subscribe to TxPush Notifications source_operation: openapi/finicity-openbanking-us-openapi-original.yml#SubscribeToTxPushNotifications - name: disable_tx_push_notifications description: Disable TxPush Notifications source_operation: openapi/finicity-openbanking-us-openapi-original.yml#DisableTxPushNotifications - name: create_tx_push_test_transaction description: Create TxPush Test Transaction source_operation: openapi/finicity-openbanking-us-openapi-original.yml#CreateTxPushTestTransaction - name: delete_tx_push_subscription description: Delete TxPush Subscription source_operation: openapi/finicity-openbanking-us-openapi-original.yml#DeleteTxPushSubscription - name: get_portfolio_by_consumer description: Get Portfolio by Consumer and Portfolio source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetPortfolioByConsumer - name: get_account_achdetails description: Get Account ACH Details source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetAccountACHDetails - name: report_reissue description: Report Reissue source_operation: openapi/finicity-openbanking-us-openapi-original.yml#ReportReissue - name: get_report_by_id description: Get Report by Report ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetReportById - name: get_report_by_customer description: Get Report by Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetReportByCustomer - name: get_report_by_report_id description: Get Report by Report ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetReportByReportId - name: get_reports_by_customer_id description: Get List of Reports by Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetReportsByCustomerId - name: get_reports_by_consumer_id description: Get List of Reports by Consumer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetReportsByConsumerId - name: get_reseller_billing_report description: Get Billing Summary for Partner source_operation: openapi/finicity-openbanking-us-openapi-original.yml#getResellerBillingReport - name: get_asset_by_customer_id description: Get Asset by Customer and ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetAssetByCustomerID - name: get_available_balance_live description: Get Available Balance source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetAvailableBalanceLive - name: generate_cash_flow_business_report description: Generate Cash Flow Report for the Customer (Business) source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateCashFlowBusinessReport - name: generate_cash_flow_personal_report description: Generate Cash Flow Report for the Customer (Personal) source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateCashFlowPersonalReport - name: initiate_micro_amount_deposits description: Initiate Micro Entries source_operation: openapi/finicity-openbanking-us-openapi-original.yml#InitiateMicroAmountDeposits - name: verify_micro_amount_deposits description: Verify Micro Entries source_operation: openapi/finicity-openbanking-us-openapi-original.yml#VerifyMicroAmountDeposits - name: get_micro_deposits_details description: Get Micro Entries Details source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetMicroDepositsDetails - name: generate_third_party_access_key description: Generate Third Party Access Key source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateThirdPartyAccessKey - name: update_third_party_access_key description: Update Third Party Access source_operation: openapi/finicity-openbanking-us-openapi-original.yml#UpdateThirdPartyAccessKey - name: revoke_third_party_access_key description: Revoke Third Party Access source_operation: openapi/finicity-openbanking-us-openapi-original.yml#RevokeThirdPartyAccessKey - name: get_customer_authorization_details description: Get Customer Authorization Details source_operation: openapi/finicity-openbanking-us-openapi-original.yml#getCustomerAuthorizationDetails - name: add_business_details description: Create a New Business for a Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#AddBusinessDetails - name: get_business_by_customer description: Get Business for Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetBusinessByCustomer - name: update_business description: Update Business by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#UpdateBusiness - name: get_business_by_id description: Get Business by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetBusinessById - name: get_account_payment_instruction_details description: Get Account ACH Details with RTP/FedNow source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetAccountPaymentInstructionDetails - name: account_matching_score_details description: Account Owner Match source_operation: openapi/finicity-openbanking-us-openapi-original.yml#AccountMatchingScoreDetails - name: get_all_experience description: Get Experience IDs source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetAllExperience - name: create_connect_experience description: Duplicate Experience for Indirect Partner source_operation: openapi/finicity-openbanking-us-openapi-original.yml#CreateConnectExperience - name: get_all_deposit_switches description: Get Deposit Switches by Customer ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#getAllDepositSwitches - name: get_all_external_deposit_switches description: Get Deposit Switches by External ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#getAllExternalDepositSwitches - name: get_deposit_switch_details description: Get Deposit Switch by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#getDepositSwitchDetails - name: post-institutions-institution_id-oauth-urls description: Create OAuth URL source_operation: openapi/finicity-openbanking-us-openapi-original.yml#post-institutions-institutionId-oauth-urls - name: post-institutions-institution_id-login-forms description: Create Login Form source_operation: openapi/finicity-openbanking-us-openapi-original.yml#post-institutions-institutionId-login-forms - name: post-reconnections description: Initiate Reconnection source_operation: openapi/finicity-openbanking-us-openapi-original.yml#post-reconnections - name: post-configurations description: Create Components Configuration source_operation: openapi/finicity-openbanking-us-openapi-original.yml#post-configurations - name: get-configurations description: Get All Configurations for Current Partner source_operation: openapi/finicity-openbanking-us-openapi-original.yml#get-configurations - name: get-configurations-configuration_id description: Get Configuration Details source_operation: openapi/finicity-openbanking-us-openapi-original.yml#get-configurations-configurationId - name: delete-configurations-configuration_id description: Delete Configuration source_operation: openapi/finicity-openbanking-us-openapi-original.yml#delete-configurations-configurationId - name: enrich_transactions description: Performs Enrichment of the Provided Transactions source_operation: openapi/finicity-openbanking-us-openapi-original.yml#enrichTransactions - name: get_all_pay_switches description: Get Pay Switches by Customer ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#getAllPaySwitches - name: generate_payment_risk_insights_report description: Generate Payment Risk Insights Report for the Customer source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GeneratePaymentRiskInsightsReport - name: generate_foresight_analytics_non_cra_report description: Generate foresight analytics non-CRA report for the customer - Personal source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateForesightAnalyticsNonCraReport - name: generate_foresight_analytics_first_third_party_non_cra_report description: Generate Non CRA Foresight Analytics Report Using 1st/3rd Party Transaction Data source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateForesightAnalyticsFirstThirdPartyNonCraReport - name: get_bill_pay_switch_details description: Get Pay Switch by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#getBillPaySwitchDetails - name: get_account_details_by_institution_login_id description: Fetch all the requested field details using institution login ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetAccountDetailsByInstitutionLoginId - name: get_account_details_by_account_id description: Fetch all the requested details using the account ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetAccountDetailsByAccountId - name: generate_sbcametrics_report description: Generate Small Business Credit Analytics Report source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GenerateSBCAMetricsReport - name: get_portfolio_by_path_param_port_folio_id description: Get Portfolio by Portfolio ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetPortfolioByPathParamPortFolioID - name: refresh_transactions description: Trigger Customer Account Refresh source_operation: openapi/finicity-openbanking-us-openapi-original.yml#refreshTransactions - name: get_transaction_refresh_status description: Get Customer Account Refresh Status source_operation: openapi/finicity-openbanking-us-openapi-original.yml#getTransactionRefreshStatus - name: get_data_sharing_consents_by_customer_id description: Get Customer Data Sharing Consents By Customer ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetDataSharingConsentsByCustomerId - name: get_data_sharing_consents_by_id description: Get Customer Data Sharing Consent By ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#GetDataSharingConsentsByID - name: revoke_data_sharing_consent_by_id description: Revoke Data Sharing Consent by ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#RevokeDataSharingConsentById - name: revoke_data_sharing_consent_by_institution_login_id description: Revoke Data Sharing Consent for an Institution by Institution Login ID source_operation: openapi/finicity-openbanking-us-openapi-original.yml#RevokeDataSharingConsentByInstitutionLoginID deployment: mode: none verified: derived tools: 142 checked: '2026-08-12' source: catalog MCP census