BankSync

Retrieve all connected bank institutions in your BankSync workspace, including institution names and connection status.

Fetch details for a specific connected bank institution, including its routing metadata and last-sync timestamp.

Remove a bank connection from the workspace, revoking BankSync's access to that institution's data.

Retrieve all bank accounts across connected institutions, including account type, currency, and masked account number.

Fetch the full details of a specific bank account, including type, balance, and institution metadata.

Retrieve bank transactions with cursor-based pagination and optional date-range filters for incremental data pulls.

Retrieve the live current and available balance for a specific bank account directly from BankSync.

Retrieve investment trade records from connected brokerage or investment accounts in BankSync.

Retrieve the current investment holdings across connected accounts, including asset names, quantities, and current values.

Retrieve details for a connected loan account, including outstanding principal, interest rate, and next payment date.

Retrieve all configured data feeds in your BankSync workspace, showing which bank accounts are feeding which destinations.

Fetch the full configuration and status of a specific BankSync data feed, including sync schedule and last-run metadata.

Create a new BankSync data feed connecting a bank account to a downstream destination with a defined sync schedule.

Modify an existing BankSync feed's configuration, including sync frequency, destination, or active status.

Permanently remove a BankSync data feed, stopping all future syncs for that bank-to-destination connection.

Trigger an immediate on-demand sync for a specific BankSync feed, bypassing the scheduled interval.

Retrieve all transaction enrichment rules in the workspace that categorise and tag raw bank transactions.

Create a new transaction enrichment rule that auto-categorises matching transactions by merchant name, amount, or description pattern.

Retrieve all sync jobs in the workspace with their current status, start time, and completion metadata.

Cancel a running or queued BankSync sync job to prevent it from completing, useful when stopping a runaway or incorrect sync.

Fires when BankSync detects new transactions on a connected account via cursor-based incremental polling; can be scoped to a specific account or feed.

Fires when a BankSync sync job finishes, whether it succeeds or fails, allowing downstream workflows to react to fresh data or handle errors.

Fires when a connected account's available balance drops below a configured threshold, enabling the agent to act before cash-flow issues become critical.

Fires when a scheduled BankSync feed sync fails to complete, alerting the agent to investigate and either retry or escalate before the next reconciliation cycle.

Fires when a new bank account is authorised and appears in BankSync, triggering onboarding workflows to integrate the account into existing pipelines.

Fires when a connected bank institution reports an authentication or connectivity error, indicating the connection needs re-authorisation before syncs can resume.