Integration

Teller integration

Teller is a bank account linking API that provides instant, secure access to financial account data. Connect to thousands of financial institutions to retrieve account balances, transaction history, account holder identity, and initiate payments. Ideal for personal finance apps, accounting software, lending platforms, and fintech applications requiring real-time bank data.

Connect Teller How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Teller.Built from the 11 Teller tools below, on the connection you add once.

Common Teller use cases

gdpr data deletion
security incident response
bill payment automation
kyc identity verification
displaying account details
displaying supported banks
setting up direct deposits
displaying account balances
user requested disconnection
displaying transaction details

What you can do with Teller

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Account, 4 operations

delete_accountDelete accountDELETERemoves authorization for a single linked account. The account becomes inaccessible while the rest of the enrollment remains active.
delete_all_accountsDelete all accountsDELETERemoves authorization for all accounts in the enrollment, effectively deleting the enrollment. Permanently removes the connection between your application and the user's bank.
get_accountGet accountGETRetrieves detailed information for a specific linked bank account. Returns full account details including balances, institution info, and account identifiers.
list_accountsList accountsGETLists all linked bank accounts for a user enrollment. Returns account information including balances, account numbers, institution details, and account types.

Transaction, 2 operations

get_transactionGet transactionGETRetrieves detailed information for a specific transaction. Returns complete transaction data including counterparty details and processing status.
list_transactionsList transactionsGETRetrieves transaction history for a bank account. Returns detailed transaction data including amounts, dates, descriptions, categories, and merchant information.

Account detail, 1 operation

get_account_detailsGet account detailsGETRetrieves sensitive account details including full account number and routing number. Essential for setting up ACH transfers and direct deposits.

Balance, 1 operation

get_account_balancesGet account balancesGETRetrieves real-time balance information for a bank account. Returns available balance, current balance, and ledger balance where applicable.

Identity, 1 operation

get_identityGet identityGETRetrieves account holder identity information from the bank. Returns verified name, addresses, email, phone numbers, and date of birth.

Institution, 1 operation

list_institutionsList institutionsGETLists all financial institutions supported by Teller. Returns institution details including names, IDs, and available capabilities.

Payment, 1 operation

create_paymentCreate paymentPOSTInitiates a Zelle payment from a linked bank account to a payee. Enables programmatic fund transfers for bill pay, payouts, and peer-to-peer transfers.

Use Teller from Claude Code, Cursor or Codex

Connect Teller in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Teller operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Teller

Create your workspace
Sign up free. Nothing to install.
Connect Teller once
Add your Teller connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Teller integration FAQ

What can you do with the Teller integration?

LiveContext exposes 11 operations on Teller, covering account, transaction, account detail and balance. Common uses include gdpr data deletion, security incident response and bill payment automation.