Integration

Yodlee integration

Yodlee (Envestnet) Account Aggregation API for comprehensive financial data connectivity. Connect to 17,000+ financial institutions worldwide to aggregate accounts, retrieve transactions, verify income and assets, and analyze financial health. Provides real-time account data, enriched transaction categorization, cash flow insights, and credential-less OAuth connections. Ideal for personal finance apps, lending platforms, wealth management, and financial wellness solutions.

Connect Yodlee How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Yodlee.Built from the 17 Yodlee tools below, on the connection you add once.

Common Yodlee use cases

spending analysis
user offboarding
document retrieval
institution lookup
net worth tracking
profile management
session management
statement retrieval
connection management
user onboarding flows

What you can do with Yodlee

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.

User, 4 operations

delete_userDelete userDELETEDeletes the authenticated Yodlee user and all associated data. Irreversible - use with caution.
get_userGet userGETRetrieves the authenticated user's profile from Yodlee. Returns user details including name, email, preferences, and registration date.
register_userRegister userPOSTRegisters a new user in Yodlee for financial data aggregation. Users are the foundation for account linking and data retrieval.
update_userUpdate userPUTUpdates the authenticated Yodlee user's profile information including name, email, address, and preferences.

Provider, 2 operations

get_providerGet providerGETRetrieves detailed information for a specific Yodlee financial institution provider including auth requirements, supported capabilities, and login form fields.
get_providersGet providersGETSearches Yodlee's 17,000+ supported financial data providers. Returns matching institutions with connection details, supported account types, and authentication requirements.

Provideraccount, 2 operations

get_provider_accountsGet provider accountsGETRetrieves all institution connections for a Yodlee user. Returns provider account details including refresh status and linked account information.
refresh_provider_accountRefresh provider accountPUTTriggers a real-time data refresh for a linked institution. Updates account balances, transactions, and holdings with the latest data from the financial institution.

Account, 1 operation

get_accountsGet accountsGETRetrieves all linked financial accounts for a Yodlee user. Returns comprehensive account details including balances, account types, and institution information.

Document, 1 operation

get_documentsGet documentsGETRetrieves documents available for linked accounts including statements, tax forms, and e-bills. Supports filtering by type and date range.

Fastlink, 1 operation

get_fastlink_tokenGet fastlink tokenPOSTGenerates a FastLink token for Yodlee's embedded account linking widget. FastLink handles bank authentication securely without exposing credentials to your app.

Holding, 1 operation

get_holdingsGet holdingsGETRetrieves investment holdings from linked investment accounts. Returns portfolio positions with securities, quantities, market values, and asset classification.

Networth, 1 operation

get_derived_networthGet derived networthGETCalculates and retrieves net worth for a Yodlee user. Returns total assets, total liabilities, and net worth with optional historical trends.

Statement, 1 operation

get_statementsGet statementsGETRetrieves account statements from linked financial accounts. Returns statement metadata and access to PDF documents for supported institutions.

Token, 1 operation

delete_tokenDelete tokenDELETEDeletes (revokes) the access token in the Authorization header, invalidating the current Yodlee session. Required for proper session termination.

Transaction, 1 operation

get_transactionsGet transactionsGETRetrieves transactions from linked accounts with Yodlee's enriched data. Returns transaction history with merchant details, smart categorization, and spending analysis.

Transaction summary, 1 operation

get_derived_transaction_summaryGet derived transaction summaryGETRetrieves a categorized spending summary derived from linked account transactions. Aggregates credit and debit totals by category type or individual category.

Use Yodlee from Claude Code, Cursor or Codex

Connect Yodlee in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Yodlee 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 Yodlee

Create your workspace
Sign up free. Nothing to install.
Connect Yodlee once
Add your Yodlee 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.

Yodlee integration FAQ

What can you do with the Yodlee integration?

LiveContext exposes 17 operations on Yodlee, covering user, provider, provideraccount and account. Common uses include spending analysis, user offboarding and document retrieval.