list_accounts

Lists every Savi Finance account (bank, credit card, crypto, manual, etc.) the authenticated user has access to.

Description

Lists every Savi Finance account (bank, credit card, crypto, manual, etc.) the authenticated user has access to.

Call this first when you need an accountId for any other tool:
  • create_transaction requires accountId — use account.id from this response.
  • list_transactions and get_spending_analytics accept optional accountIds filter — use account.id values.

Optional enrichment: set includeComputedBalance=true for live balances.

Input parameters

NameTypeRequiredDescription
includeComputedBalancebooleanNo
includeCryptoHoldingsbooleanNo
includePlaidAccessObjectbooleanNo