Check balances live at the bank (billed)
refresh_balanceAsks the bank for balances right now, for accounts whose connection supports it (Plaid today). Each live check is billed per bank connection. Without confirm: true nothing is called: the answer lists which connections a check would call and what it costs. With confirm: true the check runs and the fresh balances come back. Daily balances from the regular sync are already in get_metric (cash) and list_accounts at no cost; a live check matters only for "right now" questions. Live checks are limited per connection (a cooldown) and per workspace per day; over a limit nothing is called and the last known balances come back with when a check is allowed again.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| account | No | An account id, or part of its name or its last 4 digits. Omit for every account in scope. | |
| company | No | Company name or id, "Personal", or "all". Omit for every company this connection can see. | |
| confirm | No | true runs the billed check. false (default) only says what it would cost. |