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alex1092

Up Banking MCP Server

up_list_accounts

Retrieve and display all banking accounts for authenticated users, including balances, account types (SAVER, TRANSACTIONAL, HOME_LOAN), and ownership details. Filter results by account type or ownership type to organize financial information.

Instructions

List all accounts for the authenticated user. Returns account balances, types (SAVER, TRANSACTIONAL, HOME_LOAN), and ownership information.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
accountTypeNoFilter by account type
ownershipTypeNoFilter by ownership type

Implementation Reference

  • The MCP tool handler for 'up_list_accounts' which parses arguments, calls UpApiClient.listAccounts, and returns the JSON-formatted result.
    case "up_list_accounts": {
      const args = request.params.arguments as {
        accountType?: "SAVER" | "TRANSACTIONAL" | "HOME_LOAN";
        ownershipType?: "INDIVIDUAL" | "JOINT";
      };
      const result = await client.listAccounts(args);
      return {
        content: [
          {
            type: "text",
            text: JSON.stringify(result, null, 2),
          },
        ],
      };
    }
  • src/index.ts:227-246 (registration)
    Registration of the 'up_list_accounts' tool in the TOOLS array, including name, description, and input schema definition.
    {
      name: "up_list_accounts",
      description:
        "List all accounts for the authenticated user. Returns account balances, types (SAVER, TRANSACTIONAL, HOME_LOAN), and ownership information.",
      inputSchema: {
        type: "object",
        properties: {
          accountType: {
            type: "string",
            enum: ["SAVER", "TRANSACTIONAL", "HOME_LOAN"],
            description: "Filter by account type",
          },
          ownershipType: {
            type: "string",
            enum: ["INDIVIDUAL", "JOINT"],
            description: "Filter by ownership type",
          },
        },
      },
    },
  • Core implementation in UpApiClient for listing accounts: builds the API endpoint with optional filters and invokes the generic makeRequest method.
    async listAccounts(filters?: {
      accountType?: "SAVER" | "TRANSACTIONAL" | "HOME_LOAN";
      ownershipType?: "INDIVIDUAL" | "JOINT";
    }): Promise<{ data: AccountResource[] }> {
      let endpoint = "/accounts";
      const params = new URLSearchParams();
    
      if (filters?.accountType) {
        params.append("filter[accountType]", filters.accountType);
      }
      if (filters?.ownershipType) {
        params.append("filter[ownershipType]", filters.ownershipType);
      }
    
      if (params.toString()) {
        endpoint += `?${params.toString()}`;
      }
    
      return this.makeRequest(endpoint);
    }

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