integrations

List financial accounts

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://docs.usehearsay.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json 
{
  "integrations MCP server": {
    "url": "https://docs.usehearsay.com/mcp"
  }
}
Close
GET /financial-data/accounts/data
Access token

Returns one page of financial accounts with balances and the provider they came from, for one Plaid item or, when none is given, every item linked to the case; filter by account type. On a case shared with opposing counsel, accounts the caller may not see are excluded; ocSharedStatus (the account's sharing status) is filled in for opposing counsel, who can also filter by it, and is null for everyone else. Returns 404 when a Plaid item or account id sent belongs to another case.

Query parameters

  • page number

    Default value is 1.

  • perPage number

    Default value is 10.

  • skip number

    If skip/limit not provided, page/perPage will take precedence

  • limit number

    If skip/limit not provided, page/perPage will take precedence

  • caseId string Required

    Case ID this financial data belongs to.

  • plaidItemId string

    Internal PlaidItem document ID returned by the public token exchange endpoint. Optional for extraction code users — resolved automatically from caseId.

  • accountType string

    Filter accounts by type.

    Values are depository, credit, loan, investment, brokerage, or other.

  • financialAccountId string

    Filter by a specific financial account ID.

  • sharedStatus string

    Opposing-council only. Narrows to accounts in one sharing state; ignored for OL/OG and extraction-code callers.

    Values are shared, pending, or not_gated.

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • data object Required
      Hide data attributes Show data attributes object
      • total number Required
      • page number
      • perPage number
      • skip number
      • limit number
      • totalPages number Required
      • nextPage number | null Required
      • previousPage number | null Required
      • data array[object]
        Hide data attributes Show data attributes object
        • id string Required
        • plaidItemId string Required
        • plaidAccountId string Required
        • balanceAvailable number | null
        • balanceCurrent number | null
        • balanceLastUpdated string(date-time) | null
        • balanceLimit number | null
        • createdAt string(date-time) Required
        • holderCategory string | null
        • currency string | null
        • name string Required
        • officialName string | null
        • accountMask string | null

          Last digits of the account number, as the bank shows them

        • subtype string | null
        • type string Required

          Values are depository, credit, loan, investment, brokerage, or other.

        • updatedAt string(date-time) Required
        • financialAccountProviderId string Required
        • financialAccountProviderType string Required

          Value is plaid.

        • financialAccountProviderName string | null
        • extractionCodeId string | null
        • ocSharedStatus string | null

          Opposing-council only: whether this account has been shared with the OL. null for OL/OG callers — same convention as every other item listing. Transactions inherit their account's status, since FINANCIAL approvals are keyed on account ids.

          Values are shared, pending, or not_gated.

    • statusCode number Required
    • timestamp string(date-time) Required
GET /financial-data/accounts/data 
curl \
 --request GET 'http://api.example.com/financial-data/accounts/data?caseId=string' \
 --header "Authorization: Bearer $ACCESS_TOKEN"
Response examples (200) 
{
  "data": {
    "total": 42,
    "page": 1,
    "perPage": 20,
    "skip": 0,
    "limit": 20,
    "totalPages": 3,
    "nextPage": 2,
    "previousPage": 42.0,
    "data": [
      {
        "id": "65a1b2c3d4e5f6a7b8c9d0e1",
        "plaidItemId": "65a1b2c3d4e5f6a7b8c9d0a0",
        "plaidAccountId": "BxBXxLj1m4HMXBm9WZZmCWVbPjX16EHwv99vp",
        "balanceAvailable": 1250.4,
        "balanceCurrent": 1310.75,
        "balanceLastUpdated": "2026-01-15T14:30:00.000Z",
        "balanceLimit": 42.0,
        "createdAt": "2026-01-10T09:00:00.000Z",
        "holderCategory": "personal",
        "currency": "USD",
        "name": "Everyday Checking",
        "officialName": "Example Bank Everyday Checking",
        "accountMask": "0042",
        "subtype": "checking",
        "type": "depository",
        "updatedAt": "2026-01-15T14:30:00.000Z",
        "financialAccountProviderId": "65a1b2c3d4e5f6a7b8c9d0e2",
        "financialAccountProviderType": "plaid",
        "financialAccountProviderName": "Example Bank",
        "extractionCodeId": "65a1b2c3d4e5f6a7b8c9d0b5",
        "ocSharedStatus": "shared"
      }
    ]
  },
  "statusCode": 200,
  "timestamp": "2026-01-15T10:15:00.000Z"
}