get_bank_account_balance
Get the current balance and recent activity for a bank account.
What get_bank_account_balance does
Fetches a single bank account balance by its ID, returning every field including line items, audit metadata, and timestamps.
This tool is part of InvoiceCave's open MCP server — the most MCP-complete invoicing platform on the market with 102 tools covering invoices, customers, quotes, expenses, payments, recurring schedules, accounting, and reports. Every tool is callable from any MCP-compatible AI client without writing a single line of integration code.
How an AI uses get_bank_account_balance
Use this after a list_* call when the AI needs full detail on one record — line items, totals, payment status, history. Safe to call repeatedly; it's a read-only fetch with no side effects.
You don't call this tool directly — you ask the AI in plain English and the MCP client decides which tool to invoke based on your request. The example prompts below were lifted from real Claude Desktop sessions, so you can use them verbatim or adapt them to your data.
Parameters
get_bank_account_balance accepts 1 parameter — 1 required, 0 optional. The AI fills these in from your natural-language prompt; you never write them by hand.
| Parameter | Type | Required | Description |
|---|---|---|---|
| bankAccountId | string | required | Bank account ID |
Request example
Under the hood, your AI client sends a JSON-RPC 2.0 tools/call request to InvoiceCave's MCP endpoint at https://www.invoicecave.com/api/mcp/mcp. Here's what a get_bank_account_balance call looks like:
{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "get_bank_account_balance",
"arguments": {
"bankAccountId": "ban_a1b2c3d4"
}
}
}You won't write this yourself — it's shown so developers can see exactly what the MCP client generates. The arguments object maps 1:1 to the parameters above. Authentication is handled by the Authorization: Bearer header with your API key.
Example AI prompts
Type any of these into Claude Desktop, Claude Code, or Cursor — InvoiceCave's MCP server will route them to get_bank_account_balance automatically.
“Pull up the full details for that bank account balance.”
“What's the current status of this bank account balance?”
Use it in 30 seconds
Related tools
More from the Bank Accounts category.
list_bank_accountsList bank accounts configured for the organization. Includes balances and default flag.
create_bank_accountCreate a new bank account for the organization. Used for recording deposits and reconciliation.
update_bank_accountUpdate a bank account. To set as default, the existing default is automatically unset.
delete_bank_accountSoft-delete a bank account (sets isActive=false). Preserves transaction history. To hard-delete, use the dashboard.
FAQ — get_bank_account_balance
What is get_bank_account_balance?▾
get_bank_account_balance is one of 102 tools in InvoiceCave's MCP server. Fetches a single bank account balance by its ID, returning every field including line items, audit metadata, and timestamps. It's invoked automatically when an AI client like Claude or Cursor decides the user's request maps to this action.
Which AI clients can call get_bank_account_balance?▾
Any MCP-compatible client. We've tested it with Claude Desktop, Claude Code, Cursor, Windsurf, and Codex. The MCP protocol is open, so any AI tool that speaks MCP can call this endpoint with a valid InvoiceCave API key.
Is calling get_bank_account_balance secure?▾
Yes. Every call is authenticated by the API key you mint in the dashboard, scoped to a single organization, rate-limited per key, and recorded in the audit log with source='mcp'. Sensitive fields (SMTP passwords, encryption keys) are never returned to the AI client.
What parameters does get_bank_account_balance take?▾
get_bank_account_balance accepts 1 parameter — 1 required (bankAccountId). The AI populates these from your plain-English prompt — see the parameter table and request example above.
Does get_bank_account_balance count against any quota?▾
MCP tool calls are unmetered on the free plan up to a generous monthly limit. Once you connect Stripe and start charging your customers, every call still counts against the same per-key rate limit but doesn't add to your bill.
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