Teller (bank data)

Teller is a US-only bank data provider — accounts, balances, transactions — without screen scraping. You connect your accounts; agents read via the teller MCP.

Vonzio supports multi-bank: connect PNC, Chase, NFCU, whatever — each becomes its own enrollment row. Agents pick the right one per-call via enrollment_id.

How to connect

1. Open Settings → Integrations → “Connect bank”.

2. Teller Connect popup opens (the JS SDK we load lazily). Pick your bank, enter your bank credentials, select accounts to share.

3. On success, Vonzio stores the bank connection. Your dashboard now shows it under Integrations.

4. (Recommended) Scope the new enrollment to your finance profile. Settings → Integrations → that row → “Scope” → Specific agents → check your finance profile. Other profiles won’t see teller_* tools.

5. Repeat for any other banks.

Multi-bank

Each bank link is one enrollment. The Settings page renders them as separate rows. Each carries its own scope independently — you could grant PNC to one profile, Chase to another.

The agent calls teller_list_enrollments once per task, then routes per-account.

What agents can do

See teller MCP. Read-only: list enrollments, list accounts, get balance, list transactions, get account details. No money movement. That’s outside Teller’s API anyway.

Caution

If you upgrade to Teller Production, your bank credentials no longer route through Teller’s sandbox — real accounts, real transactions are exposed. Scope the Teller integration to one profile, give that profile only the tools/skills it needs, and never let it submit user-initiated tasks from un-vetted prompts.