Prerequisites
- Authenticate Okou CLI with
OKOU_TOKENcarrying thebanking:readcapability. - A platform administrator must enable the relevant Finicity-backed accounts for the current agent.
- Finicity credentials and app tokens remain server-side; do not request them from the user.
List Accounts
okou banking accounts --json | jq '{provider, accounts}'
Use the returned account id for balance and transaction requests.
Get an Account Balance
okou banking balances --account-id <account-id> --json | jq '{provider, balance}'
List Transactions
Dates must use YYYY-MM-DD. Limits must be between 1 and 1000.
okou banking transactions --account-id <account-id> --from 2026-07-01 --to 2026-07-31 --limit 100 --json | jq '{provider, transactions}'
Guidelines
- Use
okou banking; do not call Finicity APIs directly or ask for Finicity partner credentials. - Access is limited to accounts enabled for the current agent.
- Treat account identifiers, balances, and transactions as sensitive financial data.
- Use the narrowest date range needed and avoid retaining raw banking responses.
- Banking commands are read-only; do not imply that transfers or account changes are supported.
Troubleshooting
If a banking command is unavailable or returns an authorization error, verify the current Okou authentication and ask an administrator to confirm the banking:read capability and enabled account access.