Lists the holdings of an investment account, as its Holdings tab shows them, with each one's latest quantity, price and value.
Reads only · kinnect_list_holdings
Try asking
“What are the holdings in Mom's IRA?”
“How many shares of the index fund do we hold in the brokerage account?”
Ask in your own words: Claude picks this tool when it fits your question. More examples in Kinnect MCP examples. Not connected yet? See How to set up Kinnect MCP.