BankSync's MCP server connects Pieces to 1st Source Bank - BBO Treasury, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
Sign up for BankSync and securely link your 1st Source Bank - BBO Treasury account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Pieces using your API key. Follow our Pieces setup guide for step-by-step instructions.
Ask Pieces about your 1st Source Bank - BBO Treasury transactions, balances, and more using natural language.
Add this configuration to connect Pieces to your 1st Source Bank - BBO Treasury data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query 1st Source Bank - BBO Treasury transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your 1st Source Bank - BBO Treasury accounts.
List all checking, savings, and investment accounts linked through 1st Source Bank - BBO Treasury.
View investment positions, quantities, and market values from 1st Source Bank - BBO Treasury brokerage accounts.
Access buy/sell/dividend transactions from your 1st Source Bank - BBO Treasury investment accounts.
Check outstanding balances, interest rates, and payment schedules for 1st Source Bank - BBO Treasury loans.
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