BankSync's MCP server connects Relevance AI to Affinity Bank, 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 Affinity Bank account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Relevance AI using your API key. Follow our Relevance AI setup guide for step-by-step instructions.
Ask Relevance AI about your Affinity Bank transactions, balances, and more using natural language.
Add this configuration to connect Relevance AI to your Affinity Bank data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Affinity Bank transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Affinity Bank accounts.
List all checking, savings, and investment accounts linked through Affinity Bank.
View investment positions, quantities, and market values from Affinity Bank brokerage accounts.
Access buy/sell/dividend transactions from your Affinity Bank investment accounts.
Check outstanding balances, interest rates, and payment schedules for Affinity Bank loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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