BankSync's MCP server connects ChatGPT to Alight - EFE (Edelman Financial Engines), 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 Alight - EFE (Edelman Financial Engines) account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Ask ChatGPT about your Alight - EFE (Edelman Financial Engines) transactions, balances, and more using natural language.
Add this configuration to connect ChatGPT to your Alight - EFE (Edelman Financial Engines) data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Alight - EFE (Edelman Financial Engines) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Alight - EFE (Edelman Financial Engines) accounts.
List all checking, savings, and investment accounts linked through Alight - EFE (Edelman Financial Engines).
View investment positions, quantities, and market values from Alight - EFE (Edelman Financial Engines) brokerage accounts.
Access buy/sell/dividend transactions from your Alight - EFE (Edelman Financial Engines) investment accounts.
Check outstanding balances, interest rates, and payment schedules for Alight - EFE (Edelman Financial Engines) loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or Alight - EFE (Edelman Financial Engines). All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.