Use Cline with Alight - Marsh
BankSync's MCP server can let Cline query supported Alight - Marsh account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Alight - Marsh or Cline. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Cline to Alight - Marsh
Search for Alight - Marsh in BankSync
Sign up for BankSync and, if Alight - Marsh is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Cline
Add the BankSync MCP server to Cline using your API key. Follow our Cline setup guide for step-by-step instructions.
Start querying
Ask Cline about supported Alight - Marsh transactions, balances, and more using natural language.
Cline MCP Configuration
Add this configuration to let Cline query supported Alight - Marsh account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Cline can access from Alight - Marsh
Accounts
List the Alight - Marsh accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Alight - Marsh transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Alight - Marsh accounts.
Holdings
View supported investment positions, quantities, and market values from Alight - Marsh.
Trades
Access supported investment trade and activity history from Alight - Marsh.
Loans
Check supported loan balances and provider-supplied liability details from Alight - Marsh.
Ready to connect Cline to Alight - Marsh?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Alight - Marsh with another agent
The same BankSync MCP server and API key work with every one of these.
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Other banks you can use with Cline
Institutions in the same market that Cline can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Cline or Alight - Marsh. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.