BankSync's MCP server connects Cursor to Ameriprise Financial - My Financial Accounts, 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 Ameriprise Financial - My Financial Accounts account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.
Ask Cursor about your Ameriprise Financial - My Financial Accounts transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your Ameriprise Financial - My Financial Accounts data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Ameriprise Financial - My Financial Accounts transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Ameriprise Financial - My Financial Accounts accounts.
List all checking, savings, and investment accounts linked through Ameriprise Financial - My Financial Accounts.
View investment positions, quantities, and market values from Ameriprise Financial - My Financial Accounts brokerage accounts.
Access buy/sell/dividend transactions from your Ameriprise Financial - My Financial Accounts investment accounts.
Check outstanding balances, interest rates, and payment schedules for Ameriprise Financial - My Financial Accounts 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 Cursor or Ameriprise Financial - My Financial Accounts. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.