Use Cursor with Ameriprise Financial - My Financial Accounts
BankSync's MCP server can let Cursor query supported Ameriprise Financial - My Financial Accounts 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 Ameriprise Financial - My Financial Accounts or Cursor. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Cursor to Ameriprise Financial - My Financial Accounts
Search for Ameriprise Financial - My Financial Accounts in BankSync
Sign up for BankSync and, if Ameriprise Financial - My Financial Accounts 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 Cursor
Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.
Start querying
Ask Cursor about supported Ameriprise Financial - My Financial Accounts transactions, balances, and more using natural language.
Cursor MCP Configuration
Add this configuration to let Cursor query supported Ameriprise Financial - My Financial Accounts account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Cursor can access from Ameriprise Financial - My Financial Accounts
Accounts
List the Ameriprise Financial - My Financial Accounts accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Ameriprise Financial - My Financial Accounts transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Ameriprise Financial - My Financial Accounts accounts.
Holdings
View supported investment positions, quantities, and market values from Ameriprise Financial - My Financial Accounts.
Trades
Access supported investment trade and activity history from Ameriprise Financial - My Financial Accounts.
Loans
Check supported loan balances and provider-supplied liability details from Ameriprise Financial - My Financial Accounts.
Ready to connect Cursor to Ameriprise Financial - My Financial Accounts?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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BankSync 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.