Use Windsurf with AmeriState Bank
BankSync's MCP server can let Windsurf query supported AmeriState Bank 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 AmeriState Bank or Windsurf. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Windsurf to AmeriState Bank
one key, every agent
Search for AmeriState Bank in BankSync
Sign up for BankSync and, if AmeriState Bank 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 Windsurf
Add the BankSync MCP server to Windsurf using your API key. Follow our Windsurf setup guide for step-by-step instructions.
Start querying
Ask Windsurf about supported AmeriState Bank transactions, balances, and more using natural language.
Windsurf MCP Configuration
Add this configuration to let Windsurf query supported AmeriState Bank account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Windsurf can access from AmeriState Bank
Accounts
List the AmeriState Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported AmeriState Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported AmeriState Bank accounts.
Holdings
View supported investment positions, quantities, and market values from AmeriState Bank.
Trades
Access supported investment trade and activity history from AmeriState Bank.
Loans
Check supported loan balances and provider-supplied liability details from AmeriState Bank.
Ready to connect Windsurf to AmeriState Bank?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Windsurf or AmeriState Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.