BankSync's MCP server connects Goose to Arvest - Wealth Management, 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 Arvest - Wealth Management account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Goose using your API key. Follow our Goose setup guide for step-by-step instructions.
Ask Goose about your Arvest - Wealth Management transactions, balances, and more using natural language.
Add this configuration to connect Goose to your Arvest - Wealth Management data.
extensions:
banksync:
enabled: true
name: BankSync
type: streamable_http
uri: https://mcp.banksync.io
headers:
X-API-Key: bsk_your_key_hereQuery Arvest - Wealth Management transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Arvest - Wealth Management accounts.
List all checking, savings, and investment accounts linked through Arvest - Wealth Management.
View investment positions, quantities, and market values from Arvest - Wealth Management brokerage accounts.
Access buy/sell/dividend transactions from your Arvest - Wealth Management investment accounts.
Check outstanding balances, interest rates, and payment schedules for Arvest - Wealth Management loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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