Atlas
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Use ChatGPT with Atlas

BankSync's MCP server can let ChatGPT query supported Atlas 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 Atlas or ChatGPT. Names are used only to describe potential account-data coverage and client compatibility.

United StatesDesktopMCP Connected

How to connect ChatGPT to Atlas

Creating a BankSync API key for an AI agent

one key, every agent

1

Search for Atlas in BankSync

Sign up for BankSync and, if Atlas is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure ChatGPT

Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.

4

Start querying

Ask ChatGPT about supported Atlas transactions, balances, and more using natural language.

ChatGPT MCP Configuration

Add this configuration to let ChatGPT query supported Atlas account data through BankSync.

ChatGPT Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What ChatGPT can access from Atlas

Accounts

List the Atlas accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported Atlas transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported Atlas accounts.

Holdings

View supported investment positions, quantities, and market values from Atlas.

Trades

Access supported investment trade and activity history from Atlas.

Loans

Check supported loan balances and provider-supplied liability details from Atlas.

your finances, in the conversation

Ready to connect ChatGPT to Atlas?

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 ChatGPT or Atlas. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.