Use ChatGPT with B9
BankSync's MCP server connects ChatGPT to B9, 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.
How to connect ChatGPT to B9
Connect B9 to BankSync
Sign up for BankSync and securely link your B9 account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure ChatGPT
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Start querying
Ask ChatGPT about your B9 transactions, balances, and more using natural language.
ChatGPT MCP Configuration
Add this configuration to connect ChatGPT to your B9 data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What ChatGPT can access from B9
Transactions
Query B9 transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your B9 accounts.
Accounts
List all checking, savings, and investment accounts linked through B9.
Holdings
View investment positions, quantities, and market values from B9 brokerage accounts.
Trades
Access buy/sell/dividend transactions from your B9 investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for B9 loans.
Ready to connect ChatGPT to B9?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or B9. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.