
Connect Replit to B9 via BankSync MCP server. Query transactions, balances, and investments from B9 directly in Replit.
Sign up for BankSync and securely link your B9 account through Plaid.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Replit using your API key. Follow our Replit setup guide for step-by-step instructions.
Ask Replit about your B9 transactions, balances, and more using natural language.
Add this configuration to connect Replit to your B9 data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query B9 transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your B9 accounts.
List all checking, savings, and investment accounts linked through B9.
View investment positions, quantities, and market values from B9 brokerage accounts.
Access buy/sell/dividend transactions from your B9 investment accounts.
Check outstanding balances, interest rates, and payment schedules for B9 loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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