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