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