Use Relevance AI with BNY Mellon-Pershing Investor
BankSync's MCP server can let Relevance AI query supported BNY Mellon-Pershing Investor 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 BNY Mellon-Pershing Investor or Relevance AI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Relevance AI to BNY Mellon-Pershing Investor
one key, every agent
Search for BNY Mellon-Pershing Investor in BankSync
Sign up for BankSync and, if BNY Mellon-Pershing Investor is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Relevance AI
Add the BankSync MCP server to Relevance AI using your API key. Follow our Relevance AI setup guide for step-by-step instructions.
Start querying
Ask Relevance AI about supported BNY Mellon-Pershing Investor transactions, balances, and more using natural language.
Relevance AI MCP Configuration
Add this configuration to let Relevance AI query supported BNY Mellon-Pershing Investor account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Relevance AI can access from BNY Mellon-Pershing Investor
Accounts
List the BNY Mellon-Pershing Investor accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported BNY Mellon-Pershing Investor transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported BNY Mellon-Pershing Investor accounts.
Holdings
View supported investment positions, quantities, and market values from BNY Mellon-Pershing Investor.
Trades
Access supported investment trade and activity history from BNY Mellon-Pershing Investor.
Loans
Check supported loan balances and provider-supplied liability details from BNY Mellon-Pershing Investor.
Ready to connect Relevance AI to BNY Mellon-Pershing Investor?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use BNY Mellon-Pershing Investor with another agent
The same BankSync MCP server and API key work with every one of these.
- Use BNY Mellon-Pershing Investor with ChatGPTOpenAI
- Use BNY Mellon-Pershing Investor with Claude CodeAnthropic
- Use BNY Mellon-Pershing Investor with Claude CoworkAnthropic
- Use BNY Mellon-Pershing Investor with Claude DesktopAnthropic
- Use BNY Mellon-Pershing Investor with CursorAnysphere
- Use BNY Mellon-Pershing Investor with GeminiGoogle
- Use BNY Mellon-Pershing Investor with GrokxAI
- Use BNY Mellon-Pershing Investor with Hermes AgentNousResearch
Other banks you can use with Relevance AI
Institutions in the same market that Relevance AI can query through BankSync MCP.
- Use Cendera Bank (Bells, TX) - Business with Relevance AI🇺🇸 United States
- Use Mid Penn Bank - Business with Relevance AI🇺🇸 United States
- Use Bronco Federal Credit Union with Relevance AI🇺🇸 United States
- Use Maps Credit Union with Relevance AI🇺🇸 United States
- Use Emigrant Bank with Relevance AI🇺🇸 United States
- Use Emigrant Direct with Relevance AI🇺🇸 United States
- Use First Bank Richmond with Relevance AI🇺🇸 United States
- Use Monzo (US) with Relevance AI🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Relevance AI or BNY Mellon-Pershing Investor. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.