Use Relevance AI with Capital on Tap
BankSync's MCP server can let Relevance AI query supported Capital on Tap 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 Capital on Tap or Relevance AI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Relevance AI to Capital on Tap
Search for Capital on Tap in BankSync
Sign up for BankSync and, if Capital on Tap 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 Capital on Tap transactions, balances, and more using natural language.
Relevance AI MCP Configuration
Add this configuration to let Relevance AI query supported Capital on Tap 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 Capital on Tap
Accounts
List the Capital on Tap accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Capital on Tap transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Capital on Tap accounts.
Ready to connect Relevance AI to Capital on Tap?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Capital on Tap with another agent
The same BankSync MCP server and API key work with every one of these.
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Institutions in the same market that Relevance AI can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Relevance AI or Capital on Tap. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.