Use Cline with Carta
BankSync's MCP server can let Cline query supported Carta 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 Carta or Cline. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Cline to Carta
Search for Carta in BankSync
Sign up for BankSync and, if Carta 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 Cline
Add the BankSync MCP server to Cline using your API key. Follow our Cline setup guide for step-by-step instructions.
Start querying
Ask Cline about supported Carta transactions, balances, and more using natural language.
Cline MCP Configuration
Add this configuration to let Cline query supported Carta account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Cline can access from Carta
Accounts
List the Carta accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Carta transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Carta accounts.
Holdings
View supported investment positions, quantities, and market values from Carta.
Trades
Access supported investment trade and activity history from Carta.
Loans
Check supported loan balances and provider-supplied liability details from Carta.
Ready to connect Cline to Carta?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Carta with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with Cline
Institutions in the same market that Cline can query through BankSync MCP.
- Use Chase with Cline🇺🇸 United States
- Use American Express with Cline🇺🇸 United States
- Use Capital One with Cline🇺🇸 United States
- Use Wells Fargo with Cline🇺🇸 United States
- Use Fidelity with Cline🇺🇸 United States
- Use Citibank Online with Cline🇺🇸 United States
- Use Bank of America with Cline🇺🇸 United States
- Use PayPal with Cline🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Cline or Carta. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.