Use Gemini with Carta
BankSync's MCP server can let Gemini 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 Gemini. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Gemini to Carta
one key, every agent
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 Gemini
Add the BankSync MCP server to Gemini using your API key. Follow our Gemini setup guide for step-by-step instructions.
Start querying
Ask Gemini about supported Carta transactions, balances, and more using natural language.
Gemini MCP Configuration
Add this configuration to let Gemini query supported Carta account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Gemini 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 Gemini to Carta?
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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 Gemini
Institutions in the same market that Gemini can query through BankSync MCP.
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- Use Benton County State Bank with Gemini🇺🇸 United States
- Use Conservation First Bank - Business with Gemini🇺🇸 United States
- Use First National Bank Minnesota - Business Online Banking with Gemini🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Gemini or Carta. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.