Use Relevance AI with Carta
BankSync's MCP server can let Relevance AI 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 Relevance AI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Relevance AI 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 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 Carta transactions, balances, and more using natural language.
Relevance AI MCP Configuration
Add this configuration to let Relevance AI query supported Carta 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 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 Relevance AI 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 Relevance AI
Institutions in the same market that Relevance AI can query through BankSync MCP.
- Use Chase with Relevance AI🇺🇸 United States
- Use American Express with Relevance AI🇺🇸 United States
- Use Capital One with Relevance AI🇺🇸 United States
- Use Wells Fargo with Relevance AI🇺🇸 United States
- Use Fidelity with Relevance AI🇺🇸 United States
- Use Citibank Online with Relevance AI🇺🇸 United States
- Use Bank of America with Relevance AI🇺🇸 United States
- Use PayPal with Relevance AI🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Relevance AI or Carta. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.