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