Use Cursor with Cash Flow Portal
BankSync's MCP server connects Cursor to Cash Flow Portal, giving the AI direct read access to your real-time transactions, balances, and account data. Query your finances in natural language — no spreadsheets, no exports.
How to connect Cursor to Cash Flow Portal
Connect Cash Flow Portal to BankSync
Sign up for BankSync and securely link your Cash Flow Portal account through our secure connection.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Cursor
Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.
Start querying
Ask Cursor about your Cash Flow Portal transactions, balances, and more using natural language.
Cursor MCP Configuration
Add this configuration to connect Cursor to your Cash Flow Portal data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Cursor can access from Cash Flow Portal
Transactions
Query Cash Flow Portal transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Cash Flow Portal accounts.
Accounts
List all checking, savings, and investment accounts linked through Cash Flow Portal.
Holdings
View investment positions, quantities, and market values from Cash Flow Portal brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Cash Flow Portal investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Cash Flow Portal loans.
Ready to connect Cursor to Cash Flow Portal?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Cursor 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.