BankSync's MCP server connects Cursor to Cater Allen Private Bank, 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.
Sign up for BankSync and securely link your Cater Allen Private Bank account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.
Ask Cursor about your Cater Allen Private Bank transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your Cater Allen Private Bank data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Cater Allen Private Bank transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Cater Allen Private Bank accounts.
List all checking, savings, and investment accounts linked through Cater Allen Private Bank.
View investment positions, quantities, and market values from Cater Allen Private Bank brokerage accounts.
Access buy/sell/dividend transactions from your Cater Allen Private Bank investment accounts.
Check outstanding balances, interest rates, and payment schedules for Cater Allen Private Bank loans.
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 Cater Allen Private Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.