CBI Bank & Trust
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Use Cursor with CBI Bank & Trust

BankSync's MCP server can let Cursor query supported CBI Bank & Trust 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 CBI Bank & Trust or Cursor. Names are used only to describe potential account-data coverage and client compatibility.

United StatesIDEMCP Connected

How to connect Cursor to CBI Bank & Trust

Creating a BankSync API key for an AI agent
one key, every agent
1

Search for CBI Bank & Trust in BankSync

Sign up for BankSync and, if CBI Bank & Trust is available, link your account through a provider-hosted or bank-hosted authorization flow.

2

Generate an API key

Create an API key from the Developers section of your BankSync workspace.

3

Configure Cursor

Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.

4

Start querying

Ask Cursor about supported CBI Bank & Trust transactions, balances, and more using natural language.

Cursor MCP Configuration

Add this configuration to let Cursor query supported CBI Bank & Trust account data through BankSync.

Cursor Config
{
  "mcpServers": {
    "banksync": {
      "url": "https://mcp.banksync.io",
      "headers": {
        "X-API-Key": "bsk_your_key_here"
      }
    }
  }
}

What Cursor can access from CBI Bank & Trust

Accounts

List the CBI Bank & Trust accounts connected through BankSync and visible to the API key scopes you grant.

Transactions

Query supported CBI Bank & Trust transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.

Balances

Get current and available balances for supported CBI Bank & Trust accounts.

Holdings

View supported investment positions, quantities, and market values from CBI Bank & Trust.

Trades

Access supported investment trade and activity history from CBI Bank & Trust.

Loans

Check supported loan balances and provider-supplied liability details from CBI Bank & Trust.

Ready to connect Cursor to CBI Bank & Trust?

Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.

BankSync is not affiliated with, endorsed by, or an official partner of Cursor or CBI Bank & Trust. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.