BankSync's MCP server connects Cursor to Charles Schwab 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 Charles Schwab Bank account through Plaid.
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 Charles Schwab Bank transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your Charles Schwab Bank data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Charles Schwab Bank transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Charles Schwab Bank accounts.
List all checking, savings, and investment accounts linked through Charles Schwab Bank.
View investment positions, quantities, and market values from Charles Schwab Bank brokerage accounts.
Access buy/sell/dividend transactions from your Charles Schwab Bank investment accounts.
Check outstanding balances, interest rates, and payment schedules for Charles Schwab Bank loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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