Use ChatGPT with Charlie Financial
BankSync's MCP server can let ChatGPT query supported Charlie Financial 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 Charlie Financial or ChatGPT. Names are used only to describe potential account-data coverage and client compatibility.
How to connect ChatGPT to Charlie Financial
Search for Charlie Financial in BankSync
Sign up for BankSync and, if Charlie Financial 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 Charlie Financial transactions, balances, and more using natural language.
ChatGPT MCP Configuration
Add this configuration to let ChatGPT query supported Charlie Financial account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What ChatGPT can access from Charlie Financial
Accounts
List the Charlie Financial accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Charlie Financial transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Charlie Financial accounts.
Holdings
View supported investment positions, quantities, and market values from Charlie Financial.
Trades
Access supported investment trade and activity history from Charlie Financial.
Loans
Check supported loan balances and provider-supplied liability details from Charlie Financial.
Ready to connect ChatGPT to Charlie Financial?
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 ChatGPT or Charlie Financial. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.