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