BankSync's MCP server connects Cursor to CHET Advisor 529, 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 CHET Advisor 529 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 CHET Advisor 529 transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your CHET Advisor 529 data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query CHET Advisor 529 transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your CHET Advisor 529 accounts.
List all checking, savings, and investment accounts linked through CHET Advisor 529.
View investment positions, quantities, and market values from CHET Advisor 529 brokerage accounts.
Access buy/sell/dividend transactions from your CHET Advisor 529 investment accounts.
Check outstanding balances, interest rates, and payment schedules for CHET Advisor 529 loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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