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