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