Use Windsurf with Community Bank of the Bay - Business
BankSync's MCP server can let Windsurf query supported Community Bank of the Bay - Business 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 Community Bank of the Bay - Business or Windsurf. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Windsurf to Community Bank of the Bay - Business
Search for Community Bank of the Bay - Business in BankSync
Sign up for BankSync and, if Community Bank of the Bay - Business 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 Windsurf
Add the BankSync MCP server to Windsurf using your API key. Follow our Windsurf setup guide for step-by-step instructions.
Start querying
Ask Windsurf about supported Community Bank of the Bay - Business transactions, balances, and more using natural language.
Windsurf MCP Configuration
Add this configuration to let Windsurf query supported Community Bank of the Bay - Business account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Windsurf can access from Community Bank of the Bay - Business
Transactions
Query Community Bank of the Bay - Business transactions by date range with merchant details, amounts, and categories.
Balances
Get live current and available balances for all your Community Bank of the Bay - Business accounts.
Accounts
List all checking, savings, and investment accounts linked through Community Bank of the Bay - Business.
Holdings
View investment positions, quantities, and market values from Community Bank of the Bay - Business brokerage accounts.
Trades
Access buy/sell/dividend transactions from your Community Bank of the Bay - Business investment accounts.
Loans
Check outstanding balances, interest rates, and payment schedules for Community Bank of the Bay - Business loans.
Ready to connect Windsurf to Community Bank of the Bay - Business?
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Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Windsurf or Community Bank of the Bay - Business. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.