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.
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.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Windsurf using your API key. Follow our Windsurf setup guide for step-by-step instructions.
Ask Windsurf about supported Community Bank of the Bay - Business transactions, balances, and more using natural language.
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"
}
}
}
}List the Community Bank of the Bay - Business accounts connected through BankSync and visible to the API key scopes you grant.
Query supported Community Bank of the Bay - Business transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Get current and available balances for supported Community Bank of the Bay - Business accounts.
View supported investment positions, quantities, and market values from Community Bank of the Bay - Business.
Access supported investment trade and activity history from Community Bank of the Bay - Business.
Check supported loan balances and provider-supplied liability details from Community Bank of the Bay - Business.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync 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.