BankSync's MCP server connects Cursor to Community Financial Services Bank (CFSB), 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 Community Financial Services Bank (CFSB) 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 Community Financial Services Bank (CFSB) transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your Community Financial Services Bank (CFSB) data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Community Financial Services Bank (CFSB) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Community Financial Services Bank (CFSB) accounts.
List all checking, savings, and investment accounts linked through Community Financial Services Bank (CFSB).
View investment positions, quantities, and market values from Community Financial Services Bank (CFSB) brokerage accounts.
Access buy/sell/dividend transactions from your Community Financial Services Bank (CFSB) investment accounts.
Check outstanding balances, interest rates, and payment schedules for Community Financial Services Bank (CFSB) loans.
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