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