BankSync's MCP server can let Relevance AI query supported Community Unity Bank 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 Unity Bank or Relevance AI. Names are used only to describe potential account-data coverage and client compatibility.
Sign up for BankSync and, if Community Unity Bank 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 Relevance AI using your API key. Follow our Relevance AI setup guide for step-by-step instructions.
Ask Relevance AI about supported Community Unity Bank transactions, balances, and more using natural language.
Add this configuration to let Relevance AI query supported Community Unity Bank account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}List the Community Unity Bank accounts connected through BankSync and visible to the API key scopes you grant.
Query supported Community Unity Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Get current and available balances for supported Community Unity Bank accounts.
View supported investment positions, quantities, and market values from Community Unity Bank.
Access supported investment trade and activity history from Community Unity Bank.
Check supported loan balances and provider-supplied liability details from Community Unity Bank.
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 Relevance AI or Community Unity Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.