BankSync's MCP server connects Pieces to Compeer Financial, 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 Compeer Financial account through our secure connection.
Create an API key from the Developers section of your BankSync workspace.
Add the BankSync MCP server to Pieces using your API key. Follow our Pieces setup guide for step-by-step instructions.
Ask Pieces about your Compeer Financial transactions, balances, and more using natural language.
Add this configuration to connect Pieces to your Compeer Financial data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Compeer Financial transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Compeer Financial accounts.
List all checking, savings, and investment accounts linked through Compeer Financial.
View investment positions, quantities, and market values from Compeer Financial brokerage accounts.
Access buy/sell/dividend transactions from your Compeer Financial investment accounts.
Check outstanding balances, interest rates, and payment schedules for Compeer Financial loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
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