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