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