Use Windsurf with Concurrent HRO
BankSync's MCP server can let Windsurf query supported Concurrent HRO 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 Concurrent HRO or Windsurf. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Windsurf to Concurrent HRO
Search for Concurrent HRO in BankSync
Sign up for BankSync and, if Concurrent HRO is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Windsurf
Add the BankSync MCP server to Windsurf using your API key. Follow our Windsurf setup guide for step-by-step instructions.
Start querying
Ask Windsurf about supported Concurrent HRO transactions, balances, and more using natural language.
Windsurf MCP Configuration
Add this configuration to let Windsurf query supported Concurrent HRO account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Windsurf can access from Concurrent HRO
Accounts
List the Concurrent HRO accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Concurrent HRO transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Concurrent HRO accounts.
Holdings
View supported investment positions, quantities, and market values from Concurrent HRO.
Trades
Access supported investment trade and activity history from Concurrent HRO.
Loans
Check supported loan balances and provider-supplied liability details from Concurrent HRO.
Ready to connect Windsurf to Concurrent HRO?
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 Windsurf or Concurrent HRO. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.