Use ChatGPT with Connections Bank
BankSync's MCP server can let ChatGPT query supported Connections 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 Connections Bank or ChatGPT. Names are used only to describe potential account-data coverage and client compatibility.
How to connect ChatGPT to Connections Bank
Search for Connections Bank in BankSync
Sign up for BankSync and, if Connections Bank 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 ChatGPT
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Start querying
Ask ChatGPT about supported Connections Bank transactions, balances, and more using natural language.
ChatGPT MCP Configuration
Add this configuration to let ChatGPT query supported Connections Bank account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What ChatGPT can access from Connections Bank
Accounts
List the Connections Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported Connections Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported Connections Bank accounts.
Holdings
View supported investment positions, quantities, and market values from Connections Bank.
Trades
Access supported investment trade and activity history from Connections Bank.
Loans
Check supported loan balances and provider-supplied liability details from Connections Bank.
Ready to connect ChatGPT to Connections Bank?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use Connections Bank with another agent
The same BankSync MCP server and API key work with every one of these.
- Use Connections Bank with Claude CodeAnthropic
- Use Connections Bank with Claude CoworkAnthropic
- Use Connections Bank with Claude DesktopAnthropic
- Use Connections Bank with CursorAnysphere
- Use Connections Bank with GeminiGoogle
- Use Connections Bank with GrokxAI
- Use Connections Bank with Hermes AgentNousResearch
- Use Connections Bank with Meta MuseMeta
Other banks you can use with ChatGPT
Institutions in the same market that ChatGPT can query through BankSync MCP.
- Use Valley Bank - Personal with ChatGPT🇺🇸 United States
- Use FM Bank (MN) - Business with ChatGPT🇺🇸 United States
- Use Valley Bank of Nevada - Business with ChatGPT🇺🇸 United States
- Use Axos Bank with ChatGPT🇺🇸 United States
- Use Alight - UBS with ChatGPT🇺🇸 United States
- Use Bay Credit Union with ChatGPT🇺🇸 United States
- Use Bright Start - College Savings Program (IL) - Individual with ChatGPT🇺🇸 United States
- Use Manulife GRS with ChatGPT🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or Connections Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.