BankSync's MCP server connects Cursor to Constellation Wealth Advisors LLC - Client Access, 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 Constellation Wealth Advisors LLC - Client Access 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 Constellation Wealth Advisors LLC - Client Access transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your Constellation Wealth Advisors LLC - Client Access data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Constellation Wealth Advisors LLC - Client Access transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Constellation Wealth Advisors LLC - Client Access accounts.
List all checking, savings, and investment accounts linked through Constellation Wealth Advisors LLC - Client Access.
View investment positions, quantities, and market values from Constellation Wealth Advisors LLC - Client Access brokerage accounts.
Access buy/sell/dividend transactions from your Constellation Wealth Advisors LLC - Client Access investment accounts.
Check outstanding balances, interest rates, and payment schedules for Constellation Wealth Advisors LLC - Client Access loans.
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Cursor or Constellation Wealth Advisors LLC - Client Access. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.