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