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