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