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