BankSync's MCP server connects Cursor to Edward Jones - U.S. Clients 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 Edward Jones - U.S. Clients 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 Edward Jones - U.S. Clients Access transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your Edward Jones - U.S. Clients Access data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Edward Jones - U.S. Clients Access transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Edward Jones - U.S. Clients Access accounts.
List all checking, savings, and investment accounts linked through Edward Jones - U.S. Clients Access.
View investment positions, quantities, and market values from Edward Jones - U.S. Clients Access brokerage accounts.
Access buy/sell/dividend transactions from your Edward Jones - U.S. Clients Access investment accounts.
Check outstanding balances, interest rates, and payment schedules for Edward Jones - U.S. Clients 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 Edward Jones - U.S. Clients Access. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.