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