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