BankSync's MCP server connects Cursor to Enterprise Trust & Investments (Trust), 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 Enterprise Trust & Investments (Trust) 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 Enterprise Trust & Investments (Trust) transactions, balances, and more using natural language.
Add this configuration to connect Cursor to your Enterprise Trust & Investments (Trust) data.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}Query Enterprise Trust & Investments (Trust) transactions by date range with merchant details, amounts, and categories.
Get live current and available balances for all your Enterprise Trust & Investments (Trust) accounts.
List all checking, savings, and investment accounts linked through Enterprise Trust & Investments (Trust).
View investment positions, quantities, and market values from Enterprise Trust & Investments (Trust) brokerage accounts.
Access buy/sell/dividend transactions from your Enterprise Trust & Investments (Trust) investment accounts.
Check outstanding balances, interest rates, and payment schedules for Enterprise Trust & Investments (Trust) loans.
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