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