Use Relevance AI with EQ Bank
BankSync's MCP server can let Relevance AI query supported EQ Bank account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with EQ Bank or Relevance AI. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Relevance AI to EQ Bank
Search for EQ Bank in BankSync
Sign up for BankSync and, if EQ Bank is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure Relevance AI
Add the BankSync MCP server to Relevance AI using your API key. Follow our Relevance AI setup guide for step-by-step instructions.
Start querying
Ask Relevance AI about supported EQ Bank transactions, balances, and more using natural language.
Relevance AI MCP Configuration
Add this configuration to let Relevance AI query supported EQ Bank account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Relevance AI can access from EQ Bank
Accounts
List the EQ Bank accounts connected through BankSync and visible to the API key scopes you grant.
Transactions
Query supported EQ Bank transactions with provider-supplied dates, descriptions, amounts, merchants, and categories.
Balances
Get current and available balances for supported EQ Bank accounts.
Holdings
View supported investment positions, quantities, and market values from EQ Bank.
Trades
Access supported investment trade and activity history from EQ Bank.
Loans
Check supported loan balances and provider-supplied liability details from EQ Bank.
Ready to connect Relevance AI to EQ Bank?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
Use EQ Bank with another agent
The same BankSync MCP server and API key work with every one of these.
Other banks you can use with Relevance AI
Institutions in the same market that Relevance AI can query through BankSync MCP.
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BankSync is not affiliated with, endorsed by, or an official partner of Relevance AI or EQ Bank. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.