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