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