Use Cursor with Fidelity
BankSync's MCP server can let Cursor query supported Fidelity 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 Fidelity or Cursor. Names are used only to describe potential account-data coverage and client compatibility.
How to connect Cursor to Fidelity
one key, every agent
Search for Fidelity in BankSync
Sign up for BankSync and, if Fidelity 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 Cursor
Add the BankSync MCP server to Cursor using your API key. Follow our Cursor setup guide for step-by-step instructions.
Start querying
Ask Cursor about supported Fidelity transactions, balances, and more using natural language.
Cursor MCP Configuration
Add this configuration to let Cursor query supported Fidelity account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What Cursor can access from Fidelity
Accounts
List the Fidelity accounts connected through BankSync and visible to the API key scopes you grant.
Balances
Get current and available balances for supported Fidelity accounts.
Holdings
View supported investment positions, quantities, and market values from Fidelity.
Trades
Access supported investment trade and activity history from Fidelity.
Orders
Access supported open and pending investment orders from Fidelity.
Ready to connect Cursor to Fidelity?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Cursor or Fidelity. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.